文章核心观点 - 通过投资具有收益和增长的股票,投资者可以获得超额总回报[1] - 持续增长股息的公司通常业务也在持续增长,能够为股东提供更高的分红[2] 公司总结 Accenture (ACN) - 公司主要提供咨询、技术和外包解决方案,客户涵盖多个行业[4] - 公司自2010年以来每年收益增长约10%,主要由于收入有机增长[5] - 公司主要收入来源为消费品、旅游、零售等行业,这些行业需要降低成本和优化运营,为公司带来大量需求[5] - 作为IT行业的一员,公司受益于数字化、云计算、安全和大数据等行业趋势[6] - 公司已连续13年增加股息,目前股息收益率为1.7%[6] Visa (V) - 公司是全球数字支付领导者,业务遍及200多个国家[7][8] - 公司有望持续受益于全球向无现金社会的转变,但仍有20亿人无法使用无现金支付[9] - 公司是股东友好型公司,大量回购股票并增加股息,2023年宣布股息增加16%[10][11] Comcast (CMCSA) - 公司主营媒体、娱乐和通信业务,分为连接和平台、内容和体验两大板块[12] - 2022年全年收入基本持平,调整后EBITDA和每股收益分别增长3.2%和9.3%[13] - 公司通过大规模回购推动每股收益增长,2023年启动新的150亿美元回购计划[14] - 公司面临有线电视用户流失的行业趋势,但通过其他业务增长来抵消[15] - 公司已连续16年增加股息,股息增长得益于稳健的收益和现金流[16]

Accenture and Oracle expanded their partnership to help clients accelerate their adoption of generative artificial intelligence in the finance organization.The new solutions offered through this collaboration aim to help chief financial officers reinvent financial planning and analysis, optimize operations and fuel growth, the companies said in a Monday (May 6) press release.“Our clients are laser-focused on moving beyond generative AI experimentation to value realization,” Lan Guan, chief AI officer at Acc ...

doomu/iStock via Getty Images In my 10 Dividend Growth Stocks series, I rank a selection of Dividend Radar stocks and present the ten top-ranked stocks for further research and possible investment. Dividend Radar is a weekly automatically generated spreadsheet of dividend growth [DG] stocks with dividend increase streaks of five or more years. To look for interesting candidates, I apply different screens every month to highlight different aspects of dividend growth investing. This month, I'm presenting ...

公司盈利预期 - 公司的盈利预期对股价走势有重要影响[3] - 分析师对公司盈利预期的修订与股价走势密切相关[4] - 当公司盈利预期上升时，股价也会上升[4] 公司盈利情况 - Accenture当前季度预计每股盈利为3.14美元，同比下降1.6%[5] - 本财年的盈利预期为12.09美元，同比增长3.6%[6] - 下一财年的盈利预期为12.91美元，同比增长6.8%[7] 公司股价与评级 - Accenture是Zacks.com访问者最关注的股票之一，近期股价表现不佳[1] - Zacks Rank显示Accenture为4（卖出）[8] 公司业绩表现 - 公司在过去四个季度中均超过盈利预期，但只有一次超过营收预期[13] 公司估值 - Accenture的估值处于与同行公司持平的水平[17]

Accenture (ACN) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this consulting company have returned -14.3%, compared to the Zacks S&P 500 composite's +0.8% change. During this period, the Zacks Consulting Services industry, which Accenture falls in, has lost 11.5%. The key question now is: What could be the stock's future direction?While media releases ...

The company is on a bit of a spending spree and not everyone is happy about it.Accenture (ACN -2.63%) is on a shopping spree, and at least some investors are probably wishing it would put away its credit card. On Wednesday, the business consultancy and services company announced its third acquisition in as many days. The market reacted by trading Accenture's stock down by almost 3%, a steeper tumble than the S&P 500 index's sub-1% slide.Three acquisitions in three daysWednesday's acquisition target for Acce ...

Accenture plc (ACN) shares have had an impressive run over the past year, gaining 18%.The company has a disciplined acquisition strategy focused on channelizing its business in high-growth areas, adding skills and capabilities, and deepening industry and functional expertise.Accenture yesterday announced that it will acquire Italian consultancy firm Intellera Consulting for an undisclosed amount.Established in 2021 and with main offices in Rome and Milan, Intellera Consulting employs more than 1,400 profess ...

Accenture公司 - Accenture公司2024年财报预测下调，预计收入增长率从之前的2%至5%调整为1%至3%[2] - 全球主要咨询公司面临客户需求下降的挑战，新员工因缺乏工作而推迟入职，Accenture为大学毕业生提供高达25000美元的入职津贴[5] Deloitte公司 - Deloitte公司进行了十年来最大规模的业务重组，将主要业务单位从五个减少到四个，以降低成本并提高合作伙伴的客户工作时间[7]

Accenture plc (ACN) has reported mixed second-quarter fiscal 2024 results, with earnings beating the Zacks Consensus Estimate but revenues missing the same.ACN’s earnings (excluding 14 cents from non-recurring items) of $2.8 per share surpassed the Zacks Consensus Estimate by 4.1% and improved 3% from the year-ago quarter. Total revenues of $15.8 billion missed the consensus estimate marginally and declined slightly from the year-ago quarter.Revenues in DetailBased on the type of work, Managed Services reve ...

财务表现 - 公司第二季度营收为158亿美元，与去年持平，略高于预期中值[1] - 公司第二季度调整后每股收益增长3%[3] - 公司在第二季度投资21亿美元，收购了11家公司，使总投资额达到29亿美元[3] - 第二季度新订单为216亿美元，同比下降2%[9] - 调整后的运营利润为22亿美元，调整后的运营利润率为13.7%，较去年同期下降10个基点[15] - 自由现金流为20亿美元，现金余额为51亿美元[16] - 本季度回购或赎回380万股股票，总额13亿美元，平均价格为352.35美元/股[16] - 每股现金股利为1.29美元，较去年增长15%[16] 市场表现 - 公司在北美市场取得了10亿美元的订单，创下历史新高[1] - 公司在第一半财年实现了11亿美元的GenAI销售额，总销售额达到了21.6亿美元[1] - 公司在IT服务支出方面表现强劲，获得了39个超过1亿美元的客户预订[25] - 公司对GenAI的销售表现强劲，前六个月销售额达到10亿美元，是历史上最快的新兴技术销售额[26] 业绩展望 - 第三季度2024财年预计营收范围为162.5亿至168.5亿美元，预计本地货币增长率为-1%至3%[41] - 全年2024财年预计本地货币收入增长率为1%至3%，预计有机贡献接近3%[42] - 公司预计2024财年业务优化措施将使GAAP运营利润率下降70个基点，每股收益下降0.56美元[42] - 预计2024财年调整后营业利润率将达到15.5%，比2023财年结果扩大10个基点[43] - 预计2024财年调整后每股收益将在11.97至12.20美元之间，比2023财年增长3%至5%[43] - 预计全年经营现金流在93亿至99亿美元范围内，自由现金流在87亿至93亿美元范围内[43] - 承诺通过股息和股票回购至少返还77亿美元给股东[44]