Accenture plc
No SEC Form 4 filings for $ACN in the last 30 days.
Artisan Value Fund’s Q1 2026 investor letter said performance was hurt by a market favoring momentum over quality and by company-specific issues. The fund cited Accenture (ACN) as a major decliner, noting the stock fell 20%+ in the quarter and closed May 22 at $179.24. It reported Q1 2026 revenue of $18.7B (+5% local currency) and valued ACN at 14x next year’s forecast earnings.
On May 20, HUMAIN and Accenture (NYSE:ACN) announced a partnership to expand HUMAIN’s AI capabilities in Saudi Arabia and accelerate AI adoption for government and businesses. Accenture will act as a strategic reinvention and AI partner, combining HUMAIN’s local AI stack with Accenture’s AI transformation experience to move from pilots to production-grade, secure AI aligned with regulations.
Sarat Sethi of DCLA told CNBC that some investors are shifting from large-cap “quality” stocks to faster DRAM and semiconductor trades, while his firm focuses on long-term value compounding. He said software valuations have fallen (20x cash flow to 10–12x) as earnings grow 8–10% with little debt, and cybersecurity remains necessary but requires selectivity. The article screens NYSE stocks for forward P/E <15 and ≥35% upside; data as of May 22. It lists UHS and ACN, among others.
