# Accenture plc (ACN)

> Source: Nexqual · https://nexqual.com/ACN · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Accenture plc (ACN), nexqual.com/ACN" · informational, not investment advice.

**Price:** USD 258.74 (+7.69% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 240.26 · day 239.33–259.39 · 52w 118.15–291.09 · market cap $158B · NYQ

## Key facts
- Last four reported quarters (through Aug 31, 2026): revenue $74.2B, net income $8.37B (11.3% margin), free cash flow $11.6B (SEC filings).
- Valuation: P/E 18.9x (avg 21.8x at the last 3 fiscal year-ends), EV/EBITDA 13.0x, net cash $2.73B.
- 2 of 80 tracked superinvestors hold ACN (13F, Q2 2026): 1 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 2.56 on a 1–5 scale) (27 analysts), mean target USD 227.07 (range 163–280).
- Total return with dividends: 1Y +6.6% vs S&P 500 +14.9%; 5Y -20.1% vs S&P 500 +80.3%.
- Next earnings: 2026-12-17, EPS estimate USD 3.95, revenue estimate $19.4B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $61.6B | $64.1B | $64.9B | $69.7B | $74.2B | $74.2B |
| Gross profit | $19.7B | $20.7B | $21.2B | $22.2B | $23.8B | — |
| Operating income | $9.37B | $8.81B | $9.60B | $10.2B | $11.4B | $11.4B |
| Net income | $6.88B | $6.87B | $7.26B | $7.68B | $8.37B | $8.37B |
| EPS (diluted) | $10.71 | $10.77 | $11.44 | $12.15 | $13.56 | — |
| Free cash flow | $8.82B | $9.00B | $8.61B | $10.9B | $11.6B | $11.6B |
| Gross margin | 32.0% | 32.3% | 32.6% | 31.9% | 32.0% | — |
| Operating margin | 15.2% | 13.7% | 14.8% | 14.7% | 15.4% | 15.4% |
| Net margin | 11.2% | 10.7% | 11.2% | 11.0% | 11.3% | 11.3% |
| Revenue growth | +21.9% | +4.1% | +1.2% | +7.4% | +6.5% | — |
| Cash + short-term investments | $7.89B | $9.05B | $5.01B | $11.5B | $12.8B | — |
| Total debt | $55.1M | $148M | $1.02B | $5.15B | $10.1B | — |
Fiscal years end Aug. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Aug 31, 2026)
P/E 18.9x · P/S 2.1x · EV/EBITDA 13.0x · EV/Sales 2.1x · P/FCF 13.6x · P/B 5.0x · FCF yield 7.34% · Earnings yield 5.28% · Buyback yield (TTM) 4.75% · Net cash $2.73B · EV $156B
P/E at fiscal year-ends: Aug 2026 14.0x, Aug 2025 21.4x, Aug 2024 29.9x.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold ACN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Torray Funds |  | 2.81% | $20.9M | New position |
| Jensen Investment Management |  | 0.16% | $6.5M | Reduced -10.4% |

## Analysts
Consensus Hold (mean 2.56 on a 1–5 scale), 27 analysts; mean target USD 227.07 (low 163, high 280).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | Baird | Downgrade | Outperform → Neutral | $245 → $252 |
| 2026-10-15 | TD Cowen | Target raised | Hold | $193 → $201 |
| 2026-10-15 | Susquehanna | Target raised | Neutral | $210 → $230 |
| 2026-10-06 | Mizuho | Target raised | Outperform | $226 → $241 |
| 2026-10-02 | Goldman Sachs | Target raised | Buy | $230 → $260 |
| 2026-10-02 | Truist Securities | Target raised | Hold | $150 → $220 |
| 2026-10-02 | Wells Fargo | Target raised | Equal-Weight | $194 → $210 |
| 2026-10-02 | TD Cowen | Target raised | Hold | $173 → $193 |
| 2026-10-02 | RBC Capital | Target raised | Outperform | $175 → $240 |
| 2026-10-02 | Evercore ISI Group | Target raised | Outperform | $180 → $250 |
| 2026-10-02 | Guggenheim | Reiterated | Neutral |  |
| 2026-10-02 | Argus Research | Target raised | Buy | $220 → $260 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +6.6% | -20.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +6.6% | -4.4% |
| Volatility (annualized) | 49.6% | 33.3% |
| Max drawdown | -56.5% (Jan 2026→Jun 2026) | -67.0% (Dec 2021→Jun 2026) |

## Peers (Information Technology Services)
IBM (International Business Machines) USD 252.11 +0.26% · INFY (Infosys Limited) USD 13.22 +3.69% · CTSH (Cognizant Technology Solutions ) USD 73.72 +6.00% · FISV (Fiserv, Inc.) USD 50.82 +5.41% · WIT (Wipro Limited) USD 2.19 +1.86% · BR (Broadridge Financial Solutions,) USD 186.12 +4.39%

## More
Full page: https://nexqual.com/ACN · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in ACN's own 10-K filed 2026-10-16 (https://www.sec.gov/Archives/edgar/data/1467373/000146737326000049/acn-20260831.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Accenture Canada Holdings | "Most of our pre-incorporation partners who received Accenture Canada Holdings Inc. exchangeable shares in connection with our transition to a corporate structure received a corresponding number of Accenture plc Class X o…" |

