Verizon Communications Inc.

Informe acción NYSE:VZ

Capitalización de mercado: US$191.2b

Verizon Communications Dirección

Dirección controles de criterios 2/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Dan Schulman

Chief Executive Officer (CEO)

US$35.9m

Compensación total

Porcentaje del salario del CEO1.05%
Permanencia del CEOless than a year
Participación del CEOn/a
Permanencia media de la dirección2.8yrs
Promedio de permanencia en la Junta Directiva4.9yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha 6h

Verizon: A Good Defensive Play In Times Of Market Exuberance

Summary Verizon's stock is showing some signs of resiliency in recent months as other telecom carriers experience downward pressure. In spite of the stock's poor performance during the last bear market in equities, VZ remains a solid defensive play. However, there are some caveats when it comes to future profitability improvements, and investors should be mindful of that. The dividend offers yet another reason to hold VZ, as the 6% yield does not appear to be at any immediate risk. Read the full article on Seeking Alpha
Actualización de narrativa Jun 02

VZ: Cost Cuts And Subscriber Trends Will Balance Satellite And Disclosure Risks

Analysts have nudged Verizon Communications' consensus price target higher by $3 to $54, reflecting mixed research that cites ongoing cost reduction efforts and subscriber trends, even as some firms flag slower growth versus peers and concerns about the company's updated disclosures. Analyst Commentary Recent research on Verizon highlights a split view, with some analysts focusing on cost execution and subscriber trends, while others focus on relative growth and disclosure quality.
Actualización de narrativa May 10

VZ: Cost Actions And Mixed Sentiment Will Shape Future Earnings Quality

Analysts have nudged the Verizon Communications price target higher to about $51.85 from $51.58. This reflects slightly lower assumed risk, modestly softer revenue growth expectations, a small uplift in projected profit margins, and a reduced future P/E multiple informed by recent research that includes both target raises and a few downgrades.
Nueva narrativa May 06

Verizon worth to invest in

I was looking for a large-cap company for diversification in my portfolio that has the strength to grow in the coming years. Furthermore, the debt-to-equity ratio must remain responsible or under control.
Actualización de narrativa Apr 23

VZ: Cost Cuts And Cash Efficiency Will Support Higher Future Earnings Quality

The updated analyst price target for Verizon Communications edges higher to $51.58, with analysts pointing to steady assumptions for revenue growth, a slightly firmer profit margin, and a modestly higher future P/E multiple as key supports for the change. Analyst Commentary Recent research on Verizon Communications shows a mix of optimism around cost execution and cash efficiency, alongside ongoing concerns about transparency and competitive positioning.
Actualización de narrativa Apr 09

VZ: Fair Value View Will Balance Cost Cuts And Disclosure Concerns

Verizon Communications' analyst price target inches up by about $0.40 to $51.17 as analysts balance recent upgrades and price target increases with concerns about disclosure clarity and competitive pressures in wireless and broadband. Analyst Commentary Recent research on Verizon shows a split view, with several firms raising price targets or upgrading ratings while others highlight disclosure issues and competitive challenges that could affect how reliably investors can assess execution and future growth.
Actualización de narrativa Mar 25

VZ: Fair Value View Will Balance Cost Cuts And Disclosure Concerns

Narrative Update Overview The analyst price target for Verizon Communications has been adjusted by about $0.77 to $50.76 as analysts weigh recent upward target revisions tied to cost reduction efforts and subscriber trends, against concerns about less transparent financial disclosures. Analyst Commentary Recent research on Verizon Communications reflects a mixed but generally constructive tone, with several firms lifting price targets while at least one calls out concerns around disclosure quality and financial transparency.
Actualización de narrativa Mar 10

VZ: Fair Value View Will Reflect Cost Cuts And Execution Risks

Narrative Update: Verizon Communications The analyst price target for Verizon Communications edges higher to approximately $50.00, up by a small fraction. Analysts point to firming trends in subscriber additions, cost efficiencies and broadband growth, which are reflected in a slightly higher fair value estimate and a modestly higher assumed future P/E of about 12x.
Actualización de narrativa Feb 24

