Amdocs (NASDAQ:DOX – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 7.374-7.444 for the period, compared to the consensus earnings per share estimate of 7.240. The company issued revenue guidance of $4.7 billion-$4.7 billion, compared to the consensus revenue estimate of $4.7 billion. Amdocs also updated its Q4 2026 guidance to 1.940-2.000 EPS.
Wall Street Analysts Forecast Growth
A number of equities research analysts have issued reports on DOX shares. Weiss Ratings reissued a “hold (c-)” rating on shares of Amdocs in a report on Friday, May 8th. Cfra lowered shares of Amdocs to a “sell” rating in a report on Thursday, May 14th. Stifel Nicolaus reduced their price target on Amdocs from $88.00 to $71.00 and set a “buy” rating on the stock in a report on Thursday, May 14th. KeyCorp started coverage on Amdocs in a research report on Monday, June 29th. They set a “sector weight” rating for the company. Finally, Wall Street Zen lowered shares of Amdocs from a “buy” rating to a “hold” rating in a report on Sunday, July 5th. Three analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $86.67.
Get Our Latest Research Report on DOX
Amdocs Stock Down 2.5%
Amdocs (NASDAQ:DOX – Get Free Report) last released its earnings results on Thursday, May 14th. The technology company reported $1.78 EPS for the quarter, beating analysts’ consensus estimates of $1.77 by $0.01. Amdocs had a return on equity of 19.77% and a net margin of 11.81%.The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.17 billion. During the same quarter last year, the business posted $1.78 EPS. The firm’s revenue for the quarter was up 3.9% compared to the same quarter last year. On average, equities research analysts predict that Amdocs will post 6.56 EPS for the current year.
Amdocs Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th were paid a dividend of $0.569 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $2.28 dividend on an annualized basis and a dividend yield of 4.1%. Amdocs’s dividend payout ratio (DPR) is currently 45.60%.
Key Headlines Impacting Amdocs
Here are the key news stories impacting Amdocs this week:
- Positive Sentiment: Fiscal Q3 revenue increased 2.7% year over year to $1.175 billion, reaching the midpoint of management’s guidance. Managed-services revenue rose 2.5% to $791 million, while non-GAAP diluted EPS of $1.84 was at the midpoint of the company’s $1.81–$1.87 range and matched the Zacks consensus estimate. Amdocs Limited Reports Third Quarter Fiscal 2026 Results
- Positive Sentiment: Amdocs maintained its fiscal 2026 outlook, including revenue growth of 3.2%–4.0% and EPS guidance of $7.374–$7.444, above the $7.240 consensus estimate. Fourth-quarter EPS guidance of $1.940–$2.000 also brackets or exceeds expectations. Amdocs Q3 Earnings Match Estimates
- Positive Sentiment: The company announced or expanded multiple enterprise and telecommunications engagements, including projects with Liberty Latin America, Lumen, PLDT Home, Sunrise, Vivo, A1 Austria, Optimum and Brazil’s Cielo. These wins support demand for Amdocs’ cloud, AI, billing, customer-experience and connectivity platforms. Lumen Extends Multi-Cloud Strategy with Amdocs
- Neutral Sentiment: Backlog rose 2.7% year over year to $4.26 billion, and Amdocs repurchased $143 million of shares during the quarter. Free-cash-flow guidance remained $710 million–$730 million, excluding restructuring payments.
- Negative Sentiment: GAAP diluted EPS was only $0.59, affected by a $106 million restructuring charge, while GAAP operating income fell 48.4% to approximately $105 million and operating margin declined to 8.9%. Cash generation also weakened after including restructuring payments. Amdocs Q3 2026 Earnings: Revenue Growth but Profit Declines
Institutional Investors Weigh In On Amdocs
A number of institutional investors have recently modified their holdings of the stock. Cerity Partners LLC boosted its position in shares of Amdocs by 28.5% during the fourth quarter. Cerity Partners LLC now owns 15,340 shares of the technology company’s stock valued at $1,235,000 after buying an additional 3,406 shares during the last quarter. Amundi raised its position in Amdocs by 73.0% in the 1st quarter. Amundi now owns 13,778 shares of the technology company’s stock worth $1,217,000 after buying an additional 5,816 shares during the last quarter. XTX Topco Ltd lifted its stake in Amdocs by 41.2% during the 4th quarter. XTX Topco Ltd now owns 14,183 shares of the technology company’s stock valued at $1,142,000 after acquiring an additional 4,139 shares during the period. Graham Capital Management L.P. bought a new position in Amdocs during the 4th quarter valued at about $1,023,000. Finally, NewEdge Advisors LLC boosted its holdings in shares of Amdocs by 8.6% during the 4th quarter. NewEdge Advisors LLC now owns 11,276 shares of the technology company’s stock valued at $908,000 after acquiring an additional 897 shares during the last quarter. 92.02% of the stock is owned by hedge funds and other institutional investors.
Amdocs Company Profile
Amdocs (NASDAQ: DOX) is a global software and services provider specializing in solutions for communications, media and entertainment companies. The company designs, develops and integrates revenue management, customer experience and digital services platforms that enable service providers to launch and monetize new offerings, streamline operations and enhance subscriber engagement. Amdocs’ product suite encompasses billing and order management, customer relationship management, digital commerce and network function virtualization, supported by professional services for implementation, integration and managed operations.
Founded in 1982 and structured as a separate public company in 1998, Amdocs has its corporate headquarters in Chesterfield, Missouri, and maintains major development centers in Ra’anana, Israel.
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