Uniti Group Inc.(UNIT)Stock Analysis
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Rank #175 of 2,961 stocksTOP 10%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
UNIT Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Uniti Group Inc. (UNIT), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores UNIT at 71.7/100 on a 32-signal composite quality model, placing it at rank #175 of 2,961 stocks — the top 10% of the AI-ranked universe. UNIT scores in the top quartile across revenue growth (98.1), profitability (88.8), balance sheet strength (81.5). Areas of concern include earnings quality (35.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Uniti Group Inc. reports quarterly revenue of $909.7M, net income of $-155.9M. Top institutional holders of UNIT by reported 13-F value include Elliott Investment Management L.P., BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. UNIT trades on the Nasdaq exchange and files with the SEC under CIK 2020795. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UNIT 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 Uniti Group Inc. directly from SEC EDGAR. Uniti Group Inc.'s 13F Pro composite quality score has ranged between 46 and 72 since 2026, currently 71.7 — an improving long-term trajectory across 19 quarterly and live scoring snapshots.
What's Driving UNIT's Business? Latest 10-Q Breakdown
AI-extracted from Uniti Group Inc.'s 10-Q filed 2026-07-30 — Q2 FY2026 (six months ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Uniti reported $1.9B in revenues for H1 2026, up 219% YoY post-Windstream merger, but net loss of $226M as integration costs and higher debt service offset operating gains.
Biggest Revenue Drivers
Residential, business and wholesale operations in ILEC markets; 603k fiber consumer subscribers as of June 30, 2026.
Legacy fiber and leasing combined with CLEC wholesale; decline reflects settlement of preexisting Windstream leases upon Merger.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$909.7M
Net Income
Q2 2026
$-155.9M
ROIC
Q2 2026
1.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+91.5% YoYNet Income
+1296.9% YoYOperating Income
-55.4% YoYEPS (Diluted)
+660.9% YoYTotal Assets
+127.9% YoYTotal Debt
+64.9% YoYOp. Cash Flow
-4.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Revenue | $2.23B +91.5% | $1.17B +1.5% | $1.15B | — | — |
| Net Income | $1.30B +1296.9% | $93.4M +214.3% | $-81.7M -908.6% | $-8.1M -106.5% | $124.7M |
| Operating Income | $262.0M -55.4% | $587.0M +55.3% | $377.9M | — | — |
| EPS (Diluted) | $4.87 +660.9% | $0.64 +210.3% | $-0.58 | — | — |
| Total Assets | $12.04B +127.9% | $5.28B | — | — | — |
| Total Debt | $9.54B +64.9% | $5.78B | — | — | — |
| Operating Cash Flow | $350.2M -4.5% | $366.6M +3.8% | $353.2M | — | — |
AI Insight: UNIT Financial Trends
Uniti completed major M&A in Q3 2025, tripling revenue but swinging to negative equity and sharply higher debt; operational cash flow now volatile and margins compressed.
• Revenue jumped from $294M (Q1 2025) to $988M (Q1 2026) following Q3 2025 acquisition, but fell to $73M in Q2 2026 suggesting portfolio divestiture or accounting adjustment.
• Operating income collapsed from $146M–$148M pre-acquisition to $32M–$111M post-acquisition; operating margin turned negative in Q3 2025.
• Total debt surged from $5.8B (Q4 2024) to $10.6B (Q1 2026); equity flipped negative ($-2.4B) to positive ($681M at Q3 2025) then deteriorated to $162M by Q2 2026.
• Operating cash flow halved from $186M (Q4 2024) to $78M (Q2 2026), signaling asset quality or integration strain.
⚠ Net losses totaled $306M and $156M in Q4 2025 and Q2 2026 respectively; accumulated one-time charges mask underlying operational health.
⚠ Leverage ratio (Debt/Equity) deteriorated sharply; $10.6B debt against $162M equity (Q2 2026) indicates distressed capital structure.
⚠ Q2 2026 revenue cliff ($988M → $73M) unexplained by provided data; requires investigation into divestitures, discontinued operations, or restatements.
AI Insight: UNIT Ratio Trends
Uniti collapsed operationally in Q3 2025 with -34.2% operating margin and negative ROIC, showing ongoing recovery volatility through Q2 2026.
• Operating margin plunged to -34.2% in Q3 2025, rebounded to 44.4% by Q2 2026, signaling operational instability rather than sustainable improvement.
• Debt-to-equity exploded from 13.64 in Q3 2025 to 33.30 in Q1 2026, indicating severe balance sheet stress and deleveraging challenges.
• Net profit margin deteriorated from 7.4% in Q4 2024 to -33.3% in Q4 2025, with negative profitability persisting into Q2 2026.
⚠ ROE crashed to -88.0% in Q1 2026; ROIC remains deeply depressed near zero. Equity value destruction signals unresolved operational issues.
⚠ ROA negative in last three quarters (-10.2%, -2.1%, -4.8%). Asset base not generating earnings despite Q2 2026 margin recovery.
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13F Pro tracks comprehensive data for Uniti Group Inc. including:
Top Institutional Holders of UNIT
Elliott Investment Management L.P.
$676.9M59,012,219 shBlackRock, Inc.
$345.7M30,138,880 shVANGUARD PORTFOLIO MANAGEMENT LLC
$143.9M12,545,880 shHudson Bay Capital Management LP
$140.9M116,770,000 shT. Rowe Price Investment Management, Inc.
$139.0M12,119,900 shApollo Management Holdings, L.P.
$122.0M10,638,901 shVANGUARD CAPITAL MANAGEMENT LLC
$115.6M10,075,024 shMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$106.3M9,268,130 shSTATE STREET CORP
$101.5M8,848,002 shBracebridge Capital, LLC
$92.0M8,023,590 sh
| Fund | Value | Shares |
|---|---|---|
| Elliott Investment Management L.P. | $676.9M | 59,012,219 |
| BlackRock, Inc. | $345.7M | 30,138,880 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $143.9M | 12,545,880 |
| Hudson Bay Capital Management LP | $140.9M | 116,770,000 |
| T. Rowe Price Investment Management, Inc. | $139.0M | 12,119,900 |
| Apollo Management Holdings, L.P. | $122.0M | 10,638,901 |
| VANGUARD CAPITAL MANAGEMENT LLC | $115.6M | 10,075,024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $106.3M | 9,268,130 |
| STATE STREET CORP | $101.5M | 8,848,002 |
| Bracebridge Capital, LLC | $92.0M | 8,023,590 |
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Popular Research
Is UNIT a good stock to buy?
13F Pro's AI-powered analysis of Uniti Group Inc. (UNIT) 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 UNIT are available on the UNIT 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. UNIT is classified as a mid company.
Which hedge funds own UNIT?
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 UNIT. 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 Uniti Group Inc.'s investment landscape.