Jensen Quality Growth Equity Decided to Sell Accenture (ACN)

6 days ago 8

Soumya Eswaran

Fri, March 6, 2026 astatine 8:24 AM CST 3 min read

Jensen Investment Management, an plus absorption institution based successful the US, released its fourth-quarter capitalist missive for “Jensen Quality Growth Equity Strategy”. A transcript of the missive tin beryllium downloaded here. The S&P 500 Index continued its rally successful Q4 2025, which started successful 2022. The Jensen Quality Growth Equity Composite underperformed the Index successful the 4th quarter. The Strategy returned -0.55% (net) successful Q4 2025 Vs 2.66% for the Index. At the assemblage level, the portfolio’s comparative underperformance was mostly contributed to by the Industrials sector. The outperformance of low-quality stocks added to the comparative underperformance from a prime perspective. Market attraction successful mega-cap exertion characterizes the existent concern theme. The portfolio is well-positioned to capitalize connected maturation from AI and integer transformation, portion maintaining its durability. The steadfast prioritizes holding companies that tin make economical worth implicit aggregate cycles, focusing connected quality, currency generation, and durability for semipermanent shareholder returns. Please reappraisal the Portfolio’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Jensen Quality Growth Equity Strategy highlighted Accenture plc (NYSE:ACN). Headquartered successful Dublin, Ireland, Accenture plc (NYSE:ACN) is nonrecreational services and exertion services company. On March 05, 2026, Accenture plc (NYSE:ACN) banal closed astatine $214.00 per share. One-month instrumentality of Accenture plc (NYSE:ACN) was -11.06%, and its shares mislaid 37.46% implicit the past 52 weeks. Accenture plc (NYSE:ACN) has a marketplace capitalization of $132.71 billion.

Jensen Quality Growth Equity Strategy stated the pursuing regarding Accenture plc (NYSE:ACN) successful its 4th fourth 2025 capitalist letter:

"During the quarter, the Quality Growth Investment Team liquidated positions successful Accenture plc (NYSE:ACN), Amphenol (APH), and Zoetis (ZTS) from the Portfolio.

Read Entire Article