ACN Accenture plc
Price Chart
Executive Summary
Wells Fargo upgraded ACN (Accenture plc) from Equal-Weight to Overweight, maintaining a $275 price target that implies 47% upside from the current $187.07. The upgrade is part of a 15-firm cluster, with most actions being maintains at bullish ratings. Consensus is heavily bullish: 23 Buy, 11 Hold, 0 Sell across 34 analysts. The mean target of $247.55 implies 32% upside, and the high target of $320 suggests 71% potential. Wells Fargo has a 55% accuracy rate on 6,036 calls with a 3.6% average return, placing it near the middle of the pack. EPS revisions for the current quarter show 7 up vs 12 down over 30 days, a slightly negative tilt. Insider activity is minimal (one small sell), and congressional trades show modest buys. The bottom line: a high-conviction upgrade from a credible firm, but the lack of a PT increase and mixed near-term earnings revisions temper the signal.
Impact Score
Consensus & Targets
Consensus is heavily bullish: 8 Strong Buy, 15 Buy, 11 Hold, 0 Sell, 0 Strong Sell across 34 analysts. The direction is overwhelmingly positive, with 68% Buy-equivalent ratings and no Sell ratings.
Mean target is $247.55, median $248.50, high $320, low $180.27. Current price $187.07 implies 32% upside to the mean and 71% to the high. Wells Fargo's $275 PT is above the mean and median, sitting in the 75th percentile of the range.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-03-23 | Mizuho | maintain | Outperform | $280.00 |
| 2026-03-20 | JP Morgan | maintain | Overweight | $247.00 |
| 2026-03-20 | BMO Capital | maintain | Market Perform | $230.00 |
| 2026-03-20 | RBC Capital | maintain | Outperform | $253.00 |
| 2026-03-20 | Guggenheim | maintain | Buy | $250.00 |
| 2026-03-20 | Baird | maintain | Outperform | $265.00 |
| 2026-03-19 | Evercore ISI Group | maintain | Outperform | $250.00 |
| 2026-03-16 | Morgan Stanley | maintain | Overweight | $240.00 |
| 2026-03-16 | TD Cowen | maintain | Buy | $275.00 |
| 2026-03-11 | Guggenheim | maintain | Buy | $275.00 |
30-day analyst activity shows 0 upgrades and 0 downgrades, but the recent actions list shows 10 maintains (all bullish) from firms like Mizuho, JP Morgan, BMO, RBC, Guggenheim, Baird, Evercore, Morgan Stanley, and TD Cowen. EPS revisions for the current quarter show 7 up vs 12 down over 30 days, a net negative tilt. Next-quarter estimates show 1 up vs 17 down, indicating near-term caution.
Firm Track Record — Wells Fargo
Wells Fargo accuracy: 55% on 6036 calls | avg return: 3.6%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Citigroup | 100% | 3/3 | 10.4% | top tier |
| TD Cowen | 100% | 6/6 | 8.8% | top tier |
| B of A Securities | 100% | 2/2 | 10% | top tier |
| Susquehanna | 75% | 3/4 | -0.2% | top tier |
| Stifel | 67% | 2/3 | 8.2% | top tier |
| Evercore ISI Group | 67% | 2/3 | 3.6% | top tier |
| Baird | 57% | 4/7 | 3.7% | above average |
| Guggenheim | 57% | 4/7 | -1.2% | above average |
| Deutsche Bank | 50% | 1/2 | 8.3% | below average |
| RBC Capital | 50% | 2/4 | -3.9% | below average |
Wells Fargo has a 55% accuracy rate on 6,036 calls with a 3.6% average return, placing it in the middle tier. Top-performing firms on ACN include Citigroup (100% on 3 calls, +10.4% avg return) and TD Cowen (100% on 6 calls, +8.8%). Lower-tier firms include UBS (43% on 7 calls, -5.2% avg return) and BMO Capital (43% on 7 calls, -3.3%).
Earnings Estimates
Next earnings: Jun 18, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $3.72 | $3.60 — $3.84 | $18.8B | ↑5 ↓0 |
| +1q | $3.29 | $3.19 — $3.43 | $18.5B | ↑1 ↓0 |
| 0y | $13.88 | $13.65 — $14.15 | $74.1B | ↑1 ↓0 |
| +1y | $14.91 | $13.84 — $15.51 | $78.0B | ↑1 ↓0 |
Cross-Platform Signals
Insider trades show one small sell ($95k) by Egawa Atsushi on 2026-04-30, a non-C-suite trade that is not informative per academic literature. Congressional trades show two buys (Mark Warner, Ro Khanna) and two sells (Gilbert Cisneros, Jared Moskowitz), all small amounts ($1k-$15k). No institutional changes reported. Short interest is 57.3% of TRF volume, elevated but not extreme. The insider and congressional signals are mixed and small, offering no strong convergence or divergence with the bullish analyst signal.
Actionable Insight
The upgrade from Wells Fargo adds to a wall of bullish analyst opinion, but the lack of a PT increase and mixed EPS revisions suggest near-term caution. Traders should view this as a medium-conviction bullish signal — the stock is cheap relative to targets, but wait for earnings (June 18) before adding size.
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 1, 2026
8d ago
|
ANALYST-DOWNGRADE
| $196.50 $178.25 | ▲ +9.29% | ▲ +6.54% | $174.43 (+11.23%) |
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $219.51 $196.66 | ▼ −10.41% | ▼ −11.08% | $174.43 (−20.54%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $219.51 $196.66 | ▼ −10.41% | ▼ −11.08% | $174.43 (−20.54%) |
|
Apr 24, 2026
6w ago
|
8-K
| $178.32 $178.71 | ▲ +0.22% | ▼ −0.69% | $174.43 (−2.18%) |
|
Feb 26, 2026
14w ago
|
GOVT-CONTRACT
| $207.20 $213.95 | ▲ +3.26% | ▲ +4.38% | $174.43 (−15.82%) |
US Market Status
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