Telephone and Data Systems Beheer
Beheer criteriumcontroles 4/4
De CEO Telephone and Data Systems is Walter Carlson, benoemd in Feb2025, heeft een ambtstermijn van 1.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.01M, bestaande uit 9.2% salaris en 90.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 2.03% van de aandelen van het bedrijf, ter waarde $ 105.28M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.7 jaar en 13.5 jaar.
Belangrijke informatie
Walter Carlson
Algemeen directeur
US$8.0m
Totale compensatie
| Percentage CEO-salaris | 9.18% |
| Dienstverband CEO | 1.3yrs |
| Eigendom CEO | 2.0% |
| Management gemiddelde ambtstermijn | 2.7yrs |
| Gemiddelde ambtstermijn bestuur | 13.5yrs |
Recente managementupdates
Recent updates
Analyse-update • Apr 27
TDS: Q4 Execution And 2026 Outlook Will Drive Future Upside
Analysts recently lifted their price target on Telephone and Data Systems to $56 from $51, citing updated models following the latest Q4 results and the company's 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$56 price target as reflecting updated forecasts that they view as better aligned with the latest Q4 results and 2026 outlook.Analyse-update • Apr 13
TDS: Future Upside Will Rely On Executing Q4-Informed 2026 Outlook
Analysts have raised their price target on Telephone and Data Systems to $56 from $51, citing updated models that factor in the latest Q4 results and the company’s 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$56 price target as reflecting updated assumptions after the Q4 report and the 2026 outlook, suggesting they view current execution as supportive of that valuation framework.Analyse-update • Mar 29
TDS: Future Upside Will Depend On Executing Tower-Focused 2026 Outlook
Narrative update on Telephone and Data Systems Analysts have lifted their price target on Telephone and Data Systems to $56 from $45, citing updated models after the Q4 report, a refreshed 2026 outlook, and a more positive view of the tower business. Analyst Commentary Recent research updates give you a clearer sense of how analysts are thinking about Telephone and Data Systems after the Q4 report and refreshed 2026 outlook.Analyse-update • Mar 11
TDS: Future Upside Will Hinge On Executing Tower-Led 2026 Outlook
Analysts increased their price target on Telephone and Data Systems by $5 to $56 after the Q4 report, citing updated models and a more optimistic view of the tower business and the 2026 outlook. Analyst Commentary Recent research updates focus on how the Q4 report and the 2026 outlook feed into valuation and execution for Telephone and Data Systems, with particular attention on the tower business and long term growth assumptions.Analyse-update • Feb 25
TDS: Future Upside Will Rely On Executing Refreshed 2026 Outlook
Analysts have lifted their price target on Telephone and Data Systems by $3.67 to $52.33, citing refreshed models after the Q4 report, an updated 2026 outlook, and a more upbeat view on the tower business. Analyst Commentary Bullish Takeaways Bullish analysts are lifting targets into the low to mid US$50s, which signals greater confidence in how the updated Q4 figures and 2026 outlook feed into their valuation work.Analyse-update • Dec 27
TDS: Future Upside Will Depend On Completing Pending Spectrum Divestitures
Analysts modestly raised their price target on Telephone and Data Systems to about $48.67, citing the company’s ongoing transformation efforts, including the sale of its wireless operations and spectrum divestitures, as key drivers of potential additional shareholder value. Analyst Commentary Analysts highlight that the renewed coverage and updated price target reflect growing confidence in Telephone and Data Systems’ ability to execute its strategic transformation, while also underscoring several execution and valuation risks that could limit upside if not addressed.Analyse-update • Dec 13
TDS: Future Gains Will Hinge On Completing Pending Spectrum Sales
Analysts increased their price target on Telephone and Data Systems to $48.67 per share from $45.00, citing the company’s strategic transformation through the sale of its wireless operations and spectrum assets, as well as the potential for further value creation once pending spectrum transactions are completed. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the completed sale of wireless operations to T Mobile simplifies the business model and allows management to focus capital on higher return segments, supporting a higher valuation multiple.Seeking Alpha • Dec 09
Telephone And Data Systems Preferreds Offer Highest Investment Grade Yield
