Accenture plc (ACN) — Q1 2026 results
Accenture reported first-quarter fiscal 2026 revenue of $18.7 billion, up 5.95% year‑over‑year and slightly above the consensus revenue estimate. Gross profit rose while operating profit and net income declined modestly, and cash from operations strengthened significantly.
Profitability and per‑share results
Operating profit and net income both declined year over year, and diluted earnings per share came in below the estimate.
Balance sheet and cash flow
Cash generation was a bright spot this quarter, with a large jump in operating cash flow and a healthy cash balance on the balance sheet.
Accenture plc Insider Trading Activity
Accenture plc 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 plc Hedge Fund Activity
We have seen 977 institutional investors add shares of Accenture plc stock to their portfolio, and 1,429 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 plc Government Contracts
We have seen $2,832,547,966 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.: $151,786,856
- BPA ORDER 34, CONSOLIDATED SUPPORT SERVICES/ITIL ALIGNMENT ISSUED UNDER MASTER BPA NUMBER 89303019AIM000005: $139,098,598
- THIS TASK ORDER IS FOR AN ENTERPRISE-WIDE DIGITAL AND CUSTOMER CARE PLATFORMS AND SERVICES SOLUTION (ENTERP...: $131,633,462
- VBA DGIB SUPPORT SERVICES PURCHASE: $121,821,818
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Accenture plc 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 plc 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 plc, check out Quiver Quantitative's $ACN forecast page.
Accenture plc 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 $287.5.
Here are some recent targets:
- 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
- Jason Kupferberg from Wells Fargo set a target price of $251.0 on 10/22/2025
- Dan Dolev from Mizuho set a target price of $309.0 on 09/29/2025
- 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
- Keith Bachman from BMO Capital set a target price of $270.0 on 09/26/2025
