Uniti Group Inc.

NasdaqGS:UNIT Stock Report

Market Cap: US$2.7b

Uniti Group Management

Management criteria checks 3/4

Uniti Group's CEO is Kenny Gunderman, appointed in Mar 2015, has a tenure of 11.08 years. total yearly compensation is $9.19M, comprised of 7.9% salary and 92.1% bonuses, including company stock and options. directly owns 0.83% of the company’s shares, worth $22.49M. The average tenure of the management team and the board of directors is 4.9 years and 1.3 years respectively.

Key information

Kenny Gunderman

Chief executive officer

US$9.2m

Total compensation

CEO salary percentage7.89%
CEO tenure11.1yrs
CEO ownership0.8%
Management average tenure4.9yrs
Board average tenure1.3yrs

Recent management updates

Recent updates

UNIT: Elevated Margin Assumptions Will Drive Cautious View On 2026 Earnings

Analysts have raised the consolidated price target for Uniti Group to align with recent Street moves. This reflects updated models after the Q4 report and cites an adjusted fair value of $8.50, along with revised assumptions on the discount rate, revenue growth, profit margin, and future P/E.

UNIT: Neutral Stance And 2026 Loss Outlook Will Limit Re Rating Potential

Narrative Update: Uniti Group Analyst Price Target Shift The analyst price target for Uniti Group is now $9, up from $8.80. The change is supported by updated post-Q4 models and broader REIT group target revisions cited in recent Street research.

UNIT: Neutral Rating And 2026 Net Loss Guidance Will Constrain Upside Potential

Narrative Update: Uniti Group Analyst Price Target Shift The updated analyst price target framework for Uniti Group now reflects a fair value estimate of $6.00. This is supported by recent target moves to $9 from $8.80 and to $7 from $6, as analysts refresh models after the Q4 report and a broader review of the REIT group.

UNIT: Higher P/E Expectations And Fiber Expansion Will Shape Balanced 2026 Outlook

Analysts have raised their price target on Uniti Group by $1. The updated view reflects changes in their fair value estimate, growth and margin assumptions, and a significantly higher future P/E multiple.

UNIT: Sector Headwinds And Fiber Build Commitments Will Constrain Upside Potential

Analysts have slightly increased their fair value estimate for Uniti Group, with the updated price target moving roughly $0.11. This adjustment reflects fine-tuned assumptions around the discount rate, profit margin, and future P/E following recent sector wide REIT updates.

UNIT: Fiber Buildout And AI Connectivity Will Recast Earnings Mix Over Time

Analysts have slightly raised their price target on Uniti Group to about $10.77 from $10.65, reflecting updated assumptions around fiber revenue growth, profit margins, and future P/E multiples. This follows recent research that adjusted targets within the REIT sector and highlighted both heavier investment needs and balance sheet pressures.

UNIT: Fiber Expansion And Leverage Pressures Will Shape Balanced Long-Term Outlook

Narrative Update Analysts have nudged their fair value estimate for Uniti Group to about US$7.37 per share from roughly US$7.20, reflecting updated views on revenue mix, profit margins, and an adjusted forward P/E assumption informed by recent price target moves clustered around US$6 to US$7. Analyst Commentary Recent Street research on Uniti Group clusters around modest price targets in the US$6 to US$7 range, with differing views on how cleanly the company can shift its business toward higher growth fiber offerings while managing leverage and earnings pressure.

UNIT: Fiber Investment Shift Will Recast Earnings Mix Over Time

Analysts have trimmed their fair value estimate for Uniti Group from US$11.00 to about US$10.65 and lowered their price targets to US$6 to US$7, pointing to higher required returns, more cautious revenue growth assumptions, and uncertainty around the timing of a shift toward fiber driven earnings. Projected profit margins and future P/E multiples have been reset to reflect updated expectations.

UNIT: Fiber Transition And Leverage Management Will Drive Cautious Long-Term Outlook

Analysts have cut their price target on Uniti Group to $6 from roughly $7.50. This reflects a shift to lower valuation multiples amid concerns over near term EBITDA pressure, elevated leverage tied to heavy fiber investment, and uncertainty around the pace of transition away from contracting legacy revenue streams.

