Winnow Wealth LLC Raises Position in Verizon Communications Inc. $VZ

Winnow Wealth LLC raised its holdings in Verizon Communications Inc. (NYSE:VZ) by 3,160.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 25,337 shares of the cell phone carrier’s stock after acquiring an additional 24,560 shares during the period. Verizon Communications makes up 0.9% of Winnow Wealth LLC’s investment portfolio, making the stock its 29th largest position. Winnow Wealth LLC’s holdings in Verizon Communications were worth $1,115,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Advantage Trust Co boosted its stake in Verizon Communications by 549.5% in the second quarter. Advantage Trust Co now owns 591 shares of the cell phone carrier’s stock worth $26,000 after buying an additional 500 shares in the last quarter. TruNorth Capital Management LLC lifted its holdings in shares of Verizon Communications by 95.3% in the 3rd quarter. TruNorth Capital Management LLC now owns 625 shares of the cell phone carrier’s stock worth $27,000 after acquiring an additional 305 shares during the last quarter. Global Wealth Strategies & Associates boosted its stake in shares of Verizon Communications by 739.5% in the 3rd quarter. Global Wealth Strategies & Associates now owns 680 shares of the cell phone carrier’s stock valued at $30,000 after purchasing an additional 599 shares in the last quarter. RMG Wealth Management LLC bought a new position in shares of Verizon Communications during the 2nd quarter valued at $30,000. Finally, Silicon Valley Capital Partners raised its position in Verizon Communications by 52.4% in the 2nd quarter. Silicon Valley Capital Partners now owns 782 shares of the cell phone carrier’s stock worth $34,000 after purchasing an additional 269 shares during the period. Hedge funds and other institutional investors own 62.06% of the company’s stock.

Verizon Communications Price Performance

Shares of VZ stock opened at $44.52 on Friday. The business’s fifty day moving average is $40.32 and its 200 day moving average is $41.57. The company has a quick ratio of 0.69, a current ratio of 0.74 and a debt-to-equity ratio of 1.19. The stock has a market cap of $187.70 billion, a price-to-earnings ratio of 9.51, a PEG ratio of 3.80 and a beta of 0.34. Verizon Communications Inc. has a twelve month low of $38.39 and a twelve month high of $47.35.

Verizon Communications (NYSE:VZ) last posted its quarterly earnings data on Friday, January 30th. The cell phone carrier reported $1.09 EPS for the quarter, topping the consensus estimate of $1.06 by $0.03. Verizon Communications had a net margin of 14.43% and a return on equity of 19.31%. The business had revenue of $36.38 billion for the quarter, compared to analyst estimates of $36.20 billion. During the same quarter in the previous year, the firm posted $1.10 earnings per share. Verizon Communications’s quarterly revenue was up 2.0% on a year-over-year basis. Verizon Communications has set its FY 2026 guidance at 4.900-4.950 EPS. Research analysts expect that Verizon Communications Inc. will post 4.69 EPS for the current fiscal year.

Verizon Communications Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 12th will be given a $0.69 dividend. This represents a $2.76 annualized dividend and a yield of 6.2%. The ex-dividend date of this dividend is Monday, January 12th. Verizon Communications’s dividend payout ratio (DPR) is presently 58.97%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on VZ. Wells Fargo & Company lowered their target price on Verizon Communications from $43.00 to $41.00 and set an “equal weight” rating for the company in a research note on Monday, January 26th. Barclays initiated coverage on Verizon Communications in a research report on Thursday, January 22nd. They issued an “equal weight” rating and a $43.00 price objective for the company. Royal Bank Of Canada cut their target price on shares of Verizon Communications from $46.00 to $44.00 and set a “sector perform” rating on the stock in a report on Thursday, October 30th. Scotiabank upped their price target on shares of Verizon Communications from $50.50 to $51.00 and gave the company a “sector perform” rating in a report on Thursday, October 30th. Finally, Sanford C. Bernstein dropped their price target on shares of Verizon Communications from $46.00 to $44.00 and set a “market perform” rating for the company in a research report on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat.com, Verizon Communications has an average rating of “Hold” and a consensus target price of $47.43.

Key Stories Impacting Verizon Communications

Here are the key news stories impacting Verizon Communications this week:

• Positive Sentiment: Q4 beat on EPS and revenue — Verizon reported $1.09 EPS vs. consensus $1.06 and revenue of $36.38B, topping estimates and showing 2% year-over-year revenue growth. Read More.
• Positive Sentiment: Raised FY‑2026 EPS guidance — management set guidance of $4.90–$4.95, above consensus, improving forward earnings visibility and supporting valuation. Read More.
• Positive Sentiment: Strong subscriber momentum — Verizon logged its highest quarterly wireless net adds in years (notably large postpaid phone adds), a primary driver of the upside in revenue and service growth metrics. Read More.
• Positive Sentiment: Capital return program — management outlined a large buyback program (cited in call writeups), which supports EPS and signals confidence in cash flow. Read More.
• Positive Sentiment: Unusual options activity — heavy call buying was reported intraday, consistent with speculative/hedged bullish positioning by some investors. (Options volume report)
• Neutral Sentiment: Operational resilience highlighted — company actions to harden networks for winter storms were noted; supports customer experience but is a longer-term benefit. Read More.
• Neutral Sentiment: Positive media/analyst writeups emphasize value after the beat, framing VZ as an income + growth story for yield-seeking investors. Read More.
• Negative Sentiment: Execution and cost risks called out — deeper analysis warns that aggressive subscriber promotions, the Frontier deal and integration/unit economics could pressure margins and near-term earnings visibility. Read More.
• Negative Sentiment: Analyst target cut — Wells Fargo trimmed its target in a sector reassessment, a reminder that some shops remain cautious on wireless pricing and capital intensity. Read More.
• Negative Sentiment: Dividend-safety concerns re-surfacing — articles questioning sustainability of the ~7% yield could weigh on long-term income-focused demand if cash flow dynamics shift. Read More.
• Negative Sentiment: Minor institutional selling — a small manager reduced its position, noted in filings; not a major red flag but adds to mixed signals. Read More.

About Verizon Communications

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.