View Future GrowthAccenture 過去の業績過去 基準チェック /36Accentureは、平均年間5.9%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間7.8% 7.1%収益成長率で 成長しています。 Accentureの自己資本利益率は23.8%であり、純利益率は10.6%です。主要情報5.88%収益成長率6.29%EPS成長率IT 業界の成長22.43%収益成長率7.09%株主資本利益率23.78%ネット・マージン10.61%次回の業績アップデート18 Jun 2026最近の業績更新Reported Earnings • Mar 19Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$2.96 (up from US$2.85 in 2Q 2025). Revenue: US$18.0b (up 8.3% from 2Q 2025). Net income: US$1.83b (up 2.1% from 2Q 2025). Profit margin: 10% (in line with 2Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Mar 03+ 1 more updateAccenture plc to Report Q2, 2026 Results on Mar 19, 2026Accenture plc announced that they will report Q2, 2026 results Pre-Market on Mar 19, 2026Reported Earnings • Dec 18First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.57 (down from US$3.64 in 1Q 2025). Revenue: US$18.7b (up 6.0% from 1Q 2025). Net income: US$2.21b (down 3.0% from 1Q 2025). Profit margin: 12% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.5%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.お知らせ • Dec 02Accenture plc to Report Q1, 2026 Results on Dec 18, 2025Accenture plc announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Dec 18, 2025分析記事 • Oct 03Why Accenture's (NYSE:ACN) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from Accenture plc ( NYSE:ACN ) despite the healthy...Reported Earnings • Sep 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$12.35 (up from US$11.57 in FY 2024). Revenue: US$69.7b (up 7.4% from FY 2024). Net income: US$7.68b (up 5.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesライブニュース • May 06Accenture Advances Enterprise AI With Netomi Investment and Expanded Google Cloud CollaborationAccenture Ventures invested in Netomi, a customer experience AI platform, to embed agentic AI directly into enterprise customer touchpoints and existing systems. The company expanded its collaboration with Google Cloud through the Gemini Enterprise Acceleration Program, targeting real-world workloads in automation, robotics and digital modernization. These AI-focused moves are positioned as part of Accenture’s effort to grow its AI footprint and support its income-driven business model. For you as an investor, the Netomi investment points to Accenture leaning further into agentic AI, aiming to make AI agents part of everyday customer interactions across clients’ technology stacks. By integrating Netomi’s tools into existing enterprise systems rather than treating them as stand-alone products, Accenture is signalling a focus on practical deployment that fits into current client workflows. The deeper Google Cloud partnership around Gemini ties this AI push to specific use cases like automation, robotics and modernization of legacy systems. That alignment with real enterprise workloads helps explain why management links these initiatives to revenue and income generation, rather than treating AI as an isolated R&D effort. It is worth watching how often AI-related work is referenced in future contract wins, client case studies or segment commentary, as that can give you a clearer sense of how central these capabilities are becoming within Accenture’s broader consulting and outsourcing business.Seeking Alpha • May 04Accenture: A High-Quality Undervalued Dividend Growth Stock Amid AI UncertaintySummary Accenture, an Irish-American global IT services and consulting firm, is now a $109 billion (by market cap) consulting giant. With enterprise problems being more complex than ever, Accenture’s expertise and services become more valuable than ever. ACN has increased its dividend for 21 consecutive years, with a 10-year dividend growth rate of 11.1%. ACN increased its revenue from $34.8 billion in FY 2016 to $69.7 billion in FY 2025, a compound annual growth rate of 8%. Read the full article on Seeking Alphaナラティブ更新 • Apr 24ACN: Enterprise AI Partnerships And Agent Adoption Will Drive Next Modernization WaveAccenture's updated analyst price target edges slightly lower to about $250, as analysts balance recent target cuts tied to softer bookings, cautious macro commentary, and AI adoption uncertainty with some more constructive views following what several described as another solid quarter. Analyst Commentary Recent research updates show a split tape on Accenture, with most firms trimming price targets but framing the latest quarter as solid and the long term AI story as intact, if slower to play through than some previously expected.お知らせ • Apr 09Accenture plc (NYSE:ACN) acquired Keepler Data Tech S.L.Accenture plc (NYSE:ACN) acquired Keepler Data Tech S.L. on April 8, 2026. More than 240 Keepler professionals will join Accenture. Accenture plc (NYSE:ACN) completed the acquisition of Keepler Data Tech S.L. on April 8, 2026.ナラティブ更新 • Apr 09ACN: Enterprise AI Partnerships And Adoption Will Drive Next Modernization WaveAnalyst price targets on Accenture have been revised lower in aggregate by a wide range, with several firms cutting their views by $25 to $70, while a smaller group raised targets by $4 to $24. Analysts are factoring in softer bookings, AI related uncertainty and broader multiple compression, despite what some describe as another solid quarter.お知らせ • Apr 03PartnerOne completed the acquisition of Mortgage Cadence, LLC from Accenture plc (NYSE:ACN).PartnerOne entered into an agreement to acquire Mortgage Cadence, LLC from Accenture plc (NYSE:ACN) on October 28, 2025. Completion of the acquisition is subject to customary closing conditions. PartnerOne completed the acquisition of Mortgage Cadence, LLC from Accenture plc (NYSE:ACN) on April 2, 2026.ナラティブ更新 • Mar 26ACN: GenAI Partnerships And AI Adoption Will Drive Enterprise ModernizationAccenture's fair value estimate is adjusted from about $283 to $252, as analysts temper revenue growth and profit margin assumptions and apply a lower future P/E multiple in response to a broad wave of reduced price targets, despite generally constructive views on the latest quarterly performance. Analyst Commentary Recent Street research around Accenture clusters around a common theme, with many firms trimming price targets while still generally acknowledging solid execution and a credible long term story in areas like GenAI and digital transformation.Declared Dividend • Mar 23Second quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 9th April 2026 Payment date: 15th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 21Accenture plc announces Quarterly dividend, payable on May 15, 2026Accenture plc announced Quarterly dividend of USD 1.6300 per share payable on May 15, 2026, ex-date on April 09, 2026 and record date on April 09, 2026.Price Target Changed • Mar 20Price target decreased by 8.0% to US$261Down from US$283, the current price target is an average from 27 analysts. New target price is 28% above last closing price of US$204. Stock is down 32% over the past year. The company is forecast to post earnings per share of US$13.57 for next year compared to US$12.29 last year.Reported Earnings • Mar 19Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$2.96 (up from US$2.85 in 2Q 2025). Revenue: US$18.0b (up 8.3% from 2Q 2025). Net income: US$1.83b (up 2.1% from 2Q 2025). Profit margin: 10% (in line with 2Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Mar 19Accenture plc Provides Earnings Guidance for Fiscal 2026Accenture plc provided earnings guidance for fiscal 2026. For the year, the company now expects full-year revenue growth to be 3% to 5% in local currency. Excluding an estimated 1% impact from its U.S. federal business, company now expects revenue growth to be 4% to 6% in local currency. Full-year GAAP diluted earnings per share to be in the range of $13.25 to $13.50, a 9% to 11% increase.新しいナラティブ • Mar 18Accenture (ACN): The "Reinvention" Partner Bridging the AI Execution GapAccenture (ACN) is currently the talk of the NYSE after its March 19, 2026, fiscal second-quarter earnings report triggered a dramatic "V-shaped" recovery. After a 5% pre-market plunge, the stock rallied to close at $203.44 USD , up 4.25% on the day.お知らせ • Mar 17Accenture plc (NYSE:ACN) completed the acquisition of Faculty Science Limited from Apax Digital Fund I, a fund managed by Apax Partners LLP, Mercuri, Localglobe LLP, and others.Accenture plc (NYSE:ACN) agreed to acquire Faculty Science Limited from Apax Digital Fund I, a fund managed by Apax Partners LLP, Mercuri, Localglobe LLP, and others for estimated £740 million on January 6, 2026. The valuation is based on industry speculation as reported by Financial Times. Upon closing of the transaction, Faculty's team of more than 400 Al native professionals, including highly qualified data scientists and Al engineers, will integrate with Accenture's teams to scale world-class Al capabilities for clients. And, in addition to his role as CEO of Faculty, Marc Warner will become chief technology officer of Accenture and join the Accenture's Global Management Committee. For the period ending March 2025, Faculty Science Limited reported a total revenue of £41.7 million. Completion of the acquisition is subject to customary closing conditions, including required regulatory approval. James Howe, Christopher Vallance, Yash Rupal, Étienne Renaudeau and Henry Llewellyn of Simpson Thacher & Bartlett LLP acted as legal advisor for Mercuri, Apax Partners LLP, Localglobe LLP and Faculty Science Limited. Goldman Sachs International served as sole financial advisor to Faculty Science Limited. Slaughter and May as legal advisor to management. Accenture plc (NYSE:ACN) completed the acquisition of Faculty Science Limited from Apax Digital Fund I, a fund managed by Apax Partners LLP, Mercuri, Localglobe LLP, and others on March 16, 2026. Faculty CEO and co-founder Marc Warner expands his role to also become chief technology officer of Accenture and joins the Accenture's Global Management Committee.お知らせ • Mar 16Accenture plc Appoints Marc Warner as Chief Technology OfficerAccenture has completed the acquisition of Faculty, a leading UK-based AI company known for its deep technical expertise and pedigree in applying AI safely across public and private sectors to help clients improve services and deliver growth. With the acquisition completed, Faculty CEO and co-founder Dr. Marc Warner expands his role to also become chief technology officer of Accenture and joins the company’s Global Management Committee.新しいナラティブ • Mar 12AI And Cloud Demand Will Shape Earnings While Margin Risks Keep Expectations MeasuredCatalysts About Accenture Accenture is a global professional services firm that provides consulting, technology, AI and managed services across multiple industries and regions. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Mar 11ACN: GenAI Partnerships And Internal Adoption Will Shape Future Enterprise ModernizationAccenture's updated analyst price target edges down to about $283 from roughly $292, as analysts factor in sector wide multiple compression and a more cautious stance on enterprise AI demand and partner spending. Analyst Commentary Recent research on Accenture highlights a mix of optimism and caution, with most firms trimming their price targets while reassessing expectations for AI driven growth, partner spending and overall valuation multiples.お知らせ • Mar 03+ 1 more updateAccenture plc to Report Q2, 2026 Results on Mar 19, 2026Accenture plc announced that they will report Q2, 2026 results Pre-Market on Mar 19, 2026新しいナラティブ • Feb 26AI Infrastructure And Cloud Reinvention Will Transform This Consulting Leader Over The Next DecadeCatalysts About Accenture Accenture is a global professional services firm that helps enterprises use technology and consulting services to reinvent their operations and customer experiences. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Feb 25ACN: GenAI Enterprise Modernization Partnerships Will Drive Future ReturnsAccenture’s analyst price targets have been reset lower, with figures such as Citi’s move from $266 to $215 contrasted by higher targets like Truist’s $317, as analysts weigh concerns around near term IT services demand and GenAI related cannibalization against steady margins, exposure to enterprise modernization and the potential support implied by modestly adjusted growth, margin and future P/E assumptions in recent models. Analyst Commentary Recent research commentary on Accenture reflects a split tape, with some firms dialing back expectations and others leaning into the long term GenAI and enterprise modernization story while keeping a close eye on valuation and execution risk.