UNIT: Fiber Expansion And Leverage Management Will Shape Balanced Long-Term Outlook

The analyst price target for Uniti Group has been reduced from $7.50 to $6.00 per share, as analysts apply a lower forward EBITDA multiple to reflect near term EBITDA pressure, elevated leverage, and uncertainty around the pace of the shift to higher growth fiber services, despite the company’s longer term secular demand tailwinds. Analyst Commentary Recent Street research reflects a balanced but cautious stance on Uniti Group, with price targets clustered in the mid single digits and ratings centered around Neutral or equivalent.

Uniti Group: No Margin Of Safety, No Room For Error

Dec 02

UNIT: Fiber Transition And Rural Expansion Will Drive Long-Term Opportunities

Uniti Group’s analyst price target was reduced from $7.50 to $6.00. Analysts cited increased leverage, declining EBITDA, and uncertainty in the timing of fiber revenue growth as primary concerns shaping their revised outlook.

We Think Shareholders Should Be Aware Of Some Factors Beyond Uniti Group's (NASDAQ:UNIT) Profit

Nov 14
We Think Shareholders Should Be Aware Of Some Factors Beyond Uniti Group's (NASDAQ:UNIT) Profit

UNIT: Expansion Into Tier Two And Three Markets Will Drive Long-Term Momentum

Analysts have modestly reduced their fair value estimate for Uniti Group from $7.48 to $7.42 per share. This change reflects tempered expectations for revenue growth, as well as recognition of improved profit margins and ongoing earnings volatility.

Analyst Commentary Highlights Mixed Outlook for Uniti Group Amid Valuation Shifts and Expansion News

Analysts have adjusted their price target for Uniti Group slightly to $7.48. This reflects a cautious outlook in light of ongoing revenue contraction and anticipated earnings volatility, despite recognized growth opportunities from its partnership with Windstream.

Fiber Expansion Will Capture 5G And AI Demand

Analysts have lowered Uniti Group's fair value estimate from $8.25 to $7.48, citing ongoing portfolio rationalization and earnings volatility as key considerations for the adjustment. Analyst Commentary Analyst perspectives on Uniti Group reflect a nuanced view of the company's current positioning and outlook.

Fiber Expansion Will Capture 5G And AI Demand

A decrease in Unity Group’s future P/E multiple alongside a lower discount rate suggests expectations of slightly improved risk or growth outlook, yet overall sentiment has weakened, prompting analysts to lower their consensus price target from $9.10 to $8.25. What's in the News Uniti Group Inc.

Unity Group LLC's (NASDAQ:UNIT) 30% Dip In Price Shows Sentiment Is Matching Revenues

Aug 21
Unity Group LLC's (NASDAQ:UNIT) 30% Dip In Price Shows Sentiment Is Matching Revenues

Fiber Expansion Will Capture 5G And AI Demand

The upward revision in Uniti Group’s price target reflects improvements in net profit margin and a higher discount rate, with fair value increasing from $5.76 to $6.26. What's in the News Uniti Group expects 2025 revenue of $2,215 million to $2,265 million, reflecting five months of post-merger Windstream consolidation.

Uniti Group Surges As The Bullish Case Becomes Obvious

Feb 21
User avatar

Merger With Windstream Will Expand Fiber Network And Market Reach

Strong demand for fiber infrastructure and strategic partnerships are set to improve revenue growth and capital efficiency.

Uniti Group: Q3 Earnings, Buying As Share Plummet

Nov 01

Uniti Group: The Dividend Is Threatened By The Windstream Merger

Sep 30

Uniti Group's Upside Is Potentially Massive

Aug 19

Uniti Group: 17% Yield Bonds Offer A Better Play Than The Stock

Jul 08

Uniti And Windstream: The Circle Of Capital Markets

May 03

Uniti Group: Fiber Demand Facilitates Leasing Or Sale

Mar 13

Uniti Group: High Yield Comes With Too Much Debt

Mar 05

CEO Compensation Analysis

How has Kenny Gunderman's remuneration changed compared to Uniti Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$9mUS$725k

