Accenture plc
In the published model solve dated 2026-Q2, anchored at $189.61, Accenture plc (ACN) is priced for -2.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Products is the largest of the five industry groups at 30% of revenue, ahead of Health & Public Service at 21% and Financial Services at 18%, so no single client vertical decides the outcome. • Order intake is the pressure point rather than profitability: fiscal 2025 closed with ⟦"new bookings of $80.6 billion, a decrease of 1% in both U.S. dollars and local currency"⟧, and the U.S. federal business has since been absorbing procurement delays and contract cancellations. • The fiscal year ends
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2,105 institutional managers reported holding ACN in 13F filings for the quarter ended 2026-03-31. Together they hold about 78% of the company; the top 10 hold 38%. 138 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 28.2M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (5.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ACN has cut its share count 3.6% over the past five years, spending $23.70B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 6 years straight; the current rate is $5.92 a share annually. Cash returned over the past three years: $10.66B in dividends and $15.34B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ACN over the trailing three years. Absence is a fact about the company, not a signal. 28 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ACN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-23 | -4.7% | +6.8% |
| 2023-10-13 | -2.3% | +14.0% |
| 2023-12-20 | -0.7% | +6.3% |
| 2024-03-22 | -11.3% | -10.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ACN's latest 8-K filings: 2026-07-10 (items 8.01, 9.01); 2026-06-23 (items 7.01, 9.01); 2026-06-18 (items 2.02, 9.01); 2026-04-24 (items 1.01, 1.02, 2.03, 9.01); 2026-03-19 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.