Amdocs (NASDAQ:DOX – Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 7.270-7.550 for the period, compared to the consensus earnings per share estimate of 7.110. The company issued revenue guidance of $4.6 billion-$4.8 billion, compared to the consensus revenue estimate of $4.7 billion. Amdocs also updated its Q2 2026 guidance to 1.730-1.790 EPS.
Wall Street Analyst Weigh In
DOX has been the topic of a number of analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Amdocs in a research note on Tuesday, January 27th. Stifel Nicolaus reduced their target price on Amdocs from $97.00 to $88.00 and set a “buy” rating on the stock in a research note on Wednesday. Wolfe Research reissued a “peer perform” rating on shares of Amdocs in a research note on Thursday, November 13th. Wall Street Zen cut shares of Amdocs from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Finally, Bank of America decreased their price objective on shares of Amdocs from $100.00 to $97.00 and set a “buy” rating for the company in a report on Wednesday, November 12th. Two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $92.33.
Amdocs Stock Down 1.3%
Amdocs (NASDAQ:DOX – Get Free Report) last issued its earnings results on Tuesday, February 3rd. The technology company reported $1.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.75 by $0.06. Amdocs had a net margin of 12.46% and a return on equity of 19.78%. The company had revenue of $1.16 billion for the quarter, compared to analysts’ expectations of $1.15 billion. During the same period in the prior year, the business earned $1.66 EPS. The firm’s quarterly revenue was up 4.1% on a year-over-year basis. Amdocs has set its Q2 2026 guidance at 1.730-1.790 EPS and its FY 2026 guidance at 7.270-7.550 EPS. Research analysts anticipate that Amdocs will post 6.21 earnings per share for the current fiscal year.
Amdocs Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Tuesday, March 31st will be paid a $0.569 dividend. This represents a $2.28 dividend on an annualized basis and a yield of 3.1%. This is a positive change from Amdocs’s previous quarterly dividend of $0.53. The ex-dividend date of this dividend is Tuesday, March 31st. Amdocs’s payout ratio is presently 41.78%.
More Amdocs News
Here are the key news stories impacting Amdocs this week:
- Positive Sentiment: Amdocs beat Q1 FY2026 estimates with $1.81 EPS vs. $1.75 expected and ~4% revenue growth; management also raised FY2026 EPS guidance to $7.27–7.55 (above consensus). Strong results and an upgraded outlook support upside. Article Title
- Positive Sentiment: Amdocs announced a multi-year extension with T‑Mobile (managed services, software development, AI innovation) and launched aOS, an agentic operating system for telecom — both strengthen its AI/telco revenue narrative and long-term service pipeline. Article Title
- Positive Sentiment: Amdocs won new commercial traction (VIDAA selecting MarketONE for OTT bundles), highlighting cross‑sell opportunities beyond core telco customers. Article Title
- Positive Sentiment: Dividend increase: Amdocs declared a quarterly dividend of $0.569 (annualized yield ~3.1%), up 8% from the prior payout — attractive to income-focused investors and signals cash-flow confidence.
- Neutral Sentiment: Leadership succession announced: long‑time CEO Shuky Sheffer will retire March 31 and Shimie Hortig is named CEO. Orderly succession reduces shock risk, though investors will watch early execution under new leadership. Article Title
- Neutral Sentiment: Q1 earnings call transcript and analyst write-ups provide more color on margins, AI investments and integration risk; these will influence near‑term sentiment as investors parse guidance detail. Article Title
- Negative Sentiment: Stifel lowered its price target from $97 to $88 (still a Buy). The cut trims upside expectations and may pressure sentiment despite the Buy rating. Article Title
- Neutral Sentiment: Short-interest reports in the feed show erroneous/zero values (likely data issues) and shouldn’t be taken as a signal until corrected.
Institutional Investors Weigh In On Amdocs
A number of hedge funds have recently made changes to their positions in the stock. Scotia Capital Inc. grew its stake in Amdocs by 3.5% in the third quarter. Scotia Capital Inc. now owns 4,289 shares of the technology company’s stock valued at $352,000 after purchasing an additional 145 shares during the last quarter. WealthCollab LLC boosted its holdings in shares of Amdocs by 94.5% in the 3rd quarter. WealthCollab LLC now owns 356 shares of the technology company’s stock valued at $29,000 after buying an additional 173 shares in the last quarter. Blair William & Co. IL grew its position in shares of Amdocs by 5.5% in the 3rd quarter. Blair William & Co. IL now owns 3,393 shares of the technology company’s stock worth $278,000 after buying an additional 177 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its stake in shares of Amdocs by 2.2% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 9,634 shares of the technology company’s stock worth $790,000 after acquiring an additional 204 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd lifted its position in Amdocs by 68.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 795 shares of the technology company’s stock valued at $65,000 after acquiring an additional 323 shares during the last quarter. 92.02% of the stock is currently owned by hedge funds and other institutional investors.
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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