Amdocs (NASDAQ:DOX) Updates FY 2026 Earnings Guidance

Amdocs (NASDAQ:DOX) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 7.340-7.480 for the period, compared to the consensus earnings per share estimate of 7.310. The company issued revenue guidance of $4.6 billion-$4.7 billion, compared to the consensus revenue estimate of $4.7 billion. Amdocs also updated its Q3 2026 guidance to 1.810-1.870 EPS.

Amdocs Stock Up 3.3%

Shares of Amdocs stock opened at $61.93 on Friday. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.23. The company’s fifty day simple moving average is $65.41 and its two-hundred day simple moving average is $73.65. The company has a market cap of $6.69 billion, a P/E ratio of 12.39, a PEG ratio of 1.06 and a beta of 0.40. Amdocs has a 12-month low of $59.40 and a 12-month high of $95.41.

Amdocs (NASDAQ:DOX) last issued its quarterly earnings data on Wednesday, May 13th. The technology company reported $1.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.77 by $0.01. The business had revenue of $1.17 billion for 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 19.67%. The company’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.78 EPS. Amdocs has set its FY 2026 guidance at 7.340-7.480 EPS and its Q3 2026 guidance at 1.810-1.870 EPS. Research analysts anticipate that Amdocs will post 6.64 EPS for the current year.

Amdocs Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th will be given a dividend of $0.569 per share. This represents a $2.28 dividend on an annualized basis and a yield of 3.7%. The ex-dividend date of this dividend is Tuesday, June 30th. Amdocs’s payout ratio is presently 44.10%.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on DOX shares. Barclays reduced their price objective on shares of Amdocs from $111.00 to $92.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Cfra cut shares of Amdocs to a “sell” rating in a report on Thursday. Weiss Ratings restated a “hold (c-)” rating on shares of Amdocs in a report on Friday, May 8th. Stifel Nicolaus dropped their target price on shares of Amdocs from $88.00 to $71.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Wall Street Zen upgraded shares of Amdocs from a “hold” rating to a “buy” rating in a report on Saturday, April 18th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $86.67.

Amdocs News Summary

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: Amdocs reported Q2 revenue of $1.17 billion, up 3.9% year over year, and non-GAAP EPS of $1.78, slightly ahead of estimates. Management also raised confidence in the business with fiscal 2026 revenue growth expectations and reiterated strong free cash flow guidance. Article Title
• Positive Sentiment: The company said twelve-month backlog rose to $4.28 billion, suggesting continued demand visibility and supporting expectations for steady medium-term revenue. Article Title
• Positive Sentiment: Amdocs continues to win and expand customer relationships, including a new multi-year agreement with Telefónica Móviles Argentina, a cloud migration effort with Lumen Technologies, and Vodafone Ireland’s go-live on Amdocs network inventory tools. These wins point to ongoing enterprise traction. Article Title
• Positive Sentiment: The company also highlighted AI momentum, including availability of Telco Agents in Google’s Gemini Enterprise Agent Marketplace and a new performance benchmark for its Entitlement Server on Microsoft Azure, reinforcing the investment case around its GenAI pivot. Article Title
• Neutral Sentiment: Amdocs announced its third-quarter 2026 investor conference schedule, which is routine investor-relations activity and not a major operating update. Article Title
• Negative Sentiment: The company’s GAAP operating margin narrowed due to leadership-transition costs, and its shares remain well below the 50-day and 200-day moving averages, suggesting the stock is still working through a longer-term downtrend despite the recent positive results.

Institutional Trading of Amdocs

A number of hedge funds have recently modified their holdings of DOX. EP Wealth Advisors LLC bought a new position in Amdocs in the 4th quarter worth about $631,000. Mackenzie Financial Corp boosted its stake in Amdocs by 218.0% in the 4th quarter. Mackenzie Financial Corp now owns 118,898 shares of the technology company’s stock worth $9,644,000 after purchasing an additional 81,504 shares in the last quarter. NewEdge Advisors LLC boosted its stake in Amdocs by 8.6% in the 4th quarter. NewEdge Advisors LLC now owns 11,276 shares of the technology company’s stock worth $908,000 after purchasing an additional 897 shares in the last quarter. Empowered Funds LLC boosted its stake in Amdocs by 97.4% in the 4th quarter. Empowered Funds LLC now owns 41,466 shares of the technology company’s stock worth $3,338,000 after purchasing an additional 20,460 shares in the last quarter. Finally, XTX Topco Ltd boosted its stake in Amdocs by 41.2% in the 4th quarter. XTX Topco Ltd now owns 14,183 shares of the technology company’s stock worth $1,142,000 after purchasing an additional 4,139 shares in the last quarter. Institutional investors own 92.02% of the company’s stock.

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.