お知らせ • Feb 25Accenture plc (NYSE:ACN) agreed to acquire Verum Partners on February 24, 2026.Accenture plc (NYSE:ACN) entered into an agreement to acquire Verum Partners on February 24, 2026. The transaction is subject to customary closing conditions and approval by regulatory board / committee.お知らせ • Feb 11Accenture Appoints Rachel Frey as Chief Communications Officer and Member of Global Management Committee, Effective February 11, 2026Accenture announced the appointment of Rachel Frey as chief communications officer, a newly created role. Effective immediately February 11, 2026, Frey reports to Accenture Chair and CEO Julie Sweet and joins Accenture’s Global Management Committee. Frey brings more than two decades of experience in communications. In her most recent role as Accenture’s global head of Corporate Communications, she strengthened the company’s relationships with external audiences; developed and elevated an enhanced earned communications strategy that has strategically positioned Accenture and its leaders at the forefront of AI reinvention across every major sector and region around the world; and leveraged data and AI to elevate the performance of the function. Frey will oversee internal communications, global media relations, financial communications, public affairs communications and crisis management, leveraging internal and external communications channels to reinforce the value Accenture creates and help bring the company’s strategy to life for its people, investors and communities around the world.ナラティブ更新 • Feb 10ACN: GenAI Enterprise Modernization And Partnerships Will Shape Future ReturnsAnalysts have inched their fair value estimate for Accenture higher by about $0.44 to roughly $292, reflecting recent price target increases and supportive views on GenAI driven enterprise modernization, IT services sentiment, and fresh bullish initiations. Analyst Commentary Bullish Takeaways Bullish analysts view Accenture as a relatively attractive way to gain exposure to GenAI driven enterprise modernization, highlighting potential for growth tied to client transformation projects.ナラティブ更新 • Jan 27ACN: GenAI Modernization Partnerships And Cannibalization Risks Will Steer Future ReturnsAnalysts have nudged their fair value estimate for Accenture higher to about $292, a move of roughly $3, as recent research highlights renewed interest in the stock, supported by fresh coverage and upward price target revisions tied to GenAI driven enterprise modernization potential. Analyst Commentary Bullish Takeaways Bullish analysts see Accenture as a relatively attractive way to gain exposure to GenAI driven enterprise modernization, with the current valuation framed as reasonable versus its own history.Buy Or Sell Opportunity • Jan 11Now 20% undervaluedOver the last 90 days, the stock has risen 15% to US$281. The fair value is estimated to be US$352, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.ナラティブ更新 • Jan 09ACN: Gen AI Enterprise Modernization And IT Services Uncertainty Will Shape ReturnsAnalysts have nudged their fair value estimate for Accenture higher to about $289 from roughly $281, citing a mix of expected mid single digit growth, generally stable margins, and a P/E that they view as reasonable relative to history, supported by recent initiation commentary that highlights both GenAI related opportunities and current caution around IT services demand. Analyst Commentary Recent initiation reports frame Accenture as a way to gain exposure to enterprise modernization tied to GenAI, while also flagging sector level uncertainty around IT services demand and AI driven disruption.お知らせ • Jan 06+ 1 more updateAccenture plc Appoints Marc Warner as Chief Technology Officer and Global Management CommitteeAccenture plc announced that Upon closing of the transaction, Faculty’s team of more than 400 AI native professionals, including highly qualified data scientists and AI engineers, will integrate with Accenture’s teams to scale world-class AI capabilities for clients. And, in addition to his role as CEO of Faculty, Marc Warner will become chief technology officer of Accenture and join the company’s Global Management Committee. Before founding Faculty, Warner was a Research Fellow in Quantum Physics at Harvard and served on the court of Imperial College London and as a member of the U.K.’s AI Council, an independent expert committee that provides advice to government and high-level leadership of the Artificial Intelligence (AI) ecosystem.Upcoming Dividend • Jan 06Upcoming dividend of US$1.63 per shareEligible shareholders must have bought the stock before 13 January 2026. Payment date: 13 February 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (2.3%).お知らせ • Dec 24Accenture plc (NYSE:ACN) agreed to acquire Cabel Industry S.p.A. from Fibonacci S.R.L.Accenture plc (NYSE:ACN) agreed to acquire Cabel Industry S.p.A. from Fibonacci S.R.L. on December 24, 2025.Declared Dividend • Dec 22First quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 13th January 2026 Payment date: 13th February 2026 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 20Accenture plc announces Quarterly dividend, payable on February 13, 2026Accenture plc announced Quarterly dividend of USD 1.6300 per share payable on February 13, 2026, ex-date on January 13, 2026 and record date on January 13, 2026.Reported Earnings • Dec 18First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.57 (down from US$3.64 in 1Q 2025). Revenue: US$18.7b (up 6.0% from 1Q 2025). Net income: US$2.21b (down 3.0% from 1Q 2025). Profit margin: 12% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.5%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.お知らせ • Dec 18Accenture plc Provides Earnings Guidance for the Year 2026Accenture plc provided earnings guidance for the year 2026. For the period, the company expects to continues to expect full-year revenue growth to be 2% to 5% in local currency. Excluding an estimated 1% impact from its U.S. federal business, company continues to expect revenue growth to be 3% to 6% in local currency. Now expects GAAP operating margin to be 15.2% to 15.4%, an expansion of 50 to 70 basis points; continues to expect adjusted operating margin to be 15.7% to 15.9%, an expansion of 10 to 30 bps Now expects GAAP diluted earnings per share to be in the range of $13.12 to $13.50, an 8% to 11% increase; continues to expect adjusted EPS to be in the range of $13.52 to $13.90, a 5% to 8% increase.お知らせ • Dec 17Accenture plc (NYSE:ACN) entered into an agreement to acquire 65% majority stake in DLB Associates Consulting Engineers, P.C.Accenture plc (NYSE:ACN) entered into an agreement to acquire 65% majority stake in DLB Associates Consulting Engineers, P.C. on December 16, 2025. Upon the closing of the transaction, DLB’s approximately 620 employees, led by David Quirk and Neil Chauhan, will join forces with Accenture‘s Industry X practice. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals.お知らせ • Dec 15Accenture plc, Annual General Meeting, Jan 28, 2026Accenture plc, Annual General Meeting, Jan 28, 2026. Location: the dock, 7 hanover quay, grand canal dock, dublin 2 Irelandナラティブ更新 • Dec 14ACN: Gen AI Adoption And Margin Pressures Will Shape Future PerformanceAnalysts nudged our Accenture fair value estimate higher to about $281 from $277 as they balance lower sector multiples and lingering margin concerns against solid Q4 execution, resilient FY26 revenue expectations, and growing conviction that Accenture is investing appropriately to capture generative AI driven demand. Analyst Commentary Street research following Accenture's Q4 results and initial FY26 outlook reflects a mixed but generally constructive stance, with most firms lowering price targets to reflect sector multiple compression while maintaining positive or neutral ratings.お知らせ • Dec 02Accenture plc to Report Q1, 2026 Results on Dec 18, 2025Accenture plc announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Dec 18, 2025ナラティブ更新 • Nov 30ACN: Gen AI Adoption And Margin Pressures Will Shape Sector PerformanceAccenture's analyst price target was revised downward by less than $1 per share to $277.08. Analysts cite persistent IT services headwinds, cautious sentiment around AI-driven structural challenges, and gross margin pressures, which are offset by ongoing business transformation efforts.お知らせ • Nov 21Accenture plc (NYSE:ACN) acquired RANGR Data.Accenture plc (NYSE:ACN) acquired RANGR Data on November 20, 2025. RANGR brings a team of 40 highly skilled professionals with deep expertise in Palantir Foundry and AIP, including strategic advisors and developers experienced in delivering scalable, outcome-driven solutions. Accenture plc (NYSE:ACN) completed the acquisition of RANGR Data on November 20, 2025.ナラティブ更新 • Nov 16ACN: Generative AI Investments Will Drive Bookings Momentum And Sector LeadershipAnalysts have reduced their price targets for Accenture by a wide margin. Most are citing lingering concerns over IT services demand, ongoing margin pressures, and headwinds from generative AI as key factors behind the downward revisions.Recent Insider Transactions Derivative • Nov 07CEO & Chairman notifies of intention to sell stockJulie T. Sweet intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of October. If the sale is conducted around the recent share price of US$253, it would amount to US$2.3m. For the year to August 2019, Julie T.'s total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Julie T.'s direct individual holding has increased from 14.19k shares to 14.52k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.ナラティブ更新 • Nov 01ACN: AI Partnerships And Sector Headwinds Will Shape Performance Through 2026Accenture's fair value estimate was modestly reduced by analysts to $277.60 from $278.32 per share. This change reflects continued caution around persistent industry challenges, including tepid IT services demand and near-term pressures on margins, despite some resilience from partner-driven growth and investments in generative AI capabilities.お知らせ • Oct 29+ 1 more updatePartnerOne agreed to acquire Mortgage Cadence, LLC from Accenture plc (NYSE:ACN).PartnerOne entered into an agreement to acquire Mortgage Cadence, LLC from Accenture plc (NYSE:ACN) on October 28, 2025. Completion of the acquisition is subject to customary closing conditions.ナラティブ更新 • Oct 18Gen AI And Industry X Investments Will Drive Digital TransformationAccenture's average analyst price target has been lowered by a considerable margin. Analysts cite mixed fiscal Q4 results, reduced industry multiples, and ongoing margin pressures as primary reasons for the downward revisions.ナラティブ更新 • Oct 04Gen AI And Industry X Investments Will Drive Digital TransformationAccenture's analyst price target has been revised downward from approximately $305 to $278 per share. This change reflects recent reductions in projected revenue growth rates and industry-wide valuation multiples, as analysts cite persistent margin pressures and a mixed demand outlook despite ongoing investments in generative AI.分析記事 • Oct 03Why Accenture's (NYSE:ACN) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from Accenture plc ( NYSE:ACN ) despite the healthy...お知らせ • Oct 03Accenture Appoints Shaheen Sayed as Chief Commercial Officer for Reinvention ServicesAccenture announced that Shaheen Sayed has been appointed as Chief Commercial Officer of Reinvention Services. In this new role, Shaheen will be responsible for streamlining how Accenture delivers AI-enabled solutions that meet the evolving needs of clients for the AI era. She will play a critical role in integrating capabilities to drive sustainable growth and long-term client value. Shaheen will continue to be a member of the Global Management Committee. She will be succeeded in her role as lead for Accenture in the UK, Ireland & Africa (UKIA) by Matt Prebble, who currently serves as Data & AI lead for EMEA. Matt will also become a member of the Global Management Committee. Shaheen most recently served as head of Accenture's UK, Ireland, and Africa (UKIA) business where she was responsible for steering the growth, strategy, and overall performance of Accenture across these dynamic and diverse markets. Before taking the helm of UKIA, Shaheen led Accenture's technology business in the UK and Ireland, where she specialized in orchestrating complex, enterprise-wide technology transformations and pioneering new market innovations. Over her two-decade career with Accenture, she has been at the forefront of delivering cutting-edge solutions across multiple industries, including banking, capital markets, telecommunications, and healthcare. As Data & AI lead for Accenture in Europe, Matt has worked with C-suite executives and boards of the world’s leading organizations to accelerate their reinvention—helping them enhance competitiveness, grow profitability and deliver sustainable value. Under his leadership, the practice has driven large-scale AI adoption programs, built responsible AI frameworks and partnered with global ecosystems to unlock measurable value.