Composition Wealth LLC Increases Stock Position in Verizon Communications Inc. $VZ

Key Points

• Composition Wealth LLC increased its stake in Verizon by 211.1% in Q4, buying 114,418 shares to hold 168,624 shares valued at about $6.87 million.
• Verizon posted an EPS beat and first-quarter postpaid phone subscriber gains, set FY2026 guidance of 4.950–4.990 EPS, and carries a consensus "Moderate Buy" average target of $50.59 (JPMorgan raised its target to $52).
• Key risks include rising leverage after the Frontier acquisition and notable insider selling—218,148 shares sold in the last 90 days—which could pressure valuation and income-oriented investors.

Composition Wealth LLC grew its position in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 211.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 168,624 shares of the cell phone carrier's stock after purchasing an additional 114,418 shares during the quarter. Composition Wealth LLC's holdings in Verizon Communications were worth $6,868,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in VZ. TruNorth Capital Management LLC increased its position in Verizon Communications by 95.3% during the third quarter. TruNorth Capital Management LLC now owns 625 shares of the cell phone carrier's stock worth $27,000 after buying an additional 305 shares during the period. Holos Integrated Wealth LLC acquired a new stake in shares of Verizon Communications in the fourth quarter valued at approximately $28,000. Foster Dykema Cabot & Partners LLC acquired a new stake in shares of Verizon Communications in the third quarter valued at approximately $29,000. EQ Wealth Advisors LLC purchased a new position in shares of Verizon Communications during the fourth quarter worth approximately $29,000. Finally, Daytona Street Capital LLC purchased a new position in shares of Verizon Communications during the fourth quarter worth approximately $33,000. Institutional investors and hedge funds own 62.06% of the company's stock.

Verizon Communications News Summary

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

• Positive Sentiment: Q1 surprise and subscriber momentum — Verizon reported an EPS beat and posted first-quarter postpaid phone subscriber gains, which investors view as evidence the turnaround is gaining traction; that momentum is being cited in valuation write-ups and helped lift sentiment. A Look At Verizon (VZ) Valuation After Strong Q1 Earnings And Subscriber Turnaround
• Positive Sentiment: Analyst price-target bump — JPMorgan raised its VZ price target from $49 to $52 (while keeping a neutral rating), signaling incremental upside in analyst expectations and providing a short-term technical catalyst. JPMorgan raises VZ price target
• Positive Sentiment: Partner/network recognition — Verizon’s partner Cydcor won Verizon’s 2025 ACD Wireless Agent of the Year award, reinforcing channel strength and sales execution at the retail/agent level. Cydcor Earns Verizon's 2025 ACD Wireless Agent of the Year Award
• Neutral Sentiment: Trending attention / retail interest — Zacks and other outlets note increased user interest in VZ; trending status can boost volume and volatility but is not a guarantee of sustained direction. Verizon Communications Inc. (VZ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Adjacency to growth markets — Verizon is listed among players in industry reports (e.g., video telematics), indicating optionality beyond consumer wireless if execution in enterprise/commercial products scales. North America and Europe Video Telematics Market Research Report 2026
• Negative Sentiment: Competitive pressure from T‑Mobile — comparisons and service/perk analyses highlight T‑Mobile’s strengths and its broadband expansion, which could pressure pricing and share in both wireless and home broadband segments. T-Mobile vs. Verizon: Which Big Phone Carrier Works Best for You?
• Negative Sentiment: T‑Mobile’s broadband blitz — T‑Mobile’s capital-efficient push into broadband is described as a direct challenge to incumbents and could create longer-term margin and market-share pressure for Verizon. T-Mobile's Broadband Blitz Puts Cable on Notice (VZ)
• Negative Sentiment: Debt and income-investor risk — commentary (e.g., The Motley Fool) flags rising leverage after the Frontier acquisition as a potential “time bomb” for income investors, which could limit upside multiple expansion and increase sensitivity to interest rates. The Ticking Time Bomb That Could Force Income Investors to Sell Verizon Stock
• Negative Sentiment: Minor analyst EPS trim — Erste Group slightly cut FY2027 EPS estimates for Verizon, a small reminder that forecasts remain sensitive to revenue mix and legacy/merger-related costs. Erste Group trims VZ FY2027 EPS estimate

Wall Street Analysts Forecast Growth

Several research firms recently commented on VZ. KeyCorp reiterated a "sector weight" rating on shares of Verizon Communications in a research report on Monday, January 26th. Williams Trading set a $54.00 price objective on shares of Verizon Communications in a research report on Monday, February 2nd. Wells Fargo & Company lifted their price objective on shares of Verizon Communications from $44.00 to $46.00 and gave the company an "equal weight" rating in a research note on Tuesday, April 28th. Dbs Bank cut shares of Verizon Communications from a "moderate buy" rating to a "hold" rating in a report on Tuesday, April 7th. Finally, William Blair upgraded shares of Verizon Communications to an "outperform" rating in a research note on Monday, February 2nd. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $50.59.

Verizon Communications Stock Up 0.3%

VZ opened at $48.17 on Friday. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.64 and a quick ratio of 0.87. The business has a 50 day simple moving average of $48.94 and a 200-day simple moving average of $44.03. The stock has a market capitalization of $201.37 billion, a P/E ratio of 11.75, a P/E/G ratio of 1.01 and a beta of 0.25. Verizon Communications Inc. has a 12 month low of $38.39 and a 12 month high of $51.68.

Verizon Communications (NYSE:VZ - Get Free Report) last announced its quarterly earnings data on Monday, April 27th. The cell phone carrier reported $1.28 earnings per share for the quarter, topping analysts' consensus estimates of $1.21 by $0.07. The firm had revenue of $34.44 billion for the quarter, compared to analyst estimates of $34.82 billion. Verizon Communications had a return on equity of 19.25% and a net margin of 12.46%.Verizon Communications's quarterly revenue was up 2.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.19 earnings per share. Verizon Communications has set its FY 2026 guidance at 4.950-4.990 EPS. On average, equities analysts anticipate that Verizon Communications Inc. will post 4.95 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, SVP Mary-Lee Stillwell sold 8,569 shares of the company's 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 transaction, the senior vice president directly owned 43,782 shares of the company's stock, valued at $2,189,100. This represents a 16.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Joseph J. Russo sold 9,579 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $44.88, for a total transaction of $429,905.52. Following the completion of the transaction, the executive vice president owned 44,045 shares of the company's stock, valued at $1,976,739.60. This represents a 17.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 218,148 shares of company stock worth $10,780,356. Corporate insiders own 0.03% of the company's stock.

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.

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