Verizon Communications Inc. (VZ)

Over the past six months, Verizon's stock has experienced several notable events and fluctuations. VZ stock was down 9.29% over the past 30 days and 5.74% over the past 12 months as of October 27, 2025. The share price declined by 6.73% from October 28, 2024, to October 24, 2025. The appointment of Dan Schulman as the new CEO on October 6, 2025, led to a more than 4% decrease in Verizon's shares. Strong Q2 2025 earnings in July 2025, along with an upwardly revised annual forecast, resulted in a 4% increase in the stock price. The announcement of a commercial agreement with AST SpaceMobile around October 13, 2025, to provide direct-to-device connectivity across the U.S. caused VZ stock to drop 5% in the subsequent days. Strategic moves impacting the stock include the planned acquisition of Frontier Communications, announced on September 5, 2024, and approved by the FCC on May 16, 2025, which is expected to close in early 2026. Verizon also plans to acquire Starry, a fixed wireless internet provider, to enhance its high-speed broadband footprint. Additionally, on October 27, 2025, Verizon announced a new commercial fiber agreement with Eaton Fiber LLC to expand its broadband and mobility convergence strategy.

While specific details on the seasonality of demand for Verizon's products and services are not explicitly provided, the company's stock performance exhibits seasonal patterns. Analysis of VZ's monthly returns over several years is used by investors to identify recurring trends and potential price movements.

Verizon Communications Inc. is an American telecommunications company providing communications, technology, information, and entertainment products and services to consumers, businesses, and government entities. The company operates in the telecommunications sector, including wireless and wired telecommunications carriers, internet service providers, and telecommunications resellers. Verizon's major offerings include wireless voice and data services, broadband internet (Fios fiber-optic and Fixed Wireless Access - FWA), and TV services. For businesses, Verizon provides corporate networking solutions, data center and cloud services, security and managed network services, and voice services, along with network access for IoT services and products.

Verizon Communications Inc. primarily serves the United States, where it operates the largest wireless carrier. The company also has a growing international presence, with business operations extending to the Americas, Europe, the Middle East, Africa, and Asia-Pacific.

In the past year, Verizon's brand reputation has faced scrutiny due to recurring strategic missteps. The company has been criticized for overstating the readiness of its 5G network, which has been perceived as misleading customers about coverage and performance. Verizon also publishes the annual Data Breach Investigations Report (DBIR), which provides insights into cybersecurity threats.

Institutional investors hold a significant portion of Verizon Communications Inc. stock, with ownership ranging from approximately 64% to 66.42% of the company. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., State Street Corp, Charles Schwab Investment Management Inc., Geode Capital Management, Llc, Morgan Stanley, and Norges Bank. The general public holds a substantial stake, estimated at around 36% or 61.14%. Insiders own less than 1% of the company's stock.