AI Growth Sparks Buzz: Recent chatter on social media about Accenture (ACN) has been fueled by the company’s impressive strides in AI-driven revenue. Many are highlighting reports of a 120% year-over-year increase in AI-related income, seeing it as a key driver for future growth. The enthusiasm centers on how Accenture is positioning itself in the rapidly evolving tech landscape.
Mixed Views on Stock Strength: Discussions also reflect a split in opinions regarding Accenture’s stock performance and relative market strength. Some voices express optimism, pointing to recent price target upgrades from major financial institutions, while others remain cautious due to insider sales and broader market pressures. It’s a dynamic debate with no clear consensus on the horizon.
Digital Identity Collaboration: Another hot topic is Accenture’s partnership on a decentralized digital identity platform, which has caught attention as a potential game-changer. Commentators are intrigued by the implications for cross-industry innovation, though some question the scalability of such initiatives. The conversation continues to evolve with curiosity and speculation.
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 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 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 20 sales selling 25,611 shares for an estimated $6,474,409.
- MANISH SHARMA (Chief Strategy & Services Ofcr) has made 0 purchases and 8 sales selling 9,633 shares for an estimated $2,512,417.
- RYOJI SEKIDO (Co-CEO Asia Pacific) has made 0 purchases and 3 sales selling 2,500 shares for an estimated $623,674.
- JOEL UNRUCH (General Counsel/Corp Secretary) sold 1,332 shares for an estimated $366,300
- MAURO MACCHI (Chief Executive Officer-EMEA) has made 0 purchases and 2 sales selling 1,000 shares for an estimated $280,000.
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 GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 12/19.
- 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 JULIA LETLOW sold up to $15,000 on 07/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Accenture Hedge Fund Activity
We have seen 958 institutional investors add shares of Accenture stock to their portfolio, and 1,265 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 $3,035,579,573 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:
- VBA DGIB SUPPORT SERVICES PURCHASE: $209,906,939
- FEDERALLY FACILITATED EXCHANGE (FFE): $185,678,383
- SEE CONTRACT SCHEDULE, ATTACHMENTS, AND EXHIBITS.: $162,883,755
- BPA ORDER 34, CONSOLIDATED SUPPORT SERVICES/ITIL ALIGNMENT ISSUED UNDER MASTER BPA NUMBER 89303019AIM000005: $137,761,412
- THIS TASK ORDER IS FOR AN ENTERPRISE-WIDE DIGITAL AND CUSTOMER CARE PLATFORMS AND SERVICES SOLUTION (ENTERP...: $130,986,079
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:
- UBS issued a "Buy" rating on 12/19/2025
- RBC Capital issued a "Outperform" rating on 12/19/2025
- 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
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 19 analysts offer price targets for $ACN in the last 6 months, with a median target of $290.0.
Here are some recent targets:
- Jason Kupferberg from Wells Fargo set a target price of $275.0 on 01/14/2026
- Arvind Ramnani from Truist Securities set a target price of $317.0 on 01/06/2026
- Kevin Mcveigh from UBS set a target price of $320.0 on 12/19/2025
- James Friedman from Susquehanna set a target price of $277.0 on 12/19/2025
- Daniel R. Perlin from RBC Capital set a target price of $295.0 on 12/19/2025
- James Faucette from Morgan Stanley set a target price of $320.0 on 12/16/2025
- Bryan Keane from Citigroup set a target price of $266.0 on 10/22/2025
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.
