Verizon Communications Target of Unusually Large Options Trading (NYSE:VZ)

Verizon Communications Inc. (NYSE:VZ) saw unusually large options trading on Friday. Investors purchased 109,463 call options on the stock. This is an increase of approximately 33% compared to the average volume of 82,014 call options.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on VZ shares. BNP Paribas Exane downgraded Verizon Communications from an “outperform” rating to a “neutral” rating and set a $44.00 price target on the stock. in a research report on Tuesday, October 21st. Wells Fargo & Company dropped their target price on shares of Verizon Communications from $43.00 to $41.00 and set an “equal weight” rating on the stock in a report on Monday, January 26th. Barclays assumed coverage on shares of Verizon Communications in a report on Thursday, January 22nd. They issued an “equal weight” rating and a $43.00 price target for the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Verizon Communications in a research note on Wednesday, January 21st. Finally, Sanford C. Bernstein reduced their price objective on shares of Verizon Communications from $46.00 to $44.00 and set a “market perform” rating for the company in a research note 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 issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $47.43.

Verizon Communications Price Performance

Shares of VZ opened at $44.52 on Friday. The company has a 50 day moving average of $40.32 and a two-hundred day moving average of $41.57. The company has a market cap of $187.70 billion, a price-to-earnings ratio of 9.51, a price-to-earnings-growth ratio of 3.80 and a beta of 0.34. The company has a quick ratio of 0.69, a current ratio of 0.74 and a debt-to-equity ratio of 1.19. Verizon Communications has a twelve month low of $38.39 and a twelve month high of $47.35.

Verizon Communications (NYSE:VZ) last announced 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. Verizon Communications had a return on equity of 19.31% and a net margin of 14.43%.The company had revenue of $36.38 billion for the quarter, compared to analyst estimates of $36.20 billion. During the same period in the prior year, the company posted $1.10 EPS. The firm’s quarterly revenue was up 2.0% compared to the same quarter last year. Verizon Communications has set its FY 2026 guidance at 4.900-4.950 EPS. As a group, analysts predict that Verizon Communications will post 4.69 earnings per share for the current fiscal year.

Verizon Communications Dividend Announcement

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

Key Headlines 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.

Hedge Funds Weigh In On Verizon Communications

Hedge funds have recently made changes to their positions in the company. Cadinha & Co. LLC raised its holdings in Verizon Communications by 2,916.8% in the 2nd quarter. Cadinha & Co. LLC now owns 347,716 shares of the cell phone carrier’s stock valued at $15,046,000 after buying an additional 336,190 shares during the period. DekaBank Deutsche Girozentrale increased its position in shares of Verizon Communications by 11.0% during the second quarter. DekaBank Deutsche Girozentrale now owns 7,297,469 shares of the cell phone carrier’s stock valued at $309,551,000 after acquiring an additional 722,559 shares during the last quarter. CWA Asset Management Group LLC raised its stake in shares of Verizon Communications by 378.7% in the 3rd quarter. CWA Asset Management Group LLC now owns 93,732 shares of the cell phone carrier’s stock valued at $4,120,000 after acquiring an additional 74,151 shares during the period. D.A. Davidson & CO. lifted its holdings in shares of Verizon Communications by 8.4% in the 3rd quarter. D.A. Davidson & CO. now owns 555,785 shares of the cell phone carrier’s stock worth $24,427,000 after acquiring an additional 43,116 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al increased its holdings in Verizon Communications by 5.8% in the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 2,762,705 shares of the cell phone carrier’s stock valued at $121,421,000 after purchasing an additional 151,100 shares during the last quarter. 62.06% of the stock is owned by institutional investors and hedge funds.

Verizon Communications Company 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.