Verizon Communications Inc. $VZ Shares Sold by Boston Common Asset Management LLC

Boston Common Asset Management LLC decreased its position in shares of Verizon Communications Inc. (NYSE:VZ) by 6.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 415,328 shares of the cell phone carrier’s stock after selling 26,984 shares during the period. Boston Common Asset Management LLC’s holdings in Verizon Communications were worth $16,916,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. TruNorth Capital Management LLC grew its holdings in shares of Verizon Communications by 95.3% in the third quarter. TruNorth Capital Management LLC now owns 625 shares of the cell phone carrier’s stock valued at $27,000 after purchasing an additional 305 shares in the last quarter. Holos Integrated Wealth LLC acquired a new stake in shares of Verizon Communications in the fourth quarter valued at $28,000. Foster Dykema Cabot & Partners LLC purchased a new position in Verizon Communications in the third quarter valued at $29,000. Global Wealth Strategies & Associates grew its stake in Verizon Communications by 739.5% during the 3rd quarter. Global Wealth Strategies & Associates now owns 680 shares of the cell phone carrier’s stock worth $30,000 after purchasing an additional 599 shares in the last quarter. Finally, Silicon Valley Capital Partners increased its holdings in Verizon Communications by 52.4% during 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. 62.06% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Verizon Communications

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

• Positive Sentiment: Management execution: new CEO Dan Schulman has driven aggressive cost cuts and closed the $20B Frontier acquisition, which the market views as accelerating scale and margin improvement; analysts and income investors are re-rating VZ on the “new Verizon” narrative. Verizon remains a top dividend stock for passive income
• Positive Sentiment: Legal/competitive win: a federal judge granted Verizon a preliminary injunction blocking T‑Mobile’s ad campaign that promised large consumer savings — a potential help to churn and pricing competitiveness. Verizon wins injunction blocking T‑Mobile ad campaign
• Positive Sentiment: Dividend/income appeal: multiple payout-focused writeups highlight VZ’s ~5.5% yield and improving operating profile, supporting demand from income-focused funds. 3 Investments With Solid Yields Powering Through Market Weakness
• Neutral Sentiment: Catalyst: Verizon will report Q1 2026 results on April 27 (webcast at 8:30 a.m. ET) — this is the next major event that could move the stock based on subscriber trends, margin progress and guidance. Verizon to report earnings April 27, 2026
• Neutral Sentiment: Valuation/analyst views: Citi and other analysts have increased price targets (one recent bump to $55), reflecting confidence in upside if cost saves and convergence strategies continue to gain traction. Verizon Communications (VZ) Price Target Bumped to $55
• Negative Sentiment: Customer-pricing risk: Verizon raised the price on a popular discounted offer, which could hurt acquisition/retention if consumers react — notable since management previously flagged price-sensitivity as a contributor to past losses. Verizon raises price on key discounted offer for customers
• Negative Sentiment: Insider and institutional selling: recent data show insider sales and large institutional position reductions by some firms — these moves can pressure sentiment even if they don’t reflect company fundamentals. Verizon Communications Inc. to Report First-Quarter 2026 Earnings on April 27

Analysts Set New Price Targets

A number of research firms have issued reports on VZ. Raymond James Financial reaffirmed an “outperform” rating and issued a $56.00 price target on shares of Verizon Communications in a research report on Thursday, March 12th. Sanford C. Bernstein restated a “market perform” rating and set a $48.00 target price on shares of Verizon Communications in a research note on Monday, February 2nd. Williams Trading set a $54.00 target price on shares of Verizon Communications in a research note on Monday, February 2nd. Barclays initiated coverage on shares of Verizon Communications in a report on Thursday, January 22nd. They issued an “equal weight” rating and a $43.00 target price on the stock. Finally, Citigroup boosted their price target on shares of Verizon Communications from $50.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, March 20th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $50.32.

Verizon Communications Stock Down 0.1%

Shares of NYSE VZ opened at $50.26 on Tuesday. The company has a market capitalization of $211.99 billion, a price-to-earnings ratio of 12.41, a price-to-earnings-growth ratio of 2.11 and a beta of 0.30. The company has a debt-to-equity ratio of 1.32, a current ratio of 0.91 and a quick ratio of 0.87. The business has a 50-day moving average of $47.73 and a two-hundred day moving average of $43.31. Verizon Communications Inc. has a 1 year low of $38.39 and a 1 year high of $51.68.

Verizon Communications (NYSE:VZ) last released its quarterly earnings data on Friday, January 30th. The cell phone carrier reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.06 by $0.03. Verizon Communications had a return on equity of 19.03% and a net margin of 12.43%.The business had revenue of $36.38 billion for the quarter, compared to the consensus estimate of $36.20 billion. During the same quarter in the prior year, the business posted $1.10 EPS. The business’s revenue for the quarter was up 2.0% on a year-over-year basis. Verizon Communications has set its FY 2026 guidance at 4.900-4.950 EPS. On average, analysts forecast that Verizon Communications Inc. will post 4.69 earnings per share for the current fiscal year.

Verizon Communications Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Friday, April 10th will be issued a dividend of $0.7075 per share. The ex-dividend date of this dividend is Friday, April 10th. This is an increase from Verizon Communications’s previous quarterly dividend of $0.69. This represents a $2.83 dividend on an annualized basis and a yield of 5.6%. Verizon Communications’s dividend payout ratio is 68.15%.

Insiders Place Their Bets

In other news, Director Hans Erik Vestberg sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $49.61, for a total transaction of $9,922,000.00. Following the completion of the sale, the director owned 145,069 shares in the company, valued at approximately $7,196,873.09. The trade was a 57.96% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Mary-Lee Stillwell sold 8,569 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $50.00, for a total transaction of $428,450.00. Following the completion of the transaction, the senior vice president directly owned 43,782 shares in the company, valued at $2,189,100. This trade represents a 16.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 218,148 shares of company stock valued at $10,780,356. 0.10% of the stock is owned by corporate insiders.

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.