Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.5% in AUD for the September quarter. In local currencies, gains were 8.0%, but currency fluctuations reduced the AUD return by 1.5%. In the quarter, Portfolio’s Class A (Unhedged) returned -2.6% after fees compared to a 6.5% retur ...

Core Insights - Accenture reported first-quarter results that exceeded Wall Street expectations, with revenue growth at the upper end of guidance and strong new bookings, despite a more than 2% decline in shares intra-day [1] Financial Performance - Adjusted earnings per share for the quarter ended November 30, 2025, were $3.94, surpassing analyst estimates of $3.74 [2] - Revenue reached $18.7 billion, reflecting a 5% growth in local currency and a 6% growth in U.S. dollars year over year, exceeding the consensus forecast of $18.51 billion [2] New Bookings and Demand - New bookings increased by 10% in local currency to $20.9 billion, which included $2.2 billion in advanced AI-related bookings [3] - The company reported 33 clients with quarterly bookings exceeding $100 million each, indicating strong demand across its service offerings [3] Profitability and Cash Flow - Adjusted operating margin expanded by 30 basis points to 17.0% [3] - Free cash flow totaled $1.5 billion, and the company returned $3.3 billion to shareholders through dividends and share repurchases during the quarter [3] Future Outlook - For fiscal 2026, Accenture maintained its revenue growth outlook of 2% to 5% in local currency, with an expected range of 3% to 6% when excluding an estimated 1% impact from its U.S. federal business [4] - The company reaffirmed its adjusted earnings guidance of $13.52 to $13.90 per share, aligning broadly with the consensus estimate of $13.77 [4]

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Core Insights - Accenture reported an earnings per share (EPS) of $3.94, exceeding estimates of $3.73 and improving from last year's EPS of $3.59, indicating strong financial health and effective business strategies [2][6] - The company's revenue for the quarter reached approximately $18.74 billion, surpassing the estimated $18.53 billion, driven by advancements in its AI business [3][6] Financial Metrics - Accenture's price-to-earnings (P/E) ratio is around 31.38, reflecting investor confidence in its earnings potential [4] - The price-to-sales ratio stands at 3.29, and the enterprise value to sales ratio is 3.22, indicating its market value relative to revenue and total value [4] - The company maintains a low debt-to-equity ratio of 0.19, suggesting limited reliance on debt, and a current ratio of 1.41, indicating a strong ability to cover short-term liabilities [5][6] - Accenture's earnings yield is 3.19%, highlighting its financial stability and solid return on investment for shareholders [5][6]

Group 1 - Generative AI has been a major topic in 2025, but financial returns have not matched the initial excitement, leading to a recalibration of market expectations according to JPMorgan's 2026 outlook [1][6] - A PwC survey of over 4,700 CEOs revealed that while over 40% expected GenAI to increase revenue and nearly half anticipated profitability improvements, only about one-third reported significant gains by year-end [2] - Efficiency improvements were noted, but they also fell short of initial expectations, indicating a gap between anticipated and actual performance [2][3] Group 2 - The shift in focus is towards return on investment, with boards and CFOs prioritizing projects that demonstrate clear financial outcomes rather than open-ended experimentation [4] - Valuation frameworks are tightening, with metrics like the Rule of 40 and JPMorgan's stricter Rule of X becoming more critical in evaluating projects [4] - For 2026, the narrative around AI remains important, but companies must demonstrate durable earnings power alongside innovation to attract investor interest [6]

Core Insights - Accenture plc is a global leader in professional services, specializing in strategy and consulting, technology and operations, and interactive services, with a strong focus on application services, data management, digital transformation, and cybersecurity [1] Price Target Trends - The consensus price target for Accenture's stock has declined from $321.2 a year ago to $289.09 three months ago, and further to $292.5 last month, indicating a more conservative outlook from analysts [2][6] Revenue Performance - Despite the declining price target, Accenture has exceeded Wall Street's expectations for first-quarter revenue, driven by strong demand for its artificial intelligence solutions [3][6] - Analyst Moshe Katri from Wedbush has set a higher price target of $350 for Accenture, reflecting optimism about the company's future prospects [3] Stock Performance and Investor Focus - Accenture's stock has declined by 22% this year, increasing pressure on the company to address investor concerns regarding bookings, guidance, and investments in artificial intelligence [4] - The upcoming first-quarter earnings report on December 18 will be closely monitored for new guidance or strategic initiatives that could impact stock performance [4] Strategic Focus - Accenture continues to innovate and expand its service offerings, particularly in cloud computing, artificial intelligence, and digital transformation, maintaining its position as a key player in the professional services industry [5][6]

Additions to senior leadership ranks reflect company’s commitment to innovation, scale and market growthCleveland, Dec. 18, 2025 (GLOBE NEWSWIRE) -- CBIZ, Inc. (NYSE: CBZ), a leading national professional services advisor, announced the appointment of three new senior leaders to help further advance the company’s growth strategy, including: Bruce Ditman – National Leader, IndustriesDavid Fisher – Vice President, Artificial IntelligenceMarina Margarucci – National Leader, Private Client Services These a ...

Shares of Andersen Group, the US arm of the professional services firm that succeeded the shuttered accounting giant Arthur Andersen, rallied as much as 34% in its trading debut. https://t.co/brbeMGHGY3 ...

Core Insights - Accenture plc (ACN) is a leading global professional services company based in Dublin, Ireland, with a market cap of $179.1 billion, providing strategy, consulting, technology, and operations services [1] Financial Performance Expectations - Analysts anticipate that ACN will report a profit of $3.74 per share for the fiscal first quarter of 2026, reflecting a 4.2% increase from $3.59 per share in the same quarter last year [2] - For the full fiscal year, EPS is expected to be $13.76, which is a 6.4% increase from $12.93 in fiscal 2025, and projected to rise to $14.82 in fiscal 2027, marking a 7.7% year-over-year growth [3] Stock Performance - ACN stock has underperformed the S&P 500 Index, which gained 12% over the past 52 weeks, with ACN shares down 23.8% during the same period, and also lagged behind the Technology Select Sector SPDR Fund's 18.1% gains [4] - Following the Q4 results announcement on September 25, ACN shares closed down by 2.7%, despite an adjusted EPS of $3.03 that exceeded Wall Street expectations of $2.98, and revenue of $17.6 billion surpassing the forecast of $17.3 billion [5] Analyst Ratings - The consensus opinion on ACN stock is moderately bullish, with a "Moderate Buy" rating overall; among 24 analysts, 12 recommend a "Strong Buy," three suggest a "Moderate Buy," and nine give a "Hold" rating [6] - The average analyst price target for ACN is $283.41, indicating a potential upside of 6% from current levels [6]