Amdocs (NASDAQ:DOX) Posts Quarterly Earnings Results, Hits Estimates

Amdocs (NASDAQ:DOX) announced its quarterly earnings results on Wednesday. The technology company reported $1.84 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.84, Briefing.com reports. The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.18 billion. Amdocs had a net margin of 9.75% and a return on equity of 20.10%. The firm’s quarterly revenue was up 2.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.72 earnings per share. Amdocs updated its Q4 2026 guidance to 1.940-2.000 EPS and its FY 2026 guidance to 7.374-7.444 EPS.

Here are the key takeaways from Amdocs’ conference call:

• Q3 results met guidance, with revenue of $1.175 billion, non-GAAP EPS of $1.84, and a 21.6% non-GAAP operating margin that improved year over year. Managed services reached a record 67% of revenue, supporting business visibility.
• Amdocs signed a significant 10-year strategic engagement with Liberty Latin America to manage and transform its end-to-end IT ecosystem using the Amdocs Agentic Operating System (aOS). Management described the deal as a flagship proof point for its agentic transformation strategy and said aOS has gained traction with several other major telecom providers.
• The company reiterated fiscal 2026 guidance, including approximately 3% constant-currency revenue growth, 6% non-GAAP EPS growth, free cash flow of $710 million-$730 million before restructuring payments, and a 21.3%-21.9% operating-margin range. About half of expected revenue growth is anticipated to be inorganic.
• GAAP EPS was $0.59, below the prior guidance range, due to a roughly $0.91-per-share restructuring charge tied to accelerating Amdocs’ internal agentic transformation. Twelve-month backlog declined $20 million sequentially, although it remained up 2.7% year over year.

Amdocs Price Performance

DOX traded down $0.57 on Friday, reaching $58.55. 1,315,207 shares of the company’s stock were exchanged, compared to its average volume of 1,356,400. The stock has a market cap of $6.32 billion, a PE ratio of 13.94, a P/E/G ratio of 1.03 and a beta of 0.40. Amdocs has a twelve month low of $49.74 and a twelve month high of $90.29. The stock’s fifty day moving average price is $54.41 and its 200-day moving average price is $63.30. The company has a debt-to-equity ratio of 0.23, a current ratio of 0.98 and a quick ratio of 0.98.

Amdocs Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Stockholders of record on Wednesday, September 30th will be paid a $0.569 dividend. This represents a $2.28 annualized dividend and a dividend yield of 3.9%. The ex-dividend date of this dividend is Wednesday, September 30th. Amdocs’s dividend payout ratio (DPR) is currently 54.29%.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on DOX. Cfra downgraded shares of Amdocs to a “sell” rating in a research report on Thursday, May 14th. Weiss Ratings reissued a “hold (c-)” rating on shares of Amdocs in a research note on Wednesday. Stifel Nicolaus dropped their target price on Amdocs from $88.00 to $71.00 and set a “buy” rating on the stock in a research report on Thursday, May 14th. Wall Street Zen lowered Amdocs from a “buy” rating to a “hold” rating in a research note on Sunday, July 5th. Finally, KeyCorp initiated coverage on Amdocs in a report on Monday, June 29th. They issued a “sector weight” rating for the company. Three equities research 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. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $86.67.

Institutional Trading of Amdocs

A number of hedge funds have recently bought and sold shares of the business. WealthCollab LLC lifted its stake in Amdocs by 94.5% in the 3rd quarter. WealthCollab LLC now owns 356 shares of the technology company’s stock worth $29,000 after purchasing an additional 173 shares in the last quarter. Los Angeles Capital Management LLC purchased a new stake in shares of Amdocs in the fourth quarter valued at approximately $39,000. Advisory Services Network LLC purchased a new stake in shares of Amdocs in the third quarter valued at approximately $42,000. CIBC Private Wealth Group LLC increased its holdings in shares of Amdocs by 190.2% in the third quarter. CIBC Private Wealth Group LLC now owns 595 shares of the technology company’s stock valued at $49,000 after purchasing an additional 390 shares during the last quarter. Finally, Transamerica Financial Advisors LLC increased its holdings in shares of Amdocs by 146.5% in the fourth quarter. Transamerica Financial Advisors LLC now owns 668 shares of the technology company’s stock valued at $54,000 after purchasing an additional 397 shares during the last quarter. Institutional investors and hedge funds 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.