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How Investors Are Reacting To Verizon (VZ) Leadership Shake-Up And Dividend Steadiness

Simply Wall St · 1d ago
  • On December 4, 2025, Verizon Communications declared a quarterly dividend of US$0.69 per share, payable on February 2, 2026, and on December 5, 2025 it appointed Jennifer K. Mann to the Board’s Human Resources Committee.
  • These governance and capital allocation moves follow the earlier appointment of former PayPal CEO Dan Schulman as Verizon’s CEO, sharpening attention on how leadership incentives align with long-term shareholder value.
  • We’ll now examine how Schulman’s incentive-heavy leadership package could influence Verizon’s cost-efficiency narrative and long-term earnings trajectory.

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Verizon Communications Investment Narrative Recap

To own Verizon today, you need to believe its 5G, fixed wireless and fiber investments can offset a maturing wireless market and high debt load. The latest dividend affirmation and board committee change do not materially alter the near term earnings catalyst or the key risks around capital intensity, competition and balance sheet flexibility.

The most relevant update is Verizon’s decision to hold its quarterly dividend at US$0.69 per share, payable on February 2, 2026. For investors focused on cost efficiency and cash generation under Dan Schulman’s incentive driven leadership, this affirmation keeps attention squarely on whether Verizon can keep funding its high yield payout while investing enough in 5G and broadband growth.

But while the dividend looks reassuring, investors should be aware that Verizon’s US$116,000,000,000 debt load and exposure to interest rates could...

Read the full narrative on Verizon Communications (it's free!)

Verizon Communications' narrative projects $144.5 billion revenue and $22.1 billion earnings by 2028. This requires 1.8% yearly revenue growth and about a $3.9 billion earnings increase from $18.2 billion.

Uncover how Verizon Communications' forecasts yield a $47.52 fair value, a 14% upside to its current price.

Exploring Other Perspectives

VZ Community Fair Values as at Dec 2025
VZ Community Fair Values as at Dec 2025

Sixteen members of the Simply Wall St Community currently see Verizon’s fair value between US$46.38 and US$102.19, underscoring how far views can diverge. When you set those opinions against Verizon’s heavy 5G and fiber capex needs, it becomes even more important to compare multiple scenarios for future cash flows and resilience.

Explore 16 other fair value estimates on Verizon Communications - why the stock might be worth just $46.38!

Build Your Own Verizon Communications Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.