Loading…
Loading…
Nykredit A S acquired a new stake in Telefonica Brasil S.A. (NYSE: VIV) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 48,968 shares of the Wireless communications provider's stock, valued at approximately $644,000. Other large investors also recently bought and sold shares
August's top monthly pay (MoPay) dividend equities offer yields up to 19.25% and projected net gains of 13.01% to 92.64% by 2027. Analyst estimates for MoPay stocks show an average net gain of 32.65% with risk/volatility 3% below the market, highlighting contrarian opportunities. Fifty-seven MoPay equities were screened for positive returns and yields above 9%, with 21 identified as ‘IDEAL' for safer dividends and strong free cash flow.
Amundi decreased its holdings in Telefonica Brasil S.A. (NYSE: VIV) by 4.8% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,201,017 shares of the Wireless communications provider's stock after selling 60,696 shares during the quarter. Amundi owned 0.07% of Telefonica Brasil
Telefonica Brasil NYSE: VIV, which operates under the Vivo brand, reported second-quarter 2026 revenue growth above inflation, expanding profitability and cash generation as postpaid mobile, fiber and digital businesses contributed to results.
Telefônica Brasil S.A. (VIV) Q2 2026 Earnings Call Transcript
Vivo (VIV) demonstrates robust business health, with high single-digit top-line growth, strong cash flow, and operational efficiency in a favorable oligopolistic Brazilian market. VIV's recurring revenues now comprise 85% of service revenue, with postpaid and fiber segments driving healthy ARPU growth and lower churn versus U.S. peers. Despite a 10% free cash flow yield and low leverage, VIV's valuation is only moderately attractive relative to high Brazilian risk-free rates.
Sao Paulo, Brazil--(Newsfile Corp. - July 28, 2026) - Telefônica Brasil (B3: VIVT3) (NYSE: VIV) announces its results for 2Q26. Consistent Revenue and EBITDA performance drives +17.0% YoY growth in Net Income.
I reiterate my buy rating on Telefônica Brasil, seeing 16% upside to a $15.33 fair value. VIV faces minimal threat from Starlink, as customer overlap is limited to remote regions, not VIV's urban strongholds. Sector consolidation, mature infrastructure, and a focus on high-density, high-HDI regions underpin VIV's competitive advantage and margin strength.