VZ: Fair Value View Will Reflect Leadership Shifts And Mixed Execution Risks

The updated analyst price target for Verizon Communications edges higher to about $49.80, reflecting a modest shift in models as analysts factor in a slightly lower discount rate while keeping revenue growth, profit margin and future P/E assumptions broadly consistent. Analyst Commentary Recent Street research on Verizon Communications has been active, with several firms adjusting their price targets both higher and lower as they refine models ahead of upcoming results.
Artículo de análisis Feb 16

Verizon Communications Inc. (NYSE:VZ) Stock Rockets 26% But Many Are Still Ignoring The Company

Verizon Communications Inc. ( NYSE:VZ ) shares have had a really impressive month, gaining 26% after a shaky period...
Artículo de análisis Feb 11

Verizon Communications (NYSE:VZ) Is Increasing Its Dividend To $0.7075

Verizon Communications Inc. ( NYSE:VZ ) will increase its dividend from last year's comparable payment on the 1st of...
Actualización de narrativa Feb 10

VZ: New CEO And Cost Cuts Will Support Mixed Execution Outlook

Analysts have nudged their price target for Verizon Communications higher to about $49.34 from $47.11. They state that this reflects updated views that slightly higher revenue growth, modestly stronger profit margins and a lower required return better capture the stock's risk and earnings profile.
Nueva narrativa Feb 01

Fiber Expansion And AI Ambitions Will Strain Margins And Limit Upside

Catalysts About Verizon Communications Verizon Communications is a large US telecommunications company that provides wireless, broadband and related services to consumer, business and public sector customers. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jan 26

VZ: New CEO And Cost Cuts Will Support Cash Flow Restructuring

Narrative Update: Verizon Communications Analyst Price Target Shift The analyst price target for Verizon Communications has been trimmed by about US$0.48 per share, reflecting recent price target reductions from several firms and slightly more cautious assumptions around the discount rate, revenue growth, profit margin, and future P/E. Analysts link these changes to execution risk during restructuring and competitive holiday promotions.
Actualización de narrativa Jan 09

VZ: New CEO And Cost Cuts Will Support Wireless Turnaround

Analysts now see Verizon's fair value edging up by about $0.12 to roughly $47.60, reflecting updated views on revenue growth, profit margins and P/E assumptions after recent price target revisions around sector promotions, execution risk and competitive pressure. Analyst Commentary Recent Street research on Verizon highlights a mix of cautious valuation resets and steady confidence in the underlying wireless profit pool, with firms adjusting their models ahead of upcoming results and in light of recent promotional activity and restructuring plans.
Actualización de narrativa Dec 16

VZ: Leadership Shift And Cost Cuts Will Drive Wireless Turnaround

Verizon Communications' fair value estimate has been nudged slightly lower to approximately $47.48 per share, as analysts modestly increase the discount rate and factor in execution risk around restructuring and the CEO transition, even as they acknowledge better-than-feared recent results and a supportive sector backdrop. Analyst Commentary Recent Street research reflects a mixed but generally constructive view on Verizon, with modest target changes around the mid 40s to low 50s per share and a focus on execution through the upcoming restructuring and CEO transition.
Actualización de narrativa Nov 28

VZ: Future Leadership and Cost Reductions Will Drive Competitive Strength

Verizon Communications' analyst price target has been lowered from $49 to $45 as analysts cite moderate improvements in postpaid metrics. However, they also point to execution risks tied to restructuring and ongoing competitive pressures.
Actualización de narrativa Nov 14

VZ: Future Restructuring Will Drive Transformation and Expand Wireless Market Opportunities

Verizon Communications’ average analyst price target has decreased from $49 to $45. Analysts attribute this modest decline to execution risks amid restructuring efforts and evolving competitive strategies in the wireless market.
Actualización de narrativa Oct 30

VZ: Wireless Spectrum Deal And Incoming CEO Will Drive Future Market Position

Verizon Communications' analyst price target has been reduced from $48.61 to $47.53 per share. Analysts cite ongoing execution risks, leadership transition uncertainty, and modestly lower growth expectations for the company.
Artículo de análisis Oct 01