分析記事 • Sep 29Accenture's (NYSE:ACN) Shareholders Will Receive A Bigger Dividend Than Last YearAccenture plc ( NYSE:ACN ) has announced that it will be increasing its dividend from last year's comparable payment on...Declared Dividend • Sep 29Fourth quarter dividend increased to US$1.63Dividend of US$1.63 is 10% higher than last year. Ex-date: 10th October 2025 Payment date: 14th November 2025 Dividend yield will be 2.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 27Accenture plc announces Quarterly dividend, payable on November 14, 2025Accenture plc announced Quarterly dividend of USD 1.6300 per share payable on November 14, 2025, ex-date on October 10, 2025 and record date on October 10, 2025.Price Target Changed • Sep 26Price target decreased by 8.9% to US$281Down from US$308, the current price target is an average from 22 analysts. New target price is 17% above last closing price of US$239. Stock is down 32% over the past year. The company is forecast to post earnings per share of US$13.46 for next year compared to US$12.29 last year.Reported Earnings • Sep 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$12.35 (up from US$11.57 in FY 2024). Revenue: US$69.7b (up 7.4% from FY 2024). Net income: US$7.68b (up 5.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Sep 25Accenture plc Provides Earnings Guidance for the Fiscal Year 2026Accenture plc provided earnings guidance for the fiscal year 2026. For the year, the company expects full-year revenue growth of 2% to 5% in local currency; excluding a 1% to 1.5% impact from its U.S. federal business, company expects revenue growth of 3% to 6% in local currency. Expects full-year GAAP diluted EPS of $13.19 to $13.57, a 9% to 12% increase.ナラティブ更新 • Sep 19Gen AI And Industry X Investments Will Drive Digital TransformationAnalysts have lowered Accenture’s price target from $316.05 to $305.23, citing persistent concerns over weak bookings, headwinds in federal services and IT, and the need for more evidence of accelerating growth despite some optimism around consulting and AI momentum. Analyst Commentary Bearish analysts cite lingering concerns over weak bookings, particularly in federal services, and believe consensus expectations for near-term revenue growth, especially FY26, are still too high.お知らせ • Sep 09+ 1 more updateAccenture plc to Report Q4, 2025 Results on Sep 25, 2025Accenture plc announced that they will report Q4, 2025 results Pre-Market on Sep 25, 2025分析記事 • Sep 08Accenture (NYSE:ACN) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ナラティブ更新 • Sep 04Gen AI And Industry X Investments Will Drive Digital TransformationAccenture’s consensus price target remained unchanged at $318.86, as concerns over near-term bookings softness, macroeconomic uncertainty, weaker federal and new business trends, and limited revenue visibility were partially balanced by its execution strength, digital leadership, and margin resiliency. Analyst Commentary Bookings softness, especially year-on-year declines and recent quarters’ light bookings, raise concerns over near-term revenue visibility and the sustainability of top-line growth.お知らせ • Aug 29Accenture plc (NYSE:ACN) agreed to acquire Si&C Co.,Ltd.Accenture plc (NYSE:ACN) agreed to acquire Si&C Co.,Ltd. on August 27, 2025. The terms of this transaction are undisclosed. Through this transaction, Accenture will further enhance its ability to help Japanese clients achieve enterprise-wide, data-driven transformation. The entire SI&C group, comprising approximately 1,500 professionals, will join Accenture in Japan. Completion of the acquisition is subject to customary closing conditions.お知らせ • Aug 28Accenture plc (NYSE:ACN) agreed to acquire NeuraFlash, LLC.Accenture plc (NYSE:ACN) agreed to acquire NeuraFlash, LLC on August 26, 2025. Completion of the acquisition is subject to customary closing conditions, including required antitrust clearances.お知らせ • Aug 19Accenture plc (NYSE:ACN) acquired The Highlands Consulting Group LLC.Accenture plc (NYSE:ACN) acquired The Highlands Consulting Group LLC on August 18, 2025. Accenture plc (NYSE:ACN) completed the acquisition of The Highlands Consulting Group LLC on August 18, 2025.お知らせ • Aug 15Accenture plc (NYSE:ACN) agreed to acquire CyberCX Pty Ltd.Accenture plc (NYSE:ACN) agreed to acquire CyberCX Pty Ltd on August 14, 2025. The terms of the deal were not disclosed, however industry speculation pegs the deal value at more than AUD 1 billion as reported on www.afr.com. Completion of the acquisition is subject to customary closing conditions, including receipt of regulatory approvals.新しいナラティブ • Aug 08Accenture's Revenue to Climb 5% with a Promising 11% Profit Margin BoostFundamental 1) Valuation & Quality Multiples: TTM P/E ~20.3x , Forward P/E ~18.1x , EV/EBITDA ~13.3x , P/S ~2.36x , P/B ~5.21x (all trending well below 2024 peaks). Scale & Efficiency: Revenue (TTM) ~US$68.5B , Operating margin ~16.8% , Net margin ~11.6% , ROE ~26.9%.お知らせ • Jul 23Accenture plc (NYSE:ACN) agreed to acquire Maryville Data Systems, Inc from family.Accenture plc (NYSE:ACN) agreed to acquire Maryville Data Systems, Inc from family on July 23, 2025. As a part of acquisition Maryville Consulting Group will become a part of Accenture in North America. Maryville Consulting Group’s team of more than 100 professionals will join Accenture. Completion of the acquisition is subject to customary closing conditions, including required antitrust clearances.お知らせ • Jul 22Accenture plc (NYSE:ACN) acquired Aristal Solutions Sdn. Bhd.Accenture plc (NYSE:ACN) acquired Aristal Solutions Sdn. Bhd. on July 21, 2025. Aristal’s highly skilled and senior team of 30 will join Accenture’s Financial Services practice in Malaysia. Accenture plc (NYSE:ACN) completed the acquisition of Aristal Solutions Sdn. Bhd. on July 21, 2025.分析記事 • Jul 21Calculating The Intrinsic Value Of Accenture plc (NYSE:ACN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Accenture fair value estimate is US$304 With US$282 share...お知らせ • Jul 18Accenture plc Announces Executive Changes, Effective September 1, 2025Accenture plc announced that Kate Hogan has been appointed as the Company's Chief Operating Officer, effective September 1, 2025, succeeding John Walsh.お知らせ • Jul 03Accenture plc (NYSE:ACN) acquired SYSTEMA GmbH.Accenture plc (NYSE:ACN) acquired SYSTEMA GmbH on July 1, 2025. Accenture plc (NYSE:ACN) completed the acquisition of SYSTEMA GmbH on July 1, 2025.Declared Dividend • Jun 27Third quarter dividend of US$1.48 announcedShareholders will receive a dividend of US$1.48. Ex-date: 10th July 2025 Payment date: 15th August 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 22Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$3.52 (up from US$3.08 in 3Q 2024). Revenue: US$17.7b (up 7.7% from 3Q 2024). Net income: US$2.20b (up 14% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jun 20+ 1 more updateAccenture Announces Management Changes, Effective September 1, 2025Accenture announced changes to its growth model and its leadership, effective September 1, 2025. Accenture has delivered on its strategy to be its clients’ reinvention partner of choice and to lead in Gen AI through its deeply skilled people and by bringing its clients multi-service solutions, including world-class, AI-enabled assets and platforms, as only Accenture can. These solutions are unique and deliver measurable value because Accenture has built scaled services in Strategy, Consulting, Song, Technology and Operations, deep industry and functional experience and unmatched technology ecosystem partnerships. Now Accenture will bring all of these services together in a single, integrated business unit called Reinvention Services, under the leadership of Manish Sharma, Accenture’s current CEO of the Americas. Sharma will become Accenture’s first Chief Services Officer. As an integrated business unit, Reinvention Services will be able to create more leading solutions faster and embed data and AI more easily into its solutions and delivery. The company will continue to manage its business through three geographic markets—the Americas, EMEA (Europe, Middle East and Africa) and Asia Pacific—and go to market by industry. John Walsh, Accenture’s current global Chief Operating Officer, will become CEO of the Americas, succeeding Sharma. Kate Hogan, the current Chief Operating Officer of the Americas, will become the global Chief Operating Officer, succeeding Walsh. Effective Sept. 1, 2025, the new integrated business unit will have the following leads, reporting to Sharma: Strategy will continue to be led by Muqsit Ashraf, Group Chief Executive—Strategy. Consulting will be led by Jason Dess, current lead of CFO and Enterprise Value, who will become Group Chief Executive —Consulting. Dess succeeds Jack Azagury, who has decided to leave Accenture to pursue other opportunities. Song will be led by Ndidi Oteh, currently Song’s lead in the Americas. (See prior announcement here.) Technology will be led by Rajendra Prasad, currently Accenture’s Chief Information and Asset Engineering Officer, who will become Group Chief Executive—Technology and Chief Technology Officer. Prasad succeeds Karthik Narain, who has decided to leave Accenture to pursue other opportunities. Operations will continue to be led by Arundhati Chakraborty, Group Chief Executive—Operations. Additionally, Kate Clifford, currently CHRO of the Americas, will become the global Chief Leadership and Human Resources Officer, succeeding Angela Beatty, who has decided to leave Accenture to pursue other opportunities.お知らせ • Jun 03Accenture plc to Report Q3, 2025 Results on Jun 20, 2025Accenture plc announced that they will report Q3, 2025 results on Jun 20, 2025お知らせ • May 08Accenture Japan Ltd agreed to acquire Yumemi, Inc. from Ceres Inc. (TSE:3696) and others.Accenture Japan Ltd agreed to acquire Yumemi, Inc. from Ceres Inc. (TSE:3696) and others on May 8, 2025. As part of transaction Ceres Inc. (TSE:3696) will sell 49.8% stake in Yumemi, Inc. for ¥3.7 billion. For the period ended Yumemi, Inc. reported revenue of ¥4.8 billion total assets of ¥2.7 billion, net assets of ¥1.9 billion operating profit of ¥450 million and net income of ¥330 million The transaction is subject to customary closing conditions.お知らせ • Apr 28Accenture Introduces Trusted Agent Huddle to Allow Seamless, First-Of-Its-Kind Multi-System Ai Agent Collaboration Across the EnterpriseAccenture has introduced Trusted Agent Huddle to allow first-of-its-kind multi-system agent collaboration across the enterprise. Part of AI Refinery, the Trusted Agent Huddle will allow secure and seamless agent-to-agent interoperability across partners including Adobe, AWS, Databricks, Google Cloud, Meta, Microsoft, NVIDIA, Oracle, Salesforce, SAP, ServiceNow, Snowflake and Workday. Agents developed by enterprise users will be able to seamlessly work together in a single platform, allowing organizations to select and manage the right agents for specific tasks and business objectives. Accenture AI Refinery--which is built on NVIDIA AI Enterprise-- helps accelerate AI across the SaaS and cloud AI ecosystem. The new Trusted Agent Huddle can be used with the NVIDIA Agent Intelligence toolkit which provides seamless, heterogeneous connectivity between agents, tools and data.お知らせ • Apr 23Accenture plc (NYSE:ACN) acquired TalentSprint Pvt. Ltd. from Nse Academy Limited.Accenture plc (NYSE:ACN) acquired TalentSprint Pvt. Ltd. from Nse Academy Limited on April 23, 2025. Accenture plc (NYSE:ACN) completed the acquisition of TalentSprint Pvt. Ltd. from Nse Academy Limited on April 23, 2025.Seeking Alpha • Apr 19Accenture: Buy The Trump Slump (Technical Analysis)Summary Accenture's stock plunge due to the DOGE is an overreaction, creating a buying opportunity with technical bottoming signs indicating a likely bullish reversal. Despite Trump headwinds, Accenture's Q2 earnings were respectable, and guidance for Q3 and FY2025 shows strong resilience and confidence in their outlook. Technical analysis reveals a strong downtrend, but positive divergence in MACD, RSI, and stochastics suggests a bullish reversal is imminent. The P/S ratio has plummeted, indicating undervaluation; combined with resilient fundamentals, this makes Accenture a buy. