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Buyouts & Robust Liquidity Aid Accenture Amid Fierce Competition

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Key Takeaways

  • ACN delivered 1Q26 EPS of $3.94, beating estimates by 5.6%, while revenues rose 6% y/y.
  • ACN is investing in cloud, data and AI and spent $1.5B on 23 buyouts to build skills and capabilities.
  • ACN returned value via dividends and posted a 1.41 current ratio, supporting liquidity despite competition.

Accenture plc (ACN - Free Report) reported impressive first-quarter fiscal 2026 results. ACN’s earnings were $3.94 per share, beating the Zacks Consensus Estimate by 5.6%. The metric increased 9.8% from the year-ago quarter. Total revenues of $18.7 billion beat the consensus estimate by 1% and rose 6% on a year-over-year basis.

How Is Accenture Faring?

Accenture stresses delivering 360-degree value to its stakeholders, primarily through the use of technology. It focuses on long-term growth through building a digital core with the help of cloud, data and AI, technology evolution and investment in talent. We expect this strategy to position ACN as a worthy partner for its customers and keep the stock attractive.

The company’s buyout strategy is focused on channeling its business into high-growth areas, adding skills and capabilities, and deepening industry and functional expertise. The company spent $1.5 billion across 23 acquisitions in fiscal 2025. The recent acquisition of RANGR Data strengthens ACN's position to drive enterprise reinvention for clients. In contrast, the Decho buyout strengthens ACN’s strategic advisory and advanced engineering capabilities for Palantir solutions for customers across the health, government, defense and commercial sectors in the U.K. and other regions.

ACN has a consistent record of dividend payments. In fiscal 2025, 2024, 2023, 2022 and 2021, it paid out $3.7 billion, $3.2 billion, $2.8 billion, $2.5 billion and $2.2 billion in dividends, respectively. Such moves indicate its commitment to returning value to shareholders and underline its confidence in business.

Accenture’s current ratio (a measure of liquidity) stood at 1.41 at the end of the first-quarter fiscal 2026. While it is lower than the industry average of 1.97, a current ratio of more than 1 suggests that the company will be able to pay off short-term obligations easily.

Meanwhile, higher talent costs due to a competitive talent market are a major headwind for consulting services providers like Accenture. The industry is labor-intensive and heavily dependent on foreign talent. While automation and AI advancements offer massive opportunities to the industry, these technologies enable clients to improve performance, raising uncertainty for consulting services firms.

Accenture’s market share and revenues necessarily depend on client relationships and the number of contracts it secures. This, along with the limited scope for product differentiation, makes the renegotiation of large contracts vital. Hence, competition from strong companies like Genpact Limited, Cognizant Technology Solutions and Infosys is fierce, raising pricing pressures.

Earnings Snapshot

FactSet (FDS - Free Report) reported impressive results for the first quarter of fiscal 2026.

FDS’s earnings per share of $4.51 beat the consensus mark by 2.7% and increased 3.2% from the year-ago quarter. Revenues of $607.6 million beat the Zacks Consensus Estimate by 1.4% and rose 6.9% from the year-ago quarter.

Paychex, Inc. (PAYX - Free Report) registered impressive second-quarter fiscal 2026 results.

PAYX’s fiscal second-quarter earnings of $1.26 per share beat the Zacks Consensus Estimate by 1.6% and increased 10.5% from the year-ago quarter. Total revenues of $1.6 billion surpassed the consensus estimate by a slight margin and rallied 18.3% from the year-ago quarter.


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