Verizon Communications Management
Management criteria checks 2/4
We currently do not have sufficient information about the CEO.
Key information
Dan Schulman
Chief executive officer
US$35.9m
Total compensation
| CEO salary percentage | 1.05% |
| CEO tenure | less than a year |
| CEO ownership | n/a |
| Management average tenure | 3.3yrs |
| Board average tenure | 5.2yrs |
Recent management updates
Recent updates
Seeking Alpha • Sep 09
Verizon: Buy For The 5%+ Yield, Stay For The Next Phase Of Growth
Summary Verizon offers a compelling investment case at less than 10x forward earnings and a dividend yield above 5%. Recent execution has driven record 40.1% EBITDA margins, and 7% EPS growth and raised guidance, with expectations for 6–7% EPS growth and 9.5% free cash flow growth this year. Broadband expansion, strategic partnerships, and share buybacks are expected to accelerate revenue and cash flow, supporting a potential rerating to a 13x multiple and $72 price target. Despite limited near-term upside due to macro risks, VZ remains attractive for long-term income-focused investors. Read the full article on Seeking Alpha
Narrative Update • Aug 19
VZ: Dark Fiber And AI Infrastructure Wins Will Drive Future Upside
Analysts have raised the fair value estimate for Verizon Communications by about $3.49, bringing it to $62.50. They cite updated views on profitability, a lower discount rate, and recent research indicating improving execution, cost control, and new growth projects such as dark fiber and AI related offerings.
Narrative Update • Aug 05
VZ: AI Fiber Deals And Satellite Threat Will Shape Execution Balance
Verizon Communications' fair value estimate has moved modestly higher by $1 to $44, reflecting analysts' slightly lower discount rate assumptions and updated multiyear forecasts that factor in recent price target increases tied to progress on wireless execution, cost control, and new growth projects such as dark fiber and AI related initiatives. Analyst Commentary Recent Street research around Verizon Communications reflects a split view.Narrative Update • Jul 21
VZ: Joint Venture Restructuring And Satellite Threat Will Shape Execution Balance
Analysts have trimmed the fair value estimate for Verizon Communications to $43.00 from $46.00, reflecting lower assumed P/E multiples and ongoing uncertainty around potential satellite competition, even though their models still factor in broadly similar growth and profitability metrics for the company. Analyst Commentary Recent research on Verizon Communications points to a more cautious tone, with several firms revisiting their assumptions as potential satellite competition and sector maturity weigh on sentiment.Narrative Update • Jul 07
VZ: Joint Venture And Satellite Competition Will Shape Future Execution Risk
Analysts have lifted their fair value estimate for Verizon Communications to $46, up from $40, citing modest improvements in expected revenue growth, profit margins and a slightly lower discount rate, while keeping long term valuation assumptions such as future P/E broadly stable. Analyst Commentary on Verizon Communications Recent research on Verizon Communications highlights a mixed backdrop, with some firms pointing to operational progress while a cluster of bearish analysts stresses that the stock still faces execution and growth challenges compared with peers.
