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ACACN

Accenture plc

$ACN·$113B·Information Technology Services·Technology
$181.29-4.7%YTD-29.2%1Y-18.0%
Price updated 4m ago·X counts updated 5d ago
ACACN
$ACNAccenture plc
$181.29-4.73%151 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ACN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

151X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $ACN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-15

Accenture and Google Cloud form the Gemini Enterprise Business Group with up to 1,000 forward-deployed engineers to embed agentic AI directly in customer operations. Software cohort weakness (-3.76% for ACN) drags the tape, but the strategic framing dominates.

Read what X is saying about $ACN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ACN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-18

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

IT services compounder off 29% YTD with a Google/Gemini strategic anchor and a print in days.

Accenture is -29% YTD at $190.29, -18% TTM, into a Q4 FY26 print on 1 Oct at 14.3x TTM P/E and 8.97x EV/EBITDA. Four straight EPS beats and a 25% ROE make the fundamental drift look overdone.

  • Google Cloud partnership announced Gemini Enterprise Business Group with up to 1,000 forward-deployed engineers to embed agentic AI in customer ops
  • Analysts model FY27 EPS at $14.67 vs $13.86 in FY26; CEO Julie Sweet and multiple officers received routine share awards on 5 Sep, no meaningful sells
  • FCF yield 11.4% with 27% debt-to-equity; sits at the 42nd percentile of the 52-week range

Q4 FY26 earnings on 1 Oct is the immediate catalyst; bookings, generative-AI project scale, and FY27 guide drive the reaction.

Agrees with X sentimentX sees the Google/Gemini partnership as a strategic AI-services anchor; the fundamental drift argues the multiple already discounts too much.

What to watch: Q4 FY26 earnings 1 Oct, bookings, generative-AI project run-rate, and FY27 revenue guide.

On the calendar: Q4 FY26 earnings on 2026-10-01

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

AI infrastructure buildout is splitting the sector: data-centre/GPU-compute operators (IREN, KEEL, APLD) are accelerating on power-deal announcements and AI workload demand, while legacy IT-outsourcers face margin pressure as clients insource AI tooling. Canada's C$ tens-of-billions infrastructure commitment adds pipeline visibility for North American operators.

What this means for $ACN

Partial — global IT consulting giant with AI transformation services; near-term margin pressure as clients consolidate AI tooling budgets, offset by scale advantages in large enterprise deployments.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-6.6%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 $3.19

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 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$73.6B$73.5B – $73.7B$13.86$13.84 – $13.8920
FY27$76.6B$75.9B – $77.6B$14.67$14.16 – $14.9721
FY28$80.6B$78.5B – $84.4B$15.73$14.68 – $16.7421
FY29$85.9B$82.3B – $90.2B$17.34$17.10 – $17.593
FY30$97.6B$95.3B – $101.2B$18.92$18.35 – $19.821

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.0.6×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.42%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.+11.8%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.-5.1%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 today0.5% 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.β1.095-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
+ 85 other (85 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.

+ 6 other (2 13Gs · 1 routine 8-K · 1 10-Q · 1 earnings 8-K) in window

Recent news

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

Is Trending Stock Accenture PLC (ACN) a Buy Now?zacks.com·1d agoThese 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·1d agoHere's Why Accenture (ACN) Fell More Than Broader Marketzacks.com·2d agoAccenture to Announce Fourth-Quarter and Full-Year Fiscal 2026 Resultsbusinesswire.com·4d agoConsulting's Trump-era DEI bill hits $63 million as Accenture joins Deloitte and IBM in settling discrimination claimsbusinessinsider.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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Voices on X · last 7 days

No standout posts about $ACN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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