Maximus, Inc.

NYSE:MMS 株式レポート

時価総額:US$3.2b

Maximus マネジメント

マネジメント 基準チェック /34

Maximusの CEO はBruce Caswellで、 Oct2014年に任命され、 の在任期間は 11.58年です。 の年間総報酬は$ 11.21Mで、 8.7%給与と91.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.62%を直接所有しており、その価値は$ 19.72M 。経営陣と取締役会の平均在任期間はそれぞれ4年と8.8年です。

主要情報

Bruce Caswell

最高経営責任者

US$11.2m

報酬総額

CEO給与比率8.71%
CEO在任期間11.6yrs
CEOの所有権0.6%
経営陣の平均在職期間4yrs
取締役会の平均在任期間8.8yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Maximus の収益と比較して、Bruce Caswell の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Bruceの 総報酬 ($USD 11.21M ) は、 US市場 ($USD 7.03M ) の同規模の企業の平均を上回っています。

報酬と収益: Bruceの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Bruce Caswell (58 yo)

11.6yrs
在職期間
US$11,210,668
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 Officer6.3yrsデータなし0.026%
$ 811.0k
Mike Raker
Chief Technology Officer1.7yrsデータなしデータなし
Derrick Pledger
Chief Digital & Information Officer (CDIO)2.3yrsデータなしデータなし
Elizabeth Moellering
General Counsel & Corporate Secretaryless than a yearデータなし0.0011%
$ 33.5k
Jericho Seguin
Senior Vice President of Corporate Development & Strategic Planning10.3yrsデータなしデータなし
Jason Tone
Senior VP of Technology & Consulting Services of Healthcare3.7yrsデータなしデータなし
Arvenita Cherry
VP of Global Impact & Belonging and President & Chairperson of Maximus Foundation1yrデータなしデータなし
Jessica Batt
Vice President of Investor Relations & ESGno dataデータなしデータなし
4.0yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: MMSの経営陣は 経験豊富 であると考えられます ( 4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
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
平均在職期間
63.5yo
平均年齢

経験豊富なボード: MMSの 取締役会経験豊富 であると考えられます ( 8.8年の平均在任期間)。


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2026/05/21 06:18
終値2026/05/21 00:00
収益2026/03/31
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。

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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

Maximus, Inc. 2 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。12

アナリスト機関
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