Narrative Update • Jun 23
VZ: Convergence Execution And Customer Offers Will Drive Future Cash Flow
Verizon Communications' analyst price target has been nudged higher to about $51.90, reflecting modestly improved valuation as analysts weigh a slightly lower discount rate against ongoing execution questions and mixed sector views from recent research coverage. Analyst Commentary Recent Street research on Verizon Communications points to a mixed setup, with some analysts highlighting improving earnings quality and others focusing on slower growth relative to peers and execution risk around convergence.Analysis Article • Jun 17
Verizon Communications (VZ) Stock Could Be 7.5% Undervalued After New Consumer Plan Push
Verizon Communications (VZ) has made a series of consumer focused changes, including new Simplicity Plans that scrap activation and upgrade fees, a cashback loyalty program, and bundled mobility plus home services under unified billing. See our latest analysis for Verizon Communications. Against this backdrop of new consumer offerings, Verizon Communications shares trade at US$46.73, with a 7 day share price return of 2.08% but a 90 day share price return that is down 5.77%. Over a longer...Narrative Update • Jun 02
VZ: Cost Cuts And Subscriber Trends Will Balance Satellite And Disclosure Risks
Analysts have nudged Verizon Communications' consensus price target higher by $3 to $54, reflecting mixed research that cites ongoing cost reduction efforts and subscriber trends, even as some firms flag slower growth versus peers and concerns about the company's updated disclosures. Analyst Commentary Recent research on Verizon highlights a split view, with some analysts focusing on cost execution and subscriber trends, while others focus on relative growth and disclosure quality.Narrative Update • May 10
VZ: Cost Actions And Mixed Sentiment Will Shape Future Earnings Quality
Analysts have nudged the Verizon Communications price target higher to about $51.85 from $51.58. This reflects slightly lower assumed risk, modestly softer revenue growth expectations, a small uplift in projected profit margins, and a reduced future P/E multiple informed by recent research that includes both target raises and a few downgrades.
New Narrative • May 06
Verizon worth to invest in
I was looking for a large-cap company for diversification in my portfolio that has the strength to grow in the coming years. Furthermore, the debt-to-equity ratio must remain responsible or under control.Narrative Update • Apr 23
VZ: Cost Cuts And Cash Efficiency Will Support Higher Future Earnings Quality
The updated analyst price target for Verizon Communications edges higher to $51.58, with analysts pointing to steady assumptions for revenue growth, a slightly firmer profit margin, and a modestly higher future P/E multiple as key supports for the change. Analyst Commentary Recent research on Verizon Communications shows a mix of optimism around cost execution and cash efficiency, alongside ongoing concerns about transparency and competitive positioning.Narrative Update • Apr 09
VZ: Fair Value View Will Balance Cost Cuts And Disclosure Concerns
Verizon Communications' analyst price target inches up by about $0.40 to $51.17 as analysts balance recent upgrades and price target increases with concerns about disclosure clarity and competitive pressures in wireless and broadband. Analyst Commentary Recent research on Verizon shows a split view, with several firms raising price targets or upgrading ratings while others highlight disclosure issues and competitive challenges that could affect how reliably investors can assess execution and future growth.Narrative Update • Mar 25
VZ: Fair Value View Will Balance Cost Cuts And Disclosure Concerns
Narrative Update Overview The analyst price target for Verizon Communications has been adjusted by about $0.77 to $50.76 as analysts weigh recent upward target revisions tied to cost reduction efforts and subscriber trends, against concerns about less transparent financial disclosures. Analyst Commentary Recent research on Verizon Communications reflects a mixed but generally constructive tone, with several firms lifting price targets while at least one calls out concerns around disclosure quality and financial transparency.Narrative Update • Mar 10
VZ: Fair Value View Will Reflect Cost Cuts And Execution Risks
