Maximus, Inc.

NYSE:MMS Rapport sur les actions

Capitalisation boursière : US$3.2b

Maximus Gestion

Gestion contrôle des critères 3/4

Le PDG Maximus est Bruce Caswell, nommé en Oct2014, a un mandat de 11.58 ans. La rémunération annuelle totale est $ 11.21M, composée du salaire de 8.7% et des bonus 91.3%, y compris les actions et options de la société. détient directement 0.62% des actions de la société, d'une valeur de $ 19.72M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4 ans et 8.8 ans.

Informations clés

Bruce Caswell

Directeur général

US$11.2m

Rémunération totale

Pourcentage du salaire du PDG8.71%
Durée du mandat du directeur général11.6yrs
Propriété du PDG0.6%
Durée moyenne d'occupation des postes de direction4yrs
Durée moyenne du mandat des membres du conseil d'administration8.8yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 04

MMS: Share Buybacks And Stable Outlook Will Support Future Returns

Analysts have modestly lifted their price target on Maximus, with the updated valuation framework reflecting a steady $110 fair value, supported by slightly higher assumed discount rates and a marginally richer future P/E multiple. What's in the News Maximus narrowed its revenue guidance for fiscal 2026, with expected revenue now in a range of US$5.2b to US$5.35b.
Mise à jour du récit Apr 19

MMS: Share Repurchases And AI Accuracy Solutions Will Support Future Upside

Analysts have slightly refined their view on Maximus, keeping the fair value estimate steady at $95 while modestly adjusting underlying assumptions for discount rate, revenue growth, profit margin, and future P/E. Together, these updates support the unchanged price target.
Mise à jour du récit Apr 05

MMS: Buybacks And Higher Dividend Will Support Future Upside Potential

Analysts have modestly adjusted their price target on Maximus to $95 to reflect updated assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples, while keeping the overall fair value estimate steady. What's in the News From October 1, 2025 to December 31, 2025, Maximus repurchased 40,000 shares, representing 0.07%, for US$31.1 million, completing a total buyback of 9,007,470 shares, or 15.08%, for US$709.68 million under the program announced on May 7, 2020 (Key Developments).
Mise à jour du récit Mar 22

MMS: Share Repurchases And Higher Dividend Will Support Future Upside

Analysts have reiterated a $95.00 price target for Maximus, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior views. What's in the News Maximus narrowed revenue guidance for fiscal 2026 to a range of US$5.2b to US$5.35b, with US$25 million of the change from prior guidance linked to the divested U.S. Services Segment business (Corporate guidance).
Mise à jour du récit Mar 07

MMS: Dividend Hike And Buybacks Will Support Future Share Returns

Analysts have maintained their $110 price target for Maximus, citing slightly revised assumptions for the discount rate, profit margin, and future P/E as the main factors supporting this reaffirmed view. What's in the News Management narrowed fiscal 2026 revenue guidance to a range of US$5.2b to US$5.35b, with US$25 million of the change tied to the divested U.S. Services Segment business (Corporate Guidance).
Mise à jour du récit Feb 21

MMS: Share Repurchases And Higher Dividend Will Support Future Upside

Analysts have raised their price target on Maximus to $95, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Together, these revisions suggest a slightly refined view of the company’s valuation profile.
Mise à jour du récit Feb 07

MMS: Higher Margin Outlook And Dividend Increase Will Support Upside

Analysts have lifted their price target on Maximus from US$90 to US$95, pointing to updated assumptions around higher revenue growth, a stronger profit margin profile, and a lower future P/E multiple as key drivers of the change. What's in the News Maximus narrowed its fiscal 2026 revenue guidance to a range of US$5.2b to US$5.35b, with US$25 million of the change tied to the divestiture of its U.S. Services Segment business (Corporate guidance).
Article d’analyse Jan 24

Maximus (NYSE:MMS) Is Increasing Its Dividend To $0.33

Maximus, Inc. ( NYSE:MMS ) will increase its dividend from last year's comparable payment on the 2nd of March to $0.33...
Mise à jour du récit Jan 23

MMS: Buybacks Dividend Hike And New Contract Will Support Future Earnings

Analysts have kept their fair value estimate for Maximus steady at $110, with only slight technical adjustments to inputs such as the discount rate and future P/E. They view these as refinements rather than a shift in their overall outlook.
Article d’analyse Jan 10

Maximus (NYSE:MMS) Is Increasing Its Dividend To $0.33

Maximus, Inc. ( NYSE:MMS ) has announced that it will be increasing its dividend from last year's comparable payment on...
Mise à jour du récit Jan 09

