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ACACN

Accenture plc

$ACN·$128B·Information Technology Services·Technology
$229.68+2.1%YTD-14.6%1Y-1.9%
Price updated 5h ago·X counts updated 5d ago
ACACN
$ACNAccenture plc
$229.68+2.12%349 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

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.

349X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
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.

Mixed sentimentAI analysisGenerated by AI from underlying data13 posts analyzed · as of 2026-10-02

Sentiment is wait-and-see into Thursday's print — Street sits at ~$18B revenue and ~$3.19 EPS, with Q4 guide of $17.75-18.4B. The one question that will decide the stock: whether federal services (promised to return to growth) actually did, or whether that gets pushed to FY27. A new AWS collaboration is being flagged. Nothing in the thread stakes out a direction — it's framed as a classic federal-recovery-or-guide-cut print.

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.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Consulting giant just blew out Q4 — Federal returned to growth, and the stock gapped on 5.5x normal volume.

Accenture is the global IT consulting and systems-integration giant — delivering AI, cloud and digital transformation to the Fortune 2000. The stock had been down 21% YTD until today's Q4 print, which arrived with 5.58x normal volume and a sharp gap higher.

  • The P&L is actually accelerating: revenue grew 8.3% YoY to $18.04B last quarter at a 14% operating margin and EPS $2.96 — the Federal segment finally returned to growth per the pre-earnings framing, which was the specific overhang that had kept the stock in the penalty box.
  • At 14.3x trailing earnings and 1.5x sales for a 15% operating-margin business with $7B+ of free cash flow, this is cheap for a quality name — the pre-earnings bear case (slower bookings, Federal spending uncertainty) is what the Q4 print just directly refuted.
  • Volume at 5.58x normal with the stock gapping higher is confirmation-of-breakout behavior, not distribution — the kind of post-earnings move that typically holds through the first subsequent earnings print.

Accelerating holds while bookings and Federal-segment growth continue through Dec 17 earnings. A soft bookings print, or any specific commentary that FY27 is weaker than FY26, is what cools the move; a FY27 guide-up based on the same Federal momentum extends the breakout further.

What to watch: Dec 17 earnings — bookings growth, Federal-segment revenue, FY27 revenue guide. A soft bookings print or a FY27 revenue guide below $66B is what cools the breakout; a FY27 guide-up extends the move.

On the calendar: 2026-12-17 — Q1 FY27 earnings

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

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $ACN

Neutral — 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
-7.5%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
Q3 2026Oct 1, 2026$3.29$3.18+3.5%
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%
Next earningsThu, Dec 17·consensus EPS $3.95

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$73.4B – $73.7B$13.86$13.83 – $13.8920
FY27$77.5B$76.5B – $78.3B$14.68$14.55 – $14.8319
FY28$81.4B$80.5B – $82.4B$15.96$15.78 – $16.2518
FY29$85.7B$82.8B – $90.6B$17.31$15.79 – $18.4811
FY30$98.9B$96.4B – $101.5B$19.43$18.80 – $20.115

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.1.1×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.64%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.+21.4%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.+19.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 595.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.105-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.

Insider activity

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

Recent transactions

SellOct 12Hogan Catherine KiernanCOO700 sh$150KSellOct 8Hogan Catherine KiernanCOO1.3K sh$264KSellAug 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

8-KPress release / Reg FDOct 148-K — Item 7.01: Press release / Reg FD
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 earnings 8-Ks · 1 routine 8-K · 1 10-Q · 1 SD) in window

Recent news

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

Accenture Analysts Raise Price Targets as AI Fuels Multi-Year Growth Planbenzinga.com·17h agoAccenture's $8B Acquisition Push: A Growth Catalyst for ACN Stock?zacks.com·17h agoAccenture Just Capped Employees' Claude Spending at $29 a Month. Some Were Spending $1,000247wallst.com·17h ago5 Dividend-Paying Stocks to Watch as Market Volatility Riseszacks.com·2d agoHere is What to Know Beyond Why Accenture PLC (ACN) is a Trending Stockzacks.com·2d ago

In themes

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

Cybersecurity

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Voices on X · top 3 · 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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