The Stock of Dividend Darling Verizon Climbs on Upbeat Outlook. Is It Time to Buy the High-Yield Stock?
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The Stock of Dividend Darling Verizon Climbs on Upbeat Outlook. Is It Time to Buy the High-Yield Stock?

July 27, 2025
04:35 AM
6 min read
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economytelecomtechnologymarket cyclesseasonal analysismarket

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The research indicates that S of Verizon Communications (VZ) have struggled to keep up with rival AT&T the past couple of years, but the stock recently got a lift after...

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investment

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July 27, 2025

04:35 AM

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The Motley Fool

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economytelecomtechnologymarket cyclesseasonal analysismarket

The re indicates that S of Verizon Communications (VZ) have struggled to keep up with rival AT&T the past couple of years, but the stock recently got a lift after posting solid second quarter results and issuing upbeat guidance (something worth watching)

This analysis suggests that company's stock price is now up 7% on the year, while it also carries an over-6% yield

Let's see if now is the time to jump into the stock

Furthermore, Image source: Getty Images, given the current landscape

Additionally, However, Broadband leads the way Verizon's wireless is still its most watched, but it has been its broadband that has been leading the way

The company added 293,000 net broadband rs in the quarter to 12 (remarkable data)

Moreover, 9 million, an over 12% increase compared to a year ago (an important development)

It added 278,000 fixed wireless rs, and 15,000 net Fios rs

At the same time, Its consumer wireless, meanwhile, continues to lose rs after enacting a price hike earlier this year (which is quite significant), given the current landscape

Nevertheless, It shed 51,000 postpaid consumer wireless rs, who are rs that are billed monthly

Furthermore, This's opposed to prepaid rs, who pay for their services up front, in today's market environment

Furthermore, Prepaid r additions increased by 50,000

Overall consumer wireless service revenue rose 2, considering recent developments

At the same time, 4 billion, as postpaid average revenue per account climbed by a similar percentage to $147

Service revenue rose 1, in today's market environment

However, The company added 65,000 wireless retail postpaid net additions, which include connections to phones, tablets, and smartwatches, considering recent developments

Apximately 42,000 of those additions were for smartphone connections

However, total revenue edged down 0

Nevertheless, 3 billion, as it continues to churn off wireline rs (this bears monitoring)

Additionally, Overall, Verizon's Q2 revenue rose 5

Furthermore, 5 billion, topping the analyst consensus of $33

Meanwhile, 74 billion, as compiled by LSEG, in light of current trends

Wireless service revenue increased by 2 (noteworthy indeed)

On the other hand, 9 billion, while wireless equipment revenue surged 25

Adjusted earnings per (EPS) climbed 6% to $1

Furthermore, 22 from $1

Moreover, 15 a year ago

Additionally, Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose 4

Looking ahead, Verizon maintained its full-year 2025 forecast for wireless revenue to grow between 2% and 2

Moreover, However, it increased the low end of its fitability forecasts

Furthermore, It now expects adjusted EPS to grow by 1% to 3%, and for adjusted EBITDA to rise between 2

The company also boosted its operating cash flow outlook to be between $37 billion and $39 billion

Nevertheless, After capital expenditures (capex), that would result in free cash flow of between $19

Furthermore, Furthermore, 5 billion and $20

On the other hand, Metric Prior Guidance Current Guidance Wireless service revenue growth 2% to 2 (noteworthy indeed). 8% 2% to 2. 8% Adjusted EPS growth 0% to 3% 1% to 3% Adjusted EBITDA growth 2% to 3. 5% Operating cash flow $35 billion to $37 billion $37 billion to $39 billion Free cash flow $17

Furthermore, 5 billion and $18

However, 5 billion $19. 5 billion and $20

However, 5 billion Data source: Verizon

Moreover, Table by author, considering recent developments

Checking in on the dividend Verizon's biggest draw continues to be its dividend

The stock yields 6. 4%, and more importantly, that payout is well covered by free cash flow, in light of current trends

Through the first half of the year, Verizon generated $8, in this volatile climate. 8 billion in free cash flow and paid out $5, in light of current trends. 7 billion in dividends, good for a 1. 5x coverage ratio

Additionally, That gives the company plenty of breathing room to invest in the and keep raising the dividend

Meanwhile, the company creased its operating cash flow and free cash flow guidance

This's being helped by new tax legislation, which allows it to immediately 100% depreciate certain assets that are placed into service this year

Verizon's balance sheet is also solid

The data indicates that s unsecured leverage is 2

In contrast, 3x, which is very manageable, given how much free cash flow it throws off, considering recent developments

Furthermore, Even if the economy softens, Verizon has a wide margin of safety

The dividend isn't just safe -- it's set to continue to head higher

Is it time to buy the stock

Nevertheless, Verizon's earlier price hike continues to impact wireless churn, but the company is working to try and imve retention through such methods as using artificial intelligence (AI) to help imve the customer experience, in light of current trends

However, Meanwhile, it continues to do a good job of adding broadband rs (remarkable data)

Broadband should become even more important after the company closes its acquisition of telecom company Frontier Communications sometime next year, amid market uncertainty

Additionally, Verizon is actually reacquiring a lot of fiber assets that it sold to Frontier back in 2016, when it sold the assets to reduce debt after some large-spectrum purchases and to focus more on its wireless

Moreover, Frontier has since expanded its fiber network, and the acquisition will now greatly expand Verizon's fiber network in states outside the Northeast and Mid-Atlantic, including Florida, Texas, and California

On the other hand, The deal will allow the company to more widely bundle mobile and internet services together

That could help give it an edge when competing against AT&T and cable companies, and position it well for next year

From a valuation standpoint, Verizon trades at a forward price-to-earnings (P/E) ratio of 9x based on 2025 earnings estimates, well below the 13x multiple of AT&T

While Verizon has had some struggles with postpaid wireless additions, I think the Frontier deal could put the company is a strong position to bundle services to a much wider group of customers, giving it strong potential upside

As such, given the volume gap and this potential catalyst, I think the stock is a solid option for income-oriented investors to buy right now.