VERIZON COMMUNICATIONS INC(VZ)Stock Analysis
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Rank #257 of 2,879 stocksTOP 10%
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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
VZ Stock Analysis & AI Quality Score
AI stock analysis and institutional research for VERIZON COMMUNICATIONS INC (VZ), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores VZ at 71.6/100 on a 32-signal composite quality model, placing it at rank #257 of 2,879 stocks — the top 10% of the AI-ranked universe. VZ scores in the top quartile across revenue scale (99.2), free cash flow (83.5), profitability (78.6). Areas of concern include revenue growth (38.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), VERIZON COMMUNICATIONS INC reports quarterly revenue of $34.4B, net income of $5.0B, an operating margin of 23.9%. Top institutional holders of VZ by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. VZ trades on the NYSE exchange and files with the SEC under CIK 732712. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VZ 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 VERIZON COMMUNICATIONS INC directly from SEC EDGAR. VERIZON COMMUNICATIONS INC's 13F Pro composite quality score has ranged between 44 and 73 since 2021, currently 71.6 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving VZ's Business? Latest 10-Q Breakdown
AI-extracted from VERIZON COMMUNICATIONS INC's 10-Q filed 2026-05-01 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Verizon Q1 revenue grew 2.9% to $34.4B on Frontier acquisition boost and fiber expansion; net income rose 3.3% to $5.1B.
Biggest Revenue Drivers
Total revenue: $34.4B+2.9% YoY
Mobility and broadband service growth from Frontier acquisition and fiber broadband expansion, plus wireless equipment sales uplift.
Largest Expense Items
Higher priced equipment mix and increased device sales volume.
Personnel cost increase from Frontier headcount and building/facility costs from new locations.
Depreciable assets from Frontier acquisition and continued C-Band network deployment.
Lower advertising from prior-year marketing campaigns, offset by $261M Frontier acquisition integration charges.
Margins: Operating income grew 3.3% to $8.2B despite the Frontier acquisition integration costs. Operating margin was stable near prior year; segment EBITDA margins improved in Consumer (43.3% vs. 42.8%) and Business (26.5% vs. 23.1%) despite revenue synergy headwinds.
Watch Items from the Filing
- Frontier acquisition integration: $261M charges in Q1 2026 with ~$6.4B additional debt repayment expected through 2026; goodwill of $7.8B now on balance sheet.
- Wireless postpaid ARPA declined $3.15 to $166.66 YoY (-1.9%) due to equipment promotion amortization and outage credits; postpaid net adds were negative at -196K.
- Fiber broadband connections surged 41.9% to 10.8M and FWA grew 24% to 6.0M; total broadband net adds of 341K show strong fixed broadband momentum offsetting wireless churn.
- Operating cash flow slightly up $202M to $7.98B but investing outflows jumped $9.8B to $13.6B due to $9.5B Frontier acquisition; free cash flow grew modestly to $3.8B.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$34.4B
Net Income
Q1 2026
$5.0B
Free Cash Flow
Q1 2026
$8.0B
Operating Margin
Q1 2026
23.9%
ROIC
Q1 2026
3.3%
D/E Ratio
Q1 2026
1.65
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+0.6% YoYNet Income
+54.5% YoYOperating Income
+25.4% YoYEPS (Diluted)
+50.5% YoYTotal Assets
+1.2% YoYTotal Debt
-4.4% YoYOp. Cash Flow
-1.5% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $134.79B +0.6% | $133.97B -2.1% | $136.84B +2.4% | $133.61B +4.1% | $128.29B -2.7% | $131.87B |
| Net Income | $17.95B +54.5% | $11.61B -45.4% | $21.26B -6.0% | $22.62B +27.1% | $17.80B -7.6% | $19.27B |
| Operating Income | $28.69B +25.4% | $22.88B -24.9% | $30.47B -6.1% | $32.45B +12.7% | $28.80B -5.2% | $30.38B |
| EPS (Diluted) | $4.14 +50.5% | $2.75 -45.7% | $5.06 -4.9% | $5.32 +23.7% | $4.30 -7.5% | $4.65 |
| Total Assets | $384.71B +1.2% | $380.25B +0.2% | $379.68B +3.6% | $366.60B +15.8% | $316.48B +8.5% | $291.73B |
| Total Debt | $144.01B -4.4% | $150.67B +0.0% | $150.64B -0.2% | $150.87B +16.9% | $129.06B +15.8% | $111.49B |
| Operating Cash Flow | $36.91B -1.5% | $37.48B +0.9% | $37.14B -6.1% | $39.54B -5.3% | $41.77B +16.8% | $35.75B |
AI Insight: VZ Financial Trends
Verizon's debt surged $14.1B to $158.1B in Q4 2025 while operating income plunged 33% quarter-over-quarter.