US$1b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$28m

Mar 31 2025n/an/a

US$62m

Dec 31 2024US$11mUS$725k

US$91m

Sep 30 2024n/an/a

US$101m

Jun 30 2024n/an/a

-US$30m

Mar 31 2024n/an/a

-US$23m

Dec 31 2023US$5mUS$725k

-US$83m

Sep 30 2023n/an/a

-US$73m

Jun 30 2023n/an/a

-US$109m

Mar 31 2023n/an/a

-US$81m

Dec 31 2022US$5mUS$725k

-US$9m

Sep 30 2022n/an/a

-US$15m

Jun 30 2022n/an/a

US$184m

Mar 31 2022n/an/a

US$180m

Dec 31 2021US$5mUS$725k

US$123m

Sep 30 2021n/an/a

US$40m

Jun 30 2021n/an/a

US$4m

Mar 31 2021n/an/a

-US$633m

Dec 31 2020US$7mUS$725k

-US$707m

Sep 30 2020n/an/a

-US$672m

Jun 30 2020n/an/a

-US$698m

Mar 31 2020n/an/a

-US$72m

Dec 31 2019US$6mUS$725k

US$8m

Compensation vs Market: Kenny's total compensation ($USD9.19M) is about average for companies of similar size in the US market ($USD7.12M).

Compensation vs Earnings: Kenny's compensation has been consistent with company performance over the past year.


CEO

Kenny Gunderman (54 yo)

11.1yrs
Tenure
US$9,194,673
Compensation

Mr. Kenneth A. Gunderman, also known as Kenny, has been Chief Executive Officer, President and Director of Uniti Group Inc. since March 2, 2015. Mr. Gunderman has years of investment banking experience and...


Leadership Team

NamePositionTenureCompensationOwnership
Kenneth Gunderman
President11.1yrsUS$9.19m0.83%
$ 22.5m
Paul Bullington
Senior EVP4.9yrsUS$3.59m0.24%
$ 6.4m
Michael Friloux
Senior EVP & CTO9.6yrsUS$2.31m0.15%
$ 4.2m
Daniel Heard
Senior EVP11yrsUS$2.56m0.19%
$ 5.1m
John Harrobin
Senior EVP & President of Kinetic1yrUS$13.01m0.22%
$ 6.1m
Travis Black
Senior VP & Chief Accounting Officer4.9yrsno data0.036%
$ 989.1k
Ric Chura
Executive VP & Chief Information Officer4.3yrsno datano data
Jennifer Ragsdale
EVP, Chief Administrative Officer & Chief People Officer4.3yrsno datano data
Ronald Mudry
Senior Vice President of M&A1.3yrsUS$2.67mno data
Eric Daniels
SVP & President of Uniti Network5.3yrsno datano data
Greg Ortyl
EVP & President of Strategic Accounts5.3yrsno datano data
Michael Flannery
Executive VP & President Uniti Solutions1.3yrsno datano data
4.9yrs
Average Tenure
55yo
Average Age

Experienced Management: UNIT's management team is considered experienced (4.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Kenneth Gunderman
President11.1yrsUS$9.19m0.83%
$ 22.5m
Francis Frantz
Independent Chairman of the Board11yrsUS$426.94k0.092%
$ 2.5m
Harold Zeitz
Independent Directorless than a yearUS$317.87k0.022%
$ 603.7k
Scott Bruce
Independent Director9.8yrsUS$286.77k0.062%
$ 1.7m
Joseph Natale
Independent Directorless than a yearUS$305.82k0.021%
$ 574.3k
Paul Sunu
Independent Directorless than a yearUS$295.98k0.020%
$ 546.8k
Mary McLaughlin
Independent Directorless than a yearUS$327.96k0.023%
$ 636.0k
Randolph Dunbar
Independent Director1.3yrsUS$315.67k0.022%
$ 601.7k
Carmen Perez-Carlton
Independent Director6.5yrsUS$289.23k0.047%
$ 1.3m
1.3yrs
Average Tenure
62yo
Average Age

Experienced Board: UNIT's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 12:24
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Uniti Group Inc. is covered by 19 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Timothy LongBarclays
Brendan LynchBarclays
Matthew GriffithsBofA Global Research