5H·

Will the falling knife cut my hands? 😅

It's just a guess, but I'll give it a try… Longrun

Just under 5% dividends with

over 10% annual dividend growth

The stock was sold due to AI fears ...

The bookings from $ACN (-0,8%) are weaker than in previous years, which is why the stock has fallen even further since the earnings report.

Payout Ratio stands at below
50% and, in terms of dividends, is not something to criticize but rather to admire.

Overall, the financial figures were $ACN (-0,8%) always been solid… but that’s no guarantee for the future.

The company is in good financial shape and will carry out a share buyback program totaling $7.5 billion by August 2026.

So far, it’s unclear whether AI will be more of a tailwind or headwind in the future.

Since I usually go against the grain and don’t follow the crowd, I’m giving up on this stock and will act based on the company’s future results.

30.06

Accenture

Acquistato x35 a 110,55 €

3869,25 €

9 Commenti

Olli@Olli68

Brave. In my view, one of the biggest losers of the AI disruption.

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Poor Dad@PoorDad

@Olli68 The stock has fallen so low that it can't go any lower 😜 I've reduced my position in the stock to the absolute minimum

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jkb92@jkb92

@Olli68 That may be true, but I don't think it's to the extent that the sell-off would suggest. In my opinion, you can't go far wrong at this level. I also jumped in recently.

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McZed@McZed

@Olli68 We'll see—someone's got to bring AI into companies, after all 😁

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Kai@Dividenden-Sammler

@PoorDad Well, based on the purchase price, the stock could still fall by €110.55….

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Poor Dad@PoorDad

@Dividenden-Sammler Just 100% 😌

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Olli@Olli68

@McZed Sure. That's what I thought at first, months ago. But there are specialized—and, above all, much leaner—competitors for that.

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TheMaverick@TheMaverick

9Min

@Olli68 What do you think of Accenture expansion into cybersecurity? They are aggresivily buying companies in this sector and this could substitute the potential loss from their classic "billing hours" segment

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Olli@Olli68

4Min

@TheMaverick Yes, they are acquiring a lot, but they are still a huge tanker. They need to switch from hourly-based billing to performance-based incentives. That is the biggest challenge. And I assume that 50% of the staff are redundant.

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