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Apr 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$301. The fair value is estimated to be US$378, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.Declared Dividend • Mar 24Second quarter dividend of US$1.48 announcedShareholders will receive a dividend of US$1.48. Ex-date: 10th April 2025 Payment date: 15th May 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Mar 21Price target decreased by 7.9% to US$367Down from US$399, the current price target is an average from 24 analysts. New target price is 20% above last closing price of US$305. Stock is down 9.5% over the past year. The company is forecast to post earnings per share of US$12.73 for next year compared to US$11.57 last year.Reported Earnings • Mar 20Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$2.85 (up from US$2.66 in 2Q 2024). Revenue: US$16.7b (up 5.4% from 2Q 2024). Net income: US$1.79b (up 6.8% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Mar 20+ 1 more updateAccenture plc Provides Revenues Guidance for the Third Quarter 2025Accenture plc provided Revenues guidance for the third quarter 2025. The company expects Revenues to be $16.9 billion - $17.5 billion. Revenue Growth (Local Currency) to be 3% - 7%.お知らせ • Mar 19Accenture Expands AI Refinery and Launches New Industry Agent Solutions to Accelerate Agentic AI AdoptionAccenture has expanded its AI Refinery™ platform with the launch of an AI agent builder that allows business users to quickly build and customize agents, enabling unprecedented agility. Part of the Accenture AI Refinery--which is built on NVIDIA AI Enterprise--the new agent builder democratizes the creation of AI agents. It enables business decision makers to create and customize agent teams based on changing business needs and market conditions--like policy changes, new products or promotional offers from competitors, unexpected customer feedback, or fluctuations in demand. The ability to rapidly modify agents, without coding or waiting for support from engineering or technical teams, enables new levels of agility. When used in conjunction with Accenture industry agent solutions, business users can make changes to agent teams with just a few clicks while benefiting from built-in governance and guardrails that come with the platform. Through the ESPN Edge Innovation Center, ESPN has partnered with Accenture to test an AI-powered avatar called FACTS, which aims to revolutionize the fan experience. In the research and development phase, this solution is being piloted with SEC Nation to provide data and insights from ESPN Analytics in a compelling new way, fostering engagement and educating fans on complex sports analytics. HPE is developing a new agentic AI solution powered by Accenture AI Refinery with HPE Private Cloud AI. The solution will be deployed across HPE's category and sourcing strategies, spend management, strategic relationship analysis, and contract obligation management. Noli, a beauty tech venture with an innovative AI-powered beauty shopping platform, is backed by the L'Oreal Group, and designed, built and run with Accenture. The UN is working with Accenture to develop a multilingual research agent to support over 150 languages and promote local economic sustainability. The agent will act like a researcher to answer questions about the UN's Sustainable Development Goals, fostering awareness and engagement with its agenda for global peace and prosperity. New industry agent solutions will leverage the NVIDIA Llama Nemotron AI models with reasoning capabilities packaged as NVIDIA NIM™?--available with NVIDIA AI Enterprise--to provide enterprises with production-ready advanced reasoning capabilities. These reasoning abilities allow AI agents to operate independently and make decisions with greater accuracy, transparency and control, enabling human workers to focus on the most critical aspects of their jobs and drive business value more efficiently. Accenture is working toward developing more than 50 industry-specific AI agent solutions in the coming months, with a goal of having more than 100 solutions by the end of the year. Solutions available now cover a wide range of industries, including telecommunications, financial services, insurance, manufacturing, healthcare, and retail, among others. For example: Agent assist for telecommunications: This solution puts information at the fingertips of call center professionals to help them prepare for incoming calls and handle them more efficiently. It follows conversations and acts as a co-pilot, offering insights and making personalized recommendations to empower the human agent to offer the best service. Accenture estimates AI Refinery solutions can help call centers achieve 25X faster call processing, which translates to a 2.6X improvement in call efficiency and 24% improvement in overall call accuracy. Insurance underwriting: The traditional process for property and casualty underwriting relies heavily on manual inputs, increasing the likelihood of errors and operational delays. Today's announcement continues to expand the impact of the Accenture NVIDIA Business Group and its collaboration with NVIDIA to bring the company to bring the best service. Accenture's AI Refinery solutions can help Call centers achieve 25X faster call Processing, which translates to a 2".Seeking Alpha • Mar 18Accenture Q2 Preview: Long-Term Growth Remains UnchangedSummary I reiterate a 'Strong Buy' rating on Accenture with a one-year target price of $415 per share, despite recent stock price pressures. Accenture's Q1 FY25 results showed 8% constant revenue growth and 10% adjusted EPS growth, with healthy 12-month rolling booking growth. Accenture's investment in AI and cloud computing positions it well for future growth, despite current economic and US federal government spending uncertainties. I anticipate Accenture's revenue to grow 3% organically in FY25, with 6% organic growth from FY26 onwards, supported by M&A activities and margin expansion. Read the full article on Seeking Alphaお知らせ • Mar 12Accenture plc (NYSE:ACN) agreed to acquire Soben Contract & Commercial Ltd.Accenture plc (NYSE:ACN) agreed to acquire Soben Contract & Commercial Ltd on March 11, 2025.As part of the acquisition, Soben will join Accenture’s infrastructure and capital projects practice within Accenture’s Industry X team. Completion of the acquisition is subject to customary closing conditions.お知らせ • Mar 06Accenture plc (NYSE:ACN) acquired Altus Ltd from Equisoft Inc.Accenture plc (NYSE:ACN) acquired Altus Ltd from Equisoft Inc. on March 4, 2025. As part of the deal, Altus Consulting’s team will join Accenture’s Insurance practice in the UK. Equisoft Inc. retains the former Altus software business and maintains its focus on offering software products and tools within the life insurance, pensions and investments industries. Accenture plc (NYSE:ACN) completed the acquisition of Altus Ltd from Equisoft Inc. on March 4, 2025.お知らせ • Mar 04+ 1 more updateAccenture plc to Report Q2, 2025 Results on Mar 20, 2025Accenture plc announced that they will report Q2, 2025 results on Mar 20, 2025Seeking Alpha • Feb 21Accenture's GenAI Strategy Is Catching A Cold (Rating Downgrade)Summary Accenture's acquisition-led GenAI strategy has boosted revenue growth to 4-7%, up from 2-3% previously, but comes with increased debt and interest expenses. The company raised $5B in debt to fund acquisitions, increasing its debt load to $8.1B, impacting earnings growth potential, due to the additional $20M per quarter in interest overhead. Despite projected 13.1% GAAP operating income growth, higher interest expenses will depress earnings, making the stock fairly valued at a forward PE of ~24x. Downgrade to Hold due to balanced growth prospects and valuation concerns amidst increased debt and interest expenses. Read the full article on Seeking Alphaお知らせ • Feb 07+ 1 more updateAccenture plc (NYSE:ACN) agreed to acquire Staufen.AG Beratung Akademie Beteiligung.Accenture plc (NYSE:ACN) agreed to acquire Staufen.AG Beratung Akademie Beteiligung on February 7, 2025. The transaction is subject to customary closing conditions.Seeking Alpha • Jan 25Accenture: AI Threatens Its Consulting BusinessSummary Accenture faces challenges as ERP projects phase out and AI innovations threaten its consulting model, leading to a negative outlook and hold rating. Streamlined cloud solutions and increased in-house IT integration reduce demand for Accenture's services, impacting its growth prospects. ACN's vague AI strategy and overvaluation by the market suggest potential revenue struggles, with 2025 growth projections likely to be over-optimistic. The company's earnings are a weak proxy for free cash flows, which seem to be lower than the market is pricing-in. A continued stagnation in growth will move investors to value the company on the basis of its present value, leading to pressures on the stock price. Read the full article on Seeking Alphaお知らせ • Jan 23Accenture plc (NYSE:ACN) acquired unknown stake of Workera Corp.Accenture plc (NYSE:ACN) acquired unknown stake of Workera Corp. on January 21, 2025. Accenture plc (NYSE:ACN) completed the acquisition of unknown stake of Workera Corp. on January 21, 2025.収支内訳Accenture の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:ACN 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費28 Feb 2672,1107,64811,758030 Nov 2570,7267,61111,523031 Aug 2569,6737,67811,381031 May 2568,4837,94911,391028 Feb 2567,2217,68311,338030 Nov 2466,3627,57011,324031 Aug 2464,8967,26511,193031 May 2464,4766,95310,793029 Feb 2464,5747,03110,826030 Nov 2364,5886,88010,755031 Aug 2364,1126,87210,859031 May 2363,5507,16410,025028 Feb 2363,1446,9409,914030 Nov 2262,3777,0519,731031 Aug 2261,5946,87710,334031 May 2259,5906,62810,164028 Feb 2256,6956,3929,738030 Nov 2153,7366,1989,217031 Aug 2150,5335,9078,743031 May 2147,9495,7788,131028 Feb 2145,6775,4577,661030 Nov 2044,7305,2517,590031 Aug 2044,3275,1087,463031 May 2044,5474,9507,430029 Feb 2044,6564,9727,424030 Nov 1943,9684,8617,222031 Aug 1943,2154,7797,010031 May 1942,6634,6786,931028 Feb 1942,2594,4726,833030 Nov 1841,7144,2116,743031 Aug 1840,9934,0606,595031 May 1839,6393,9636,458028 Feb 1837,8113,5896,280030 Nov 1736,2193,5646,068031 Aug 1736,1773,4455,928031 May 1734,1893,5825,758028 Feb 1733,7573,8105,608030 Nov 1633,3854,2975,524031 Aug 1632,8834,1125,467031 May 1632,2823,7805,417029 Feb 1631,6183,6775,361030 Nov 1531,1653,0415,299031 Aug 1531,0483,0545,309031 May 1530,9373,0175,2870質の高い収益: ACNは 高品質の収益 を持っています。利益率の向上: ACNの現在の純利益率 (10.6%)は、昨年(11.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: ACNの収益は過去 5 年間で年間5.9%増加しました。成長の加速: ACNは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: ACNは過去 1 年間で収益成長率がマイナス ( -0.5% ) となったため、 IT業界平均 ( 25.7% ) と比較することが困難です。株主資本利益率高いROE: ACNの 自己資本利益率 ( 23.8% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/12 04:04終値2026/05/12 00:00収益2026/02/28年間収益2025/08/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Accenture plc 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51 アナリスト機関James KelleherArgus Research CompanyDavid KoningBairdDarrin PellerBarclays48 その他のアナリストを表示
Reported Earnings • Mar 19Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$2.96 (up from US$2.85 in 2Q 2025). Revenue: US$18.0b (up 8.3% from 2Q 2025). Net income: US$1.83b (up 2.1% from 2Q 2025). Profit margin: 10% (in line with 2Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Mar 03+ 1 more updateAccenture plc to Report Q2, 2026 Results on Mar 19, 2026Accenture plc announced that they will report Q2, 2026 results Pre-Market on Mar 19, 2026
Reported Earnings • Dec 18First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.57 (down from US$3.64 in 1Q 2025). Revenue: US$18.7b (up 6.0% from 1Q 2025). Net income: US$2.21b (down 3.0% from 1Q 2025). Profit margin: 12% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.5%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Dec 02Accenture plc to Report Q1, 2026 Results on Dec 18, 2025Accenture plc announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Dec 18, 2025
分析記事 • Oct 03Why Accenture's (NYSE:ACN) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from Accenture plc ( NYSE:ACN ) despite the healthy...
