Do You Believe in the Growth Potential of Accenture (ACN)?

2 hours ago 2

Soumya Eswaran

Wed, December 31, 2025 astatine 7:11 AM CST 3 min read

Bristol Gate Capital Partners, an concern absorption company, published its Q3 2025 capitalist missive for the “US Equity Strategy”. A transcript of the missive tin beryllium downloaded here. The strategy underperformed the benchmark, the S&P 500® Total Return Index, this quarter, but inactive surpassed the scale successful dividend growth. The underperformance was owed to a deficiency of important vulnerability to the AI/TMT assemblage oregon the Value sector, which provides advantages stemming from the Federal Reserve's complaint cut. The portfolio returned 15% dividend maturation implicit the trailing 12 months, driven by the beardown underlying fundamentals. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Bristol Gate US Equity Strategy highlighted stocks specified arsenic Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN) is simply a nonrecreational services institution that provides absorption consulting, technology, and outsourcing services. The one-month instrumentality of Accenture plc (NYSE:ACN) was 3.44%, and its shares mislaid 23.25% of their worth implicit the past 52 weeks. On December 30, 2025, Accenture plc (NYSE:ACN) banal closed astatine $270.00 per share, with a marketplace capitalization of $167.438 billion.

Bristol Gate US Equity Strategy stated the pursuing regarding Accenture plc (NYSE:ACN) successful its 3rd 4th 2025 capitalist letter:

"Carrier, Accenture and Intuit were the main detractors from an implicit perspective. Accenture plc (NYSE:ACN) saw a diminution successful its banal during the 4th pursuing disappointing results from Gartner, a starring supplier of autarkic probe and analysis. Gartner’s mediocre results fueled the AI carnivore thesis, mostly centered astir the thought that GenAI volition commoditize consulting and concern process services offered by IT firms similar Accenture. However, we judge determination is simply a cardinal quality betwixt companies similar Gartner and Accenture. Gartner lone provides probe and advisory services which we judge are much prone to GenAI disintermediation. Accenture connected the different hand, helps companies instrumentality their solutions, re-engineer workflows and cardinal concern processes and standard impervious of concepts crossed planetary organizations. Historically, exertion revolutions person been affirmative drivers for Accenture’s concern and we bash not expect this clip to beryllium antithetic with GenAI. During fiscal 2025, Accenture tripled its gross from precocious AI (defined arsenic Generative AI, Agentic AI, and carnal AI) to $2.7 cardinal and astir doubled its Gen AI bookings to $5.9 billion. We expect further maturation ahead."