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GOVT-CONTRACT ·Filed Aug 17, 2026

ACN

Accenture plc
NEUTRAL
Impact 3/10
Horizonmonths Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

The option exercise signals continued demand for the services under this contract. Monitor for future option exercises or follow-on awards from the VA, which would indicate sustained revenue contribution from this relationship.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d ⚠ clustered
ACN ▲ +9.66% at T+20d
NEUTRAL call +9.66% · α vs SPY +11.41% · entry $171.55 → $188.13
Next anchor: T+60d in 15d
Latest observation: T+47 +25.98% FF3 residual α
Entry = T+0 close
Aug 18, 2026
via day close
T+1d
+5.92%
call +5.92% · α +5.71%
$181.71
settled 2mo ago
T+5d
+8.10%
call +8.10% · α +8.30%
$185.44
settled 2mo ago
T+20d
+9.66%
call +9.66% · α +11.41%
$188.13
settled 6w ago
T+60d
Pending
in 15d

Price Chart

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Executive Summary

The Department of Veterans Affairs exercised Option Period 4 and incorporated Option Period 5 on a contract with Cognosante MVH LLC, a subsidiary of Accenture plc, obligating $32.8 million. This modification extends an existing relationship with a key federal agency, providing incremental revenue visibility through the option periods.

Key Financial Metrics

Award Amount
$32.8M
Agency
Department of Veterans Affairs
Contract Type
modification

Key Facts

  • Contract modification P00010 on IDIQ 36C10B22N10010012
  • Obligation amount of $32,804,047.47
  • Awarding agency is the Department of Veterans Affairs
  • Exercise of Option Period 4, Optional Task Two, and incorporation of Option Period 5
  • Recipient is Cognosante MVH LLC, a subsidiary of Accenture plc

Financial Impact

$32.8 million obligation from the VA; revenue impact relative to Accenture's total revenue cannot be calculated as annual revenue was not provided

revenue

Risk Factors

  • Funding risk from potential government continuing resolutions or budget constraints
  • Execution risk on Option Period 5 scope and deliverables
  • Revenue as a percentage of total Accenture revenue is likely immaterial given the company's scale

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36C10B22N10010012
25 reports for ACN
Performance horizon
67% Hit rate @ T+5 6 of 9 directional calls Went positive at some point 6 of 10 best @ T+20▲ +36.52%Jun 1, 2026
Filters
Rows
Reports for ACN — sortable, filterable
TypeNow
Oct 22, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$249.37awaiting T+5—$247.23 (−0.86%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 3/10
$249.37awaiting T+5—$247.23 (−0.86%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 2/10
$249.37awaiting T+5—$247.23 (−0.86%)
Oct 21, 2026
6d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$240.26awaiting T+5—$247.23 (−2.90%)
Oct 14, 2026
12d ago
8-K
BULLISH ★ 6/10
$214.96 $240.26▲ +11.77%▲ +11.32%$247.23 (+15.01%)
Oct 8, 2026
18d ago
144
NEUTRAL ★ 2/10
$207.40 $229.68▲ +10.74%▲ +12.71%$247.23 (+19.21%)
Oct 1, 2026
25d ago
8-K
BULLISH ★ 6/10
$210.61 $206.70▼ −1.86%▼ −3.16%$247.23 (+17.39%)
Sep 30, 2026
27d ago
GOVT-CONTRACT
BULLISH ★ 5/10
$210.61 $206.70▼ −1.86%▼ −3.16%$247.23 (+17.39%)
Sep 25, 2026
4w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$173.08 $193.50▲ +11.80%▲ +10.59%$247.23 (+42.84%)
Sep 18, 2026
5w ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$181.29 $176.11▲ +2.86%▲ +4.13%$247.23 (−36.37%)
Showing 10 of 25

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Report published Aug 17, 2026