Amdocs (NASDAQ:DOX) Releases Quarterly Earnings Results, Meets Estimates

Amdocs (NASDAQ:DOX) announced its quarterly earnings data on Wednesday. The technology company reported $1.84 EPS for the quarter, meeting the consensus estimate of $1.84, Briefing.com reports. The firm had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.18 billion. Amdocs had a net margin of 9.75% and a return on equity of 20.10%. Amdocs’s revenue was up 2.7% on a year-over-year basis. During the same period last year, the firm posted $1.72 EPS. 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 Stock Performance

Shares of Amdocs stock traded down $0.57 during trading on Friday, hitting $58.55. 1,315,207 shares of the company’s stock were exchanged, compared to its average volume of 1,356,400. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.98 and a current ratio of 0.98. The business has a 50-day simple moving average of $54.41 and a 200-day simple moving average of $63.30. Amdocs has a 52-week low of $49.74 and a 52-week high of $90.29. The stock has a market capitalization of $6.32 billion, a price-to-earnings ratio of 13.94, a PEG ratio of 1.03 and a beta of 0.40.

Amdocs Announces Dividend

The firm also recently disclosed 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. The ex-dividend date is Wednesday, September 30th. This represents a $2.28 dividend on an annualized basis and a dividend yield of 3.9%. Amdocs’s dividend payout ratio is presently 54.29%.

Institutional Investors Weigh In On Amdocs

Several hedge funds have recently added to or reduced their stakes in the business. WealthCollab LLC lifted its holdings in shares of 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 buying an additional 173 shares during the period. Los Angeles Capital Management LLC acquired a new stake in Amdocs during the fourth quarter worth about $39,000. Advisory Services Network LLC purchased a new position in Amdocs during the third quarter valued at approximately $42,000. CIBC Private Wealth Group LLC raised its position in Amdocs by 190.2% during the third quarter. CIBC Private Wealth Group LLC now owns 595 shares of the technology company’s stock valued at $49,000 after acquiring an additional 390 shares in the last quarter. Finally, Transamerica Financial Advisors LLC lifted its holdings in 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 acquiring an additional 397 shares during the period. 92.02% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on DOX shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of Amdocs in a research note on Wednesday. KeyCorp began coverage on shares of Amdocs in a report on Monday, June 29th. They set a “sector weight” rating on the stock. Stifel Nicolaus cut 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, Cfra cut Amdocs to a “sell” rating in a research report on Thursday, May 14th. Three analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $86.67.

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.