Verizon Communications' (NYSE:VZ) Dividend Will Be Increased To $0.69

The board of Verizon Communications Inc. ( NYSE:VZ ) has announced that it will be increasing its dividend by 1.8% on...
Artículo de análisis Sep 12

Verizon Communications' (NYSE:VZ) Dividend Will Be Increased To $0.69

Verizon Communications Inc. ( NYSE:VZ ) will increase its dividend on the 3rd of November to $0.69, which is 1.8...
Seeking Alpha Apr 29

Verizon: Increasing Cash Flow Makes It A Bargain

Summary Verizon's revenue grew, but customer base declined; impressive $50 billion annualized EBITDA and $4 billion quarterly FCF highlight strong financials despite market challenges. Verizon's postpaid phone subscriptions saw business growth but consumer decline; fixed wireless access grows, but lacks AT&T's fiber business potential. VZ offers free phone trade-ins, satellite text messaging, and 3-year price lock to retain customers, impacting margins due to competition. Verizon's FCF yield is 8.5%, covering a 6.5% dividend; debt reduced by $10 billion YoY, but high interest rates remain a concern. Read the full article on Seeking Alpha
Seeking Alpha Apr 22

Why Verizon's Q1 2025 Outperformance Is The Last Hurrah

Summary Despite Verizon's Q1 2025 earnings outperformance, a deeper dive into the drivers shows its vulnerability to impending weakness. The upcoming tariff uncertainties are poised to impact Verizon's capital-intensive and consumer-centric business, raising execution risks to its already modest growth outlook. The added weight of AI investments amidst growing demand uncertainties also risks straining its balance sheet and upending its dividend sustainability. VZ stock's inherent sensitivity to Treasury yields amid a volatile macro backdrop could further contradict its income-focused investor base's demand for stability. Read the full article on Seeking Alpha
Seeking Alpha Apr 15

Verizon Q1 Preview: Defensive Play With A Solid Dividend, But Don't Rush The Entry

Summary Verizon Communications Inc. is a defensive, dividend-focused stock, ideal for stability and income, not growth, with a 6.1% yield and consistent performance. The company outperformed in Q4 2024, meeting or exceeding targets, with strong broadband and wireless growth, and significant debt reduction. Despite cautious analyst forecasts for Q1 2025, Evercore ISI upgraded Verizon, citing underestimated broadband strategy and solid subscriber trends. VZ stock trades at a significant discount to the sector, making it attractive for income-focused investors seeking stability and steady cash flow. Read the full article on Seeking Alpha
Seeking Alpha Mar 12

Verizon: The Warning Signs Are Starting To Appear (Downgrade)

Summary Verizon Communications Inc. is reportedly facing more intense headwinds, potentially impacting churn metrics and postpaid phone net adds. Downside risks to its 2025 guidance could temper optimism in VZ, although its solid dividend yield should temper adverse sentiments. Increased economic uncertainties could affect its ability to shift consumers to higher value plans, suggesting a need to compete more aggressively on pricing. VZ offers a confident forward yield of 6%, but unanticipated surprises and a perceived lack of margin of safety could impact its momentum. I argue why investors should no longer ignore the warning signs brewing and consider allowing more time to assess the damage first. Read the full article on Seeking Alpha
Seeking Alpha Mar 04

Verizon Q4: Let Your Profit Run

Summary Since my last writing, Verizon has reported strong Q4 earnings. But its stock price advanced even more, resulting in a P/E expansion to 9.09x (from 8.5x at the time of my last writing). A reexamination of the stock shows that the current valuation is still attractive, with a risk premium at a multi-year low. Furthermore, VZ's dividend yield of 6.38% is compelling, with a payout ratio of 59.45%, leaving ample room for future growth and downside protection. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Dan Schulman en comparación con los beneficios de Verizon Communications?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$17b