MMS: Future Defense And Health Contracts Will Support A Higher Earnings Multiple

Analysts have nudged their price target on Maximus to US$125, reflecting refined assumptions that include slightly higher projected revenue growth, modestly better profit margins and a marginally lower future P/E multiple. What's in the News The Board approved a quarterly cash dividend of US$0.33 per share, a 10% increase from the prior US$0.30 dividend.
Mise à jour du récit Dec 22

MMS: Future Defense And Health Contracts Will Drive Stronger Earnings Multiple

Analysts have raised their price target on Maximus by 5 dollars to approximately 125 dollars per share, which reflects slightly stronger confidence in the company’s long term earnings multiple despite modestly softer expectations for revenue growth and profit margins. What's in the News Issued fiscal 2026 earnings guidance, projecting revenue between 5.225 billion and 5.425 billion dollars, signaling confidence in multi year growth visibility (company guidance) Completed a major share repurchase tranche, buying back 1,721,139 shares in the latest quarter and 8,967,470 shares in total, or about 15 percent of shares outstanding, for 678.58 million dollars (buyback update) Won a new Joint Cyber Command and Control Readiness contract with the U.S. Air Force, with a potential value of 86 million dollars over a base year plus up to four option years and an extension, expanding cyber and defense work (client announcement) Secured a 31 million dollar four year contract with the Massachusetts Health Connector to provide enrollment, premium billing, and a redesigned digital member portal serving more than 370,000 marketplace members (client announcement) Awarded a five year 62 million dollar contract to continue and expand the Pennsylvania Enrollment Assistance Program, including support for Children's Health Insurance Program recipients and new AI enabled digital tools (client announcement) Valuation Changes Fair Value: increased modestly from 120 dollars to 125 dollars per share, reflecting a slightly higher intrinsic valuation.
Mise à jour du récit Dec 08

MMS: Share Repurchases Will Support Stronger Future Earnings Power

Analysts have modestly raised their price target on Maximus to approximately $110.00 per share from about $110.00, citing slightly lower perceived risk, stable long term growth expectations, and a sustained margin outlook that supports a steady valuation multiple. What's in the News Completed repurchase of 8,967,470 shares, about 15.01% of shares outstanding, for $678.58 million under the buyback program announced in 2020, including 1,721,139 shares bought in the latest tranche for $150.84 million (company filing) Issued fiscal 2026 earnings guidance and projected revenue between $5.225 billion and $5.425 billion (company guidance) Awarded a new Joint Cyber Command and Control Readiness contract by the U.S. Air Force, with a potential value of $86 million to support engineering, software, and architecture enhancements over a multiyear term (company announcement) Secured a $31 million, four year contract with the Massachusetts Health Connector to provide enrollment and premium billing services and to launch a redesigned digital member portal for more than 370,000 marketplace members (company announcement) Won a five year, $62 million renewal from Pennsylvania's Department of Human Services to continue and expand the Enrollment Assistance Program, including new support for CHIP recipients and deployment of AI based training tools for contact center staff (company announcement) Valuation Changes Fair Value: unchanged at approximately $110.00 per share, indicating no material shift in the intrinsic value estimate.
Mise à jour du récit Nov 24

MMS: Share Repurchase and New Contracts Will Drive Stronger Profit Margins

Analysts have raised their price target for Maximus from $105 to $110, citing a slight improvement in projected profit margins. This comes despite moderating revenue growth expectations and updated financial modeling.
Article d’analyse Oct 09

Maximus (NYSE:MMS) Is Due To Pay A Dividend Of $0.30

The board of Maximus, Inc. ( NYSE:MMS ) has announced that it will pay a dividend on the 1st of December, with...
Seeking Alpha Sep 23

Maximus: A Stable Compounder Trading At Just 12x Earnings

Summary Maximus has proven its business model resilient, with stable top- and bottom-line growth, margin expansion above historical averages, and strong EPS momentum supported by share buybacks. Federal Services is the growth engine, now 57% of revenue, where higher clinical volumes, scalability, and automation are driving margins above 18%, well ahead of other segments. U.S. Services faces YoY declines after pandemic unwinding, but longer-term growth opportunities remain through OBBBA-driven Medicaid checks, SNAP accuracy programs, and potential UI outsourcing. Demographic tailwinds are significant, with nearly 9 million more Americans aged 65+ by 2030, supporting demand for Medicaid, disability, and federal health assessments over the long run. Trading at only 12x forward earnings and raising FY25 EPS guidance Maximus offers strong upside in my valuation scenarios, with risks mainly from budget pressure and possible slower growth. Read the full article on Seeking Alpha
Mise à jour du récit Sep 05

