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NYSE:ACN

Accenture Ltd. (ACN)

170.28
+2.76 (1.65%)
as of Jun 12, 2026, 8:00:00 pm Market Open.
143 watching
0
Investor Insights
star iconJun 12, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Accenture Ltd. (ACN-N) is facing a challenging landscape characterized by market concerns about AI's impact on the consulting industry and overall macroeconomic factors. While some analysts view the decline in share price as an overreaction, indicating that the fundamentals remain strong, others express apprehension about the sustainability of its business model in the face of increasing automation. Despite the stock trading at a lower PE ratio and yielding 3.67%, fears of disruption persist. Different perspectives on the role of AI in consulting suggest a possible growth opportunity, emphasizing the need for innovation. However, concerns regarding discretionary IT spending and recent underperformance indicate potential hurdles ahead.

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Consensus
Mixed
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Valuation
Undervalued
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CRM
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.
TOP PICK
Has owned for years. It is a consulting company with clients all around the world and is a good way to invest in technology. They are consultants in cloud computing, security and ESG related platforms. Also more recently has become involved in the Metaverse and is growing that platform. One third of cash flow goes to acquiring niche companies in high growth areas, one third to dividend growth, and one third to stock buybacks. It is down 22% from its highs and is at 30X earnings, the lower end of the range.
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