Robeco Institutional Asset Management B.V. Increases Stock Position in Amdocs Limited $DOX

Key Points

• Robeco Institutional Asset Management boosted its stake in Amdocs by 16.9% to 647,446 shares (about $52.1M), and overall hedge funds and institutional investors now own roughly 92.02% of the stock.
• Amdocs beat Q4 estimates with $1.81 EPS (vs. $1.75 expected) and 4.1% revenue growth, and provided Q2 2026 guidance of $1.73–$1.79 and FY2026 guidance of $7.27–$7.55 EPS.
• The company raised its quarterly dividend to $0.569 (annualized $2.28) for a ~3.5% yield and trades near $65 versus a consensus price target of $92.33 (average rating: Moderate Buy).

Robeco Institutional Asset Management B.V. increased its position in Amdocs Limited (NASDAQ:DOX - Free Report) by 16.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 647,446 shares of the technology company's stock after purchasing an additional 93,708 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.60% of Amdocs worth $52,126,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in DOX. Clear Creek Financial Management LLC increased its holdings in Amdocs by 34.2% during the 4th quarter. Clear Creek Financial Management LLC now owns 5,760 shares of the technology company's stock worth $464,000 after purchasing an additional 1,468 shares during the last quarter. Oak Thistle LLC increased its holdings in Amdocs by 32.2% during the 4th quarter. Oak Thistle LLC now owns 18,892 shares of the technology company's stock worth $1,521,000 after purchasing an additional 4,600 shares during the last quarter. Greenleaf Trust purchased a new stake in Amdocs during the 4th quarter worth approximately $204,000. Sowell Financial Services LLC increased its holdings in Amdocs by 5.2% during the 4th quarter. Sowell Financial Services LLC now owns 9,159 shares of the technology company's stock worth $737,000 after purchasing an additional 450 shares during the last quarter. Finally, Sylvest Advisors LLC increased its holdings in Amdocs by 5.7% during the 4th quarter. Sylvest Advisors LLC now owns 5,953 shares of the technology company's stock worth $479,000 after purchasing an additional 321 shares during the last quarter. 92.02% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on DOX shares. Wall Street Zen downgraded Amdocs from a "buy" rating to a "hold" rating in a report on Saturday, March 21st. Stifel Nicolaus reduced their price objective on shares of Amdocs from $97.00 to $88.00 and set a "buy" rating on the stock in a research note on Wednesday, February 4th. Weiss Ratings reiterated a "hold (c)" rating on shares of Amdocs in a research note on Tuesday, January 27th. Finally, Barclays reduced their price objective on shares of Amdocs from $111.00 to $92.00 and set an "overweight" rating on the stock in a research note on Wednesday, February 4th. Three equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $92.33.

Amdocs Trading Up 3.1%

NASDAQ DOX opened at $64.95 on Tuesday. Amdocs Limited has a 12 month low of $62.75 and a 12 month high of $95.41. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.06 and a quick ratio of 1.06. The company has a market capitalization of $7.01 billion, a price-to-earnings ratio of 12.56, a price-to-earnings-growth ratio of 1.11 and a beta of 0.46. The company's fifty day moving average price is $67.71 and its two-hundred day moving average price is $76.28.

Amdocs (NASDAQ:DOX - Get Free Report) last posted its quarterly earnings data on Tuesday, February 3rd. The technology company reported $1.81 EPS for the quarter, beating analysts' consensus estimates of $1.75 by $0.06. Amdocs had a net margin of 12.47% and a return on equity of 20.19%. The firm had revenue of $1.16 billion for the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the prior year, the firm posted $1.66 EPS. The firm's revenue was up 4.1% compared to the same quarter last year. 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, research analysts predict that Amdocs Limited will post 6.21 earnings per share for the current fiscal year.

Amdocs Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders 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 dividend yield of 3.5%. This is a positive change from Amdocs's previous quarterly dividend of $0.53. The ex-dividend date of this dividend is Tuesday, March 31st. Amdocs's dividend payout ratio is currently 44.10%.

Amdocs 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.

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