Reported Earnings • Sep 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$12.35 (up from US$11.57 in FY 2024). Revenue: US$69.7b (up 7.4% from FY 2024). Net income: US$7.68b (up 5.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
ライブニュース • May 06Accenture Advances Enterprise AI With Netomi Investment and Expanded Google Cloud CollaborationAccenture Ventures invested in Netomi, a customer experience AI platform, to embed agentic AI directly into enterprise customer touchpoints and existing systems. The company expanded its collaboration with Google Cloud through the Gemini Enterprise Acceleration Program, targeting real-world workloads in automation, robotics and digital modernization. These AI-focused moves are positioned as part of Accenture’s effort to grow its AI footprint and support its income-driven business model. For you as an investor, the Netomi investment points to Accenture leaning further into agentic AI, aiming to make AI agents part of everyday customer interactions across clients’ technology stacks. By integrating Netomi’s tools into existing enterprise systems rather than treating them as stand-alone products, Accenture is signalling a focus on practical deployment that fits into current client workflows. The deeper Google Cloud partnership around Gemini ties this AI push to specific use cases like automation, robotics and modernization of legacy systems. That alignment with real enterprise workloads helps explain why management links these initiatives to revenue and income generation, rather than treating AI as an isolated R&D effort. It is worth watching how often AI-related work is referenced in future contract wins, client case studies or segment commentary, as that can give you a clearer sense of how central these capabilities are becoming within Accenture’s broader consulting and outsourcing business.
Seeking Alpha • May 04Accenture: A High-Quality Undervalued Dividend Growth Stock Amid AI UncertaintySummary Accenture, an Irish-American global IT services and consulting firm, is now a $109 billion (by market cap) consulting giant. With enterprise problems being more complex than ever, Accenture’s expertise and services become more valuable than ever. ACN has increased its dividend for 21 consecutive years, with a 10-year dividend growth rate of 11.1%. ACN increased its revenue from $34.8 billion in FY 2016 to $69.7 billion in FY 2025, a compound annual growth rate of 8%. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 24ACN: Enterprise AI Partnerships And Agent Adoption Will Drive Next Modernization WaveAccenture's updated analyst price target edges slightly lower to about $250, as analysts balance recent target cuts tied to softer bookings, cautious macro commentary, and AI adoption uncertainty with some more constructive views following what several described as another solid quarter. Analyst Commentary Recent research updates show a split tape on Accenture, with most firms trimming price targets but framing the latest quarter as solid and the long term AI story as intact, if slower to play through than some previously expected.
お知らせ • Apr 09Accenture plc (NYSE:ACN) acquired Keepler Data Tech S.L.Accenture plc (NYSE:ACN) acquired Keepler Data Tech S.L. on April 8, 2026. More than 240 Keepler professionals will join Accenture. Accenture plc (NYSE:ACN) completed the acquisition of Keepler Data Tech S.L. on April 8, 2026.
ナラティブ更新 • Apr 09ACN: Enterprise AI Partnerships And Adoption Will Drive Next Modernization WaveAnalyst price targets on Accenture have been revised lower in aggregate by a wide range, with several firms cutting their views by $25 to $70, while a smaller group raised targets by $4 to $24. Analysts are factoring in softer bookings, AI related uncertainty and broader multiple compression, despite what some describe as another solid quarter.
お知らせ • Apr 03PartnerOne completed the acquisition of Mortgage Cadence, LLC from Accenture plc (NYSE:ACN).PartnerOne entered into an agreement to acquire Mortgage Cadence, LLC from Accenture plc (NYSE:ACN) on October 28, 2025. Completion of the acquisition is subject to customary closing conditions. PartnerOne completed the acquisition of Mortgage Cadence, LLC from Accenture plc (NYSE:ACN) on April 2, 2026.
ナラティブ更新 • Mar 26ACN: GenAI Partnerships And AI Adoption Will Drive Enterprise ModernizationAccenture's fair value estimate is adjusted from about $283 to $252, as analysts temper revenue growth and profit margin assumptions and apply a lower future P/E multiple in response to a broad wave of reduced price targets, despite generally constructive views on the latest quarterly performance. Analyst Commentary Recent Street research around Accenture clusters around a common theme, with many firms trimming price targets while still generally acknowledging solid execution and a credible long term story in areas like GenAI and digital transformation.
Declared Dividend • Mar 23Second quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 9th April 2026 Payment date: 15th May 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 21Accenture plc announces Quarterly dividend, payable on May 15, 2026Accenture plc announced Quarterly dividend of USD 1.6300 per share payable on May 15, 2026, ex-date on April 09, 2026 and record date on April 09, 2026.
Price Target Changed • Mar 20Price target decreased by 8.0% to US$261Down from US$283, the current price target is an average from 27 analysts. New target price is 28% above last closing price of US$204. Stock is down 32% over the past year. The company is forecast to post earnings per share of US$13.57 for next year compared to US$12.29 last year.
Reported Earnings • Mar 19Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$2.96 (up from US$2.85 in 2Q 2025). Revenue: US$18.0b (up 8.3% from 2Q 2025). Net income: US$1.83b (up 2.1% from 2Q 2025). Profit margin: 10% (in line with 2Q 2025). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.4%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Mar 19Accenture plc Provides Earnings Guidance for Fiscal 2026Accenture plc provided earnings guidance for fiscal 2026. For the year, the company now expects full-year revenue growth to be 3% to 5% in local currency. Excluding an estimated 1% impact from its U.S. federal business, company now expects revenue growth to be 4% to 6% in local currency. Full-year GAAP diluted earnings per share to be in the range of $13.25 to $13.50, a 9% to 11% increase.
新しいナラティブ • Mar 18Accenture (ACN): The "Reinvention" Partner Bridging the AI Execution GapAccenture (ACN) is currently the talk of the NYSE after its March 19, 2026, fiscal second-quarter earnings report triggered a dramatic "V-shaped" recovery. After a 5% pre-market plunge, the stock rallied to close at $203.44 USD , up 4.25% on the day.
お知らせ • Mar 17Accenture plc (NYSE:ACN) completed the acquisition of Faculty Science Limited from Apax Digital Fund I, a fund managed by Apax Partners LLP, Mercuri, Localglobe LLP, and others.Accenture plc (NYSE:ACN) agreed to acquire Faculty Science Limited from Apax Digital Fund I, a fund managed by Apax Partners LLP, Mercuri, Localglobe LLP, and others for estimated £740 million on January 6, 2026. The valuation is based on industry speculation as reported by Financial Times. Upon closing of the transaction, Faculty's team of more than 400 Al native professionals, including highly qualified data scientists and Al engineers, will integrate with Accenture's teams to scale world-class Al capabilities for clients. And, in addition to his role as CEO of Faculty, Marc Warner will become chief technology officer of Accenture and join the Accenture's Global Management Committee. For the period ending March 2025, Faculty Science Limited reported a total revenue of £41.7 million. Completion of the acquisition is subject to customary closing conditions, including required regulatory approval. James Howe, Christopher Vallance, Yash Rupal, Étienne Renaudeau and Henry Llewellyn of Simpson Thacher & Bartlett LLP acted as legal advisor for Mercuri, Apax Partners LLP, Localglobe LLP and Faculty Science Limited. Goldman Sachs International served as sole financial advisor to Faculty Science Limited. Slaughter and May as legal advisor to management. Accenture plc (NYSE:ACN) completed the acquisition of Faculty Science Limited from Apax Digital Fund I, a fund managed by Apax Partners LLP, Mercuri, Localglobe LLP, and others on March 16, 2026. Faculty CEO and co-founder Marc Warner expands his role to also become chief technology officer of Accenture and joins the Accenture's Global Management Committee.
お知らせ • Mar 16Accenture plc Appoints Marc Warner as Chief Technology OfficerAccenture has completed the acquisition of Faculty, a leading UK-based AI company known for its deep technical expertise and pedigree in applying AI safely across public and private sectors to help clients improve services and deliver growth. With the acquisition completed, Faculty CEO and co-founder Dr. Marc Warner expands his role to also become chief technology officer of Accenture and joins the company’s Global Management Committee.
新しいナラティブ • Mar 12AI And Cloud Demand Will Shape Earnings While Margin Risks Keep Expectations MeasuredCatalysts About Accenture Accenture is a global professional services firm that provides consulting, technology, AI and managed services across multiple industries and regions. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Mar 11ACN: GenAI Partnerships And Internal Adoption Will Shape Future Enterprise ModernizationAccenture's updated analyst price target edges down to about $283 from roughly $292, as analysts factor in sector wide multiple compression and a more cautious stance on enterprise AI demand and partner spending. Analyst Commentary Recent research on Accenture highlights a mix of optimism and caution, with most firms trimming their price targets while reassessing expectations for AI driven growth, partner spending and overall valuation multiples.
