Malady Kyle sold $54K of VZ

Verizon (VZ) and Realty Income (O) both yield around 5%, but differ in growth and balance sheet. VZ reported 27% YoY free cash flow growth, raised EPS guidance to 6-7%, and has lower leverage. O has 115 consecutive dividend increases, but slower growth and higher debt. VZ is preferred for growth, while O suits income-focused investors.

Verizon Communications (VZ) stock has risen 22% in the past year, near its 52-week high. The company reports strong operating margins and cash flow, with management citing improved customer experience and a new agreement with Google. VZ trades at a P/E of 13.0, below the S&P 500 median, but revenue growth lags the market. The company's strategy to eliminate fees may reduce churn but also cuts revenue.

Verizon (VZ) has shifted its focus from wireless to combined connectivity metrics and dark-fiber deals. Q2 2026 wireless revenue fell 0.7% to $20.8B, while mobility and broadband revenue rose 2.8% to $23.4B. Consumer segment, 77% of revenue, added 348K broadband subscribers. Management expects dark-fiber revenue to start in 2027. TTM revenue up 1.4% against a 3-year average of 1.0%.

Verizon (VZ) reported Q3 2025 earnings with adjusted EPS of $1.21, up from $1.19 YoY, and revenue of $33.82B, up 1.5% YoY. Wireless subscriber growth slowed, while broadband saw gains. The company reiterated its full-year guidance, excluding potential impacts from the Frontier Communications deal.

Verizon (VZ) reported Q1 2025 earnings with adjusted EPS of $1.19, up from $1.15 YoY, and revenue of $33.48B, up 1.5%. Fixed wireless access added 308K subscribers, driving revenue growth of 47.8%. Wireless service revenue grew 2.7%, while free cash flow improved to $3.64B. Postpaid phone net losses widened to 356K. Verizon reaffirmed its full-year 2025 guidance.

JPMorgan Chase (JPM) raised its dividend to $1.65 per share, Verizon (VZ) offers a 5.57% yield with 20 years of increases, and Southern Company (SO) sees 7% commercial load growth. These three companies provide staggered quarterly dividends covering all months of the year, diversifying across financials, telecom, and utilities.