Premarket Activity and FuturesU.S. stock futures signaled a cautious start to the week on Monday, March 23rd, 2026, as investors grappled with persistent inflation data and a "higher-for-longer" interest rate narrative from the Federal Reserve. Early morning trading saw futures for the major indexes trending lower, reflecting a continuation of the volatility observed late last week. S&P 500 (SPY) futures were down approximately 0.4%, while Nasdaq 100 (QQQ) futures slipped 0.5%, led by a retreat in high-grow ...

证券研究报告 | 2026年03月22日 美股市场速览 弱于大市 资金加速流出，盈利显著上修 价格走势：多数行业回撤，能源与银行较强 本周，标普 500 指数-1.9%（上周-1.6%），纳斯达克综指-2.1%（上周-1.3%）。 风格：大盘价值（罗素 1000 价值-1.3%）＞小盘价值（罗素 2000 价值-1.5%） ＞小盘成长（罗素 2000 成长-1.8%）＞大盘成长（罗素 1000 成长-2.4%）。 3 个行业上涨，21 个行业下跌。上涨的主要有：能源（+2.8%）、银行（+1.7%）、 综合金融（+0.1%）；下跌的主要有：汽车与汽车零部件（-5.4%）、公用事 业（-5.0%）、食品与主要用品零售（-4.7%）、食品饮料与烟草（-4.6%）、 材料（-4.4%）。 资金流向：整体加速流出，少量流入能源 本周，标普 500 成分股估算资金流（涨跌额 x 成交量）为-155.5（亿美元， 下同），上周为-27.1，近 4 周为-313.9，近 13 周为-464.9。 4 个行业资金流入，19 个行业资金流出，1 个基本持平。资金流入的主要有： 能源（+6.6）、银行（+2.1）、运输（+1.4 ...

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Key Takeaways AT&T and Verizon are compared on 5G, fiber, and pricing; both see 2026 growth with no clear winner.AT&T shows postpaid gains and fiber growth, but wireline losses and promos weigh on margins.Verizon rides 5G and fixed wireless momentum, but high capex and pricing pressure margins.AT&T Inc. (T) and Verizon Communications Inc. (VZ) are two major players in the mobile and wireless-connectivity universe, with key expertise in their respective domains. Operating as one of the largest wireless servi ...

Group 1: Company Overview - Verizon is a dividend stock with a high yield of 5.5% and has a long history of annual dividend increases [1] - The company generates reliable income from telecommunications subscriptions, which are considered sticky [1] Group 2: Competitive Landscape - Verizon operates in a highly competitive industry where cell phone service and internet connections are largely commodities [2] - The company must compete with other cellphone and cable companies, necessitating high-quality services at attractive prices [2] Group 3: Financial Health - Verizon has limited pricing power and high capital spending needs, which presents challenges for growth [4] - The company carries a significant amount of debt, which requires close monitoring of its balance sheet [4] Group 4: Dividend Growth - Over the past decade, Verizon's dividend has increased at an annualized rate of approximately 2%, which is below the historical inflation rate [5] - This indicates that the buying power of the dividend has been shrinking over time, which may not be favorable for income-focused investors [5] Group 5: Management and Future Outlook - Verizon has recently appointed a new CEO in late 2025, but it remains uncertain if this will lead to improved growth in the near term [7] - Materially improving the company's growth profile could take several years, and investors should pay attention to the new CEO's growth plans as they develop in 2026 [7] Group 6: Investment Considerations - Verizon may attract investors looking for immediate income, but the low dividend growth rate may dampen enthusiasm among dividend investors [8] - The combination of a new CEO, high leverage, and significant capital spending needs in a competitive environment may make Verizon less attractive than it appears based on its yield [8]

