NYSE:ACN

Accenture Ltd. (ACN)

135.23
-3.83 (2.75%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
145 watching
0
Investor Insights
star iconJul 11, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Accenture Ltd. (ACN) is facing significant market skepticism due to the perceived threats posed by AI technology, leading to a 36% decline in its stock value over the past year. Experts note that while AI may indeed affect consulting practices, ACN has the potential to leverage AI tools to increase efficiency rather than be completely supplanted. Some analysts argue that the fear surrounding AI disruptions is overblown, emphasizing that firms will continue to require consultancy services. Furthermore, the company's fundamentals remain strong, with attractive dividend yields and buyback strategies. Nonetheless, there is caution regarding potential layoffs and the long-term impact of AI on discretionary IT spending, suggesting a mixed outlook for the consulting giant.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
Salesforce,CRM
TOP PICK

World class consulting company.
Major consultant to large corporations.
Very large company without capital requirements.
Consistently hiring top talent.

BUY

A long-term hold for her. The company raised guidance on an improving mix of efficiency and pricing. Won't see much multiple expansion but they will expand the bottom line.

DON'T BUY
They report next Friday. They do very well, but shares tend to decline after their quarters. He thinks companies will reduce digitization to save money and hurt ACN.
HOLD
First thing to get cut in recession is consulting. Demand will continue on cloud computing. Cautious on business given economy.
PAST TOP PICK
(A Top Pick Oct 27/21, Down 26%) Dividend growth and buyback story. Coming recession will give companies opportunities to cut workers through automation. Core holding for him. If it went down by 1/3, he'd buy more. Yield is 1.7%.
BUY
A bit recession-resistant. Fantastic array of clients. 97 of its top 100 clients have been with them for 10 years. A sticky business. A good time to buy if you think, as he does, that the market's going to become more constructive into Q4. (Analysts’ price target is $416.00)
BUY ON WEAKNESS
IT work for Fortune 2000 companies. Good total return. Buybacks and dividend increase. Hold your nose and buy it when it goes on sale. If it goes lower, buy more. Core holding. Likes the franchise 3-5 years longer term.
BUY
Allan Tong’s Discover Picks Only 7.8%? Again, Accenture is steady. It isn’t Meta or Nvidia. ACN trades at 30.1x earnings, which is a far cry from Salesforce‘s 171.9x. Accenture pays a 1.23% dividend yield which (again) is safe based on a 33% payout ratio. How many IT companies even pay a divvy? You can collect that 1.23% and expect nearly 8% share appreciation to come close to a 10% return in a year. Read 3 Long-Term Stocks to Buy and Hold for our full analysis.
BUY
They can grow their dividends and she is looking for sustainable cash flows (that it can grow), and solid dividends.
BUY
Best of breed, diversified businesses. Effectively a tax on Fortune 2000 companies. A go-to for cutting costs. Down 20% and, yes, could go down another 10%, but he'd buy at these levels.
BUY
Believes is a very well run business. Expanding business through the pandemic. Very well managed company that has manged capital well. Currently trading a 25x earnings multiple which is lower than previous two years. Share price presenting good buying opportunity for long term share holders.
TOP PICK
Likes this because of the off-chance of a recession. Did reasonably well during the last couple of recessions. Client base is really sticky. His 12-month price target is $415. Yield is 1.38%. (Analysts’ price target is $388.42)
WATCH
It is in the IT consulting space. There are very few global companies like this to provide this kind of advice. It's a 'steady-eddy' business but what happens with commodity prices and cost of labour. There is some moderation of corporate profits so wait for margins to stabilize. It will be interesting when a soft landing is in site.
PAST TOP PICK
(A Top Pick Mar 03/21, Up 11%) Happy with company's stock return given recent tech selloff. Strong financials and dividend. Will continue to hold stock. If share price decreases, will buy more.
BUY
Seldom goes on sale. Shareholder returns increase annually, plus share buybacks, and he likes those types of companies. The underlying theme of digitization isn't going way. At these levels, you may have to hold your nose and buy. May sell off after next Fed rate decision. If you see it going south, pick some up. He'd buy today for new clients.
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