Narrative Update: Verizon Communications The analyst price target for Verizon Communications edges higher to approximately $50.00, up by a small fraction. Analysts point to firming trends in subscriber additions, cost efficiencies and broadband growth, which are reflected in a slightly higher fair value estimate and a modestly higher assumed future P/E of about 12x.Narrative Update • Feb 24
VZ: Fair Value View Will Reflect Leadership Shifts And Mixed Execution Risks
The updated analyst price target for Verizon Communications edges higher to about $49.80, reflecting a modest shift in models as analysts factor in a slightly lower discount rate while keeping revenue growth, profit margin and future P/E assumptions broadly consistent. Analyst Commentary Recent Street research on Verizon Communications has been active, with several firms adjusting their price targets both higher and lower as they refine models ahead of upcoming results.Analysis Article • Feb 16
Verizon Communications Inc. (NYSE:VZ) Stock Rockets 26% But Many Are Still Ignoring The Company
Verizon Communications Inc. ( NYSE:VZ ) shares have had a really impressive month, gaining 26% after a shaky period...Analysis Article • Feb 11
Verizon Communications (NYSE:VZ) Is Increasing Its Dividend To $0.7075
Verizon Communications Inc. ( NYSE:VZ ) will increase its dividend from last year's comparable payment on the 1st of...Narrative Update • Feb 10
VZ: New CEO And Cost Cuts Will Support Mixed Execution Outlook
Analysts have nudged their price target for Verizon Communications higher to about $49.34 from $47.11. They state that this reflects updated views that slightly higher revenue growth, modestly stronger profit margins and a lower required return better capture the stock's risk and earnings profile.New Narrative • Feb 01
Fiber Expansion And AI Ambitions Will Strain Margins And Limit Upside
Catalysts About Verizon Communications Verizon Communications is a large US telecommunications company that provides wireless, broadband and related services to consumer, business and public sector customers. What are the underlying business or industry changes driving this perspective?Narrative Update • Jan 26
VZ: New CEO And Cost Cuts Will Support Cash Flow Restructuring
Narrative Update: Verizon Communications Analyst Price Target Shift The analyst price target for Verizon Communications has been trimmed by about US$0.48 per share, reflecting recent price target reductions from several firms and slightly more cautious assumptions around the discount rate, revenue growth, profit margin, and future P/E. Analysts link these changes to execution risk during restructuring and competitive holiday promotions.Narrative Update • Jan 09
VZ: New CEO And Cost Cuts Will Support Wireless Turnaround
Analysts now see Verizon's fair value edging up by about $0.12 to roughly $47.60, reflecting updated views on revenue growth, profit margins and P/E assumptions after recent price target revisions around sector promotions, execution risk and competitive pressure. Analyst Commentary Recent Street research on Verizon highlights a mix of cautious valuation resets and steady confidence in the underlying wireless profit pool, with firms adjusting their models ahead of upcoming results and in light of recent promotional activity and restructuring plans.Narrative Update • Dec 16
VZ: Leadership Shift And Cost Cuts Will Drive Wireless Turnaround
Verizon Communications' fair value estimate has been nudged slightly lower to approximately $47.48 per share, as analysts modestly increase the discount rate and factor in execution risk around restructuring and the CEO transition, even as they acknowledge better-than-feared recent results and a supportive sector backdrop. Analyst Commentary Recent Street research reflects a mixed but generally constructive view on Verizon, with modest target changes around the mid 40s to low 50s per share and a focus on execution through the upcoming restructuring and CEO transition.Narrative Update • Nov 28
VZ: Future Leadership and Cost Reductions Will Drive Competitive Strength
Verizon Communications' analyst price target has been lowered from $49 to $45 as analysts cite moderate improvements in postpaid metrics. However, they also point to execution risks tied to restructuring and ongoing competitive pressures.Narrative Update • Nov 14
VZ: Future Restructuring Will Drive Transformation and Expand Wireless Market Opportunities
