American Century Companies Inc. Increases Stake in Amdocs Limited $DOX

American Century Companies Inc. boosted its position in Amdocs Limited (NASDAQ:DOX) by 12.5% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,649,077 shares of the technology company’s stock after acquiring an additional 183,776 shares during the period. American Century Companies Inc.’s holdings in Amdocs were worth $135,307,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. purchased a new stake in shares of Amdocs during the 3rd quarter valued at approximately $26,000. Root Financial Partners LLC bought a new stake in Amdocs during the 3rd quarter valued at $26,000. Atlantic Union Bankshares Corp purchased a new stake in shares of Amdocs during the third quarter worth $37,000. Abich Financial Wealth Management LLC bought a new position in shares of Amdocs in the third quarter worth $39,000. Finally, Quent Capital LLC purchased a new position in shares of Amdocs in the third quarter valued at $46,000. Institutional investors own 92.02% of the company’s stock.

Analysts Set New Price Targets

DOX has been the topic of a number of recent research reports. Bank of America dropped their price objective on Amdocs from $100.00 to $97.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of Amdocs in a research report on Tuesday, January 27th. Barclays cut their price objective on shares of Amdocs from $111.00 to $92.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Stifel Nicolaus decreased their target price on shares of Amdocs from $97.00 to $88.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Finally, Wolfe Research reiterated a “peer perform” rating on shares of Amdocs in a research note on Thursday, November 13th. Three equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $92.33.

Amdocs Price Performance

Amdocs stock opened at $69.80 on Monday. Amdocs Limited has a 12-month low of $65.74 and a 12-month high of $95.41. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.23. The firm has a 50-day moving average price of $77.63 and a 200-day moving average price of $80.47. The firm has a market capitalization of $7.53 billion, a PE ratio of 13.50, a price-to-earnings-growth ratio of 1.23 and a beta of 0.42.

Amdocs (NASDAQ:DOX) last posted its quarterly earnings data on Tuesday, February 3rd. The technology company reported $1.81 earnings per share for the quarter, topping analysts’ consensus estimates of $1.75 by $0.06. The company had revenue of $1.16 billion for the quarter, compared to analyst estimates of $1.15 billion. Amdocs had a net margin of 12.47% and a return on equity of 20.19%. The firm’s revenue for the quarter was up 4.1% on a year-over-year basis. During the same period in the prior year, the company 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. As a group, equities research analysts forecast that Amdocs Limited will post 6.21 EPS for the current year.

Amdocs Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Tuesday, March 31st will be issued a dividend of $0.569 per share. This represents a $2.28 dividend on an annualized basis and a yield of 3.3%. The ex-dividend date is Tuesday, March 31st. This is an increase from Amdocs’s previous quarterly dividend of $0.53. Amdocs’s dividend payout ratio (DPR) is presently 40.81%.

Key Stories Impacting Amdocs

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: Amdocs announced a multi‑year strategic collaboration with Amazon Web Services to combine Amdocs’ aOS agentic operating system with AWS AI and cloud capabilities to drive telecom modernization — a material commercial & product endorsement that supports future revenue growth. MWC 2026: Amdocs and AWS Announce Multi-Year Strategic Collaboration to Accelerate AI-Driven Telecom Modernization
• Positive Sentiment: Amdocs announced a collaboration with Microsoft to deliver AI‑accelerated application modernization (Amdocs Agentic Services + Microsoft AI), which can expand enterprise services and upsell opportunities. MWC 2026: Amdocs Collaborates with Microsoft to Bring AI-Accelerated Application Modernization to Enterprises
• Positive Sentiment: Amdocs partnered with Google Cloud to combine Gemini Enterprise CX with Amdocs’ Cognitive Core to create an agentic telco contact center — another strategic cloud/A.I. endorsement that could help win telco transformation deals. MWC 2026: Amdocs Collaborates with Google Cloud to Accelerate AI Adoption and Power the Agentic Telco Contact Center
• Positive Sentiment: Zacks Research raised multiple near‑ and medium‑term EPS forecasts (including FY2026/FY2027/FY2028 upgrades and several quarterly raises), which supports a more constructive earnings outlook and could underpin valuation. See Zacks coverage for context. Amdocs (DOX) is a Top-Ranked Growth Stock: Should You Buy?
• Neutral Sentiment: Published short‑interest notices show zero reported short interest and anomalous “NaN” increases across several February reporting dates — this appears to be a data/reporting issue and implies no visible short‑squeeze pressure at present.
• Negative Sentiment: Zacks trimmed its Q2 2026 EPS estimate from $1.60 to $1.50 in the same round of updates — a modest near‑term earnings downgrade that could temper sentiment around the next quarter.
• Negative Sentiment: Technically, the share price is below both the 50‑day and 200‑day moving averages noted in recent quotes, which can invite short‑term selling/ profit‑taking even amid positive fundamental headlines.

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.