Amdocs (NASDAQ:DOX) Hits New 12-Month Low After Earnings Miss

Amdocs Limited (NASDAQ:DOX)’s share price reached a new 52-week low during trading on Tuesday after the company announced weaker than expected quarterly earnings. The company traded as low as $74.25 and last traded at $73.3010, with a volume of 2350850 shares changing hands. The stock had previously closed at $81.01.

The technology company reported $1.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.75 by $0.06. The company had revenue of $1.16 billion during the quarter, compared to analyst estimates of $1.15 billion. Amdocs had a net margin of 12.47% and a return on equity of 20.13%. Amdocs’s revenue for the quarter was up 4.1% compared to the same quarter last year. During the same period last year, the firm posted $1.66 EPS. Amdocs has set its Q2 2026 guidance at 1.730-1.790 EPS and its FY 2026 guidance at 7.270-7.550 EPS.

Amdocs Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Tuesday, March 31st will be issued a $0.569 dividend. The ex-dividend date of this dividend is Tuesday, March 31st. This is a positive change from Amdocs’s previous quarterly dividend of $0.53. This represents a $2.28 annualized dividend and a yield of 3.1%. Amdocs’s dividend payout ratio is currently 40.81%.

Amdocs News Roundup

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: Q1 results beat consensus — Amdocs reported $1.81 EPS on $1.16B revenue, above estimates and up year-over-year, which supports the business outlook and helped lift sentiment initially. Amdocs (DOX) Q1 2026 Earnings Call Transcript
• Positive Sentiment: Large customer win and commercial traction — Amdocs extended a multi-year strategic deal with T‑Mobile (managed services, software, AI work including UScellular integration), reinforcing recurring revenue and services demand. T‑Mobile USA Enters Strategic Multi-Year Agreement with Amdocs
• Positive Sentiment: Product / market expansion — Amdocs launched aOS (agentic OS for telecom) and won a MarketONE deal with VIDAA for OTT bundled experiences, highlighting its push into AI-enabled telecom automation and media monetization. These should support longer-term growth and cross-sell. Amdocs Introduces aOS VIDAA Selects Amdocs MarketONE
• Positive Sentiment: Dividend increase — Board raised the quarterly dividend ~8% to $0.569 (annualized yield ~3.1%), which supports income-oriented investor demand and signals confidence in cash flow.
• Neutral Sentiment: FY26 guidance and Q2 outlook were updated (FY EPS range 7.27–7.55; Q2 EPS 1.73–1.79). On the surface ranges are near or above consensus, but language and trajectory prompted mixed interpretation by the market. Amdocs FY26 Guidance / Press Release
• Neutral Sentiment: Analyst action — Stifel cut its price target from $97 to $88 but maintained a Buy rating, reflecting mixed analyst views (valuation trimmed but still upside). Stifel Lowers PT on Amdocs
• Negative Sentiment: Management transition fuels uncertainty — Long-time CEO Shuky Sheffer will retire March 31; Shimie Hortig will succeed him. Leadership change at the top can increase short-term execution risk and investor uncertainty. Amdocs Appoints Shimie Hortig as CEO Amdocs Announces CEO Succession
• Negative Sentiment: Market reaction — Headlines tying the CEO transition and perceived guidance tightening to a downgrade in confidence prompted a notable share pullback (coverage noted a ~10% drop on related headlines), indicating short-term risk to the stock. Amdocs Is Down After Lowering Guidance and Announcing CEO Transition

Analyst Upgrades and Downgrades

A number of analysts have recently commented on DOX shares. Wolfe Research restated a “peer perform” rating on shares of Amdocs in a research note on Thursday, November 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Amdocs in a report on Tuesday, January 27th. Wall Street Zen lowered Amdocs from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Barclays set a $92.00 price objective on shares of Amdocs in a research note on Wednesday. Finally, Stifel Nicolaus decreased their target price on shares of Amdocs from $97.00 to $88.00 and set a “buy” rating for the company in a research note on Wednesday. Two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $92.33.

Hedge Funds Weigh In On Amdocs

A number of large investors have recently added to or reduced their stakes in the stock. Harbor Capital Advisors Inc. acquired a new stake in shares of Amdocs in the third quarter valued at about $26,000. Root Financial Partners LLC purchased a new position in Amdocs in the 3rd quarter valued at about $26,000. 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 valued at $29,000 after buying an additional 173 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new stake in Amdocs in the 3rd quarter worth about $37,000. Finally, Abich Financial Wealth Management LLC purchased a new stake in Amdocs during the 3rd quarter worth approximately $39,000. 92.02% of the stock is currently owned by institutional investors and hedge funds.

Amdocs Stock Down 1.3%

The firm has a market cap of $7.89 billion, a price-to-earnings ratio of 14.13, a PEG ratio of 1.25 and a beta of 0.40. The business has a fifty day simple moving average of $80.31 and a 200 day simple moving average of $82.57. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.17 and a quick ratio of 1.17.

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.