Amdocs (NASDAQ:DOX) Announces Quarterly Earnings Results, Beats Estimates By $0.06 EPS

Amdocs (NASDAQ:DOX) announced its earnings results on Tuesday. The technology company reported $1.81 EPS for the quarter, topping the consensus estimate of $1.75 by $0.06, Briefing.com reports. The firm had revenue of $1.16 billion for the quarter, compared to the consensus estimate of $1.15 billion. Amdocs had a return on equity of 19.78% and a net margin of 12.46%.The business’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same period in the previous year, the business earned $1.66 EPS. Amdocs updated its Q2 2026 guidance to 1.730-1.790 EPS and its FY 2026 guidance to 7.270-7.550 EPS.

Here are the key takeaways from Amdocs’ conference call:

• Q1 results modestly beat expectations with revenue of $1.156B (up 4.1% YoY, 3.5% in constant currency), non‑GAAP EPS of $1.81 above guidance, and a 40 bps improvement in operating margin.
• Management reiterated FY26 guidance of 1%–5% revenue growth (constant currency) and 4%–8% non‑GAAP EPS growth, while signaling intentional acceleration of R&D and go‑to‑market investments in generative AI.
• Closed the $197M acquisition of MATRIXX Software to expand charging/monetization capabilities and add a large telco customer base, with conservative near‑term revenue assumptions built into guidance.
• Announced AOS, an agentic operating system powered by the Amdocs Amaze/Cognitive Core roadmap, positioning it as a potential long‑term growth engine for telco GenAI use cases and showcasing it at MWC.
• Signed a new five‑year agreement with T‑Mobile covering managed services, development and UScellular integration, but expects T‑Mobile revenue to decline in FY26 as spending remains lower and integration work is non‑recurring.

Amdocs Stock Performance

Shares of DOX opened at $74.02 on Wednesday. Amdocs has a one year low of $73.18 and a one year high of $95.41. The company has a market cap of $7.99 billion, a PE ratio of 14.66, a P/E/G ratio of 1.37 and a beta of 0.40. The stock has a 50-day moving average of $80.37 and a 200-day moving average of $82.64. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.17 and a quick ratio of 1.17.

Amdocs Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, December 31st were given a dividend of $0.527 per share. This represents a $2.11 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend was Wednesday, December 31st. Amdocs’s dividend payout ratio is 41.78%.

Analyst Ratings Changes

Several research analysts have issued reports on DOX shares. Wolfe Research restated a “peer perform” rating on shares of Amdocs in a report on Thursday, November 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Amdocs in a research note on Tuesday, January 27th. Stifel Nicolaus dropped their target price on shares of Amdocs from $100.00 to $97.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. Bank of America decreased their price target on Amdocs from $100.00 to $97.00 and set a “buy” rating for the company in a report on Wednesday, November 12th. Finally, Wall Street Zen lowered Amdocs from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $97.00.

Amdocs News Summary

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: T‑Mobile extended a strategic multi‑year agreement with Amdocs covering managed services, software development and AI initiatives — a material customer renewal that supports recurring revenue. T‑Mobile strategic agreement
• Positive Sentiment: VIDAA selected Amdocs MarketONE to power OTT subscription and bundled streaming on smart TVs — a product win that could expand MarketONE adoption and monetization opportunities. VIDAA selects MarketONE
• Positive Sentiment: Amdocs launched aOS, an “agentic operating system” aimed at embedding generative AI into telecom operations — a strategic product initiative that could drive long‑term differentiation. Amdocs introduces aOS
• Positive Sentiment: Shareholders approved board proposals at the AGM, including a boosted dividend and expansion of the employee share plan — supportive for income investors and employee alignment. AGM results
• Neutral Sentiment: The company posted press materials, a slide deck and a conference call recording for the quarter — useful for parsing results and management commentary but not a market mover by itself. Press release / slide deck
• Neutral Sentiment: Short‑interest reports in recent feeds show inconsistent/zero values (NaN/0) and days‑to‑cover of 0.0 — the published data appears unreliable and shouldn’t be interpreted as fresh bearish positioning.
• Negative Sentiment: MarketBeat and some market sources reported Amdocs’ quarter at $1.63 EPS, missing consensus (~$1.75) — that reported miss likely triggered immediate selling. MarketBeat earnings report
• Negative Sentiment: Conflicting headlines — Zacks published a report showing an adjusted beat ($1.81) while other outlets showed a $1.63 EPS result — created investor confusion over the company’s actual performance and adjustments, amplifying volatility and downside pressure. Zacks earnings note

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Lido Advisors LLC lifted its position in shares of Amdocs by 21.5% during the 3rd quarter. Lido Advisors LLC now owns 2,873 shares of the technology company’s stock worth $237,000 after buying an additional 509 shares in the last quarter. Bank of Nova Scotia increased its position in shares of Amdocs by 11.0% during the third quarter. Bank of Nova Scotia now owns 4,665 shares of the technology company’s stock valued at $383,000 after acquiring an additional 462 shares during the last quarter. Scotia Capital Inc. lifted its holdings in Amdocs by 3.5% during the third quarter. Scotia Capital Inc. now owns 4,289 shares of the technology company’s stock worth $352,000 after acquiring an additional 145 shares during the period. Aristides Capital LLC lifted its holdings in Amdocs by 43.6% during the third quarter. Aristides Capital LLC now owns 3,173 shares of the technology company’s stock worth $260,000 after acquiring an additional 963 shares during the period. Finally, Blair William & Co. IL boosted its position in Amdocs by 5.5% in the third quarter. Blair William & Co. IL now owns 3,393 shares of the technology company’s stock worth $278,000 after purchasing an additional 177 shares during the last quarter. 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.