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ACACN

Accenture plc

$ACN·$114B·Information Technology Services·Technology
$186.72-3.3%YTD-30.5%1Y-26.7%
Mentions · last 7 days
2026-08-28: 19 posts2026-08-29: 8 posts2026-08-30: 4 posts2026-08-31: 28 posts2026-09-01: 12 posts2026-09-02: 20 posts2026-09-03: 17 posts110
Price updated 9h ago·X counts updated 1d ago
ACACN
$ACNAccenture plc
$186.72-3.31%110 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ACN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-04

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

IT services heavyweight down 34% YTD but +50% off the low, dividend compounder framing intact, $5B debt raise for buyback ammo.

Accenture is the Dublin-based global professional-services and IT-consulting leader whose stock at $193.12 is down 34% year-to-date and 27% over twelve months on a $107.5B market cap despite steady operational execution.

  • Q3 fiscal-2026 (reported Jun 18) delivered $3.80 EPS vs. $3.70 expected — the fourth straight beat by 2%+ percent — and Q2 (reported Mar 19) delivered $2.93 vs. $2.86 expected, with consensus modelling $13.86 of FY26 EPS rising to $14.68 in FY27 and $15.75 in FY28.
  • On Jul 10 Accenture Capital Inc. closed a $5B multi-tranche senior notes offering ($300M floating SOFR+70bps due 2029, $1B 4.750% due 2029, $1.5B 5.000% due 2031, $1.1B 5.300% due 2033, $1.1B 5.600% due 2036) — a large investment-grade debt raise consistent with M&A / buyback / general corporate purposes flexibility.
  • Insider tape is only small routine restricted-stock director/officer awards on Aug 14 (Sarin, Renduchintala, Sharma, Jope, Brudermueller, and others) — no open-market activity in either direction.

At 14.3x trailing earnings, 9.0x EV/EBITDA, an 11.4% free-cash-flow yield and 25% ROE on a 1.07 beta, the multiple is undemanding for a scale services franchise — the Oct 1 print is the near-term test of whether the +50% off the low run has more room and the Zacks EPS-beat cadence continues.

Agrees with X sentimentX bulls frame ACN as a dividend compounder with a persistent ~11¢-of-every-revenue-dollar operating margin that 'barely moves'; verdict agrees the fundamentals are steady and adds the beat cadence and $5B senior-notes financing context.

What to watch: Oct 1 fiscal Q4 earnings for whether the +50% off-low run has more room and the beat cadence continues; deployment of the $5B senior-notes proceeds; commentary on the AI / GenAI booking cadence against the broader IT-services demand backdrop.

On the calendar: 2026-10-01 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment⚠7 posts analyzed · as of 2026-09-02 · top-engagement diverged

Accenture shares surge to ~$190 in pre-market from ~$126 at the start of the prior month (+50% total return), and the community frames ACN as a dividend compounder held with conviction. Long-form analyses point out ACN kept 10¢ of every revenue dollar in FY18 and 11¢ in FY25 — 'a margin line that barely moves.' Sen. Kelly Morrison files a small ACN sell but ACN sits flat since the disclosure while SOLS drops.

Read the AI verdict + X sentiment for $ACN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global IT consulting and outsourcing giant spanning strategy, cloud, digital transformation, and managed services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $ACN.

Information Technology Services · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $ACN

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Global IT consulting and outsourcing giant spanning strategy, cloud, digital transformation, and managed services.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-2.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 18, 2026$3.80$3.70+2.7%
Q4 2025Mar 19, 2026$2.93$2.86+2.4%
Q3 2025Dec 18, 2025$3.94$3.74+5.3%
Q2 2025Sep 25, 2025$3.03$2.98+1.7%
Next earningsThu, Oct 1·consensus EPS $3.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$18.0B+8.3%30.3%13.8%$2.96$3.7B
Q1 FY26$18.7B+6.0%32.9%16.8%$3.57$1.5B
Q4 FY25$17.6B+7.3%31.9%11.6%$2.27$3.8B
Q3 FY25$17.7B+7.7%32.9%16.8%$3.52$3.5B

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$73.6B$73.5B – $73.7B$13.86$13.73 – $13.9018
FY27$76.6B$75.9B – $77.6B$14.68$14.13 – $14.9820
FY28$80.7B$78.4B – $84.2B$15.75$14.61 – $16.6519
FY29$89.8B$88.7B – $91.6B$18.44$18.14 – $18.939
FY30$97.6B$96.4B – $99.6B$18.92$18.62 – $19.4315

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.40%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+15.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-8.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 610.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.075-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14Clifford Katherine LeeChief Leadership & HR Officer68 sh$12KSellJul 30Joel UnruchGeneral Counsel/Corp Secretary10.5K sh$1.7MSellApr 30Atsushi EgawaCEO1.9K sh$326K
+ 77 other (77 awards) in window

See when $ACN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jul 10424B5
AI summary

Accenture Capital Inc. filed a 424B5 prospectus supplement for its $5 billion multi-tranche senior notes offering: $300M floating-rate (SOFR + 70bps) due 2029, $1B at 4.750% due 2029, $1.5B at 5.000% due 2031, $1.1B at 5.300% due 2033, and $1.1B at 5.600% due 2036, all fully and unconditionally guaranteed by Accenture plc. This is the prospectus supplement (not a new deal) formally pricing and documenting the offering that closed July 10, 2026. The $5B raise is Accenture-scale debt financing and not dilutive to equity holders.

424B5Prospectus supplement (offering)Jul 8424B5
AI summary

Accenture Capital Inc., a wholly owned subsidiary of Accenture plc (ACN), filed a preliminary 424B5 for a multi-tranche senior notes offering (floating rate + up to four fixed-rate tranches); dollar amounts and coupon rates are left blank as this is a preliminary (subject to completion). The notes are fully and unconditionally guaranteed by Accenture plc, ranking as senior unsecured obligations. This is a routine debt capital markets access filing for an investment-grade issuer — no equity dilution, final terms to be disclosed at pricing.

8-KPress release / Reg FDJun 238-K — Item 7.01: Press release / Reg FD
AI summary

Ireland 001-34448 98-0627530 furnished a Reg FD disclosure covering: me of each exchange on which registered Class A ordinary shares, par value $0.0000225 per share ACN New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerg.

8-KAgreement terminatedApr 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

ACN (ACN) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $5.925 billion. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Accenture (ACN) Rises Higher Than Market: Key Factszacks.com·2d agoWhy Investors Need to Take Advantage of These 2 Computer and Technology Stocks Nowzacks.com·2d agoWill Accenture (ACN) Beat Estimates Again in Its Next Earnings Report?zacks.com·4d agoWhy Investors Need to Take Advantage of These 2 Computer and Technology Stocks Nowzacks.com·4d agoHere's Why Accenture (ACN) is a Strong Value Stockzacks.com·8d ago

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