AI Partnership Buzz: Recent chatter on X about Accenture (ACN) has exploded following the announcement of a strategic partnership with OpenAI to integrate ChatGPT Enterprise across its workforce and client programs. Many users are excited about this move, seeing it as a significant step to bolster Accenture’s position in the AI-driven tech services market. The stock saw a notable uptick in trading, with posts highlighting a roughly 5% jump in share price on the news.
Mixed Reactions: While optimism dominates, some discussions on X reflect caution over Accenture’s broader challenges, including past analyst downgrades and concerns about market conditions affecting consulting growth. A few users question whether the AI hype can offset other operational hurdles the company faces. The debate continues as some focus on long-term potential while others remain wary of near-term risks.
Note: This discussion summary was generated from an AI condensation of post data.
Accenture Insider Trading Activity
Accenture insiders have traded $ACN stock on the open market 29 times in the past 6 months. Of those trades, 0 have been purchases and 29 have been sales.
Here’s a breakdown of recent trading of $ACN stock by insiders over the last 6 months:
- JULIE SPELLMAN SWEET (Chair and CEO) has made 0 purchases and 17 sales selling 26,168 shares for an estimated $6,621,818.
- MANISH SHARMA (Chief Strategy & Services Ofcr) sold 6,902 shares for an estimated $1,725,546
- RYOJI SEKIDO (Co-CEO Asia Pacific) has made 0 purchases and 3 sales selling 2,500 shares for an estimated $623,674.
- MAURO MACCHI (Chief Executive Officer-EMEA) has made 0 purchases and 4 sales selling 500 shares for an estimated $141,171.
- ANGELA BEATTY (Chief Leadership & HR Officer) has made 0 purchases and 4 sales selling 203 shares for an estimated $57,314.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Accenture Congressional Stock Trading
Members of Congress have traded $ACN stock 12 times in the past 6 months. Of those trades, 1 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $ACN stock by members of Congress over the last 6 months:
- REPRESENTATIVE KEVIN HERN has traded it 2 times. They made 0 purchases and 2 sales worth up to $300,000 on 10/27, 09/26.
- SENATOR MARKWAYNE MULLIN sold up to $50,000 on 09/24.
- REPRESENTATIVE RICK W. ALLEN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/12, 08/19.
- REPRESENTATIVE KELLY MORRISON has traded it 5 times. They made 0 purchases and 5 sales worth up to $145,000 on 08/19.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 07/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Accenture Hedge Fund Activity
We have seen 977 institutional investors add shares of Accenture stock to their portfolio, and 1,428 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS added 4,984,930 shares (+41.1%) to their portfolio in Q3 2025, for an estimated $1,229,283,738
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,721,245 shares (+53.6%) to their portfolio in Q3 2025, for an estimated $917,659,017
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,554,097 shares (-45.9%) from their portfolio in Q3 2025, for an estimated $876,440,320
- CAPITAL RESEARCH GLOBAL INVESTORS removed 2,725,188 shares (-32.4%) from their portfolio in Q3 2025, for an estimated $672,031,360
- AMERIPRISE FINANCIAL INC removed 2,158,227 shares (-42.6%) from their portfolio in Q3 2025, for an estimated $532,218,778
- MORGAN STANLEY removed 1,940,988 shares (-13.9%) from their portfolio in Q3 2025, for an estimated $478,647,640
- CLEARBRIDGE INVESTMENTS, LLC removed 1,906,435 shares (-99.0%) from their portfolio in Q3 2025, for an estimated $470,126,871
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Accenture Government Contracts
We have seen $2,727,185,155 of award payments to $ACN over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- FEDERALLY FACILITATED EXCHANGE (FFE): $192,128,294
- SEE CONTRACT SCHEDULE, ATTACHMENTS, AND EXHIBITS.: $136,873,121
- VBA DGIB SUPPORT SERVICES PURCHASE: $121,821,818
- THIS TASK ORDER IS FOR AN ENTERPRISE-WIDE DIGITAL AND CUSTOMER CARE PLATFORMS AND SERVICES SOLUTION (ENTERP...: $104,627,958
- BPA ORDER 34, CONSOLIDATED SUPPORT SERVICES/ITIL ALIGNMENT ISSUED UNDER MASTER BPA NUMBER 89303019AIM000005: $102,894,293
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Accenture Analyst Ratings
Wall Street analysts have issued reports on $ACN in the last several months. We have seen 9 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 09/29/2025
- TD Cowen issued a "Buy" rating on 09/26/2025
- Evercore ISI Group issued a "Outperform" rating on 09/26/2025
- Guggenheim issued a "Buy" rating on 09/26/2025
- Baird issued a "Outperform" rating on 09/26/2025
- RBC Capital issued a "Outperform" rating on 09/26/2025
- JP Morgan issued a "Overweight" rating on 09/26/2025
To track analyst ratings and price targets for Accenture, check out Quiver Quantitative's $ACN forecast page.
Accenture Price Targets
Multiple analysts have issued price targets for $ACN recently. We have seen 20 analysts offer price targets for $ACN in the last 6 months, with a median target of $285.0.
Here are some recent targets:
- Jason Kupferberg from Wells Fargo set a target price of $251.0 on 10/22/2025
- Bryan Keane from Citigroup set a target price of $266.0 on 10/22/2025
- Dan Dolev from Mizuho set a target price of $309.0 on 09/29/2025
- Keith Bachman from BMO Capital set a target price of $270.0 on 09/26/2025
- Daniel R. Perlin from RBC Capital set a target price of $285.0 on 09/26/2025
- Tien-Tsin Huang from JP Morgan set a target price of $290.0 on 09/26/2025
- James Schneider from Goldman Sachs set a target price of $330.0 on 09/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
