Frank Rimerman Advisors LLC reduced its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 19.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 92,226 shares of the cell phone carrier’s stock after selling 22,632 shares during the period. Frank Rimerman Advisors LLC’s holdings in Verizon Communications were worth $3,756,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also added to or reduced their stakes in the company. SBI Securities Co. Ltd. grew its stake in shares of Verizon Communications by 4.3% during the third quarter. SBI Securities Co. Ltd. now owns 335,856 shares of the cell phone carrier’s stock worth $14,761,000 after buying an additional 13,787 shares during the last quarter. Avanza Fonder AB lifted its stake in shares of Verizon Communications by 5.6% in the 4th quarter. Avanza Fonder AB now owns 331,962 shares of the cell phone carrier’s stock valued at $13,521,000 after acquiring an additional 17,495 shares during the last quarter. Stratos Wealth Partners LTD. lifted its stake in shares of Verizon Communications by 14.0% in the 3rd quarter. Stratos Wealth Partners LTD. now owns 379,174 shares of the cell phone carrier’s stock valued at $16,665,000 after acquiring an additional 46,699 shares during the last quarter. Wedbush Securities Inc. boosted its holdings in shares of Verizon Communications by 18.4% during the 3rd quarter. Wedbush Securities Inc. now owns 140,981 shares of the cell phone carrier’s stock valued at $6,196,000 after acquiring an additional 21,915 shares in the last quarter. Finally, CWA Asset Management Group LLC grew its position in Verizon Communications by 378.7% during the 3rd quarter. CWA Asset Management Group LLC now owns 93,732 shares of the cell phone carrier’s stock worth $4,120,000 after acquiring an additional 74,151 shares during the last quarter. Institutional investors and hedge funds own 62.06% of the company’s stock.
Verizon Communications News Roundup
Here are the key news stories impacting Verizon Communications this week:
- Positive Sentiment: Federal court granted Verizon a preliminary injunction blocking a T‑Mobile ad campaign that promised large savings to switch — a competitive win that protects Verizon’s customer messaging and could limit aggressive poaching by a rival. Article Title
- Positive Sentiment: Citi recently raised its price target to $55, signaling some analyst conviction behind upside potential and supporting the narrative that Verizon’s cost cuts and acquisition could boost margins. Article Title
- Positive Sentiment: Coverage highlighting Verizon as a top dividend stock and management’s actions (CEO Dan Schulman’s cost cuts and the Frontier acquisition) reinforces the income/turnaround thesis that has supported the rally earlier this year. Article Title
- Neutral Sentiment: Barclays raised its price target to $47 (maintaining an “Equal Weight” rating), citing signs of a subscriber turnaround and telecom’s defensive appeal — the move is a mild vote of confidence but the PT still sits below the current market price, so its net impact is mixed. Article Title
- Neutral Sentiment: Verizon set its Q1 2026 earnings date for April 27. The upcoming report and webcast present a catalyst for renewed volatility as investors look for subscriber trends and progress on margin targets. Article Title
- Neutral Sentiment: Verizon is a trending stock on some retail/coverage sites (Zacks, Business Insider), which can increase attention and trading volume but doesn’t directly change fundamentals. Article Title
- Negative Sentiment: The company raised the price on a heavily discounted customer offer — a potential short-term revenue boost but a risk for churn if customers react negatively, which could weigh on subscriber-growth confidence. Article Title
- Negative Sentiment: Recent data show notable insider selling activity and some large institutional reductions in recent quarters — these flows can add selling pressure or at least create caution among investors. Article Title
Analyst Ratings Changes
View Our Latest Analysis on VZ
Verizon Communications Trading Down 0.3%
VZ opened at $50.15 on Wednesday. Verizon Communications Inc. has a twelve month low of $38.39 and a twelve month high of $51.68. The company has a quick ratio of 0.87, a current ratio of 0.91 and a debt-to-equity ratio of 1.32. The company has a fifty day moving average of $47.95 and a 200-day moving average of $43.35. The stock has a market cap of $211.52 billion, a PE ratio of 12.38, a price-to-earnings-growth ratio of 2.11 and a beta of 0.31.
Verizon Communications (NYSE:VZ – Get Free Report) last released its earnings results on Friday, January 30th. The cell phone carrier reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.06 by $0.03. The business had revenue of $36.38 billion for the quarter, compared to analyst estimates of $36.20 billion. Verizon Communications had a net margin of 12.43% and a return on equity of 19.03%. Verizon Communications’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.10 earnings per share. Verizon Communications has set its FY 2026 guidance at 4.900-4.950 EPS. On average, sell-side analysts predict that Verizon Communications Inc. will post 4.69 EPS for the current year.
Verizon Communications Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Friday, April 10th will be paid a $0.7075 dividend. The ex-dividend date of this dividend is Friday, April 10th. This represents a $2.83 dividend on an annualized basis and a dividend yield of 5.6%. This is a positive change from Verizon Communications’s previous quarterly dividend of $0.69. Verizon Communications’s dividend payout ratio (DPR) is presently 68.15%.
Insider Activity
In other Verizon Communications news, SVP Mary-Lee Stillwell sold 8,569 shares of Verizon Communications stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $50.00, for a total value of $428,450.00. Following the completion of the sale, the senior vice president directly owned 43,782 shares in the company, valued at approximately $2,189,100. The trade was a 16.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Joseph J. Russo sold 9,579 shares of Verizon Communications stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $44.88, for a total value of $429,905.52. Following the completion of the sale, the executive vice president owned 44,045 shares of the company’s stock, valued at approximately $1,976,739.60. The trade was a 17.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 218,148 shares of company stock valued at $10,780,356 in the last ninety days. 0.10% of the stock is owned by company insiders.
Verizon Communications Profile
Verizon Communications Inc (NYSE: VZ) is a major U.S.-based telecommunications company that provides a broad range of communications and information services. Its operations span consumer and business markets, with core offerings that include wireless voice and data services, fixed-line broadband and fiber-optic services, and enterprise networking solutions. Verizon is headquartered in New York City and operates a nationwide wireless network that supports consumer subscribers as well as business and government customers.
The company’s consumer products include mobile phone plans, unlimited data services, and Fios, its branded fiber-optic internet, television and voice service for homes and small businesses.
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