Accenture 10-K: FY26 Revenue $74.2B, EPS $13.56; DOJ Probe of Federal Unit Disclosed
ACN sits 89% above its 52-week low of $118.15.
Summary
Accenture's FY26 10-K confirms the already-reported $74.2B revenue and $13.56 EPS, but newly discloses a DOJ civil and criminal investigation into its federal services unit and a fresh $6B buyback authorization that lifts total repurchase capacity to $6.94B.
Key Events · Earnings and Guidance · ACN
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FY26 Results Confirm Pre-Announced Beat
Revenue $74.2B (+6% USD, +5% local currency), diluted EPS $13.56 (+12%), adjusted EPS $13.97 (+8%), operating margin 15.4% GAAP / 15.8% adjusted, new bookings $84.5B (+5%).
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DOJ Investigation of Federal Unit Disclosed
After Accenture Federal Services' voluntary disclosure, the DOJ opened a civil and criminal probe into whether employees made inaccurate submissions to a government assessor and whether a service offering fully implemented required federal security controls; potential False Claims Act penalties and debarment, with no cost estimate above amounts accrued.
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Buyback Authority Raised to $6.94B
Board approved $6.0B of additional repurchase authority on September 30, 2026, on top of $944M remaining; Q4 FY26 alone repurchased 17.5M shares for $2.3B, and FY26 buybacks totaled $7.5B.
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Dividend Raised to $1.71 Per Share
Quarterly dividend increased from $1.63 to $1.71 per Class A share, payable November 13, 2026 to holders of record October 13, 2026; FY26 dividends totaled $4.0B.
Analysis · ACN · Trade & Services
Accenture's annual report confirms the strong FY26 results already pre-announced on October 1 — $74.2B revenue (+6%), $13.56 diluted EPS (+12%), $84.5B bookings, and $11.5B returned to shareholders — but it also carries two items investors did not have in full before. First, the company disclosed that the U.S. Department of Justice has opened a civil and criminal investigation into Accenture Federal Services over whether employees made inaccurate submissions to a government assessor and whether a service offering fully implemented required federal security controls; the company says it cannot estimate the cost or range of costs above amounts already accrued, and the matter could bring False Claims Act penalties, forfeiture of profits, or suspension/debarment from U.S. government work. Federal work is roughly 7% of total revenue, so debarment risk is a real tail risk even if the base case is a settlement. Second, the board approved $6.0B of additional buyback authority on September 30, 2026, lifting total authorization to $6.94B, and raised the quarterly dividend to $1.71 from $1.63 — a clear signal management sees the shares as undervalued after the post-guidance selloff. Offsetting these, the balance sheet is now more levered: long-term debt doubled to $10B principal after the July 2026 $5B notes issuance, and the effective tax rate climbed to 25.1% from 23.7% on reduced share-based payment benefits. Net: the earnings story was known, but the DOJ disclosure and the buyback step-up are new and directionally opposite, making this a genuinely two-sided filing.
How filings like this one have moved
In the 30 days to Oct 16, 2026, 36.8% of the 988 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.55%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, ACN was trading at $223.01 on NYSE in the Trade & Services sector, with a market capitalization of approximately $137.6B. The 52-week trading range was $118.15 to $291.09. This filing was assessed with neutral market sentiment and an importance score of 8 out of 10.