• Revenue grew 1.9% year-over-year from $35.7B in Q4 2024 to $36.4B in Q4 2025.
• Operating income declined from $8.1B in Q3 2025 to $5.0B in Q4 2025, a 33% quarter-over-quarter drop.
• Total debt increased from $144.0B in Q4 2024 to $158.1B in Q4 2025, rising $14.1B year-over-year.
⚠ Net income fell 53% to $2.3B in Q4 2025 from $5.0B in Q4 2024, the lowest level in eight quarters.
⚠ Debt-to-revenue multiple expanded as total debt reached 4.3x quarterly revenue in Q4 2025 versus 4.0x in Q4 2024.
AI Insight: VZ Ratio Trends
Verizon's profitability collapsed in Q4 2025 with operating margin plunging to 13.8% from 24.0% in Q3 2025.
• Operating margin crashed from 24.0% in Q3 2025 to 13.8% in Q4 2025, erasing gains from prior quarters.
• Net profit margin fell to 6.4% in Q4 2025 from 14.6% in Q3 2025, lowest level in the dataset.
• ROIC dropped sharply to 12.7% in Q4 2025 from 22.1% in Q3 2025, breaking streak of 20%+ returns.
• ROA declined to 2.3% in Q4 2025 from consistent 5%+ levels maintained through Q3 2025.
⚠ Q4 2025 represents dramatic operational deterioration — monitor if this reflects one-time charges or structural issues.
⚠ Previous quarters showed stable 23-24% operating margins before Q4 collapse — key to assess sustainability of recovery.
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Top Institutional Holders of VZ
BlackRock, Inc.
$18.5B368,027,599 shVANGUARD CAPITAL MANAGEMENT LLC
$13.1B260,184,535 shSTATE STREET CORP
$10.8B214,853,728 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$5.7B112,936,510 shGEODE CAPITAL MANAGEMENT, LLC
$5.3B106,208,367 shVANGUARD PORTFOLIO MANAGEMENT LLC
$3.9B76,841,569 shMORGAN STANLEY
$3.7B74,068,170 shBANK OF AMERICA CORP /DE/
$3.1B62,101,021 shGQG Partners LLC
$2.3B45,714,595 shNORTHERN TRUST CORP
$2.2B44,326,558 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $18.5B | 368,027,599 |
| VANGUARD CAPITAL MANAGEMENT LLC | $13.1B | 260,184,535 |
| STATE STREET CORP | $10.8B | 214,853,728 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.7B | 112,936,510 |
| GEODE CAPITAL MANAGEMENT, LLC | $5.3B | 106,208,367 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.9B | 76,841,569 |
| MORGAN STANLEY | $3.7B | 74,068,170 |
| BANK OF AMERICA CORP /DE/ | $3.1B | 62,101,021 |
| GQG Partners LLC | $2.3B | 45,714,595 |
| NORTHERN TRUST CORP | $2.2B | 44,326,558 |
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Is VZ a good stock to buy?
13F Pro's AI-powered analysis of VERIZON COMMUNICATIONS INC (VZ) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for VZ are available on the VZ 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 VZ?
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 VZ. 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 VERIZON COMMUNICATIONS INC's investment landscape.