Asset Management One 13F: Adds $8.3M to VZ Stake

On October 27, 2026, Asset Management One boosted its position in Verizon Communications Inc. (VZ) by 181,393 shares, increasing its total holdings to 2,229,393 shares. The information comes from the fund's latest Form 13F filing with the SEC, which covers the quarter ending September 30, 2026.

VZ Verizon Communications Inc.

$43.93 ▲ +15.64% year to date

1M 3M YTD

Daily close · Oct 27, 2026

Where Verizon Fits in Asset Management One's Portfolio

Verizon now represents 0.73% of Asset Management One's total reported portfolio. The increase of 181,393 shares is a notable 8.9% boost in their position, ranking it 26th among the 940 positions the fund reported.

Verizon Communications Inc. Stock Down 1.7%

Verizon shares recently traded around $43.91, which is about equal to the closing price of $43.93 on October 27, 2026. The stock is currently below its 50-day moving average by about 7.4% and is approximately 15% lower than its 52-week high of $51.68. However, it remains above its 52-week low of $38.68, reflecting some stability in the stock's price range.

Recent Earnings

Verizon reported trailing twelve-month revenue of approximately $138.9 billion and an earnings per share (EPS) of $3.84. The company's net margin stands at 11.6%, and it has a return on equity (ROE) of 15.8%. The next earnings report is expected to provide further insights into its financial performance.

Dividend

Verizon pays an annual dividend of $2.83 per share, translating to a dividend yield of about 6.34%. This consistent payout is a key factor for income-focused investors.

Insider Buying and Selling at Verizon Communications Inc.

Recently, Kyle Malady, an officer at Verizon, sold 1,100 shares on multiple occasions. On October 20, 2026, he sold shares at an average price of $44.48, totaling about $48,928. His prior sales included transactions at prices ranging from $42.93 to $46.40. These sales occurred before the recent boost in the fund's position but do not necessarily indicate negative sentiment about the company's future.

Analysts Set New Price Targets

On October 27, 2026, TD Cowen maintained a "Buy" rating on Verizon with a target price of $55.00. Barclays and Morgan Stanley also maintained their ratings of "Equal-Weight" with target prices of $44.00 and $50.00, respectively. The consensus recommendation for Verizon remains a "Buy" as analysts see potential upside from the current trading levels.

About Verizon Communications Inc.

Verizon Communications Inc. is a major player in the telecommunications sector, providing a range of communication, technology, and streaming services to consumers and businesses. With a significant market capitalization of about $179 billion, the company continues to be a key provider in the industry, making it an important stock for many institutional investors.

Bottom Line

Investors should keep an eye on Verizon's upcoming earnings report and any further changes in institutional holdings, especially from Asset Management One, which has shown a growing interest in the stock. The company's dividend yield and ongoing analyst support suggest it remains an attractive option for many investors.