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Accenture Shares Rise as Investors Weigh Long-Term Targets, Recent Results, and China Review

Investivoq PriceTracker

Accenture plc (ACN) is up 7.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be continued follow-through from Accenture’s recent earnings beat and investor-day targets, which pointed to steady multi-year revenue growth, margin expansion, and strong cash generation. Another possible boost is renewed optimism around a reported review of the company’s Greater China business, which investors may view as a step toward reducing risk and sharpening the portfolio.

Details:

  • Accenture’s recent fiscal fourth-quarter release showed full-year fiscal 2026 revenue growth at the top end of its prior target range, adjusted EPS above guidance, and free cash flow ahead of expectations.
  • The company’s investor-day presentation outlined at least mid-single-digit revenue growth for fiscal 2027 and 2028, a faster pace beginning in fiscal 2029, and annual operating margin expansion.
  • Accenture also highlighted significant capital returns, including dividends and share repurchases, which can support sentiment when operating performance improves.
  • A recent report said Accenture hired JPMorgan to explore strategic options for its Greater China operations, and this could be helping the stock if investors expect lower geopolitical exposure or a more focused business mix.
  • Sources:

    Accenture Investor Relations, SEC, Yahoo Finance

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ACN Insider Trading Activity

    ACN Insider Trades

    $ACN insiders have traded $ACN stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.

    Here’s a breakdown of recent trading of $ACN stock by insiders over the last 6 months:

    • JOEL UNRUCH (General Counsel/Corp Secretary) has made 0 purchases and 5 sales selling 10,498 shares for an estimated $1,710,918.
    • RYOJI SEKIDO (Co-CEO Asia Pacific) has made 0 purchases and 2 sales selling 5,844 shares for an estimated $1,430,826.
    • ATSUSHI EGAWA (Co-CEO Asia Pacific) has made 0 purchases and 4 sales selling 4,872 shares for an estimated $863,044.
    • CATHERINE KIERNAN HOGAN (Chief Operating Officer) has made 0 purchases and 6 sales selling 2,020 shares for an estimated $413,965.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $ACN Hedge Fund Activity

    We have seen 952 institutional investors add shares of $ACN stock to their portfolio, and 1,163 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 21,574,383 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,684,716,220
    • SANDERS CAPITAL, LLC removed 11,197,806 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $1,393,454,978
    • JPMORGAN CHASE & CO added 9,480,985 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,179,813,773
    • MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 6,776,149 shares (-68.9%) from their portfolio in Q2 2026, for an estimated $843,223,981
    • UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,789,472 shares (-99.5%) from their portfolio in Q2 2026, for an estimated $720,441,895
    • BLACKROCK, INC. added 5,021,626 shares (+8.8%) to their portfolio in Q2 2026, for an estimated $624,891,139
    • VICTORY CAPITAL MANAGEMENT INC added 3,984,403 shares (+349.0%) to their portfolio in Q2 2026, for an estimated $495,819,109

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $ACN Government Contracts

    We have seen $3,565,351,921 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:

    • TITLE IV FINANCIAL AID ORIGINATION AND DISBURSEMENT (TIVOD) SYSTEMS AND CUSTOMER SERVICE TRANSITION SERVICES: $280,658,130
    • FEDERALLY FACILITATED EXCHANGE (FFE): $194,675,320
    • VBA DGIB SUPPORT SERVICES PURCHASE: $153,039,585
    • THIS TASK ORDER IS FOR AN ENTERPRISE-WIDE DIGITAL AND CUSTOMER CARE PLATFORMS AND SERVICES SOLUTION (ENTERP...: $152,054,453
    • VA ELECTRONIC HEALTH RECORD MODERNIZATION SYSTEM INTEGRATION SUPPORT SERVICES: $109,147,900

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts endpoint.

    $ACN Congressional Stock Trading

    Members of Congress have traded $ACN stock 10 times in the past 6 months. Of those trades, 5 have been purchases and 5 have been sales.

    Here’s a breakdown of recent trading of $ACN stock by members of Congress over the last 6 months:

    • REPRESENTATIVE SCOTT FRANKLIN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/26 and 0 sales.
    • REPRESENTATIVE KELLY MORRISON has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 08/11.
    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 07/17, 06/16 and 0 sales.
    • REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.
    • REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 05/12.
    • REPRESENTATIVE RICK W. ALLEN sold up to $50,000 on 05/08.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $ACN Price Targets

    Multiple analysts have issued price targets for $ACN recently. We have seen 13 analysts offer price targets for $ACN in the last 6 months, with a median target of $185.0.

    Here are some recent targets:

    • Bryan Bergin from TD Cowen set a target price of $151.0 on 06/26/2026
    • Dan Dolev from Mizuho set a target price of $226.0 on 06/23/2026
    • Jonathan Lee from Guggenheim set a target price of $185.0 on 06/22/2026
    • James Faucette from Morgan Stanley set a target price of $130.0 on 06/22/2026
    • James Friedman from Susquehanna set a target price of $140.0 on 06/22/2026
    • David Paige from RBC Capital set a target price of $175.0 on 06/22/2026
    • Arvind Ramnani from Truist Securities set a target price of $150.0 on 06/22/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.