ACN
Accenture plcEvidence as of 2026-09-17The desk's Snapshot
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Overview · Accenture plc
Accenture plc, a professional services company, provides strategy and consulting, interactive, industry X, song, and technology and operation services worldwide. The company offers application services, including agile transformation, DevOps, application modernization, enterprise architecture, software and quality engineering, data management, intelligent automation comprises robotic process automation, natural langu…
Management team
- Mr. Steve Ferneyhough · Chief Strategic Accounts & Global Sales OfficerFind on LinkedIn
- Ms. Jill Kramer · Chief Marketing & Communications OfficerFind on LinkedIn
- Mr. John Walsh · Chief Operating OfficerFind on LinkedIn
- Ms. Kathleen R. McClure · Executive OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.3 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.3 of a possible +2; confidence high). Reported revenues were $18,742,125,000 in fiscal Q1 2026 (2025-11-30), $18,252,390,000 in fiscal Q2 2026 (2026-02-28), and $18,718,144,000 in fiscal Q3 2026 (2026-05-31). Operating income and margins varied across these quarters — $2,873,698,000 (≈ 15.3% margin) in Q1, $2,493,547,000 (≈ 13.7% margin) in Q2, and $3,175,298,000 (≈ 17.0% margin) in Q3 — while net income dipped to $1,825,239,000 in Q2 before recovering to $2,338,989,000 in Q3.
Other material data include a shrinking share base (weighted average diluted shares: 626,043,040 in Q1, 622,640,891 in Q2, 615,593,409 in Q3), cash and cash equivalents of $9,649,405,000 (2025-11-30), $9,399,183,000 (2026-02-28), and $10,165,245,000 (2026-05-31), and trailing twelve‑month free cash flow of $3,203,982,000. Market signals are mixed: low market beta ( beta to SPY 0.31 ) but elevated volatility ( 30‑day annualized +39.8%, 90‑day +57.9% ), a deep multi‑year drawdown ( three‑year max drawdown -67.8%, current -50.9% ), and a relatively high dividend yield of 3.44% ( dividend growth 3‑yr +13.3%). Valuation math shows price‑to‑FCF 36.44 and an implied FCF growth rate priced in of 24.27%, with EV/EBITDA 9.47 and P/E 15.15.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported revenues were $18,742,125,000 in fiscal Q1 2026 (2025-09-01 to 2025-11-30), $18,252,390,000 in fiscal Q2 2026 (2024-12-01 to 2025-02-28), and $18,718,144,000 in fiscal Q3 2026 (2026-03-01 to 2026-05-31).
XBRL companyfacts · 0001467373-25-000222Operating income was $2,873,698,000 in fiscal Q1 2026, $2,493,547,000 in fiscal Q2 2026, and $3,175,298,000 in fiscal Q3 2026, which corresponds to operating margins of approximately 15.3% (Q1), 13.7% (Q2), and 17.0% (Q3) when divided by the quarter revenues above.
XBRL companyfacts · 0001467373-26-000032Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Multiple insider transaction reports (Form 4 filings) were submitted in August 2026, including filings dated 2026-08-17 and 2026-08-24 and an earlier filing dated 2026-07-31.
4 filed 2026-08-17The 10-K filed 2025-10-10 states that as of August 31, 2025 the company had approximately 779,000 employees worldwide.
Item 1A risk-factor diff · 0001467373-25-000217 vs 0001467373-24-000278Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Beta to SPY is 0.31 and correlation to SPY is 0.09, indicating low market beta and very low contemporaneous correlation versus the S&P 500 on the measurement date.
Moneyta signal set · 2026-09-16Short-term momentum is mixed: 3-month momentum is +14.6% while 6-month momentum is -3.7% and the 12_1 momentum measure is -29.5%, with the 12_1 momentum at the 10th percentile of the 561-stock research universe.
Moneyta signal set · 2026-09-16weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, the XLK ETF held ACN at 2.36% weight of the fund.
ETF constituents · market dataAs of 2026-09-02, the VGT ETF held ACN at 1.38% weight of the fund.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets report that Accenture agreed to pay US$25 million to settle U.S. Department of Justice discrimination claims tied to federal contracts.
News · finance.yahoo.com · 2026-09-16Coverage describing the $25 million DOJ settlement also appears in an outlet framing the resolution as closing a legal dispute that dated back to 2017.
News · simplywall.st · 2026-09-17Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
The largest reported officer open-market acquisitions in these filings were $28k for 162 shares by Joel Unruch (General Counsel/Corp Secretary) on 2026-08-05.
Form 4 · Unruch Joel (General Counsel/Corp Secretary) · $28k code A · 2026-08-05Another officer acquisition reported was $20k for 117 shares by Melissa A. Burgum (Chief Accounting Officer) on 2026-08-05.
Form 4 · Burgum Melissa A (Chief Accounting Officer) · $20k code A · 2026-08-05Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The implied free cash flow (FCF) growth rate today's price would justify, under the stated discount and terminal assumptions, is 24.27%.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF (trailing twelve months) is 36.44.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The claims jointly support a favorable read because quarterly revenue and operating income remained large and broadly stable across the three reported quarters, with operating margins recovering to ~17% in Q3 (fundamentals-0, fundamentals-1) and net income showing a quarter-to-quarter rebound (fundamentals-2). Share count has meaningfully declined over the period, consistent with ongoing capital return or buyback activity that increases per-share earnings potential (fundamentals-3), and cash on the balance sheet rose to $10.17B by May (fundamentals-4) while trailing FCF is $3.20B ttm with P/E ~15 and EV/EBITDA ~9.5, which are often viewed as reasonable operating and valuation anchors (valuation-2, valuation-3). Market ownership by large sector and broad-market ETFs (ownership-0, ownership-1, ownership-2) and a 3-year dividend growth of +13.3% with a 3.44% yield (market-4) indicate institutional inclusion and an income component that can support investor interest despite headline volatility. These company-specific fundamentals and ownership signals provide counterpoints to headline-driven concerns; while filings and news note risks around AI investment and legal matters (filings-2, news-0), financial advisors often note that such disclosures are standard forward-looking risk language and do not negate the contemporaneous cash flow, margins, and shareholder-return metrics presented.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
37 surviving claims rest on 19 distinct sources; the heaviest analyst carries 19% of them, and 97% of what the desk raised survived the debate.
The surviving read has modest breadth (37 claims from 19 distinct sources) but some concentration: a single analyst thread accounts for nearly a fifth of the claims, which raises sensitivity to that contributor's framing. The very high debate-survival rate (97%) suggests the desk largely kept these points after review, so the read is relatively stable internally, but source concentration and heavy reliance on a few contributors mean the overall weight should be treated cautiously and cross-checked against new filings or market data.
Peer context · computed, not argued
12-1 momentum ranks 5th of 10 in Information Technology Services (as of 2026-09-16).
90-day volatility ranks 5th of 10 in Information Technology Services (as of 2026-09-16).
dividend yield ranks 2nd of 10 in Information Technology Services (as of 2026-09-16).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.7 to the score
12 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.5 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.2 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.7 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
19 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on ACN Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.