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NYSE · Consumer Discretionary

ACCENTURE PLC CL A ACN

Accenture is a leading global professional services company that provides strategic, consulting, digital, technology and operational services to enterprises, focusing on digital transformation and artificial intelligence-driven enterprise reshaping. The company helps customers build digital cores and realize value through approximately 786,000 employees, proprietary asset platforms and deep ecological relationships. Maintaining a compound annual growth rate of 10% in adjusted earnings per share over the long term is an investment target for steady growth.

Sources Company investor relations investor.accenture.com
Business Services

Company profile

Business mix

  • With Reinvention services as its core, it covers strategic consulting, technology implementation and operational outsourcing, covering more than 40 industries.
  • The North American market contributes the main revenue, with total revenue in FY2025 of US$69.7 billion, an increase of 7% in local currency.
  • Attaching great importance to shareholder returns, FY2025 returned US$8.3 billion in cash to shareholders through dividends and repurchases.

Current key questions

  • Global enterprise IT spending is affected by economic uncertainty, which may delay the implementation of digital transformation projects and bring risks of revenue fluctuations.
  • AI and cloud technologies are rapidly iterating, and it is necessary to continue to increase investment in R&D and acquisitions to maintain technological leadership and test the efficiency of capital allocation.
  • The talent-intensive model faces the pressure of salary inflation and high turnover rate, and labor cost control is the key to profitability.
Holders 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 14.61 FCF 11.42% Buyback 1.14%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.8% $573.4M 2026-03-31
Polen Capital Management 1.9% $268.6M 2026-03-31
Sequoia Fund 3.1% $184.1M 2026-03-31
Weitz Investment Management Wallace Weitz 2.4% $33.8M 2026-03-31
Markel Group Tom Gayner 0.3% $31.6M 2026-03-31
Soros Fund Management George Soros 0.3% $26.7M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $794.8M Estimated from net added shares
Reduction amount $315.8M Estimated from net reduced shares
Net share change / base shares +72.1% +2,399,644 / 3,326,556
Soros Fund Management George Soros 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 33.2% 13F value change +$2.2M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 24.9% 13F value change +$8.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 7.5% 13F value change -$6.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 75,259 Last 3 periods +59,381 (+78.9%) Total shares 134,640 Value $26.7M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$573.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +2,891,902 (New) Total shares 2,891,902 Value $573.4M
Sequoia Fund 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$253.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.6% 13F value change -$69.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +928,204 (New) Total shares 928,204 Value $184.1M
Glenview Capital Management Larry Robbins 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$51.3M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$51.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Polen Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -16.5% 13F value change -$273.8M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -23.5% 13F value change -$101.9M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -28.0% 13F value change -$236.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,947,158 Last 3 periods -1,592,410 (-54.0%) Total shares 1,354,748 Value $268.6M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Major increase Shares 28.8% 13F value change +$2.3M
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 0.2% 13F value change +$3.6M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 6.1% 13F value change -$9.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 124,650 Last 3 periods +46,050 (+36.9%) Total shares 170,700 Value $33.8M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$224.1M
13F 2026-03-31 Filed 2026-05-12
Sold out Shares -100.0% 13F value change -$224.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 159,400 Last 3 periods +0 (0.0%) Total shares 159,400 Value $31.6M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 200.7% 13F value change +$11.8M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 43.4% 13F value change +$3.3M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 20,089 Last 3 periods +66,517 (+331.1%) Total shares 86,606 Value $21.4M

Recent mentions

No public mentions.