Summary Telephone and Data Systems' tickers TDS-U (TDS.PR.U) and TDS-V (TDS.PR.V) have, by far, the highest “qualified dividend” yield of any preferred stock in the market from an investment grade company. TDS carries a huge amount of cash on its balance sheet, many times more than its debt, so the preferred stocks are ultra safe. For U.S. investors, the TDS preferred’s high “qualified dividends” generate a very high after-tax yield comparable to a 10.2% bond for those in the higher tax brackets. If TDS preferred stocks traded at their fair value yield, they would trade $3.70 higher than their current prices. That is a huge undervaluation for a preferred stock. Read the full article on Seeking AlphaAnalyse-update • Nov 28
TDS: Future Value Will Depend On Completion Of Pending Spectrum Sales
Analysts have lowered their price target for Telephone and Data Systems from $52 to approximately $48.67. They cite the company's strategic asset sales and potential for further value creation as key factors behind the updated outlook.Analyse-artikel • Nov 14
Telephone and Data Systems' (NYSE:TDS) Earnings Are Weaker Than They Seem
Despite posting some strong earnings, the market for Telephone and Data Systems, Inc.'s ( NYSE:TDS ) stock hasn't moved...Analyse-artikel • Oct 06
Returns On Capital Signal Tricky Times Ahead For Telephone and Data Systems (NYSE:TDS)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analyse-artikel • Jul 24
These 4 Measures Indicate That Telephone and Data Systems (NYSE:TDS) Is Using Debt In A Risky Way
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyse-artikel • Jun 27
Some Shareholders Feeling Restless Over Telephone and Data Systems, Inc.'s (NYSE:TDS) P/S Ratio
It's not a stretch to say that Telephone and Data Systems, Inc.'s ( NYSE:TDS ) price-to-sales (or "P/S") ratio of 0.8x...Analyse-artikel • May 31
Investors Could Be Concerned With Telephone and Data Systems' (NYSE:TDS) Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Nieuwe analyse • Mar 21
Cash From Wireless Sale Will Fund Fiber Expansion And Optimize Capital Structure
Strategic transactions, including selling its wireless business, are expected to inject cash, optimize capital structure, and benefit earnings and cash flow.Seeking Alpha • Mar 20
U.S. Cellular And Telephone and Data Systems: Why The Preferreds Are Still A Buy
Summary Telephone and Data System's asset sales to TMUS, Verizon, and AT&T will transform its balance sheet, with TMUS assuming $2 billion of USM's debt. TDS preferreds, particularly its VV series, offer a significant 28% discount to liquidation value and an 8.3% yield on cost. The company still owns 4,409 towers and 30% of its spectrum assets. The $4.4 billion TMUS deal is set to close in 2025. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Telephone and Data Systems Q4 Earnings Preview: Not Expecting Any Surprises
Summary I am lowering my rating for Telephone and Data Systems stock from buy to hold, as the stock is now fairly valued with balanced upside and downside risk. The primary focus is on the US Cellular sale to T-Mobile, which could significantly impact TDS's valuation and shareholder returns. TDS's Q4 2024 earnings are expected to show sequentially improved EPS and revenue, with no major surprises anticipated. Regulatory concerns about the US Cellular sale are mitigated by evidence suggesting the deal is not anti-competitive, reducing downside risk. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
U.S. Cellular And Telephone and Data Systems: Preferreds Are Still Discounted
Summary Telephone and Data Systems preferred stock offers an 8% yield on cost for 76 cents on the dollar. The stocks are still discounted against pending asset sales, savings from a right-sized dividend, and pending Fed rate cuts. An expected surge in the company's cash position is set to reduce the risk profile of the preferreds and further boost their value in aggregate with yield compression. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2025 | US$8m | US$736k | US$48m |
| Sep 30 2025 | n/a | n/a | US$56m |
| Jun 30 2025 | n/a | n/a | -US$84m |
| Mar 31 2025 | n/a | n/a | -US$119m |
| Dec 31 2024 | US$291k | n/a | -US$141m |
| Sep 30 2024 | n/a | n/a | -US$665m |
| Jun 30 2024 | n/a | n/a | -US$582m |
| Mar 31 2024 | n/a | n/a | -US$548m |
| Dec 31 2023 | US$271k | n/a | -US$620m |
| Sep 30 2023 | n/a | n/a | -US$88m |
| Jun 30 2023 | n/a | n/a | -US$97m |
| Mar 31 2023 | n/a | n/a | -US$60m |
| Dec 31 2022 | US$238k | n/a | -US$7m |
| Sep 30 2022 | n/a | n/a | US$47m |
| Jun 30 2022 | n/a | n/a | US$101m |
| Mar 31 2022 | n/a | n/a | US$104m |
| Dec 31 2021 | US$231k | n/a | US$117m |
| Sep 30 2021 | n/a | n/a | US$119m |
| Jun 30 2021 | n/a | n/a | US$168m |
| Mar 31 2021 | n/a | n/a | US$214m |
| Dec 31 2020 | US$231k | n/a | US$226m |
| Sep 30 2020 | n/a | n/a | US$223m |
| Jun 30 2020 | n/a | n/a | US$164m |
| Mar 31 2020 | n/a | n/a | US$131m |
| Dec 31 2019 | US$228k | n/a | US$121m |
Compensatie versus markt: De totale vergoeding ($USD 8.01M ) Walter } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.44M ).
