Vodafone Group (NASDAQ:VOD) Announces Earnings Results, Misses Expectations By $0.61 EPS

Vodafone Group (NASDAQ:VOD) posted its quarterly earnings data on Tuesday. The cell phone carrier reported ($0.29) earnings per share for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.61), FiscalAI reports. The company had revenue of $11.91 billion during the quarter, compared to analyst estimates of $12.35 billion.

Here are the key takeaways from Vodafone Group’s conference call:

• Vodafone said FY26 results came in at the upper end of expectations, with 5.1% Q4 service revenue growth, 4.5% organic adjusted EBITDA growth and EUR 2.6 billion of adjusted free cash flow.
• Management highlighted a more confident medium-term outlook, reiterating a goal of double-digit organic adjusted free cash flow growth as the company enters a “new chapter” after a major transformation.
• In Germany, Vodafone expects EBITDA to remain under pressure in FY27, with continued weakness in mobile offset only partly by improving broadband and B2B trends.
• The U.K. integration is progressing, with management pointing to network quality gains, record home broadband customer growth, and first meaningful synergy delivery in FY27 after taking full ownership of VodafoneThree.
• Africa remains a major growth engine, with the company citing its largest fintech platform, over 100 million users, and the region’s strongest service revenue growth in almost two decades.

Vodafone Group Stock Performance

Shares of VOD stock traded up $0.41 during trading hours on Wednesday, hitting $15.51. The company’s stock had a trading volume of 2,555,486 shares, compared to its average volume of 4,581,322. The company has a 50 day moving average of $15.15 and a 200 day moving average of $13.99. Vodafone Group has a 12-month low of $8.98 and a 12-month high of $16.60. The company has a quick ratio of 1.13, a current ratio of 1.17 and a debt-to-equity ratio of 0.78.

Institutional Trading of Vodafone Group

A number of hedge funds have recently added to or reduced their stakes in the company. Kovitz Investment Group Partners LLC boosted its holdings in Vodafone Group by 1.0% during the fourth quarter. Kovitz Investment Group Partners LLC now owns 114,566 shares of the cell phone carrier’s stock worth $1,513,000 after buying an additional 1,141 shares in the last quarter. Compound Planning Inc. boosted its holdings in Vodafone Group by 20.9% during the fourth quarter. Compound Planning Inc. now owns 35,020 shares of the cell phone carrier’s stock worth $463,000 after buying an additional 6,055 shares in the last quarter. Invesco Ltd. boosted its holdings in Vodafone Group by 11.8% during the fourth quarter. Invesco Ltd. now owns 76,771 shares of the cell phone carrier’s stock worth $1,014,000 after buying an additional 8,079 shares in the last quarter. Corient Private Wealth LLC boosted its holdings in Vodafone Group by 20.7% during the fourth quarter. Corient Private Wealth LLC now owns 91,502 shares of the cell phone carrier’s stock worth $1,179,000 after buying an additional 15,703 shares in the last quarter. Finally, Vident Advisory LLC raised its position in Vodafone Group by 9.5% during the fourth quarter. Vident Advisory LLC now owns 76,414 shares of the cell phone carrier’s stock worth $1,009,000 after acquiring an additional 6,632 shares during the period. 7.84% of the stock is owned by hedge funds and other institutional investors.

Vodafone Group News Roundup

Here are the key news stories impacting Vodafone Group this week:

• Positive Sentiment: Vodafone reported a swing to annual profit and stronger revenue, with service revenue up and Three UK consolidation boosting results, reinforcing the turnaround story. Vodafone Swings to Pretax Profit on Revenue Growth
• Positive Sentiment: Management said Vodafone is entering a “new chapter,” while reports highlighted improved full-year performance and a return to growth in Germany, which could support sentiment around the stock. Vodafone swings to profits as Germany returns to top-line growth
• Positive Sentiment: The company’s earnings call and post-results commentary emphasized strategic progress and a clearer growth outlook, helping justify the recent share-price strength. Vodafone Group Public Limited Company (NASDAQ:VOD) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: Some commentary said the turnaround may already be reflected in the stock, suggesting upside could be more limited unless execution improves further. Vodafone: Business Turnaround Seems Now To Be Priced-In (Downgrade)
• Negative Sentiment: Analysts still flagged weakness in Germany, rising customer churn, and leverage pressure from the CK Hutchison/VodafoneThree transaction, which could weigh on future returns and capital flexibility. Vodafone: Business Turnaround Seems Now To Be Priced-In (Downgrade)
• Negative Sentiment: Vodafone’s latest quarter missed earnings and revenue estimates, reminding investors that the recovery is still uneven despite the improved annual result. Vodafone earnings report

Wall Street Analysts Forecast Growth

A number of analysts have commented on VOD shares. Weiss Ratings cut shares of Vodafone Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, May 4th. UBS Group raised shares of Vodafone Group from a “strong sell” rating to a “hold” rating in a research report on Monday, March 23rd. Finally, Zacks Research raised shares of Vodafone Group from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, two have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $72.00.

Vodafone Group Company Profile

Vodafone Group plc is a British multinational telecommunications company headquartered in London. It provides a wide range of communications services to consumer and enterprise customers, including mobile voice and data, fixed-line broadband, cable and pay-TV, and wholesale network services. The company also offers business-oriented solutions such as cloud and hosting, managed networks, unified communications, and Internet of Things (IoT) connectivity and platform services.

Vodafone operates through a combination of wholly owned subsidiaries, joint ventures and partner arrangements across multiple countries, with a particularly large presence in Europe and in several African markets.