Seizert Capital Partners LLC Boosts Position in Amdocs Limited $DOX

Key Points

• Seizert Capital Partners increased its stake in Amdocs by 5.2% to 536,236 shares, representing about 0.50% of Amdocs and roughly $43.17 million, making DOX its 26th-largest holding.
• Amdocs beat Q4 expectations with EPS of $1.81 versus $1.75 expected and revenue of $1.16 billion (up 4.1% year-over-year); the company guided Q2 FY2026 EPS to $1.73–1.79 and FY2026 EPS to $7.27–7.55.
• Dividend and analyst view: Amdocs raised its quarterly dividend to $0.569 ($2.28 annual, ~3.5% yield), while analysts have a consensus "Moderate Buy" with a $92.33 price target; the stock trades at a PE of 12.51 and a market cap of $6.98 billion.

Seizert Capital Partners LLC lifted its stake in shares of Amdocs Limited (NASDAQ:DOX - Free Report) by 5.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 536,236 shares of the technology company's stock after buying an additional 26,555 shares during the quarter. Amdocs comprises about 1.8% of Seizert Capital Partners LLC's holdings, making the stock its 26th biggest holding. Seizert Capital Partners LLC owned 0.50% of Amdocs worth $43,172,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Root Financial Partners LLC acquired a new stake in Amdocs during the 3rd quarter worth $26,000. WealthCollab LLC boosted its holdings in shares of Amdocs by 94.5% in the third quarter. WealthCollab LLC now owns 356 shares of the technology company's stock valued at $29,000 after acquiring an additional 173 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new position in shares of Amdocs during the third quarter worth about $37,000. Abich Financial Wealth Management LLC purchased a new position in Amdocs during the third quarter worth about $39,000. Finally, Advisory Services Network LLC purchased a new position in Amdocs during the third quarter worth about $42,000. 92.02% of the stock is owned by institutional investors and hedge funds.

Amdocs Stock Performance

Shares of DOX opened at $64.70 on Monday. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.23. Amdocs Limited has a 52-week low of $62.75 and a 52-week high of $95.41. The company has a 50-day simple moving average of $66.26 and a 200-day simple moving average of $74.77. The company has a market capitalization of $6.98 billion, a PE ratio of 12.51, a P/E/G ratio of 1.14 and a beta of 0.40.

Amdocs (NASDAQ:DOX - Get Free Report) last issued its earnings results on Tuesday, February 3rd. The technology company reported $1.81 earnings per share for the quarter, topping the consensus estimate of $1.75 by $0.06. Amdocs had a net margin of 12.47% and a return on equity of 20.19%. The company had revenue of $1.16 billion for the quarter, compared to analyst estimates of $1.15 billion. During the same period in the prior year, the business posted $1.66 earnings per share. The firm's revenue for the quarter 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. Equities research analysts predict that Amdocs Limited will post 6.64 earnings per share for the current fiscal year.

Amdocs Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, April 24th. Investors of record on Tuesday, March 31st were paid a $0.569 dividend. This represents a $2.28 annualized dividend and a yield of 3.5%. The ex-dividend date of this dividend was Tuesday, March 31st. This is an increase from Amdocs's previous quarterly dividend of $0.53. Amdocs's dividend payout ratio (DPR) is 43.91%.

Analysts Set New Price Targets

DOX has been the topic of a number of analyst reports. Stifel Nicolaus lowered their price objective on Amdocs from $97.00 to $88.00 and set a "buy" rating on the stock in a report on Wednesday, February 4th. Wall Street Zen upgraded Amdocs from a "hold" rating to a "buy" rating in a research report on Saturday, April 18th. Weiss Ratings reissued a "hold (c)" rating on shares of Amdocs in a report on Tuesday, January 27th. Finally, Barclays decreased their price target on 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 stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $92.33.

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.

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