Amdocs (NASDAQ:DOX) Issues FY 2026 Earnings Guidance

by · The Markets Daily

Amdocs (NASDAQ:DOX – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 7.374-7.444 for the period, compared to the consensus EPS 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 Analyst Weigh In

Several research firms have recently weighed in on DOX. KeyCorp assumed coverage on Amdocs in a report on Monday, June 29th. They issued a “sector weight” rating for the company. Weiss Ratings restated a “hold (c-)” rating on shares of Amdocs in a research report on Friday, May 8th. Wall Street Zen cut shares of Amdocs from a “buy” rating to a “hold” rating in a research note on Sunday, July 5th. Cfra downgraded shares of Amdocs to a “sell” rating in a research note on Thursday, May 14th. Finally, Stifel Nicolaus reduced their target price on Amdocs from $88.00 to $71.00 and set a “buy” rating on the stock in a report on Thursday, May 14th. Three research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $86.67.

View Our Latest Stock Report on DOX

Amdocs Price Performance

DOX opened at $55.29 on Thursday. The firm has a market cap of $5.97 billion, a price-to-earnings ratio of 11.06, a price-to-earnings-growth ratio of 0.99 and a beta of 0.40. The company’s 50-day moving average price is $54.54 and its 200 day moving average price is $63.50. Amdocs has a fifty-two week low of $49.74 and a fifty-two week high of $90.29. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.23.

Amdocs (NASDAQ:DOX – Get Free Report) last posted its earnings results on Thursday, August 6th. The technology company reported $1.84 EPS for the quarter, hitting the consensus estimate of $1.84. Amdocs had a net margin of 11.81% and a return on equity of 19.77%. The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.18 billion. During the same quarter in the prior year, the firm earned $1.72 EPS. Amdocs’s quarterly revenue was up 2.7% on a year-over-year basis. As a group, sell-side analysts expect that Amdocs will post 6.56 earnings per share for the current year.

Amdocs Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Shareholders of record on Wednesday, September 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 4.1%. The ex-dividend date is Wednesday, September 30th. Amdocs’s payout ratio is 45.60%.

Key Headlines Impacting Amdocs

Here are the key news stories impacting Amdocs this week:

  • Positive Sentiment: Adjusted earnings met expectations and full-year EPS guidance increased. Non-GAAP diluted EPS was $1.84, matching consensus and rising from $1.72 a year earlier. Amdocs raised fiscal 2026 EPS guidance to $7.374-$7.444, above the $7.240 analyst estimate, while maintaining its free-cash-flow outlook of $710 million-$730 million. Amdocs Limited Reports Third Quarter Fiscal 2026 Results
  • Positive Sentiment: New and expanded customer engagements strengthen the growth narrative. Amdocs announced a 10-year strategic agreement with Liberty Latin America to manage and transform its IT operations through the company’s aOS platform. It also announced or expanded work with Optimum, Lumen, PLDT Home, Sunrise, Vivo, Cielo and A1 Austria, highlighting demand for its cloud, AI, billing and connectivity solutions. Amdocs Posts Steady Q3 2026 Results, Secures 10-Year Liberty Latin America Deal
  • Positive Sentiment: Shareholder returns remain a feature. The company declared a quarterly dividend of $0.569 per share and repurchased $143 million of stock during the quarter.
  • Neutral Sentiment: Revenue growth was steady but modest. Third-quarter revenue rose 2.7% year over year to $1.175 billion, near the midpoint of guidance. Fourth-quarter revenue guidance of roughly $1.2 billion was broadly in line with consensus.
  • Negative Sentiment: GAAP results were pressured by a major restructuring charge. A $106 million charge reduced GAAP diluted EPS to $0.59 and pushed operating margin down to 8.9% from 17.7% a year earlier. Twelve-month backlog also declined slightly sequentially to $4.26 billion, potentially limiting enthusiasm despite solid adjusted results.

Hedge Funds Weigh In On Amdocs

A number of large investors have recently made changes to their positions in the business. EP Wealth Advisors LLC acquired a new position in shares of Amdocs in the fourth quarter worth $631,000. Mackenzie Financial Corp grew its holdings in Amdocs by 218.0% in the 4th quarter. Mackenzie Financial Corp now owns 118,898 shares of the technology company’s stock valued at $9,644,000 after buying an additional 81,504 shares during the last quarter. NewEdge Advisors LLC raised its stake in 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 purchasing an additional 897 shares during the last quarter. Empowered Funds LLC raised its position in shares of Amdocs by 97.4% during the fourth quarter. Empowered Funds LLC now owns 41,466 shares of the technology company’s stock valued at $3,338,000 after buying an additional 20,460 shares during the last quarter. Finally, XTX Topco Ltd lifted its position in shares of 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 acquiring an additional 4,139 shares during the period. Institutional investors and hedge funds own 92.02% of the company’s stock.

Amdocs Company Profile

(Get Free Report)

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.

Featured Stories