SHENANDOAH TELECOMMUNICATIONS CO/VA/(SHEN)Stock Analysis
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Rank #2,195 of 2,879 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SHEN Stock Analysis & AI Quality Score
AI stock analysis and institutional research for SHENANDOAH TELECOMMUNICATIONS CO/VA/ (SHEN), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores SHEN at 34.5/100 on a 32-signal composite quality model, placing it at rank #2,195 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include free cash flow (8.1) and profitability (17.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 36.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), SHENANDOAH TELECOMMUNICATIONS CO/VA/ reports quarterly revenue of $92.2M, net income of $-15.8M, an operating margin of -11.4%. Top institutional holders of SHEN by reported 13-F value include BlackRock,, GCM Grosvenor Holdings,, ECP ControlCo,, based on the most recent SEC filings. SHEN trades on the Nasdaq exchange and files with the SEC under CIK 354963. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SHEN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SHENANDOAH TELECOMMUNICATIONS CO/VA/ directly from SEC EDGAR. SHENANDOAH TELECOMMUNICATIONS CO/VA/'s 13F Pro composite quality score has ranged between 8 and 66 since 2021, currently 34.5 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$92.2M
Net Income
Q1 2026
$-15.8M
Free Cash Flow
Q1 2026
$-51.5M
Operating Margin
Q1 2026
-11.4%
ROIC
Q1 2026
-0.7%
D/E Ratio
Q1 2026
0.82
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+9.1% YoYNet Income
-117.0% YoYOperating Income
+18.7% YoYEPS (Diluted)
-120.1% YoYTotal Assets
+9.8% YoYTotal Debt
+50.4% YoYOp. Cash Flow
+61.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $357.9M +9.1% | $328.1M +21.9% | $269.1M +8.1% | $248.9M +1.5% | $245.2M +11.1% | $220.8M |
| Net Income | $-32.9M -117.0% | $193.8M +2311.3% | $8.0M +195.9% | $-8.4M -100.8% | $998.8M +694.8% | $125.7M |
| Operating Income | $-23.2M +18.7% | $-28.6M -20234.5% | $142.0K +100.8% | $-17.5M -618.4% | $-2.4M +6.6% | $-2.6M |
| EPS (Diluted) | $-0.71 -120.1% | $3.54 +2112.5% | $0.16 +194.1% | $-0.17 -100.9% | $19.92 +693.6% | $2.51 |
| Total Assets | $1.91B +9.8% | $1.74B +43.3% | $1.21B +24.2% | $977.7M +9.8% | $890.7M -56.0% | $2.02B |
| Total Debt | $642.4M +50.4% | $427.2M +39.1% | $307.1M +306.0% | $75.6M | $0.00 -100.0% | $1.39B |
| Operating Cash Flow | $101.0M +61.4% | $62.6M -45.0% | $113.8M +51.9% | $74.9M +129.8% | $-250.9M -182.9% | $302.9M |
AI Insight: SHEN Financial Trends
SHEN shows modest revenue growth but faces deteriorating profitability and concerning debt accumulation with total debt more than doubling from $306M to $707M.
• Revenue grew modestly from $86M in Q2 2024 to $92M in Q1 2026, representing 7% growth over eight quarters.
• Operating losses persisted across all quarters, with operating income ranging from -$16M to -$1M throughout the period.
• Total debt surged 131% from $306M in Q2 2024 to $707M in Q1 2026, accelerating significantly in recent quarters.
• Equity base eroded from $933M to $867M over the eight-quarter period, declining 7%.
⚠ Operating losses deepened to -$10M in Q1 2026 after improving to -$1M in Q4 2025.
⚠ Net losses widened to -$16M in Q1 2026, the worst performance since Q2 2024's -$13M loss.
AI Insight: SHEN Ratio Trends
SHEN shows deep operational losses with operating margin deteriorating to -11.4% in Q1 2026 after briefly improving to -0.9% in Q4 2025.
• Operating margin volatile but worsened from -0.9% in Q4 2025 to -11.4% in Q1 2026.
• Net profit margin declined from -5.9% in Q4 2025 to -17.1% in Q1 2026.
• Debt-to-equity ratio increased from 0.33 in Q2 2024 to 0.82 in Q1 2026.
• ROE deteriorated from -2.4% in Q4 2025 to -7.3% in Q1 2026.
⚠ Q4 2025 showed temporary margin improvement to -0.9% before sharp Q1 2026 reversal.
⚠ Rising leverage with D/E ratio climbing consistently from 0.33 to 0.82.
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Available Research
13F Pro tracks comprehensive data for SHENANDOAH TELECOMMUNICATIONS CO/VA/ including:
Top Institutional Holders of SHEN
BlackRock, Inc.
$107.6M6,977,716 shGCM Grosvenor Holdings, LLC
$63.5M4,116,050 shECP ControlCo, LLC
$53.3M3,457,105 shSOUTHEASTERN ASSET MANAGEMENT INC/TN/
$45.3M2,940,296 shDIMENSIONAL FUND ADVISORS LP
$38.1M2,471,214 shVANGUARD CAPITAL MANAGEMENT LLC
$33.6M2,179,012 shSTATE STREET CORP
$30.2M1,959,442 shGEODE CAPITAL MANAGEMENT, LLC
$19.3M1,253,952 shMILLENNIUM MANAGEMENT LLC
$18.4M1,193,209 shAMERICAN CENTURY COMPANIES INC
$18.2M1,180,953 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $107.6M | 6,977,716 |
| GCM Grosvenor Holdings, LLC | $63.5M | 4,116,050 |
| ECP ControlCo, LLC | $53.3M | 3,457,105 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $45.3M | 2,940,296 |
| DIMENSIONAL FUND ADVISORS LP | $38.1M | 2,471,214 |
| VANGUARD CAPITAL MANAGEMENT LLC | $33.6M | 2,179,012 |
| STATE STREET CORP | $30.2M | 1,959,442 |
| GEODE CAPITAL MANAGEMENT, LLC | $19.3M | 1,253,952 |
| MILLENNIUM MANAGEMENT LLC | $18.4M | 1,193,209 |
| AMERICAN CENTURY COMPANIES INC | $18.2M | 1,180,953 |
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Popular Research
Is SHEN a good stock to buy?
13F Pro's AI-powered analysis of SHENANDOAH TELECOMMUNICATIONS CO/VA/ (SHEN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SHEN are available on the SHEN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SHEN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SHEN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SHENANDOAH TELECOMMUNICATIONS CO/VA/'s investment landscape.