Amdocs (NASDAQ:DOX) Issues Q4 2026 Earnings Guidance

Amdocs (NASDAQ:DOX) issued an update on its fourth quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.940-2.000 for the period, compared to the consensus earnings per share 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.

Amdocs Stock Down 2.5%

Shares of DOX stock traded down $1.43 on Wednesday, reaching $55.29. 2,195,172 shares of the company were exchanged, compared to its average volume of 1,308,392. The company has a debt-to-equity ratio of 0.23, a current ratio of 0.98 and a quick ratio of 0.98. The company has a 50-day moving average of $54.66 and a 200-day moving average of $63.71. The company has a market cap of $5.97 billion, a price-to-earnings ratio of 11.06, a PEG ratio of 0.96 and a beta of 0.40. Amdocs has a one year low of $49.74 and a one year high of $90.29.

Amdocs (NASDAQ:DOX) last released its quarterly earnings data on Wednesday, August 5th. The technology company reported $1.68 earnings per share for the quarter, missing analysts’ consensus estimates of $1.84 by ($0.16). Amdocs had a net margin of 11.81% and a return on equity of 19.77%. Amdocs has set its Q4 2026 guidance at 1.940-2.000 EPS and its FY 2026 guidance at 7.374-7.444 EPS. Analysts anticipate that Amdocs will post 6.56 earnings per share for the current year.

Amdocs Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 31st. Shareholders of record on Tuesday, June 30th were issued 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 of this dividend was Tuesday, June 30th. Amdocs’s payout ratio is currently 45.60%.

Analysts Set New Price Targets

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

Trending Headlines about Amdocs

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: Amdocs reported third-quarter revenue of $1.175 billion, up 2.7% year over year, while non-GAAP operating margin improved to 21.6%. Free cash flow was $172 million, and the company maintained its fiscal 2026 free-cash-flow outlook of $710 million to $730 million. Amdocs fiscal 2026 third-quarter results
• Positive Sentiment: The company announced multiple customer expansions and new engagements, including Liberty Latin America, Lumen, PLDT Home, Sunrise, Vivo, A1 Austria and Brazil’s Cielo. The deals support demand for Amdocs’ cloud, AI-driven, billing, connectivity and telecommunications software, but financial terms were not disclosed. Lumen expands its collaboration with Amdocs
• Positive Sentiment: Amdocs repurchased $143 million of shares during the quarter, and its twelve-month backlog rose 2.7% year over year to $4.26 billion, offering some visibility into future revenue. Amdocs fiscal 2026 third-quarter results
• Neutral Sentiment: Fourth-quarter guidance calls for EPS of $1.94 to $2.00 and revenue of approximately $1.2 billion, broadly matching analyst expectations. The outlook therefore provides limited near-term upside surprise.
• Negative Sentiment: Amdocs reported quarterly EPS of $1.68, below the $1.84 consensus estimate. A $106 million restructuring charge sharply reduced GAAP operating income and contributed to the earnings shortfall, increasing investor concern about near-term profitability. Amdocs quarterly earnings press release

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. EP Wealth Advisors LLC bought a new position in shares of Amdocs during the 4th quarter worth $631,000. Mackenzie Financial Corp boosted its position in Amdocs by 218.0% during the fourth quarter. Mackenzie Financial Corp now owns 118,898 shares of the technology company’s stock worth $9,644,000 after purchasing an additional 81,504 shares during the period. NewEdge Advisors LLC boosted its position in Amdocs by 8.6% during the fourth quarter. NewEdge Advisors LLC now owns 11,276 shares of the technology company’s stock worth $908,000 after purchasing an additional 897 shares during the period. Empowered Funds LLC raised its position in shares of Amdocs by 97.4% in the fourth quarter. Empowered Funds LLC now owns 41,466 shares of the technology company’s stock valued at $3,338,000 after purchasing an additional 20,460 shares during the period. Finally, XTX Topco Ltd raised its position in shares of Amdocs by 41.2% in the fourth quarter. XTX Topco Ltd now owns 14,183 shares of the technology company’s stock valued at $1,142,000 after purchasing an additional 4,139 shares during the period. Hedge funds and other institutional investors 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.