Other companies that name ACN in their own reports (relationship from ACN's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| competitor | CLPS Inc (CLPS) | 20-F 2026-10-16 | "To date, we do not typically compete directly with the larger global consulting and outsourcing firms, such as Accenture, Capgemini, Hewlett-Packard and IBM, who are typically engaged in conjunction w…" |
| partner | Hub Cyber Security Ltd. (HUBCZ) | 20-F 2026-07-17 | "and Chief Information Officer at Apotex Inc. Prior to that, Mr. Bibas was a Partner at Accenture, where he led the Canadian High-Tech" |
| partner | Dynatrace, Inc. (DT) | 10-K 2026-05-20 | "We work closely with a number of strategic GSIs, including Accenture, Atos, Deloitte, DXC, and Kyndryl, to help customers digitally transform their businesses and reduce cloud complexity." |
| competitor | FORMULA SYSTEMS (1985) LTD (FORTY) | 20-F 2026-05-13 | "governance, risk and compliance (GRC), Matrix competes with large global corporations such as IBM, Accenture and Oracle, as well as the" |
| competitor | Nvni Group Ltd (NVNI) | 20-F 2026-04-30 | "Principal competitors include Globant, Endava, EPAM Systems, Thoughtworks, Tata Consultancy Services, Infosys, Wipro, Accenture, IBM" |
| partner | nCino, Inc. (NCNO) | 10-K 2026-03-31 | "These partners (including Accenture, Deloitte, PwC, and West Monroe Partners, among others) assist in prospecting, marketing, co-selling, product evaluation/feedback, and implementation of our solutio…" |
| partner | SailPoint, Inc. (SAIL) | 10-K 2026-03-19 | "We partner with many large and global system integrators including Accenture, Capgemini, Deloitte, KPMG, and PwC, as well as many regional system integrators." |
| partner | Sprinklr, Inc. (CXM) | 10-K 2026-03-19 | "We work with agencies and partners across nine different partner categories, including System Integrators, Transformational partners and Resellers, which includes partners such as Microsoft, Accenture…" |
| partner | DarioHealth Corp. (DRIO) | 10-K 2026-03-19 | "Prior to Chicago Pacific Partners, Mr. Leisure held senior management roles at Accenture, PricewaterhouseCoopers, Towers Perrin, Kaiser Foundation Health Plans and UnitedHealth Group." |
| competitor | Science Applications International Corp (SAIC) | 10-K 2026-03-16 | "•diversified commercial providers that also provide U.S. government IT services, such as Accenture plc, AECOM, Amentum Holdings, Inc., Deloitte, and International Business Machines Corporation." |
| competitor | Stagwell Inc (STGW) | 10-K 2026-03-13 | "Our Brands also face competition from consultancies, such as Accenture and Deloitte, tech platforms, media companies and other services firms that offer related services." |
| partner | AMERICAN PUBLIC EDUCATION INC (APEI) | 10-K 2026-03-12 | "Earlier in her career, Ms. Selden spent 18 years at Accenture, including serving as the Managing Partner leading Accenture's North American West Consumer and Industrial Products group to significant g…" |
| partner | MongoDB, Inc. (MDB) | 10-K 2026-03-11 | "We have also expanded our existing partnerships with independent software vendors and global systems integrators including IBM, Accenture, Infosys, Capgemini, Confluent, HCL, Wipro, Cognizant, Deloitt…" |
| competitor | CI&T Inc (CINT) | 20-F 2026-03-11 | "Our primary competitors include technology transformation and software engineering service providers, such as Endava plc, Globant S.A, EPAM Systems Inc. and Thoughtworks Holding, Inc. Other competitor…" |
| competitor | Rackspace Technology, Inc. (RXT) | 10-K 2026-03-06 | "•Traditional global IT systems integrators, such as Accenture, Atos, Capgemini, Cognizant, Deloitte, DXC Technology and Kyndryl, offer consulting and outsourcing, in a labor-intensive model, for large…" |

## Revenue by business segment (quarter ended 2026-08-31)

| Line | Revenue | Share | YoY | Operating income | Op. margin |
|---|---|---|---|---|---|
| Americas | $9.43B | 50.5% | +7.1% | $1.62B | 17.1% |
| EMEA | $6.58B | 35.2% | +6.2% | $865.2M | 13.1% |
| Asia Pacific | $2.67B | 14.3% | +2.7% | $382.4M | 14.3% |
| Total revenue | $18.68B | 100% | — | $2.86B | 15.3% |

## Revenue by product line (quarter ended 2026-08-31)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| Managed Services | $9.40B | 50.3% | +6.5% |
| Consulting Revenue | $9.28B | 49.7% | +5.8% |
| Total revenue | $18.68B | 100% | — |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-11-30) | $3.95 | $3.99 | -1.0% | $19.41B | 21 |
| Next quarter (ends 2027-02-28) | $3.15 | $3.16 | -0.3% | $18.82B | 21 |
| Current fiscal year (ends 2027-08-31) | $14.66 | $14.66 | -0.0% | $77.43B | 28 |
| Next fiscal year (ends 2028-08-31) | $15.89 | $15.79 | +0.6% | $81.36B | 26 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-12-18 (includes earnings 2026-12-17): ±14.4%; earnings reaction alone ±7.1%; last 8 reports averaged ±5.8%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 46.1% | ±5.5% |
| 2026-11-06 | 14 | 43.6% | ±7.1% |
| 2026-11-13 | 21 | 42.8% | ±8.5% |
| 2026-11-20 | 28 | 42.6% | ±9.7% |
| 2026-11-27 | 35 | 41.0% | ±10.3% |
| 2026-12-04 | 42 | 39.9% | ±11.0% |
| 2026-12-18 | 56 | 45.5% | ±14.4% |
| 2027-01-15 | 84 | 43.4% | ±16.9% |