Verizon Communications’ average analyst price target has decreased from $49 to $45. Analysts attribute this modest decline to execution risks amid restructuring efforts and evolving competitive strategies in the wireless market.Narrative Update • Oct 30
VZ: Wireless Spectrum Deal And Incoming CEO Will Drive Future Market Position
Verizon Communications' analyst price target has been reduced from $48.61 to $47.53 per share. Analysts cite ongoing execution risks, leadership transition uncertainty, and modestly lower growth expectations for the company.Analysis Article • Oct 01
Verizon Communications' (NYSE:VZ) Dividend Will Be Increased To $0.69
The board of Verizon Communications Inc. ( NYSE:VZ ) has announced that it will be increasing its dividend by 1.8% on...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$16b |
| Mar 31 2026 | n/a | n/a | US$17b |
| Dec 31 2025 | US$36m | US$375k | US$17b |
| Sep 30 2025 | n/a | n/a | US$20b |
| Jun 30 2025 | n/a | n/a | US$18b |
| Mar 31 2025 | n/a | n/a | US$18b |
| Dec 31 2024 | US$365k | n/a | US$18b |
| Sep 30 2024 | n/a | n/a | US$10b |
| Jun 30 2024 | n/a | n/a | US$11b |
| Mar 31 2024 | n/a | n/a | US$11b |
| Dec 31 2023 | US$365k | n/a | US$12b |
| Sep 30 2023 | n/a | n/a | US$21b |
| Jun 30 2023 | n/a | n/a | US$21b |
| Mar 31 2023 | n/a | n/a | US$22b |
| Dec 31 2022 | US$334k | n/a | US$21b |
| Sep 30 2022 | n/a | n/a | US$19b |
| Jun 30 2022 | n/a | n/a | US$21b |
| Mar 31 2022 | n/a | n/a | US$21b |
| Dec 31 2021 | US$336k | n/a | US$22b |
| Sep 30 2021 | n/a | n/a | US$22b |
| Jun 30 2021 | n/a | n/a | US$20b |
| Mar 31 2021 | n/a | n/a | US$19b |
| Dec 31 2020 | US$356k | n/a | US$18b |
| Sep 30 2020 | n/a | n/a | US$18b |
| Jun 30 2020 | n/a | n/a | US$19b |
| Mar 31 2020 | n/a | n/a | US$18b |
| Dec 31 2019 | US$329k | n/a | US$19b |
Compensation vs Market: Dan's total compensation ($USD35.88M) is above average for companies of similar size in the US market ($USD14.74M).
Compensation vs Earnings: Dan's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
CEO
Dan Schulman (68 yo)
less than a year
Tenure
US$35,875,016
Compensation
Mr. Daniel H. Schulman, also known as Dan, serves as Director and Chief Executive Officer at Verizon Communications Inc. since October 6, 2025. At Verizon Communications Inc., he also served as Lead Indepe...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Director & CEO | less than a year | US$35.88m | no data | |
| Executive VP & CFO | 3.4yrs | US$16.01m | 0.0051% $ 10.6m | |
| Executive VP & Chief Legal Officer | 3.9yrs | US$7.43m | 0.0022% $ 4.5m | |
| Special Adviser | less than a year | US$31.18m | 0.013% $ 27.9m | |
| Executive VP & CEO of Verizon Business Group | 3.5yrs | US$12.76m | 0.0031% $ 6.3m | |
| Senior VP of Accounting & External Reporting and Controller | 3.3yrs | no data | 0.0010% $ 2.2m | |
| CTO & Senior VP of Strategy and Technology Enablement | 1.9yrs | no data | no data | |
| Senior Vice President of Investor Relations | no data | no data | no data | |
| Executive VP & Chief Marketing Officer | 2.7yrs | no data | no data | |
| Senior VP and Deputy General Counsel of Public Policy & Government Affairs | no data | no data | no data | |
| Chief Strategy Officer | 8yrs | no data | no data | |
| SVP of Technology | no data | no data | no data |
3.3yrs
Average Tenure
57yo
Average Age
Experienced Management: VZ's management team is considered experienced (3.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Director & CEO | 8yrs | US$35.88m | no data | |
| Independent Director | 5.9yrs | US$370.00k | no data | |
| Independent Director | 12.8yrs | US$355.23k | no data | |
| Independent Director | 5yrs | US$335.33k | 0% $ 0 | |
| Independent Director | 3.8yrs | US$336.67k | no data | |
| Independent Chairman | 11.6yrs | US$398.75k | 0.000010% $ 20.7k | |
| Independent Director | 5.2yrs | US$342.59k | 0.000010% $ 20.7k | |
| Independent Director | 1.1yrs | US$139.58k | no data | |
| Independent Director | 1.9yrs | US$335.00k | no data |
5.2yrs
Average Tenure
64yo
Average Age
Experienced Board: VZ's board of directors are considered experienced (5.2 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/17 21:34 |
| End of Day Share Price | 2026/09/17 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the 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
Verizon Communications Inc. is covered by 55 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |