Amdocs Limited

NasdaqGS:DOX 株式レポート

時価総額:US$7.0b

Amdocs 配当と自社株買い

配当金 基準チェック /56

Amdocs配当を支払う会社であり、現在の利回りは3.56%で、収益によって十分にカバーされています。

主要情報

3.6%

配当利回り

7.6%

バイバック利回り

総株主利回り11.2%
将来の配当利回り3.7%
配当成長10.9%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向41%

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 Apr 26

DOX: Future EPS Guidance And Buybacks Will Support Multiple Rerating

Analysts have trimmed their Amdocs fair value estimate by about $0.36 to $90.21, reflecting updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations following recent price target reductions from major firms. Analyst Commentary Recent research updates have focused less on headline ratings and more on recalibrating what investors might reasonably pay for Amdocs, with both price targets moving lower and feeding into the modest trim to the fair value estimate.
Seeking Alpha Apr 16

Amdocs Shows Strong Cash Flow At A Cheap Price

Summary Amdocs is rated a Buy, offering strong free cash flow, resilient fundamentals, and attractive valuation near 52-week lows. DOX boasts a $4.25B backlog, robust managed services, and recent acquisitions (MATRIXX, Profinit) driving half of projected 2026 revenue growth. Free cash flow yield stands at 10%, with 90% earnings conversion, a rising 3.5% dividend, and $840M in buyback authorization through 2025. Risks include telecom IT spending cuts, GenAI adoption uncertainty, and T-Mobile concentration, but long-term contracts and a solid balance sheet provide downside protection. Read the full article on Seeking Alpha
ナラティブ更新 Apr 06

DOX: Reset Guidance And Shareholder Returns Will Support Multiple Rerating

Analysts have trimmed their average price target on Amdocs by $19 to $90.57, citing updated assumptions around discount rates, long term growth, margins and future P/E multiples reflected in recent research from major firms. Analyst Commentary Recent research updates suggest that analysts are recalibrating their views on Amdocs, with price targets being reset to reflect revised assumptions around growth, profitability and valuation multiples.
新しいナラティブ Mar 31

Cloud Migration And AI Adoption Will Shape Telecom Software Returns By 2029

Catalysts About Amdocs Amdocs provides software, services and managed solutions that support telecom operators in areas such as billing, customer experience, network operations and data driven applications. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Mar 22

DOX: Reset Guidance And Capital Returns Will Support Multiple Rerating

Analysts have trimmed their Amdocs fair value estimate by about $3.25 to $90.57, citing slightly softer revenue growth and profit margin assumptions, partly offset by a higher forward P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the maintained use of a higher forward P/E multiple in fair value work, which suggests ongoing confidence in Amdocs' earnings quality and pricing power, even with more conservative revenue and margin inputs.
新しいナラティブ Mar 17

Cloud And AI Transformation Will Reshape Telecom Operations Over The Next Decade

Catalysts About Amdocs Amdocs provides software, services and managed solutions that support mission critical business and operations systems for telecom and media companies worldwide. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Mar 07

DOX: Reset Guidance And Capital Returns Will Support Future Repricing

Analysts have reduced their Amdocs price targets by roughly $10 to $20, citing updated assumptions around discount rates and future P/E, while maintaining a broadly unchanged view of the stock’s fair value. Analyst Commentary Recent research updates keep the core investment view on Amdocs largely intact, even as price targets are reset to reflect revised discount rates and updated P/E assumptions.
ナラティブ更新 Feb 21

DOX: Reset Guidance And Shareholder Returns Will Support Future Earnings Rebound

Analysts have reduced their price targets for Amdocs by $19 and $9, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E as the main reasons for the adjustment. Analyst Commentary Recent target cuts suggest analysts are reassessing how they value Amdocs, focusing on what they see as more conservative assumptions for fair value, discount rates, revenue growth, profit margins and future P/E levels.
ナラティブ更新 Feb 06

DOX: Reset FY26 Guidance And Buybacks Will Support Earnings Rebound

Narrative Update Analysts have trimmed their price target on Amdocs to about $95.50 from roughly $104, citing constraints on growth, lower FY26 revenue and EPS guidance versus prior Street expectations, and a revised view on margins and future P/E multiples. Analyst Commentary Recent research updates on Amdocs point to a more cautious stance, with multiple firms trimming price targets and highlighting a gap between company guidance and prior Street expectations.
分析記事 Jan 14

Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Amdocs fair value estimate is US$130 Amdocs is estimated to be...
分析記事 Jul 30

Amdocs Limited's (NASDAQ:DOX) Intrinsic Value Is Potentially 76% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Amdocs fair value estimate is US$153 Current share price of...
分析記事 Jul 12

Here's Why Amdocs (NASDAQ:DOX) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 24

Amdocs (NASDAQ:DOX) Might Have The Makings Of A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 May 15

We Think Amdocs' (NASDAQ:DOX) Solid Earnings Are Understated

Amdocs Limited's ( NASDAQ:DOX ) solid earnings announcement recently didn't do much to the stock price. We did some...
分析記事 May 13

Amdocs (NASDAQ:DOX) Is Due To Pay A Dividend Of $0.527

Amdocs Limited ( NASDAQ:DOX ) will pay a dividend of $0.527 on the 25th of July. The payment will take the dividend...
Seeking Alpha Apr 25

Amdocs Exits Low-Margin Activities But Growth Remains Uncertain

Summary Amdocs has made recent moves to exit low-margin business activities to improve its focus and profitability. However, the company is still working to improve revenue growth despite macroeconomic uncertainties in international markets as a result of recent tariff policy changes. Given the firm’s low growth rate on higher gross margin and an indication the stock may be overvalued on a DCF basis, my outlook on DOX remains a neutral Hold. Read the full article on Seeking Alpha
Seeking Alpha Feb 07

Amdocs: Focused On Improving Margins

Summary Today, we take a look at Amdocs Limited, which posted quarterly earnings this week and boosted its dividend payouts by 10%. The company is focused on phasing out low-margin businesses to continue to boost operating margins. This is resulting in significant free cash flow for the company. An analysis of Amdocs Limited follows in the paragraphs below. Read the full article on Seeking Alpha
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新しいナラティブ Aug 25

Cloud Innovation And AI Partnerships Propel Revenue And Margins Skyward

Strategic focus on cloud migration, AI investments, and partnerships for innovation promises efficiency gains and new revenue streams, enhancing net margins.
Seeking Alpha Aug 23

Amdocs Growth Remains Anemic On Client Buying Scrutiny

Summary Amdocs recently reported its FQ3 2024 results, meeting revenue estimates but beating earnings expectations. The market outlook for customer experience management is positive, with Amdocs active in various business software vertical markets. Financial trends show slow revenue growth, declining earnings per share, and reduced operating margin. I remain Neutral (Hold) on DOX until management can convert its strong backlog into revenue growth. Read the full article on Seeking Alpha
Seeking Alpha Jun 07

Amdocs: An Undervalued Dividend Growth Stock With 28% Margin Of Safety

Summary Amdocs Limited is an undervalued dividend-growth company with a low debt-to-capital ratio and expected high single-digit earnings growth. The company is a leading provider of software and services for communications and media industry providers. Amdocs has a strong balance sheet and predictable revenue, and analysts are bullish on its future prospects. It is a dividend growth stock, having raised dividends at an average of 12.59% for the past 12 years. Amdocs Limited stock is well-priced with a 28% margin of safety and an upside potential of 17.55%. Read the full article on Seeking Alpha
Seeking Alpha Apr 16

Amdocs: Financial Prospects And Capital Return Are Key Investment Considerations

Summary Amdocs' upcoming second quarter results could miss the market's expectations, if a bigger-than-expected reduction in telecommunications companies' spending on legacy systems materializes. DOX boasts an appealing high single digit percentage forward shareholder yield on the assumption that the company will continue to distribute most of its free cash flow to its shareholders. A Hold rating for Amdocs is justified, taking into account both its financial outlook and shareholder capital return approach. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: DOXの1株当たり配当金は過去10年間安定しています。

増加する配当: DOXの配当金は過去10年間にわたって増加しています。


配当利回り対市場

Amdocs 配当利回り対市場
DOX 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (DOX)3.6%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (IT)3.2%
アナリスト予想 (DOX) (最長3年)3.7%

注目すべき配当: DOXの配当金 ( 3.56% ) はUS市場の配当金支払者の下位 25% ( 1.39% ) よりも高くなっています。

高配当: DOXの配当金 ( 3.56% ) はUS市場の配当金支払者の上位 25% ( 4.21% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: DOXの 配当性向 ( 40.6% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: DOXの 現金配当性向 ( 32.4% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/06 09:11
終値2026/05/06 00:00
収益2025/12/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amdocs Limited 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
Amir RozwadowskiBarclays
Tavy RosnerBarclays
Tal LianiBofA Global Research