お知らせ • Mar 03+ 1 more updateAccenture plc to Report Q2, 2026 Results on Mar 19, 2026Accenture plc announced that they will report Q2, 2026 results Pre-Market on Mar 19, 2026
新しいナラティブ • Feb 26AI Infrastructure And Cloud Reinvention Will Transform This Consulting Leader Over The Next DecadeCatalysts About Accenture Accenture is a global professional services firm that helps enterprises use technology and consulting services to reinvent their operations and customer experiences. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Feb 25ACN: GenAI Enterprise Modernization Partnerships Will Drive Future ReturnsAccenture’s analyst price targets have been reset lower, with figures such as Citi’s move from $266 to $215 contrasted by higher targets like Truist’s $317, as analysts weigh concerns around near term IT services demand and GenAI related cannibalization against steady margins, exposure to enterprise modernization and the potential support implied by modestly adjusted growth, margin and future P/E assumptions in recent models. Analyst Commentary Recent research commentary on Accenture reflects a split tape, with some firms dialing back expectations and others leaning into the long term GenAI and enterprise modernization story while keeping a close eye on valuation and execution risk.
お知らせ • Feb 25Accenture plc (NYSE:ACN) agreed to acquire Verum Partners on February 24, 2026.Accenture plc (NYSE:ACN) entered into an agreement to acquire Verum Partners on February 24, 2026. The transaction is subject to customary closing conditions and approval by regulatory board / committee.
お知らせ • Feb 11Accenture Appoints Rachel Frey as Chief Communications Officer and Member of Global Management Committee, Effective February 11, 2026Accenture announced the appointment of Rachel Frey as chief communications officer, a newly created role. Effective immediately February 11, 2026, Frey reports to Accenture Chair and CEO Julie Sweet and joins Accenture’s Global Management Committee. Frey brings more than two decades of experience in communications. In her most recent role as Accenture’s global head of Corporate Communications, she strengthened the company’s relationships with external audiences; developed and elevated an enhanced earned communications strategy that has strategically positioned Accenture and its leaders at the forefront of AI reinvention across every major sector and region around the world; and leveraged data and AI to elevate the performance of the function. Frey will oversee internal communications, global media relations, financial communications, public affairs communications and crisis management, leveraging internal and external communications channels to reinforce the value Accenture creates and help bring the company’s strategy to life for its people, investors and communities around the world.
ナラティブ更新 • Feb 10ACN: GenAI Enterprise Modernization And Partnerships Will Shape Future ReturnsAnalysts have inched their fair value estimate for Accenture higher by about $0.44 to roughly $292, reflecting recent price target increases and supportive views on GenAI driven enterprise modernization, IT services sentiment, and fresh bullish initiations. Analyst Commentary Bullish Takeaways Bullish analysts view Accenture as a relatively attractive way to gain exposure to GenAI driven enterprise modernization, highlighting potential for growth tied to client transformation projects.
ナラティブ更新 • Jan 27ACN: GenAI Modernization Partnerships And Cannibalization Risks Will Steer Future ReturnsAnalysts have nudged their fair value estimate for Accenture higher to about $292, a move of roughly $3, as recent research highlights renewed interest in the stock, supported by fresh coverage and upward price target revisions tied to GenAI driven enterprise modernization potential. Analyst Commentary Bullish Takeaways Bullish analysts see Accenture as a relatively attractive way to gain exposure to GenAI driven enterprise modernization, with the current valuation framed as reasonable versus its own history.
Buy Or Sell Opportunity • Jan 11Now 20% undervaluedOver the last 90 days, the stock has risen 15% to US$281. The fair value is estimated to be US$352, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
ナラティブ更新 • Jan 09ACN: Gen AI Enterprise Modernization And IT Services Uncertainty Will Shape ReturnsAnalysts have nudged their fair value estimate for Accenture higher to about $289 from roughly $281, citing a mix of expected mid single digit growth, generally stable margins, and a P/E that they view as reasonable relative to history, supported by recent initiation commentary that highlights both GenAI related opportunities and current caution around IT services demand. Analyst Commentary Recent initiation reports frame Accenture as a way to gain exposure to enterprise modernization tied to GenAI, while also flagging sector level uncertainty around IT services demand and AI driven disruption.
お知らせ • Jan 06+ 1 more updateAccenture plc Appoints Marc Warner as Chief Technology Officer and Global Management CommitteeAccenture plc announced that Upon closing of the transaction, Faculty’s team of more than 400 AI native professionals, including highly qualified data scientists and AI engineers, will integrate with Accenture’s teams to scale world-class AI capabilities for clients. And, in addition to his role as CEO of Faculty, Marc Warner will become chief technology officer of Accenture and join the company’s Global Management Committee. Before founding Faculty, Warner was a Research Fellow in Quantum Physics at Harvard and served on the court of Imperial College London and as a member of the U.K.’s AI Council, an independent expert committee that provides advice to government and high-level leadership of the Artificial Intelligence (AI) ecosystem.
Upcoming Dividend • Jan 06Upcoming dividend of US$1.63 per shareEligible shareholders must have bought the stock before 13 January 2026. Payment date: 13 February 2026. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (2.3%).
お知らせ • Dec 24Accenture plc (NYSE:ACN) agreed to acquire Cabel Industry S.p.A. from Fibonacci S.R.L.Accenture plc (NYSE:ACN) agreed to acquire Cabel Industry S.p.A. from Fibonacci S.R.L. on December 24, 2025.
Declared Dividend • Dec 22First quarter dividend of US$1.63 announcedShareholders will receive a dividend of US$1.63. Ex-date: 13th January 2026 Payment date: 13th February 2026 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 20Accenture plc announces Quarterly dividend, payable on February 13, 2026Accenture plc announced Quarterly dividend of USD 1.6300 per share payable on February 13, 2026, ex-date on January 13, 2026 and record date on January 13, 2026.
Reported Earnings • Dec 18First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.57 (down from US$3.64 in 1Q 2025). Revenue: US$18.7b (up 6.0% from 1Q 2025). Net income: US$2.21b (down 3.0% from 1Q 2025). Profit margin: 12% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 3.5%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
お知らせ • Dec 18Accenture plc Provides Earnings Guidance for the Year 2026Accenture plc provided earnings guidance for the year 2026. For the period, the company expects to continues to expect full-year revenue growth to be 2% to 5% in local currency. Excluding an estimated 1% impact from its U.S. federal business, company continues to expect revenue growth to be 3% to 6% in local currency. Now expects GAAP operating margin to be 15.2% to 15.4%, an expansion of 50 to 70 basis points; continues to expect adjusted operating margin to be 15.7% to 15.9%, an expansion of 10 to 30 bps Now expects GAAP diluted earnings per share to be in the range of $13.12 to $13.50, an 8% to 11% increase; continues to expect adjusted EPS to be in the range of $13.52 to $13.90, a 5% to 8% increase.
お知らせ • Dec 17Accenture plc (NYSE:ACN) entered into an agreement to acquire 65% majority stake in DLB Associates Consulting Engineers, P.C.Accenture plc (NYSE:ACN) entered into an agreement to acquire 65% majority stake in DLB Associates Consulting Engineers, P.C. on December 16, 2025. Upon the closing of the transaction, DLB’s approximately 620 employees, led by David Quirk and Neil Chauhan, will join forces with Accenture‘s Industry X practice. The transaction is subject to customary closing conditions, including the receipt of required regulatory approvals.
お知らせ • Dec 15Accenture plc, Annual General Meeting, Jan 28, 2026Accenture plc, Annual General Meeting, Jan 28, 2026. Location: the dock, 7 hanover quay, grand canal dock, dublin 2 Ireland
ナラティブ更新 • Dec 14ACN: Gen AI Adoption And Margin Pressures Will Shape Future PerformanceAnalysts nudged our Accenture fair value estimate higher to about $281 from $277 as they balance lower sector multiples and lingering margin concerns against solid Q4 execution, resilient FY26 revenue expectations, and growing conviction that Accenture is investing appropriately to capture generative AI driven demand. Analyst Commentary Street research following Accenture's Q4 results and initial FY26 outlook reflects a mixed but generally constructive stance, with most firms lowering price targets to reflect sector multiple compression while maintaining positive or neutral ratings.
お知らせ • Dec 02Accenture plc to Report Q1, 2026 Results on Dec 18, 2025Accenture plc announced that they will report Q1, 2026 results at 8:00 AM, US Eastern Standard Time on Dec 18, 2025
ナラティブ更新 • Nov 30ACN: Gen AI Adoption And Margin Pressures Will Shape Sector PerformanceAccenture's analyst price target was revised downward by less than $1 per share to $277.08. Analysts cite persistent IT services headwinds, cautious sentiment around AI-driven structural challenges, and gross margin pressures, which are offset by ongoing business transformation efforts.
お知らせ • Nov 21Accenture plc (NYSE:ACN) acquired RANGR Data.Accenture plc (NYSE:ACN) acquired RANGR Data on November 20, 2025. RANGR brings a team of 40 highly skilled professionals with deep expertise in Palantir Foundry and AIP, including strategic advisors and developers experienced in delivering scalable, outcome-driven solutions. Accenture plc (NYSE:ACN) completed the acquisition of RANGR Data on November 20, 2025.
ナラティブ更新 • Nov 16ACN: Generative AI Investments Will Drive Bookings Momentum And Sector LeadershipAnalysts have reduced their price targets for Accenture by a wide margin. Most are citing lingering concerns over IT services demand, ongoing margin pressures, and headwinds from generative AI as key factors behind the downward revisions.
Recent Insider Transactions Derivative • Nov 07CEO & Chairman notifies of intention to sell stockJulie T. Sweet intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of October. If the sale is conducted around the recent share price of US$253, it would amount to US$2.3m. For the year to August 2019, Julie T.'s total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Julie T.'s direct individual holding has increased from 14.19k shares to 14.52k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
ナラティブ更新 • Nov 01ACN: AI Partnerships And Sector Headwinds Will Shape Performance Through 2026Accenture's fair value estimate was modestly reduced by analysts to $277.60 from $278.32 per share. This change reflects continued caution around persistent industry challenges, including tepid IT services demand and near-term pressures on margins, despite some resilience from partner-driven growth and investments in generative AI capabilities.
お知らせ • Oct 29+ 1 more updatePartnerOne agreed to acquire Mortgage Cadence, LLC from Accenture plc (NYSE:ACN).PartnerOne entered into an agreement to acquire Mortgage Cadence, LLC from Accenture plc (NYSE:ACN) on October 28, 2025. Completion of the acquisition is subject to customary closing conditions.
ナラティブ更新 • Oct 18Gen AI And Industry X Investments Will Drive Digital TransformationAccenture's average analyst price target has been lowered by a considerable margin. Analysts cite mixed fiscal Q4 results, reduced industry multiples, and ongoing margin pressures as primary reasons for the downward revisions.
ナラティブ更新 • Oct 04Gen AI And Industry X Investments Will Drive Digital TransformationAccenture's analyst price target has been revised downward from approximately $305 to $278 per share. This change reflects recent reductions in projected revenue growth rates and industry-wide valuation multiples, as analysts cite persistent margin pressures and a mixed demand outlook despite ongoing investments in generative AI.