Dec 31 2025US$36mUS$375k

US$17b

Sep 30 2025n/an/a

US$20b

Jun 30 2025n/an/a

US$18b

Mar 31 2025n/an/a

US$18b

Dec 31 2024US$365kn/a

US$18b

Sep 30 2024n/an/a

US$10b

Jun 30 2024n/an/a

US$11b

Mar 31 2024n/an/a

US$11b

Dec 31 2023US$365kn/a

US$12b

Sep 30 2023n/an/a

US$21b

Jun 30 2023n/an/a

US$21b

Mar 31 2023n/an/a

US$22b

Dec 31 2022US$334kn/a

US$21b

Sep 30 2022n/an/a

US$19b

Jun 30 2022n/an/a

US$21b

Mar 31 2022n/an/a

US$21b

Dec 31 2021US$336kn/a

US$22b

Sep 30 2021n/an/a

US$22b

Jun 30 2021n/an/a

US$20b

Mar 31 2021n/an/a

US$19b

Dec 31 2020US$356kn/a

US$18b

Sep 30 2020n/an/a

US$18b

Jun 30 2020n/an/a

US$19b

Mar 31 2020n/an/a

US$18b

Dec 31 2019US$329kn/a

US$19b

Compensación vs. Mercado: La compensación total de Dan($USD35.88M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.74M).

Compensación vs. Ingresos: La compensación de Dan ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.


CEO

Dan Schulman (68 yo)

less than a year
Permanencia
US$35,875,016
Compensación

Mr. Daniel H. Schulman, also known as Dan, is Member of Advisory Board of Richard Attias & Associates, LLC from November 2025. Mr. Schulman serves as Lead Independent Director of Lazard, Inc. since 2024 an...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Daniel Schulman
Director & CEOless than a yearUS$35.88msin datos
Anthony Skiadas
Executive VP & CFO3.2yrsUS$16.01m0.0051%
$ 9.7m
Vandana Venkatesh
Executive VP & Chief Legal Officer3.7yrsUS$7.43m0.0022%
$ 4.1m
Hans Vestberg
Special Adviserless than a yearUS$31.18m0.013%
$ 25.6m
Kyle Malady
Executive VP & CEO of Verizon Business Group3.3yrsUS$12.76m0.0031%
$ 6.0m
Mary-Lee Stillwell
Senior VP of Accounting & External Reporting and Controller3.1yrssin datos0.0010%
$ 2.0m
Santiago Tenorio
CTO & Senior VP of Strategy and Technology Enablement1.7yrssin datossin datos
Colleen Ostrowski
Senior Vice President of Investor Relationsno datasin datossin datos
Stacy Sharpe
Executive VP & Chief Communications Officer2.3yrssin datossin datos
Leslie Berland
Executive VP & Chief Marketing Officer2.4yrssin datossin datos
Samantha Hammock
Executive VP & Chief Human Resources Officer4.5yrssin datos0.00039%
$ 745.5k
Kathleen Grillo
Senior VP and Deputy General Counsel of Public Policy & Government Affairsno datasin datossin datos
2.8yrs
Permanencia media
55.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de VZ se considera experimentado (2.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Daniel Schulman
Director & CEO7.8yrsUS$35.88msin datos
Roxanne Austin
Independent Director5.7yrsUS$370.00ksin datos
Shellye Archambeau
Independent Director12.5yrsUS$355.23ksin datos
Carol Tome
Independent Director4.8yrsUS$335.33ksin datos
Vittorio Colao
Independent Director3.6yrsUS$336.67ksin datos
Mark Bertolini
Independent Chairman11.3yrsUS$398.75k0.000010%
$ 19.1k
Laxman Narasimhan
Independent Director4.9yrsUS$342.59k0.000010%
$ 19.1k
Jennifer Mann
Independent Directorless than a yearUS$139.58ksin datos
Caroline Litchfield
Independent Director1.7yrsUS$335.00ksin datos
4.9yrs
Permanencia media
64yo
Promedio de edad

Junta con experiencia: La junta directiva de VZ se considera experimentada (4.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/10 09:04
Precio de las acciones al final del día2026/06/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Verizon Communications Inc. está cubierta por 53 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird