NYSE · Telecommunications

Verizon VZ

Verizon Communications Inc., through its subsidiaries, engages in the provision of communications, technology, information, and streaming products and services to consumers, businesses, and governmental entities worldwide. It operates in two segments, Verizon Consumer Group (Consumer) and Verizon Business Group (Business).

Telecommunications Equipment

Company profile

Business mix

  • It operates in two segments, Verizon Consumer Group (Consumer) and Verizon Business Group (Business).
  • The Consumer segment provides wireless services across the wireless networks in the United States under the Verizon and TracFone brands and through wholesale and other arrangements.
  • The segment also offers wireline services in the Mid-Atlantic and Northeastern United States, as well as Washington D.C.
  • through its fiber-optic network, Verizon Fios product portfolio, and a copper-based network.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 11.05 FCF 10.7% Buyback -0.05%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 3.6% $2.3B 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $34.6M 2026-03-31
Miller Value Partners Bill Miller 2.2% $8.4M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 3 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $20.2M Estimated from net added shares
Reduction amount $418.0M Estimated from net reduced shares
Net share change / base shares -14.8% -8,074,261 / 54,646,206
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 19.0% 13F value change +$1.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 66.8% 13F value change +$17.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 286,220 Last 2 periods +403,130 (+140.8%) Total shares 689,350 Value $34.6M
Miller Value Partners Bill Miller 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -15.2% 13F value change +$369,060
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 198,000 Last 2 periods -30,000 (-15.2%) Total shares 168,000 Value $8.4M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -17.2% 13F value change -$542.3M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 4.2% 13F value change +$508.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 52,990,825 Last 2 periods -7,276,230 (-13.7%) Total shares 45,714,595 Value $2.3B
Ariel Investments John Rogers 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.4% 13F value change +$600,856
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$51.3M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 1,171,161 Last 2 periods -1,171,161 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.