分析記事 • Oct 03Why Accenture's (NYSE:ACN) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from Accenture plc ( NYSE:ACN ) despite the healthy...
お知らせ • Oct 03Accenture Appoints Shaheen Sayed as Chief Commercial Officer for Reinvention ServicesAccenture announced that Shaheen Sayed has been appointed as Chief Commercial Officer of Reinvention Services. In this new role, Shaheen will be responsible for streamlining how Accenture delivers AI-enabled solutions that meet the evolving needs of clients for the AI era. She will play a critical role in integrating capabilities to drive sustainable growth and long-term client value. Shaheen will continue to be a member of the Global Management Committee. She will be succeeded in her role as lead for Accenture in the UK, Ireland & Africa (UKIA) by Matt Prebble, who currently serves as Data & AI lead for EMEA. Matt will also become a member of the Global Management Committee. Shaheen most recently served as head of Accenture's UK, Ireland, and Africa (UKIA) business where she was responsible for steering the growth, strategy, and overall performance of Accenture across these dynamic and diverse markets. Before taking the helm of UKIA, Shaheen led Accenture's technology business in the UK and Ireland, where she specialized in orchestrating complex, enterprise-wide technology transformations and pioneering new market innovations. Over her two-decade career with Accenture, she has been at the forefront of delivering cutting-edge solutions across multiple industries, including banking, capital markets, telecommunications, and healthcare. As Data & AI lead for Accenture in Europe, Matt has worked with C-suite executives and boards of the world’s leading organizations to accelerate their reinvention—helping them enhance competitiveness, grow profitability and deliver sustainable value. Under his leadership, the practice has driven large-scale AI adoption programs, built responsible AI frameworks and partnered with global ecosystems to unlock measurable value.
分析記事 • Sep 29Accenture's (NYSE:ACN) Shareholders Will Receive A Bigger Dividend Than Last YearAccenture plc ( NYSE:ACN ) has announced that it will be increasing its dividend from last year's comparable payment on...
Declared Dividend • Sep 29Fourth quarter dividend increased to US$1.63Dividend of US$1.63 is 10% higher than last year. Ex-date: 10th October 2025 Payment date: 14th November 2025 Dividend yield will be 2.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 27Accenture plc announces Quarterly dividend, payable on November 14, 2025Accenture plc announced Quarterly dividend of USD 1.6300 per share payable on November 14, 2025, ex-date on October 10, 2025 and record date on October 10, 2025.
Price Target Changed • Sep 26Price target decreased by 8.9% to US$281Down from US$308, the current price target is an average from 22 analysts. New target price is 17% above last closing price of US$239. Stock is down 32% over the past year. The company is forecast to post earnings per share of US$13.46 for next year compared to US$12.29 last year.
Reported Earnings • Sep 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$12.35 (up from US$11.57 in FY 2024). Revenue: US$69.7b (up 7.4% from FY 2024). Net income: US$7.68b (up 5.7% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.7%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Sep 25Accenture plc Provides Earnings Guidance for the Fiscal Year 2026Accenture plc provided earnings guidance for the fiscal year 2026. For the year, the company expects full-year revenue growth of 2% to 5% in local currency; excluding a 1% to 1.5% impact from its U.S. federal business, company expects revenue growth of 3% to 6% in local currency. Expects full-year GAAP diluted EPS of $13.19 to $13.57, a 9% to 12% increase.
ナラティブ更新 • Sep 19Gen AI And Industry X Investments Will Drive Digital TransformationAnalysts have lowered Accenture’s price target from $316.05 to $305.23, citing persistent concerns over weak bookings, headwinds in federal services and IT, and the need for more evidence of accelerating growth despite some optimism around consulting and AI momentum. Analyst Commentary Bearish analysts cite lingering concerns over weak bookings, particularly in federal services, and believe consensus expectations for near-term revenue growth, especially FY26, are still too high.
お知らせ • Sep 09+ 1 more updateAccenture plc to Report Q4, 2025 Results on Sep 25, 2025Accenture plc announced that they will report Q4, 2025 results Pre-Market on Sep 25, 2025
分析記事 • Sep 08Accenture (NYSE:ACN) Could Easily Take On More DebtLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブ更新 • Sep 04Gen AI And Industry X Investments Will Drive Digital TransformationAccenture’s consensus price target remained unchanged at $318.86, as concerns over near-term bookings softness, macroeconomic uncertainty, weaker federal and new business trends, and limited revenue visibility were partially balanced by its execution strength, digital leadership, and margin resiliency. Analyst Commentary Bookings softness, especially year-on-year declines and recent quarters’ light bookings, raise concerns over near-term revenue visibility and the sustainability of top-line growth.
お知らせ • Aug 29Accenture plc (NYSE:ACN) agreed to acquire Si&C Co.,Ltd.Accenture plc (NYSE:ACN) agreed to acquire Si&C Co.,Ltd. on August 27, 2025. The terms of this transaction are undisclosed. Through this transaction, Accenture will further enhance its ability to help Japanese clients achieve enterprise-wide, data-driven transformation. The entire SI&C group, comprising approximately 1,500 professionals, will join Accenture in Japan. Completion of the acquisition is subject to customary closing conditions.
お知らせ • Aug 28Accenture plc (NYSE:ACN) agreed to acquire NeuraFlash, LLC.Accenture plc (NYSE:ACN) agreed to acquire NeuraFlash, LLC on August 26, 2025. Completion of the acquisition is subject to customary closing conditions, including required antitrust clearances.
お知らせ • Aug 19Accenture plc (NYSE:ACN) acquired The Highlands Consulting Group LLC.Accenture plc (NYSE:ACN) acquired The Highlands Consulting Group LLC on August 18, 2025. Accenture plc (NYSE:ACN) completed the acquisition of The Highlands Consulting Group LLC on August 18, 2025.
お知らせ • Aug 15Accenture plc (NYSE:ACN) agreed to acquire CyberCX Pty Ltd.Accenture plc (NYSE:ACN) agreed to acquire CyberCX Pty Ltd on August 14, 2025. The terms of the deal were not disclosed, however industry speculation pegs the deal value at more than AUD 1 billion as reported on www.afr.com. Completion of the acquisition is subject to customary closing conditions, including receipt of regulatory approvals.
新しいナラティブ • Aug 08Accenture's Revenue to Climb 5% with a Promising 11% Profit Margin BoostFundamental 1) Valuation & Quality Multiples: TTM P/E ~20.3x , Forward P/E ~18.1x , EV/EBITDA ~13.3x , P/S ~2.36x , P/B ~5.21x (all trending well below 2024 peaks). Scale & Efficiency: Revenue (TTM) ~US$68.5B , Operating margin ~16.8% , Net margin ~11.6% , ROE ~26.9%.
お知らせ • Jul 23Accenture plc (NYSE:ACN) agreed to acquire Maryville Data Systems, Inc from family.Accenture plc (NYSE:ACN) agreed to acquire Maryville Data Systems, Inc from family on July 23, 2025. As a part of acquisition Maryville Consulting Group will become a part of Accenture in North America. Maryville Consulting Group’s team of more than 100 professionals will join Accenture. Completion of the acquisition is subject to customary closing conditions, including required antitrust clearances.
お知らせ • Jul 22Accenture plc (NYSE:ACN) acquired Aristal Solutions Sdn. Bhd.Accenture plc (NYSE:ACN) acquired Aristal Solutions Sdn. Bhd. on July 21, 2025. Aristal’s highly skilled and senior team of 30 will join Accenture’s Financial Services practice in Malaysia. Accenture plc (NYSE:ACN) completed the acquisition of Aristal Solutions Sdn. Bhd. on July 21, 2025.
分析記事 • Jul 21Calculating The Intrinsic Value Of Accenture plc (NYSE:ACN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Accenture fair value estimate is US$304 With US$282 share...
お知らせ • Jul 18Accenture plc Announces Executive Changes, Effective September 1, 2025Accenture plc announced that Kate Hogan has been appointed as the Company's Chief Operating Officer, effective September 1, 2025, succeeding John Walsh.
お知らせ • Jul 03Accenture plc (NYSE:ACN) acquired SYSTEMA GmbH.Accenture plc (NYSE:ACN) acquired SYSTEMA GmbH on July 1, 2025. Accenture plc (NYSE:ACN) completed the acquisition of SYSTEMA GmbH on July 1, 2025.
Declared Dividend • Jun 27Third quarter dividend of US$1.48 announcedShareholders will receive a dividend of US$1.48. Ex-date: 10th July 2025 Payment date: 15th August 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 22Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$3.52 (up from US$3.08 in 3Q 2024). Revenue: US$17.7b (up 7.7% from 3Q 2024). Net income: US$2.20b (up 14% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.2%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 20+ 1 more updateAccenture Announces Management Changes, Effective September 1, 2025Accenture announced changes to its growth model and its leadership, effective September 1, 2025. Accenture has delivered on its strategy to be its clients’ reinvention partner of choice and to lead in Gen AI through its deeply skilled people and by bringing its clients multi-service solutions, including world-class, AI-enabled assets and platforms, as only Accenture can. These solutions are unique and deliver measurable value because Accenture has built scaled services in Strategy, Consulting, Song, Technology and Operations, deep industry and functional experience and unmatched technology ecosystem partnerships. Now Accenture will bring all of these services together in a single, integrated business unit called Reinvention Services, under the leadership of Manish Sharma, Accenture’s current CEO of the Americas. Sharma will become Accenture’s first Chief Services Officer. As an integrated business unit, Reinvention Services will be able to create more leading solutions faster and embed data and AI more easily into its solutions and delivery. The company will continue to manage its business through three geographic markets—the Americas, EMEA (Europe, Middle East and Africa) and Asia Pacific—and go to market by industry. John Walsh, Accenture’s current global Chief Operating Officer, will become CEO of the Americas, succeeding Sharma. Kate Hogan, the current Chief Operating Officer of the Americas, will become the global Chief Operating Officer, succeeding Walsh. Effective Sept. 1, 2025, the new integrated business unit will have the following leads, reporting to Sharma: Strategy will continue to be led by Muqsit Ashraf, Group Chief Executive—Strategy. Consulting will be led by Jason Dess, current lead of CFO and Enterprise Value, who will become Group Chief Executive —Consulting. Dess succeeds Jack Azagury, who has decided to leave Accenture to pursue other opportunities. Song will be led by Ndidi Oteh, currently Song’s lead in the Americas. (See prior announcement here.) Technology will be led by Rajendra Prasad, currently Accenture’s Chief Information and Asset Engineering Officer, who will become Group Chief Executive—Technology and Chief Technology Officer. Prasad succeeds Karthik Narain, who has decided to leave Accenture to pursue other opportunities. Operations will continue to be led by Arundhati Chakraborty, Group Chief Executive—Operations. Additionally, Kate Clifford, currently CHRO of the Americas, will become the global Chief Leadership and Human Resources Officer, succeeding Angela Beatty, who has decided to leave Accenture to pursue other opportunities.
