Will Accenture (ACN) be Able to Grow Revenue and Earnings?

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. International equity markets, represented by the MSCI AC World Accumulation Index ex Australia, rose by 6.0% in AUD for the June quarter. In local currencies, gains were 9.3%, but currency fluctuations reduced the AUD return by 3.3%. In the June quarter, Portfolio’s Class A (Unhedged) returned 8.2% after fees compared to a 6.0% return for the benchmark. The fund’s Class C (Hedged) returned 10.1% compared to a 9.3% return for the benchmark. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, Aoris International Fund highlighted stocks such as Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN) is a professional services company that provides management consulting, technology, and outsourcing services. The one-month return of Accenture plc (NYSE:ACN) was -3.74%, and its shares lost 24.42% of their value over the last 52 weeks. On August 27, 2025, Accenture plc (NYSE:ACN) stock closed at $257.12 per share, with a market capitalization of $160.148 billion.

Aoris International Fund stated the following regarding Accenture plc (NYSE:ACN) in its second quarter 2025 investor letter:

“Accenture plc’s (NYSE:ACN) growth has slowed over the last two years following a strong post-pandemic period. The company reports there is robust client demand for large, complex IT projects of the size and scope that Accenture excels at. Clients are undertaking these large projects to migrate their computing infrastructure to the cloud, enhance data security, and benefit from applying AI tools to their data. As a measure of this, Accenture signed 30 contracts with a value of $100 million or more during its quarter ended May. Earlier this year, Telstra signed an A$700 million joint venture with Accenture, to accelerate its data and AI initiatives and significantly consolidate the number of vendors it deals with.”

Accenture’s (ACN) Oversold Status May Offer a Smart Entry Point for Dividend Investors

Accenture plc (NYSE:ACN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 65 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the second quarter, which was 69 in the previous quarter. While we acknowledge the risk and potential of Accenture plc (NYSE:ACN) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Accenture plc (NYSE:ACN) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Accenture plc (NYSE:ACN) and shared the list of most promising technology stocks to invest in. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.