GOVT-CONTRACT ·Filed Aug 14, 2026

ACN

Accenture plc
NEUTRAL
Impact 4/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The $144M Treasury bridge contract is a routine renewal for Accenture's federal arm, providing modest backlog support but no material revenue surprise. Monitor for a follow-on competitive IEP recompete, which would be a larger catalyst. The bridge nature limits upside — no immediate trading action warranted.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
ACN ▲ +10.24% at T+20d
NEUTRAL call ✓ call won +10.24% · α vs SPY +12.23% · entry $176.89 → $195.00
Next anchor: T+60d in 5w
Latest observation: T+32 -2.65% FF3 residual α
Entry anchored
Aug 13, 07:47 PM ET
via 1-min bar
T+1d
-3.91%
call -3.91% · α -3.43%
$169.98
settled 7w ago
T+5d
+4.74%
call +4.74% · α +6.11%
$185.28
settled 6w ago
T+20d
+10.24%
call +10.24% · α +12.23%
$195.00
settled 21d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

Accenture Federal Services LLC, a subsidiary of Accenture plc, was awarded a $144.2M bridge contract by the Department of the Treasury for Integrated Enterprise Portals (IEP) 1.5. This is a notable renewal of a key government relationship, though the bridge nature suggests a temporary extension rather than a new competitive win. The award is material in absolute terms but represents a small fraction of Accenture's $64B+ annual revenue, limiting the stock-level impact.

Key Financial Metrics

Award Amount
$144.2M
Agency
Department of the Treasury
Contract Type
modification

Key Facts

  • Award amount: $144,180,576.67
  • Awarding agency: Department of the Treasury
  • Contract type: Bridge (IEP 1.5 Bridge)
  • Recipient: Accenture Federal Services LLC (subsidiary of Accenture plc)
  • Award date: 2026-08-14
  • Period of performance start: 2026-08-15

Financial Impact

$144.2M contract award; revenue impact as % of total company revenue is unknown but likely <0.25% given Accenture's scale

revenuebacklog

Risk Factors

  • Bridge contract may be temporary; full recompete could be won by a competitor
  • Government funding risk under continuing resolutions
  • Execution risk on fixed-price portions of the contract

Market Snapshot

Price
$186.53
Volume
7.9K
Exchange
NYSE
Sector
Services-Business Services, NEC
Analyst Consensus
59% bullish (32 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-205AE926F00106
12 reports for ACN
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+20▲ +36.52%Jun 1, 2026
Filters
Rows
Reports for ACN — sortable, filterable
TypeNow
Sep 18, 2026
14d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$181.29 $176.11▲ +2.86%▲ +4.13%$199.30 (−9.93%)
Sep 14, 2026
18d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$195.00 $186.11▲ +4.56%▲ +4.67%$199.30 (−2.21%)
Aug 14, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$176.89 $185.28▲ +4.74%▲ +6.11%$199.30 (+12.67%)
Aug 5, 2026
8w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$170.73 $180.14▲ +5.51%▲ +5.16%$199.30 (+16.73%)
Jul 29, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$173.17 $170.73▼ −1.41%▼ −6.94%$199.30 (+15.09%)
Jul 10, 2026
11w ago
8-K
NEUTRAL ★ 4/10
$135.23 $144.61▲ +6.94%▲ +7.50%$199.30 (+47.38%)
Jun 22, 2026
14w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$124.83 $128.98▼ −3.32%▼ −5.39%$199.30 (−59.66%)
Jun 18, 2026
15w ago
8-K
NEUTRAL ★ 5/10
$127.98 $125.82▼ −1.69%▼ −0.02%$199.30 (+55.73%)
Jun 15, 2026
15w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$165.36 $124.83▲ +24.51%▲ +23.13%$199.30 (−20.52%)
Jun 1, 2026
17w ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$196.50 $178.25▲ +9.29%▲ +6.54%$199.30 (−1.43%)
Showing 10 of 12

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Report published Aug 25, 2026