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GOVT-CONTRACT ·Filed Apr 1, 2026

MMS

MAXIMUS EDUCATION LLC
BULLISH
Impact 7/10
Horizonmonths Processed6mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

Traders should view this as a positive signal for near-term revenue stability and potential EPS upside, especially given the high renewal rate and low customer acquisition cost. Monitor for follow-on task orders under this IDIQ-like structure; consider positioning ahead of next earnings if guidance is raised.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
MMS ▼ -13.34% at T+60d
LONG call ✗ call lost -13.34% · α vs SPY -27.50% · entry $61.67 → $53.44
Entry = T+0 close
Apr 2, 2026
via day close
T+1d
+2.15%
call +2.15% · α +1.68%
$63.00
settled 7mo ago
T+5d
+5.61%
call +5.61% · α +2.01%
$65.13
settled 7mo ago
T+20d
+5.13%
call +5.13% · α -4.75%
$64.84
settled 6mo ago
T+60d
-13.34%
call -13.34% · α -27.50%
$53.44
settled 4mo ago

Price Chart

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Executive Summary

MAXIMUS EDUCATION LLC, a subsidiary of Maximus (MMS), secured a $164.8 million task order from the Department of Education for student loan servicing operations and maintenance. The award represents a material extension of its existing U.S. Department of Student Aid (USDS) contract responsibilities, reinforcing its role as a key federal contractor in education services. Given the size and strategic nature of the award, this contract enhances revenue visibility and underscores strong customer retention.

Key Financial Metrics

Award Amount
$164.8M
Agency
Department of Education
Contract Type
task_order
Rev Impact
+4.8%

Key Facts

  • MAXIMUS EDUCATION LLC awarded $164,825,610 task order from the Department of Education
  • Contract is for operations and maintenance of student loan servicing under the USDS program
  • Award represents 4.85% of Maximus's estimated annual revenue (~$3.4B market cap implies ~$3.4B in annual revenue range)
  • Recipient is a subsidiary of Maximus (MMS), confirming match validity
  • Work begins April 1, 2026, supporting multi-year revenue backlog

Financial Impact

$164.8 million over contract period, representing approximately 4.85% of annual revenue

revenuebacklogearnings visibility

Risk Factors

  • Government funding risk due to congressional budget cycles and potential delays in appropriations
  • Execution risk in maintaining compliance with evolving student loan servicing regulations
  • Political risk around federal student loan programs, which are subject to policy changes

Market Snapshot

Exchange
NYSE
Sector
Services-Business Services, NEC

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-91003126F0018
10 reports for MMS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MMS — sortable, filterable
TypeNow
Oct 21, 2026
6d ago
Institutional Cluster
NEUTRAL ★ 2/10
$63.38 $63.02▼ −0.57%▼ −0.05%$62.47 (−1.44%)
Oct 20, 2026
7d ago
8-K
BULLISH ★ 6/10
$61.09 $62.07▲ +1.60%▲ +1.08%$62.47 (+2.25%)
Oct 8, 2026
19d ago
SC 13G
NEUTRAL ★ 4/10
$58.77 $59.39▲ +1.05%▲ +0.46%$62.47 (+6.29%)
Sep 10, 2026
6w ago
GOVT-CONTRACT
BULLISH ★ 5/10
$56.92 $59.35▲ +4.27%▲ +4.72%$62.47 (+9.74%)
Sep 4, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$56.33 $56.11▼ −0.39%▲ +0.07%$62.47 (+10.89%)
Aug 24, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$58.53 $58.97▲ +0.75%▲ +0.73%$62.47 (+6.72%)
Jul 29, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$60.64 $60.25▼ −0.64%▼ −1.36%$62.47 (+3.01%)
May 7, 2026
24w ago
8-K
MIXED ★ 6/10
$66.66 $64.27▼ −3.59%▼ −4.42%$62.47 (−6.29%)
Apr 1, 2026
29w ago
GOVT-CONTRACT
BULLISH ★ 7/10
$61.67 $63.00▲ +2.15%▲ +1.68%$62.47 (+1.29%)
Dec 5, 2025
46w ago
Court Ruling
NEUTRAL ★ 1/10
$82.03 $80.52▼ −1.85%▼ −1.76%$62.47 (−23.85%)
Showing 10 of 10

US Market Status

Market Closed — Opens Wed (17h 19m)

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Report published Apr 2, 2026