# Vodafone Group Public Limited Company (VOD)

> Source: Nexqual · https://nexqual.com/VOD · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Vodafone Group Public Limited Company (VOD), nexqual.com/VOD" · informational, not investment advice.

**Price:** USD 16.12 (+1.70% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 15.85 · day 15.94–16.12 · 52w 11.12–17.71 · market cap $37.3B · NMS

## Key facts
- Analysts: Hold (mean 3.00 on a 1–5 scale) (5 analysts), mean target USD 16.06 (range 12.28–20.16).
- Total return with dividends: 1Y +43.9% vs S&P 500 +14.9%; 5Y +48.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-10, EPS estimate USD —, revenue estimate $0K.

## Analysts
Consensus Hold (mean 3.00 on a 1–5 scale), 5 analysts; mean target USD 16.06 (low 12.28, high 20.16).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | Barclays | Downgrade | Equal-Weight → Underweight |  |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +43.9% | +48.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +44.1% | +8.1% |
| Volatility (annualized) | 31.8% | 27.5% |
| Max drawdown | -18.8% (May 2026→Jul 2026) | -48.5% (Feb 2022→Feb 2024) |

## Peers (Telecom Services)
CHT (Chunghwa Telecom Co., Ltd.) USD 48.72 +2.57% · ECHO (EchoStar Corporation) USD 85.79 -7.39% · VIV (Telefonica Brasil S.A.) USD 13.08 +1.24% · BCE (BCE, Inc.) USD 20.81 +4.15% · AMX (America Movil, S.A.B. de C.V.) USD 24.98 +2.84% · RCI (Rogers Communication, Inc.) USD 33.2 +4.57%

## More
Full page: https://nexqual.com/VOD · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in VOD's own 20-F filed 2026-05-22 (https://www.sec.gov/Archives/edgar/data/839923/000119312526235425/d143190d20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Eastern Leasing Company | "The decline was primarily due to our focus on value optimisation as we continue to drive ARPU growth for new customers." |
| Customer | M-Pesa Holding Company | "On 28 September 2023, the Group sold M-Pesa Holding Company Limited which holds funds on trust for M-Pesa customers, to Safaricom Plc for US$1." |
| Partner | Microsoft (MSFT) | "Our partnership with Microsoft further gives us the potential to access new technologiessuchasGenerativeArtificialIntelligence(‘GenAI')andtodeploytheseat scale for IoT." |
| Partner | Alphabet (Google) (GOOGL) | "We can deploy GenAI at speed and scale through partnerships with Google and Microsoft, enhancing TOBi and enabling more personalised experiences across customer touchpoints." |
| Partner | Meta Platforms (META) | "Through partnerships with second-tier OEMs and local assembly initiatives in Egypt and South Africa, we introduced affordable models ranging from $20 to $42, tailored with features like WhatsApp, Facebook, YouTube, and l…" |
| Partner | SWISSCOM AG (SCMWY) | "On 15 March 2024, the Group announced that it had entered into a binding agreement with Swisscom AG (‘Swisscom') in relation to the disposal of 100% of Vodafone Italia S.p.A. ('Vodafone Italy')." |

Other companies that name VOD in their own reports (relationship from VOD's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| supplier | COMTECH TELECOMMUNICATIONS CORP /DE/ (CMTL) | 10-K 2026-10-14 | "•Leading telecommunications companies, including AT&T Inc., Bell Mobility, Inc., Comcast Corp., Nokia Corp., Rogers Communications Canada Inc., TELUS Communications Inc., Verizon Communications Inc. a…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year (ends 2027-03-31) | $1.10 | $1.30 | -15.2% | $44.84B | 2 |
| Next fiscal year (ends 2028-03-31) | $1.49 | $1.61 | -7.1% | $46.36B | 2 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-13 (includes earnings 2026-11-10): ±8.4%; earnings reaction alone ±4.1%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 43.5% | ±4.7% |
| 2026-11-06 | 14 | 38.4% | ±6.2% |
| 2026-11-13 | 21 | 42.9% | ±8.4% |
| 2026-11-20 | 28 | 38.1% | ±8.5% |
| 2026-12-18 | 56 | 33.2% | ±10.5% |
| 2027-01-15 | 84 | 31.2% | ±11.9% |
| 2027-04-16 | 175 | 32.0% | ±17.5% |