Accenture plc (ACN) Analyst/Investor Day Transcript
Seeking Alpha published a transcript of Accenture plc’s Analyst/Investor Day.
Why it matters — The transcript provides ACN watchers with a record of the company’s Analyst/Investor Day remarks.
The 27 Wall Street analysts covering Accenture Plc hold a median 12-month price target of $223 — +3.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 61 of 100 as at 14 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Accenture Plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (96): The share price has been relatively steady.
Momentum (45): The shares have been drifting down relative to others.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ACN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +3.7% from it.
Of the 20 most recent actions, 14 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Oct 2026 | Mizuho | Maintains | Outperform | $226 → $241 |
| 2 Oct 2026 | Argus Research | Maintains | Buy | $220 → $260 |
| 2 Oct 2026 | Evercore ISI Group | Maintains | Outperform | $180 → $250 |
| 2 Oct 2026 | Goldman Sachs | Maintains | Buy | $230 → $260 |
| 2 Oct 2026 | Guggenheim | Reiterates | Neutral | — |
| 2 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $175 → $195 |
| 2 Oct 2026 | RBC Capital | Maintains | Outperform | $175 → $240 |
| 2 Oct 2026 | Susquehanna | Maintains | Neutral | $153 → $210 |
| 2 Oct 2026 | TD Cowen | Maintains | Hold | $173 → $193 |
| 2 Oct 2026 | Truist Securities | Maintains | Hold | $150 → $220 |
| 2 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $194 → $210 |
| 28 Sept 2026 | Susquehanna | Maintains | Neutral | — |
| 28 Sept 2026 | Susquehanna | Maintains | Neutral | $140 → $153 |
| 25 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 25 Sept 2026 | JP Morgan | Maintains | Overweight | $179 → $200 |
| 23 Sept 2026 | BMO Capital | Maintains | Market Perform | — |
| 23 Sept 2026 | BMO Capital | Maintains | Market Perform | $150 → $200 |
| 18 Sept 2026 | Deutsche Bank | Maintains | Hold | — |
| 18 Sept 2026 | Deutsche Bank | Maintains | Hold | $136 → $175 |
| 18 Sept 2026 | Guggenheim | Downgrade | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ACN appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Accenture Plc returned −10.2% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 43% of US stocks
Cheaper than 55% of US stocks
Cheaper than 24% of US stocks
Cheaper than 40% of US stocks
Higher than 42% of US stocks
Higher than 71% of US stocks
Higher than 38% of US stocks
Higher than 73% of US stocks
Higher than 72% of US stocks
Higher than 86% of US stocks
Higher than 93% of US stocks
Higher than 86% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Accenture Plc has a market value of $131.5B and an enterprise value of $130.3B.
Revenue in the twelve months to 31 May 2026: $73.1B. The latest quarter grew 6.2% year on year.
Net income over the same four quarters: $7.9B, a 10.9% net margin.
Diluted earnings per share, trailing twelve months: $12.52.
Free cash flow in the twelve months to 31 May 2026: $12.6B, after $600.4M of capital spending.
Accenture Plc spent $5.7B on share buybacks and $3.9B on dividends in the twelve months to 31 May 2026.
Trailing P/E: 16.3×; forward P/E: 13.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.03%, paying out 51% of earnings.
Accenture Plc employs 814,000 people — $90K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| ACNAccenture Plc | $131.5B | 61 |
| IBMInternational Business Machines Corp. | $213.0B | 68 |
| CTSHCognizant Technology Solutions Corp. | $28.1B | 66 |
| BRBroadridge Financial Solutions, Inc. | $19.6B | 75 |
| CDWCDW Corp. | $19.5B | 70 |
| FISFidelity National Information Services, Inc. | $18.4B | 49 |
| LDOSLeidos Holdings, Inc. | $15.1B | 62 |
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Accenture Plc — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Seeking Alpha published a transcript of Accenture plc’s Analyst/Investor Day.
Why it matters — The transcript provides ACN watchers with a record of the company’s Analyst/Investor Day remarks.
At its Investor and Analyst Day, Accenture outlined a multiyear growth strategy focused on enterprise AI adoption, large-scale client reinventions, managed services, and an expanding network of specialized businesses.
Why it matters — The strategy highlights the areas Accenture is emphasizing as it pursues growth, including enterprise AI and client reinvention.
Zacks highlights Accenture’s AI momentum, discounted valuation and strong cash flow as growth supports, while noting acquisition reliance, pricing pressure and financing costs as execution risks.
Why it matters — ACN watchers may weigh the company’s AI-related growth drivers against the risks and costs outlined in the item.
Accenture shares rose 10.4% over the past month. The item cites AI momentum, managed-services growth and discounted valuation as supports, while noting acquisition reliance and financing costs as challenges.
Why it matters — ACN watchers may weigh the cited business and valuation supports against the risks highlighted in the item.
Accenture shares rose after the technology services firm updated its financial guidance at an investor day focused on its AI strategy.
Why it matters — The guidance update and investor-day focus on AI are relevant to ACN watchers assessing the company’s outlook and strategic priorities.
The 27 Wall Street analysts covering Accenture Plc have a median 12-month price target of $223, with estimates ranging from $163 to $275. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 27 analysts covering Accenture Plc, 11 rate it a Buy, 16 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Accenture Plc 61 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Accenture Plc ranks 61 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (96 of 100).
No one can know that. What the data says: the median 12-month target from 27 analysts implies +3.7% from the last close, and Ticker Nerd's factor model ranks Accenture Plc 61 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Accenture Plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ACN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $163 to $275 over the next 12 months.
Accenture Plc returned -10.2% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Accenture PLC Class A is a global professional services company that provides strategy, consulting, technology, and operations services to enterprises, governments, and other organizations. Accenture helps clients build digital core capabilities, improve business processes, and apply technologies such as cloud, data, analytics, automation, and artificial intelligence across core functions.
The most recent item we track (Seeking Alpha, 15 Oct 2026): "Accenture plc (ACN) Analyst/Investor Day Transcript". Seeking Alpha published a transcript of Accenture plc’s Analyst/Investor Day.
Accenture PLC Class A is a global professional services company that provides strategy, consulting, technology, and operations services to enterprises, governments, and other organizations. Accenture helps clients build digital core capabilities, improve business processes, and apply technologies such as cloud, data, analytics, automation, and artificial intelligence across core functions. Its services span multiple industries, including financial services, healthcare, public sector, consumer goods, communications, industrials, and energy, with offerings that also cover cybersecurity, customer experience, supply chain, and application development. Accenture PLC Class A plays a significant role in the financial market as a large, diversified services company focused on enterprise transformation and technology-led business operations. Headquartered in Dublin, Ireland, Accenture serves clients across the Americas, Europe, the Middle East, Africa, and Asia Pacific.
CEO Ms. Julie T. Spellman Sweet J.D. · 814,000 employees · Ireland · https://www.accenture.com