GOVT-CONTRACT ·Filed Aug 5, 2026

ACN

Accenture plc
NEUTRAL
Impact 3/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This modification is standard incremental funding for an existing VA contract. No material read-through for ACN. Monitor for future modifications or program scope changes that could signal larger shifts in the VA EHR modernization program.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
ACN ▲ +9.93% at T+20d
NEUTRAL call ✓ call won +9.93% · α vs SPY +10.53% · entry $170.73 → $187.68
Next anchor: T+60d in 26d
Latest observation: T+38 +6.03% FF3 residual α
Entry anchored
Aug 4, 07:22 PM ET
via 1-min bar
T+1d
+0.22%
call +0.22% · α +0.38%
$171.11
settled 8w ago
T+5d
+5.51%
call +5.51% · α +5.16%
$180.14
settled 7w ago
T+20d
+9.93%
call +9.93% · α +10.53%
$187.68
settled 4w ago
T+60d
—
call — · α —
—
in 26d

Price Chart

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Executive Summary

Accenture Federal Services LLC received a $52M incremental funding modification (P00003) from the Department of Veterans Affairs for Electronic Health Record Modernization System Integration Support. This is a routine contract modification that continues an existing program and has no material impact on Accenture plc's financials given its scale.

Key Financial Metrics

Award Amount
$52.0M
Agency
Department of Veterans Affairs
Contract Type
modification

Key Facts

  • Modification P00003 to contract 36C10B26F0033 awarded to Accenture Federal Services LLC
  • Obligation amount of $52,010,738.61 for VA EHR modernization system integration support
  • Action date: August 5, 2026
  • Awarding agency: Department of Veterans Affairs

Financial Impact

$52M incremental funding modification; relative to Accenture's total revenue this is a small, routine addition

revenue

Risk Factors

  • Government funding risk from continuing resolutions or budget sequestration
  • Program execution risk inherent in large-scale IT modernization projects

Market Snapshot

Price
$177.25
Volume
100
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-36C10B26F0033
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%$199.59 (−10.09%)
Sep 14, 2026
18d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$195.00 $186.11▲ +4.56%▲ +4.67%$199.59 (−2.35%)
Aug 14, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$176.89 $185.28▲ +4.74%▲ +6.11%$199.59 (+12.83%)
Aug 5, 2026
8w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$170.73 $180.14▲ +5.51%▲ +5.16%$199.59 (+16.90%)
Jul 29, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$173.17 $170.73▼ −1.41%▼ −6.94%$199.59 (+15.26%)
Jul 10, 2026
12w ago
8-K
NEUTRAL ★ 4/10
$135.23 $144.61▲ +6.94%▲ +7.50%$199.59 (+47.59%)
Jun 22, 2026
14w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$124.83 $128.98▼ −3.32%▼ −5.39%$199.59 (−59.89%)
Jun 18, 2026
15w ago
8-K
NEUTRAL ★ 5/10
$127.98 $125.82▼ −1.69%▼ −0.02%$199.59 (+55.95%)
Jun 15, 2026
15w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$165.36 $124.83▲ +24.51%▲ +23.13%$199.59 (−20.70%)
Jun 1, 2026
17w ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$196.50 $178.25▲ +9.29%▲ +6.54%$199.59 (−1.57%)
Showing 10 of 12

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Report published Aug 10, 2026