Amdocs (NASDAQ:DOX – Get Free Report) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.940-2.000 for the period, compared to the consensus earnings per share estimate of 1.940. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Amdocs also updated its FY 2026 guidance to 7.374-7.444 EPS.
Amdocs Price Performance
Shares of DOX traded down $1.43 during mid-day trading on Wednesday, reaching $55.29. The company had a trading volume of 2,195,172 shares, compared to its average volume of 1,308,392. The company has a market capitalization of $5.97 billion, a price-to-earnings ratio of 11.06, a P/E/G ratio of 0.96 and a beta of 0.40. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.98 and a current ratio of 0.98. The company’s 50 day simple moving average is $54.66 and its 200 day simple moving average is $63.71. Amdocs has a 1-year low of $49.74 and a 1-year high of $90.29.
Amdocs (NASDAQ:DOX – Get Free Report) last issued its quarterly earnings data on Thursday, May 14th. The technology company reported $1.78 EPS for the quarter, beating the consensus estimate of $1.77 by $0.01. The business had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.17 billion. Amdocs had a net margin of 11.81% and a return on equity of 19.77%. The firm’s revenue was up 3.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.78 EPS. Analysts expect that Amdocs will post 6.56 EPS for the current year.
Amdocs Announces Dividend
Analyst Ratings Changes
A number of analysts have commented 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 research report on Thursday, May 14th. Stifel Nicolaus dropped their price target on Amdocs from $88.00 to $71.00 and set a “buy” rating on the stock in a research report on Thursday, May 14th. KeyCorp assumed coverage on shares of Amdocs in a research note on Monday, June 29th. They set a “sector weight” rating on the stock. Finally, Wall Street Zen downgraded Amdocs from a “buy” rating to a “hold” rating in a research report on Sunday, July 5th. Three investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $86.67.
Check Out Our Latest Stock Report on DOX
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
Several institutional investors have recently added to or reduced their stakes in the company. Wellington Management Group LLP grew its stake in shares of Amdocs by 3.0% in the third quarter. Wellington Management Group LLP now owns 3,151,532 shares of the technology company’s stock worth $258,583,000 after purchasing an additional 91,900 shares during the last quarter. Dimensional Fund Advisors LP increased its position in shares of Amdocs by 24.0% during the fourth quarter. Dimensional Fund Advisors LP now owns 2,892,761 shares of the technology company’s stock valued at $232,903,000 after buying an additional 560,380 shares during the period. Alyeska Investment Group L.P. raised its stake in Amdocs by 155.1% in the fourth quarter. Alyeska Investment Group L.P. now owns 2,110,393 shares of the technology company’s stock worth $169,908,000 after buying an additional 1,283,231 shares in the last quarter. AQR Capital Management LLC raised its stake in Amdocs by 16.9% in the fourth quarter. AQR Capital Management LLC now owns 1,599,804 shares of the technology company’s stock worth $128,800,000 after buying an additional 230,860 shares in the last quarter. Finally, State Street Corp lifted its holdings in Amdocs by 1.3% in the fourth quarter. State Street Corp now owns 1,475,302 shares of the technology company’s stock worth $119,554,000 after buying an additional 19,182 shares during the period. Hedge funds and other institutional investors own 92.02% of the company’s stock.
About Amdocs
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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