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ACACN

Accenture plc

$ACN·$88B·Information Technology Services·Technology
$143.57-0.7%YTD-46.6%1Y-49.2%
Mentions · last 7 days
2026-07-11: 30 posts2026-07-12: 73 posts2026-07-13: 115 posts2026-07-14: 90 posts2026-07-15: 66 posts2026-07-16: 116 posts2026-07-17: 53 posts554+8%
Price updated 1d ago·X counts updated 1d ago
ACACN
$ACNAccenture plc
$143.57-0.72%554 posts+8%
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 numbersSelling offAI verdict · as of 2026-07-18

Falling on heavy selling — points lower unless it turns around.

Accenture is down 47% YTD at 14x, 11% FCF yield — $821M War Data Platform win versus the IT-services displacement bear.

Accenture is the global IT-services-and-consulting franchise whose thesis rests on defending margin through the AI-and-GenAI transition while executing the same reinvention playbook on enterprise clients. The tape damage is severe and the honest sentiment fight is on.

  • The tape damage is decisive — down about 46.6% year-to-date and 49.2% over twelve months at an $87.8B market cap, with ACN down 33.5% in June alone (3rd-worst S&P 500 performer); that captures the AI-displacement fear directly.
  • The mechanics still describe a healthy franchise — trailing P/E of only 14.3, operating margin above 14.8%, gross margin near 32%, ROIC of 17%, free-cash-flow yield above 11.4%, and debt-to-equity of 0.27; the value case rests on those numbers holding up as the multiple compresses.
  • The specific fresh bull leg is dated — post the Advana rebrand, ACN was selected for the $821M War Data Platform integration deal; that is a genuine defense-and-federal contract win that supports the 'still-winning-major-programs' narrative.
  • The industry backdrop is negative — IT-service names (ACN, CTSH, IT) recently cut earnings/guidance, TCS also missed, and the IBM plunge triggered a sector-wide selloff on the revenue-miss warning; that is the specific reason the ACN multiple compressed even before the AI-displacement thesis fully lands.
  • The dividend-and-value framing is what defensive-rotation and long-term retirement-income allocators focus on — ACN's low payout ratio and 11% FCF yield make it a candidate for the value-and-safety trade.

This turns when the next earnings shows AI-augmented services revenue actually growing and named enterprise agentic-AI wins land — a beat plus named Advana contracts restarts recovery; another soft services quarter or a fresh AI-displacement disclosure extends the drawdown.

Agrees with X sentimentThe genuinely mixed X sample matches the setup — bulls have the $821M War Data Platform win, dividend yield, and low payout ratio right, bears have the 33.5% June drop, IT-services group cuts, and TCS-miss group read-through right. Both sides describe the same real inflection.

What to watch: Next earnings for AI-augmented services revenue growing and named enterprise agentic-AI wins. Another soft services quarter or fresh AI-displacement disclosure extends the drawdown.

it services ai displacementadvana rebrand winvalue multiple at 14xhigh fcf yield

X sentiment

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

Mixed sentiment⚠6 posts analyzed · as of 2026-07-15 · top-engagement diverged

Accenture chatter is mixed. Post-Advana rebrand, ACN was selected for $821M War Data Platform integration deal - bullish. Community adds ACN to public portfolios due to recent price drop, strong dividend yield, and low payout ratio. Bears note ACN was -33.5% in June (3rd-worst S&P 500 stock) and IT-service names ($ACN, $CTSH, $IT) recently cut earnings/guidance. Tata Consultancy also missed. Sentiment cautiously bullish on the value setup.

Read the AI verdict + X sentiment for $ACN

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  • 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

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $ACN

Direct beneficiary — Global IT consulting and outsourcing giant spanning strategy, cloud, digital transformation, and managed services; primary revenue lines track directly to the DoD AI production contract conversions driving multi-year IT backlog.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%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, Sep 24·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 – $73.8B$13.86$13.74 – $13.9118
FY27$76.6B$75.7B – $77.8B$14.65$14.10 – $14.9421
FY28$80.6B$80.4B – $80.7B$15.71$14.59 – $16.6218
FY29$89.8B$88.9B – $91.1B$18.44$18.22 – $18.809
FY30$97.6B$96.7B – $99.1B$18.92$18.69 – $19.2917

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.0.9×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.15%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.-9.2%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.-33.4%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 today1.6% 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.β1.125-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

SellApr 30Atsushi EgawaCEO4.9K sh$863K
+ 62 other (61 awards · 1 inkind) 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
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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-KOfficer or director changeJan 288-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Sentiment Vs. Fundamentals: The Battle Wages Over Accentureseekingalpha.com·4d agoIBM Plunge Triggers Tech Stock Selloff After Revenue Miss Warninggurufocus.com·4d ago10 Dividend Growth Stocks: July 2026seekingalpha.com·8d ago5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (July 2026)seekingalpha.com·8d ago'Selling Winners, Buying Losers': Tech Stocks Drop as Energy Jumps to Start H2benzinga.com·9d ago

In themes

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

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Voices on X · top 4 · 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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