A global consulting and IT-services firm; one of the largest sellers of AI implementation to enterprises.
| Indicator | Score | Band |
|---|---|---|
| Insider-Selling Intensity | 27 | AMBER-LOW (~25–30) |
Q. Accenture positioned itself as the single biggest public-market beneficiary of enterprise AI adoption. GenAI bookings hit $5.9B in FY2025. So why is the stock trading at ~13x forward P/E against a 10-year average of 26.7x? The market is telling you something. What is it?
A. The sheet names the thesis directly: 'The market is questioning one or more of: (1) whether GenAI consulting revenue is durable or one-time project work, (2) whether AI itself reduces the demand for Accenture's headcount-intensive model — efficiency equals fewer consultants needed, (3) the impact of U.S. federal contract headwinds.' The sheet puts it plainly: 'The AI-narrative is NOT adding a prem
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 27.0/100 from the engine.
No discretionary (no-plan) open-market selling on the recent record — plan sales, gifts and awards stated as what they are.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Park Angie Y | Chief Financial Office | 2026-08-05 | Award | $27,597 | — |
| Sharma Manish | Chief Strategy & Servi | 2026-08-05 | Award | $18,228 | — |
| Unruch Joel | General Counsel/Corp S | 2026-08-05 | Award | $27,597 | — |
| Walsh John F | CEO-The Americas | 2026-08-05 | Award | $27,427 | — |
| Clifford Katherine Lee | Chief Leadership & HR | 2026-08-05 | Award | $17,546 | — |
| Burgum Melissa A | Chief Accounting Offic | 2026-08-05 | Award | $19,931 | — |
| Hogan Catherine Kiernan | Chief Operating Office | 2026-08-05 | Award | $21,464 | — |
| Sweet Julie Spellman | Chair and CEO | 2026-08-05 | Award | $38,670 | — |
| Burgum Melissa A | Chief Accounting Offic | 2026-08-01 | Award | — | — |
| Unruch Joel | General Counsel/Corp S | 2026-07-30 | Sale | $220,865 | 10b5-1 |
| Unruch Joel | General Counsel/Corp S | 2026-07-30 | Sale | $576,958 | 10b5-1 |
| Unruch Joel | General Counsel/Corp S | 2026-07-30 | Sale | $419,443 | 10b5-1 |
EDGAR Form 4, parsed structured · last 23 txns · asof 2026-08-08 · refreshes off the Form-4 event class
| Announced cuts (2026) | 22,000 |
| Date | 2025 |
| Confidence | high |
| Attribution | AI-DRIVEN |
| Driver | ai-reallocation |
| Source | company (retraining 500k+) |
Reshaping consulting around GenAI — cutting roles automation absorbs while retraining 500k+. The one clean broad-market AI case. (2025-dated — recency flag.)
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.