お知らせ • Jun 03Accenture plc to Report Q3, 2025 Results on Jun 20, 2025Accenture plc announced that they will report Q3, 2025 results on Jun 20, 2025
お知らせ • May 08Accenture Japan Ltd agreed to acquire Yumemi, Inc. from Ceres Inc. (TSE:3696) and others.Accenture Japan Ltd agreed to acquire Yumemi, Inc. from Ceres Inc. (TSE:3696) and others on May 8, 2025. As part of transaction Ceres Inc. (TSE:3696) will sell 49.8% stake in Yumemi, Inc. for ¥3.7 billion. For the period ended Yumemi, Inc. reported revenue of ¥4.8 billion total assets of ¥2.7 billion, net assets of ¥1.9 billion operating profit of ¥450 million and net income of ¥330 million The transaction is subject to customary closing conditions.
お知らせ • Apr 28Accenture Introduces Trusted Agent Huddle to Allow Seamless, First-Of-Its-Kind Multi-System Ai Agent Collaboration Across the EnterpriseAccenture has introduced Trusted Agent Huddle to allow first-of-its-kind multi-system agent collaboration across the enterprise. Part of AI Refinery, the Trusted Agent Huddle will allow secure and seamless agent-to-agent interoperability across partners including Adobe, AWS, Databricks, Google Cloud, Meta, Microsoft, NVIDIA, Oracle, Salesforce, SAP, ServiceNow, Snowflake and Workday. Agents developed by enterprise users will be able to seamlessly work together in a single platform, allowing organizations to select and manage the right agents for specific tasks and business objectives. Accenture AI Refinery--which is built on NVIDIA AI Enterprise-- helps accelerate AI across the SaaS and cloud AI ecosystem. The new Trusted Agent Huddle can be used with the NVIDIA Agent Intelligence toolkit which provides seamless, heterogeneous connectivity between agents, tools and data.
お知らせ • Apr 23Accenture plc (NYSE:ACN) acquired TalentSprint Pvt. Ltd. from Nse Academy Limited.Accenture plc (NYSE:ACN) acquired TalentSprint Pvt. Ltd. from Nse Academy Limited on April 23, 2025. Accenture plc (NYSE:ACN) completed the acquisition of TalentSprint Pvt. Ltd. from Nse Academy Limited on April 23, 2025.
Seeking Alpha • Apr 19Accenture: Buy The Trump Slump (Technical Analysis)Summary Accenture's stock plunge due to the DOGE is an overreaction, creating a buying opportunity with technical bottoming signs indicating a likely bullish reversal. Despite Trump headwinds, Accenture's Q2 earnings were respectable, and guidance for Q3 and FY2025 shows strong resilience and confidence in their outlook. Technical analysis reveals a strong downtrend, but positive divergence in MACD, RSI, and stochastics suggests a bullish reversal is imminent. The P/S ratio has plummeted, indicating undervaluation; combined with resilient fundamentals, this makes Accenture a buy. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Apr 03Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$301. The fair value is estimated to be US$378, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
Declared Dividend • Mar 24Second quarter dividend of US$1.48 announcedShareholders will receive a dividend of US$1.48. Ex-date: 10th April 2025 Payment date: 15th May 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Mar 21Price target decreased by 7.9% to US$367Down from US$399, the current price target is an average from 24 analysts. New target price is 20% above last closing price of US$305. Stock is down 9.5% over the past year. The company is forecast to post earnings per share of US$12.73 for next year compared to US$11.57 last year.
Reported Earnings • Mar 20Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: US$2.85 (up from US$2.66 in 2Q 2024). Revenue: US$16.7b (up 5.4% from 2Q 2024). Net income: US$1.79b (up 6.8% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the IT industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Mar 20+ 1 more updateAccenture plc Provides Revenues Guidance for the Third Quarter 2025Accenture plc provided Revenues guidance for the third quarter 2025. The company expects Revenues to be $16.9 billion - $17.5 billion. Revenue Growth (Local Currency) to be 3% - 7%.
お知らせ • Mar 19Accenture Expands AI Refinery and Launches New Industry Agent Solutions to Accelerate Agentic AI AdoptionAccenture has expanded its AI Refinery™ platform with the launch of an AI agent builder that allows business users to quickly build and customize agents, enabling unprecedented agility. Part of the Accenture AI Refinery--which is built on NVIDIA AI Enterprise--the new agent builder democratizes the creation of AI agents. It enables business decision makers to create and customize agent teams based on changing business needs and market conditions--like policy changes, new products or promotional offers from competitors, unexpected customer feedback, or fluctuations in demand. The ability to rapidly modify agents, without coding or waiting for support from engineering or technical teams, enables new levels of agility. When used in conjunction with Accenture industry agent solutions, business users can make changes to agent teams with just a few clicks while benefiting from built-in governance and guardrails that come with the platform. Through the ESPN Edge Innovation Center, ESPN has partnered with Accenture to test an AI-powered avatar called FACTS, which aims to revolutionize the fan experience. In the research and development phase, this solution is being piloted with SEC Nation to provide data and insights from ESPN Analytics in a compelling new way, fostering engagement and educating fans on complex sports analytics. HPE is developing a new agentic AI solution powered by Accenture AI Refinery with HPE Private Cloud AI. The solution will be deployed across HPE's category and sourcing strategies, spend management, strategic relationship analysis, and contract obligation management. Noli, a beauty tech venture with an innovative AI-powered beauty shopping platform, is backed by the L'Oreal Group, and designed, built and run with Accenture. The UN is working with Accenture to develop a multilingual research agent to support over 150 languages and promote local economic sustainability. The agent will act like a researcher to answer questions about the UN's Sustainable Development Goals, fostering awareness and engagement with its agenda for global peace and prosperity. New industry agent solutions will leverage the NVIDIA Llama Nemotron AI models with reasoning capabilities packaged as NVIDIA NIM™?--available with NVIDIA AI Enterprise--to provide enterprises with production-ready advanced reasoning capabilities. These reasoning abilities allow AI agents to operate independently and make decisions with greater accuracy, transparency and control, enabling human workers to focus on the most critical aspects of their jobs and drive business value more efficiently. Accenture is working toward developing more than 50 industry-specific AI agent solutions in the coming months, with a goal of having more than 100 solutions by the end of the year. Solutions available now cover a wide range of industries, including telecommunications, financial services, insurance, manufacturing, healthcare, and retail, among others. For example: Agent assist for telecommunications: This solution puts information at the fingertips of call center professionals to help them prepare for incoming calls and handle them more efficiently. It follows conversations and acts as a co-pilot, offering insights and making personalized recommendations to empower the human agent to offer the best service. Accenture estimates AI Refinery solutions can help call centers achieve 25X faster call processing, which translates to a 2.6X improvement in call efficiency and 24% improvement in overall call accuracy. Insurance underwriting: The traditional process for property and casualty underwriting relies heavily on manual inputs, increasing the likelihood of errors and operational delays. Today's announcement continues to expand the impact of the Accenture NVIDIA Business Group and its collaboration with NVIDIA to bring the company to bring the best service. Accenture's AI Refinery solutions can help Call centers achieve 25X faster call Processing, which translates to a 2".
Seeking Alpha • Mar 18Accenture Q2 Preview: Long-Term Growth Remains UnchangedSummary I reiterate a 'Strong Buy' rating on Accenture with a one-year target price of $415 per share, despite recent stock price pressures. Accenture's Q1 FY25 results showed 8% constant revenue growth and 10% adjusted EPS growth, with healthy 12-month rolling booking growth. Accenture's investment in AI and cloud computing positions it well for future growth, despite current economic and US federal government spending uncertainties. I anticipate Accenture's revenue to grow 3% organically in FY25, with 6% organic growth from FY26 onwards, supported by M&A activities and margin expansion. Read the full article on Seeking Alpha
お知らせ • Mar 12Accenture plc (NYSE:ACN) agreed to acquire Soben Contract & Commercial Ltd.Accenture plc (NYSE:ACN) agreed to acquire Soben Contract & Commercial Ltd on March 11, 2025.As part of the acquisition, Soben will join Accenture’s infrastructure and capital projects practice within Accenture’s Industry X team. Completion of the acquisition is subject to customary closing conditions.
お知らせ • Mar 06Accenture plc (NYSE:ACN) acquired Altus Ltd from Equisoft Inc.Accenture plc (NYSE:ACN) acquired Altus Ltd from Equisoft Inc. on March 4, 2025. As part of the deal, Altus Consulting’s team will join Accenture’s Insurance practice in the UK. Equisoft Inc. retains the former Altus software business and maintains its focus on offering software products and tools within the life insurance, pensions and investments industries. Accenture plc (NYSE:ACN) completed the acquisition of Altus Ltd from Equisoft Inc. on March 4, 2025.
お知らせ • Mar 04+ 1 more updateAccenture plc to Report Q2, 2025 Results on Mar 20, 2025Accenture plc announced that they will report Q2, 2025 results on Mar 20, 2025
Seeking Alpha • Feb 21Accenture's GenAI Strategy Is Catching A Cold (Rating Downgrade)Summary Accenture's acquisition-led GenAI strategy has boosted revenue growth to 4-7%, up from 2-3% previously, but comes with increased debt and interest expenses. The company raised $5B in debt to fund acquisitions, increasing its debt load to $8.1B, impacting earnings growth potential, due to the additional $20M per quarter in interest overhead. Despite projected 13.1% GAAP operating income growth, higher interest expenses will depress earnings, making the stock fairly valued at a forward PE of ~24x. Downgrade to Hold due to balanced growth prospects and valuation concerns amidst increased debt and interest expenses. Read the full article on Seeking Alpha
お知らせ • Feb 07+ 1 more updateAccenture plc (NYSE:ACN) agreed to acquire Staufen.AG Beratung Akademie Beteiligung.Accenture plc (NYSE:ACN) agreed to acquire Staufen.AG Beratung Akademie Beteiligung on February 7, 2025. The transaction is subject to customary closing conditions.
Seeking Alpha • Jan 25Accenture: AI Threatens Its Consulting BusinessSummary Accenture faces challenges as ERP projects phase out and AI innovations threaten its consulting model, leading to a negative outlook and hold rating. Streamlined cloud solutions and increased in-house IT integration reduce demand for Accenture's services, impacting its growth prospects. ACN's vague AI strategy and overvaluation by the market suggest potential revenue struggles, with 2025 growth projections likely to be over-optimistic. The company's earnings are a weak proxy for free cash flows, which seem to be lower than the market is pricing-in. A continued stagnation in growth will move investors to value the company on the basis of its present value, leading to pressures on the stock price. Read the full article on Seeking Alpha
お知らせ • Jan 23Accenture plc (NYSE:ACN) acquired unknown stake of Workera Corp.Accenture plc (NYSE:ACN) acquired unknown stake of Workera Corp. on January 21, 2025. Accenture plc (NYSE:ACN) completed the acquisition of unknown stake of Workera Corp. on January 21, 2025.