Bahl & Gaynor Inc. Has $45.27 Million Holdings in Amdocs Limited $DOX

Bahl & Gaynor Inc. grew its position in shares of Amdocs Limited (NASDAQ:DOX) by 1.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 551,734 shares of the technology company’s stock after purchasing an additional 9,189 shares during the quarter. Bahl & Gaynor Inc. owned about 0.49% of Amdocs worth $45,270,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Harbor Capital Advisors Inc. bought a new position in Amdocs during the third quarter worth $26,000. Root Financial Partners LLC acquired a new stake in Amdocs during the 3rd quarter worth about $26,000. Atlantic Union Bankshares Corp acquired a new stake in Amdocs during the 3rd quarter worth about $37,000. Abich Financial Wealth Management LLC bought a new position in shares of Amdocs in the 3rd quarter worth about $39,000. Finally, Quent Capital LLC acquired a new position in shares of Amdocs in the 3rd quarter valued at about $46,000. 92.02% of the stock is owned by institutional investors.

Amdocs Stock Performance

DOX opened at $69.80 on Monday. Amdocs Limited has a 1-year low of $65.74 and a 1-year high of $95.41. The company has a market cap of $7.53 billion, a price-to-earnings ratio of 13.50, a PEG ratio of 1.23 and a beta of 0.42. The company’s fifty day moving average price is $77.63 and its two-hundred day moving average price is $80.47. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.23.

Amdocs (NASDAQ:DOX) last posted its earnings results on Tuesday, February 3rd. The technology company reported $1.81 EPS 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 during the quarter, compared to the consensus estimate of $1.15 billion. During the same period in the previous year, the firm posted $1.66 earnings per share. The firm’s revenue for the quarter was up 4.1% on a year-over-year basis. Amdocs has set its Q2 2026 guidance at 1.730-1.790 EPS and its FY 2026 guidance at 7.270-7.550 EPS. On average, analysts expect that Amdocs Limited will post 6.21 EPS for the current fiscal year.

Amdocs Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Tuesday, March 31st will be issued a $0.569 dividend. This is a boost from Amdocs’s previous quarterly dividend of $0.53. This represents a $2.28 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date is Tuesday, March 31st. Amdocs’s dividend payout ratio is 40.81%.

More Amdocs News

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.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Wolfe Research reaffirmed a “peer perform” rating on shares of Amdocs in a research note on Thursday, November 13th. Stifel Nicolaus reduced their price objective on shares of Amdocs from $97.00 to $88.00 and set a “buy” rating for the company in a research report on Wednesday, February 4th. Bank of America lowered their price objective on shares of Amdocs from $100.00 to $97.00 and set a “buy” rating for the company in a research note on Wednesday, November 12th. Weiss Ratings reissued a “hold (c)” rating on shares of Amdocs in a research note on Tuesday, January 27th. Finally, Wall Street Zen raised shares of Amdocs from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average 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.