Federal Legislation And Digital Transformation Will Expand Compliance Demand

With no change in either the discount rate or future P/E, Maximus’s consensus analyst price target remained stable at $105.00. What's in the News Maximus completed its $527.74 million share buyback program, repurchasing 11.95% of shares, but made no additional repurchases between April and June 2025.
Article d’analyse Sep 01

Maximus (NYSE:MMS) Ticks All The Boxes When It Comes To Earnings Growth

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Article d’analyse Aug 10

Earnings Beat: Maximus, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, Maximus, Inc. ( NYSE:MMS ) just kicked off its latest third-quarter results with some very strong...
Article d’analyse Jul 24

Estimating The Intrinsic Value Of Maximus, Inc. (NYSE:MMS)

Key Insights Maximus' estimated fair value is US$73.82 based on 2 Stage Free Cash Flow to Equity Current share price of...
Article d’analyse Jul 10

Maximus (NYSE:MMS) Is Paying Out A Dividend Of $0.30

Maximus, Inc.'s ( NYSE:MMS ) investors are due to receive a payment of $0.30 per share on 31st of August. This means...
Article d’analyse Jul 02

Improved Earnings Required Before Maximus, Inc. (NYSE:MMS) Shares Find Their Feet

Maximus, Inc.'s ( NYSE:MMS ) price-to-earnings (or "P/E") ratio of 13.5x might make it look like a buy right now...
Article d’analyse May 26

Maximus (NYSE:MMS) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse May 11

Maximus, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Maximus, Inc. ( NYSE:MMS ) just released its latest quarterly results and things are looking bullish. It was overall a...
Article d’analyse May 08

Maximus (NYSE:MMS) Has Announced A Dividend Of $0.30

Maximus, Inc. ( NYSE:MMS ) has announced that it will pay a dividend of $0.30 per share on the 31st of May. This...
Article d’analyse May 01

Maximus' (NYSE:MMS) Returns On Capital Not Reflecting Well On The Business

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d’analyse Apr 11

Maximus (NYSE:MMS) Has Affirmed Its Dividend Of $0.30

Maximus, Inc. ( NYSE:MMS ) will pay a dividend of $0.30 on the 31st of May. This means that the annual payment will be...
Article d’analyse Apr 01

Maximus, Inc. (NYSE:MMS) Looks Inexpensive But Perhaps Not Attractive Enough

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
Article d’analyse Feb 24

Calculating The Intrinsic Value Of Maximus, Inc. (NYSE:MMS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Maximus fair value estimate is US$79.27 With US$66.00 share...
Article d’analyse Feb 06

Maximus (NYSE:MMS) Has Affirmed Its Dividend Of $0.30

The board of Maximus, Inc. ( NYSE:MMS ) has announced that it will pay a dividend of $0.30 per share on the 28th of...
Article d’analyse Jan 23

Maximus (NYSE:MMS) Will Pay A Dividend Of $0.30

The board of Maximus, Inc. ( NYSE:MMS ) has announced that it will pay a dividend on the 28th of February, with...
Seeking Alpha Jan 13

Maximus: Navigating Through Some Uncertainty

Summary Maximus, Inc. delivered a strong FY2024, but shares dropped due to a lackluster FY2025 outlook and uncertainty over the incoming Trump administration. The company operates in three segments and has a 90% rebid win rate and secure programs. The stock has seen some recent insider buying, a new analyst firm upgrade, and the company has an improving balance sheet. An analysis around Maximus follows in the paragraphs below. Read the full article on Seeking Alpha
Article d’analyse Jan 09

Maximus (NYSE:MMS) Has Announced A Dividend Of $0.30

Maximus, Inc.'s ( NYSE:MMS ) investors are due to receive a payment of $0.30 per share on 28th of February. Based on...
Article d’analyse Dec 10

Maximus, Inc.'s (NYSE:MMS) Business And Shares Still Trailing The Market

With a price-to-earnings (or "P/E") ratio of 14x Maximus, Inc. ( NYSE:MMS ) may be sending bullish signals at the...
Article d’analyse Nov 11

Maximus (NYSE:MMS) Will Want To Turn Around Its Return Trends

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Article d’analyse Oct 24

Maximus (NYSE:MMS) Is Paying Out A Dividend Of $0.30

The board of Maximus, Inc. ( NYSE:MMS ) has announced that it will pay a dividend on the 30th of November, with...
Article d’analyse Oct 10

Maximus (NYSE:MMS) Has Affirmed Its Dividend Of $0.30

Maximus, Inc.'s ( NYSE:MMS ) investors are due to receive a payment of $0.30 per share on 30th of November. This means...
Article d’analyse Oct 01