Company Performance - Verizon Communications (VZ) closed at $49.55, reflecting a -1.92% change from the previous day's closing price, underperforming the S&P 500, which lost 1.36% [1] - Over the past month, Verizon's shares gained 3.25%, outperforming the Computer and Technology sector's loss of 0.24% and the S&P 500's loss of 1.76% [2] Financial Projections - Upcoming EPS for Verizon is projected at $1.23, indicating a 3.36% increase year-over-year, while revenue is expected to reach $34.75 billion, a 3.79% increase compared to the same quarter last year [3] - For the annual period, earnings are anticipated at $4.91 per share and revenue at $143.23 billion, reflecting increases of +4.25% and +3.64% respectively from the previous year [4] Analyst Estimates and Valuation - Recent changes in analyst estimates for Verizon suggest positive sentiment regarding the company's business and profitability [4] - Verizon currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining unchanged over the past month [6] - The company is trading at a Forward P/E ratio of 10.28, which is lower than the industry's Forward P/E of 12.17, and has a PEG ratio of 2.13 compared to the industry average of 1.76 [7] Industry Context - The Wireless National industry, part of the Computer and Technology sector, ranks in the bottom 19% of all industries according to the Zacks Industry Rank [8]

Saranya Yuenyong/iStock via Getty ImagesThe First Trust Morningstar Dividend Leaders Index Fund (FDL) is a passively managed ETF focusing on high-yielding U.S. stocks that have stable and sustainable dividends. It tracks an index that screens for dividend consistency and earnings coverage. The FDL portfolio holds up to 100 companies, which are weighted by their annual payout. This educational article explains FDL’s strategy, what’s currently in the portfolio, performance over its two-decade history, how ...

Verizon Communications Inc. (NYSE:VZ) is included among the 14 Quality Stocks with Highest Dividends. KeyBanc Flags Verizon’s (VZ) New Reporting Structure as Investor-Unfriendly Ken Wolter / Shutterstock.com On March 16, KeyBanc commented on Verizon Communications Inc. (NYSE:VZ)’s planned changes to its reporting structure, which will begin in Q1. The firm said the updated disclosures are practically useless for modeling purposes. It pointed to a lack of transparency and limited comparability, making it ...

Verizon Communications (VZ) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this largest U.S. cellphone carrier have returned +4% over the past month versus the Zacks S&P 500 composite's -1.9% change. The Zacks Wireless National industry, to which Verizon belongs, has lost 0.6% over this period. Now the key question is: Where could the stock be headed in the near term? ...

Investment Rating - The report does not explicitly provide an investment rating for the telecommunications industry Core Insights - The global telecommunications industry in 2026 is characterized by robust revenue growth, infrastructure-driven competition, and a rapid shift towards digital services [25] - Traditional voice and SMS revenues are declining, but operators are compensating through increased mobile data consumption, fiber broadband promotion, enterprise connectivity, and value-added digital services [25] - 5G has become mainstream in developed markets, with emerging economies also expanding coverage, leading operators to focus on commercialization and new service models [26] - The total brand value of the top 150 telecommunications brands globally reached $741.8 billion, with the US brands contributing 24% of this total [29] - Emerging markets in Africa, South Asia, and parts of Latin America continue to present strong long-term growth opportunities due to rising smartphone penetration and mobile broadband adoption [30] Summary by Sections Industry Overview - The telecommunications industry is experiencing a significant transformation with a focus on digital services and infrastructure [25][26] - Operators are positioning themselves as comprehensive technology providers rather than just connectivity providers [27] Valuation Analysis - Deutsche Telekom retains its position as the most valuable telecommunications brand globally, with a brand value of $96.02 billion, reflecting a growth of over 141% since 2020 [36] - Verizon and AT&T follow as the second and third most valuable brands, with brand values of $73 billion and $53.91 billion respectively [36] - Notable growth in brand value is observed in China Mobile and NTT Group, with increases of 5% and 13% respectively [38] Brand Focus - Yas, owned by AXIAN Telecom, is recognized as a "brand to watch" with a brand value of $277 million, marking a significant transformation in the African telecommunications sector [50] - Viettel is noted as the strongest telecommunications brand with a Brand Strength Index (BSI) score of 89.9/100 [56] - Zain has surpassed $4 billion in brand value for the first time, reflecting its leadership in mobile and ICT innovation [127] Telecommunications Infrastructure - Huawei remains the most valuable telecommunications infrastructure brand with a value of $35.01 billion, showcasing resilience amid geopolitical pressures [68] - Cisco and Qualcomm follow with brand values of $32.2 billion and $8.7 billion respectively, with Cisco experiencing a 17% growth [70] - Starlink has seen its brand value more than double to $52 billion, driven by explosive user growth [72]