Compensatie versus inkomsten: De vergoeding van Walter is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Walter Carlson (71 yo)
1.3yrs
Tenure
US$8,008,859
Compensatie
Mr. Walter Carlson serves as President and Chief Executive Officer of Telephone and Data Systems, Inc. since February 01, 2025. He has been a Non-Independent Director of Array Digital Infrastructure, Inc....
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 1.3yrs | US$8.01m | 2.03% $ 105.3m | |
| Executive VP | 4yrs | US$3.39m | 0.00040% $ 20.7k | |
| Senior Vice President of Strategy & Corporate Development | 4.9yrs | US$2.20m | 0.053% $ 2.8m | |
| President & CEO of UScellular | 6.3yrs | US$9.31m | geen gegevens | |
| President of Array & CEO of Array | less than a year | US$2.29m | 0.16% $ 8.2m | |
| Chief Accounting Officer | 8.9yrs | geen gegevens | 0% $ 0 | |
| Senior VP & Chief Information Officer | less than a year | geen gegevens | geen gegevens | |
| Director of Investor Relations | no data | geen gegevens | geen gegevens | |
| General Counsel & Assistant Secretary | no data | geen gegevens | geen gegevens | |
| Senior VP of Human Resources & Chief Human Resources Officer | 1.1yrs | geen gegevens | geen gegevens | |
| VP of Corporate Relations & Treasurer | 8yrs | geen gegevens | geen gegevens | |
| VP of Internal Audit & Corporate Secretary | 1.3yrs | geen gegevens | geen gegevens |
2.7yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van TDS wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 45.3yrs | US$8.01m | 2.03% $ 105.3m | |
| Executive VP | 2.8yrs | US$3.39m | 0.00040% $ 20.7k | |
| Independent Director | 7yrs | US$274.89k | 0.035% $ 1.8m | |
| Independent Lead Director | 20.3yrs | US$312.94k | 0.040% $ 2.1m | |
| Non-Independent Director | 30.3yrs | US$231.14k | 1.86% $ 96.2m | |
| Independent Director | 29.3yrs | US$273.14k | 0.067% $ 3.5m | |
| Vice Chair | 58.3yrs | US$15.64m | 2.51% $ 130.2m | |
| Director | less than a year | US$4.42m | geen gegevens | |
| Non-Independent Director | 18yrs | US$231.14k | 1.7% $ 88.3m | |
| Independent Director | 9yrs | US$282.74k | 0.038% $ 1.9m | |
| independent Director | 1.4yrs | US$190.93k | 0.0015% $ 76.2k | |
| Independent Director | 4yrs | US$251.64k | 0.011% $ 572.1k |
13.5yrs
Gemiddelde duur
64yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van TDS zijn ervaren en ervaren (gemiddelde ambtstermijn van 13.5 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/07 08:31 |
| Aandelenkoers aan het einde van de dag | 2026/05/07 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Telephone and Data Systems, Inc. wordt gevolgd door 9 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| William Power | Baird |
| Zachary Silver | B. Riley Securities, Inc. |
| Michael Rollins | Citigroup Inc |