We Think Maximus (NYSE:MMS) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Analyse de la rémunération des PDG

Comment la rémunération de Bruce Caswell a-t-elle évolué par rapport aux bénéfices de Maximus?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$373m

Dec 31 2025n/an/a

US$372m

Sep 30 2025US$11mUS$977k

US$319m

Jun 30 2025n/an/a

US$316m

Mar 31 2025n/an/a

US$300m

Dec 31 2024n/an/a

US$284m

Sep 30 2024US$10mUS$887k

US$307m

Jun 30 2024n/an/a

US$294m

Mar 31 2024n/an/a

US$235m

Dec 31 2023n/an/a

US$186m

Sep 30 2023US$7mUS$850k

US$162m

Jun 30 2023n/an/a

US$172m

Mar 31 2023n/an/a

US$172m

Dec 31 2022n/an/a

US$190m

Sep 30 2022US$6mUS$823k

US$204m

Jun 30 2022n/an/a

US$187m

Mar 31 2022n/an/a

US$250m

Dec 31 2021n/an/a

US$280m

Sep 30 2021US$8mUS$754k

US$291m

Jun 30 2021n/an/a

US$303m

Mar 31 2021n/an/a

US$273m

Dec 31 2020n/an/a

US$220m

Sep 30 2020US$6mUS$743k

US$215m

Jun 30 2020n/an/a

US$211m

Mar 31 2020n/an/a

US$209m

Dec 31 2019n/an/a

US$244m

Sep 30 2019US$5mUS$719k

US$241m

Rémunération vs marché: La rémunération totale de Bruce ($USD 11.21M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.11M ).

Rémunération et revenus: La rémunération de Bruce a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Bruce Caswell (58 yo)

11.6yrs
Titularisation
US$11,210,668
Compensation

Mr. Bruce L. Caswell has been Chief Executive Officer and Director of MAXIMUS, Inc. since April 1, 2018. Mr. Caswell has been the President at MAXIMUS Inc. since October 1, 2014 and served as its General M...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Bruce Caswell
President11.6yrsUS$11.21m0.62%
$ 19.7m
David Mutryn
CFO & Treasurer4.4yrsUS$3.87m0.037%
$ 1.2m
Michelle Link
Chief Human Resources Officer6.2yrsUS$2.32m0.0095%
$ 299.2k
Ilene Baylinson
General Manager of Health Services U.S.no dataUS$2.74m0.012%
$ 380.4k
Theresa Golinvaux
Principal Accounting Officer6.3yrspas de données0.026%
$ 811.0k
Mike Raker
Chief Technology Officer1.7yrspas de donnéespas de données
Derrick Pledger
Chief Digital & Information Officer (CDIO)2.3yrspas de donnéespas de données
Elizabeth Moellering
General Counsel & Corporate Secretaryless than a yearpas de données0.0011%
$ 33.5k
Jericho Seguin
Senior Vice President of Corporate Development & Strategic Planning10.3yrspas de donnéespas de données
Jason Tone
Senior VP of Technology & Consulting Services of Healthcare3.7yrspas de donnéespas de données
Arvenita Cherry
VP of Global Impact & Belonging and President & Chairperson of Maximus Foundation1yrpas de donnéespas de données
Jessica Batt
Vice President of Investor Relations & ESGno datapas de donnéespas de données
4.0yrs
Durée moyenne de l'emploi
50yo
Âge moyen

Gestion expérimentée: L'équipe de direction de MMS est considérée comme expérimentée (ancienneté moyenne 4 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Bruce Caswell
President8.1yrsUS$11.21m0.62%
$ 19.7m
Raymond Ruddy
Independent Director21.8yrsUS$335.00k0.22%
$ 6.9m
Richard Montoni
Independent Vice Chairman20.1yrsUS$320.00k0.087%
$ 2.7m
John Haley
Independent Chairman6.2yrsUS$500.00k0.22%
$ 6.8m
Michael Warren
Independent Director7.2yrsUS$300.00k0.025%
$ 798.7k
Jan Madsen
Independent Director6.2yrsUS$330.00k0.040%
$ 1.3m
Anne Altman
Independent Vice Chair of the Board9.4yrsUS$360.00k0.055%
$ 1.7m
Gayathri Rajan
Independent Director9.4yrsUS$300.00k0.023%
$ 736.4k
8.8yrs
Durée moyenne de l'emploi
63.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de MMS sont considérés comme expérimentés (ancienneté moyenne 8.8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 02:00
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Maximus, Inc. est couverte par 12 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Matthew GillmorBaird
Richard CloseCanaccord Genuity
Constantine DavidesCitizens JMP Securities, LLC