Amdocs (NASDAQ:DOX) Updates Q4 2026 Earnings Guidance

Amdocs (NASDAQ:DOX) issued an update on its fourth quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.940-2.000 for the period, compared to the consensus EPS estimate of 1.940. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Amdocs also updated its FY 2026 guidance to 7.374-7.444 EPS.

Analysts Set New Price Targets

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

Amdocs Price Performance

DOX stock opened at $55.29 on Thursday. The stock has a 50-day moving average price of $54.54 and a two-hundred day moving average price of $63.50. Amdocs has a 12-month low of $49.74 and a 12-month high of $90.29. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.23. The company has a market cap of $5.97 billion, a PE ratio of 11.06, a price-to-earnings-growth ratio of 0.99 and a beta of 0.40.

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

Amdocs Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Wednesday, September 30th will be issued a $0.569 dividend. The ex-dividend date is Wednesday, September 30th. This represents a $2.28 annualized dividend and a yield of 4.1%. Amdocs’s dividend payout ratio (DPR) is presently 45.60%.

Key Headlines Impacting Amdocs

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: Non-GAAP EPS was $1.84, in line with estimates and up from $1.72 a year earlier. Revenue rose 2.7% to $1.175 billion, while non-GAAP operating margin improved to 21.6%. Amdocs Limited Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Amdocs raised fiscal 2026 adjusted EPS guidance to $7.374–$7.444, above the roughly $7.24 analyst consensus. Fourth-quarter EPS guidance of $1.94–$2.00 also brackets or exceeds expectations.
• Positive Sentiment: The company secured a 10-year strategic engagement with Liberty Latin America to manage and transform its IT operations using Amdocs’ agentic operating system, aOS. The long-term contract could strengthen recurring revenue and backlog visibility. Amdocs Posts Steady Q3 2026 Results, Secures 10-Year Liberty Latin America Deal
• Positive Sentiment: Multiple customer announcements—including Optimum, Lumen, PLDT Home, Sunrise, Vivo, A1 Austria and Brazil’s Cielo—highlight continued demand for Amdocs’ cloud, AI, billing and connectivity platforms. Amdocs also repurchased $143 million of shares and reiterated fiscal-year free-cash-flow guidance of $710 million–$730 million.
• Neutral Sentiment: Twelve-month backlog increased 2.7% year over year to $4.26 billion, but declined $20 million sequentially. Fiscal 2026 revenue guidance implies 3.2%–4.0% reported growth, while the revenue outlook was broadly in line with analyst expectations.
• Negative Sentiment: GAAP diluted EPS fell to $0.59 because of a $106 million restructuring charge, or 91 cents per share. GAAP operating margin dropped to 8.9% from 17.7% a year earlier, creating a sharp contrast with the stronger adjusted figures.
• Negative Sentiment: Quarterly revenue of $1.175 billion was slightly below the $1.18 billion consensus estimate, indicating only modest top-line momentum. Investors may remain focused on whether the restructuring produces sustainable cost savings and accelerates growth.

Institutional Investors Weigh In On Amdocs

Several large investors have recently made changes to their positions in the business. Scotia Capital Inc. lifted its position in Amdocs by 3.5% during the 3rd quarter. Scotia Capital Inc. now owns 4,289 shares of the technology company’s stock worth $352,000 after buying an additional 145 shares in the last quarter. WealthCollab LLC increased its position in 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 acquiring an additional 173 shares in the last quarter. Blair William & Co. IL increased its position in Amdocs by 5.5% in the 3rd quarter. Blair William & Co. IL now owns 3,393 shares of the technology company’s stock valued at $278,000 after acquiring an additional 177 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its stake in shares of Amdocs by 2.2% in the third 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 during the last quarter. Finally, Johnson Financial Group Inc. lifted its position in shares of Amdocs by 9.3% during the fourth quarter. Johnson Financial Group Inc. now owns 3,185 shares of the technology company’s stock worth $258,000 after purchasing an additional 270 shares in 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.