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Verizon Slides 5.4% as Investors Weigh Upcoming Earnings, Revenue Mix and Market Volatility

Investivoq PriceTracker

Verizon Communications (VZ) is down 5.4% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear single-day catalyst is not obvious from Verizon’s latest official updates, so the move may be tied to investor repositioning ahead of third-quarter results and lingering concern over the quality of recent growth. This could be because Verizon’s service trends have improved, but total revenue and net income in the latest quarter still showed pressure, while the broader market was also unsettled today.

Details:

  • Verizon’s investor calendar shows its next major scheduled catalyst is third-quarter earnings on October 26, 2026, with no major new company filing or earnings release posted for today.
  • In its latest quarterly release, Verizon said mobility and broadband service revenue rose 2.8% year over year, postpaid phone net additions reached 184,000, and broadband net additions were 348,000.
  • That same release also showed total operating revenue declined 0.7% and net income fell 22.9%, reflecting weaker equipment revenue and special items, which may leave investors cautious about how durable the turnaround really is.
  • Verizon ended the second quarter with $136.5 billion of total unsecured debt, and today’s volatile market backdrop included rising oil prices and sharp moves in Treasury yields, a mix that can pressure defensive, dividend-focused telecom shares.

    • Sources:

    Verizon, SEC, AP News

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $VZ Insider Trading Activity

    VZ Insider Trades

    $VZ insiders have traded $VZ stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.

    Here’s a breakdown of recent trading of $VZ stock by insiders over the last 6 months:

    • SAMANTHA HAMMOCK (EVP & Chief HR Officer) sold 73,069 shares for an estimated $3,495,036
    • KYLE MALADY (EVP and Group CEO-VZ Business) has made 0 purchases and 8 sales selling 8,800 shares for an estimated $429,231.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $VZ Hedge Fund Activity

    We have seen 1,530 institutional investors add shares of $VZ stock to their portfolio, and 1,458 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 127,774,822 shares (+inf%) to their portfolio in Q2 2026, for an estimated $5,409,985,963
    • JPMORGAN CHASE & CO added 41,184,848 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,743,766,464
    • BLACKROCK, INC. added 30,188,559 shares (+8.2%) to their portfolio in Q2 2026, for an estimated $1,278,183,588
    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 14,838,312 shares (+13.1%) to their portfolio in Q2 2026, for an estimated $628,254,130
    • AMERIPRISE FINANCIAL INC removed 9,847,187 shares (-37.9%) from their portfolio in Q2 2026, for an estimated $416,929,897
    • GQG PARTNERS LLC removed 9,837,354 shares (-21.5%) from their portfolio in Q2 2026, for an estimated $416,513,568
    • BANK OF NEW YORK MELLON CORP removed 7,807,225 shares (-20.5%) from their portfolio in Q2 2026, for an estimated $330,557,906

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $VZ Congressional Stock Trading

    Members of Congress have traded $VZ stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

    Here’s a breakdown of recent trading of $VZ stock by members of Congress over the last 6 months:

    • REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/14 and 1 sale worth up to $15,000 on 07/17.
    • REPRESENTATIVE LLOYD SMUCKER sold up to $15,000 on 04/23.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $VZ Price Targets

    Multiple analysts have issued price targets for $VZ recently. We have seen 6 analysts offer price targets for $VZ in the last 6 months, with a median target of $48.0.

    Here are some recent targets:

    • Kannan Venkateshwar from Barclays set a target price of $45.0 on 07/08/2026
    • Steven Cahall from Wells Fargo set a target price of $43.0 on 07/08/2026
    • Lyaysyan Sedova from Freedom Broker set a target price of $53.0 on 06/12/2026
    • Sebastiano Petti from JP Morgan set a target price of $52.0 on 04/30/2026
    • Benjamin Swinburne from Morgan Stanley set a target price of $50.0 on 04/28/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.