Telefonica Brasil (NYSE:VIV) Sets New 12-Month High on Earnings Beat

Telefonica Brasil S.A. (NYSE:VIV) shares reached a new 52-week high during mid-day trading on Tuesday after the company announced better than expected quarterly earnings. The stock traded as high as $16.55 and last traded at $16.5520, with a volume of 290024 shares traded. The stock had previously closed at $16.24.

The Wireless communications provider reported $0.22 EPS for the quarter, topping the consensus estimate of $0.17 by $0.05. The firm had revenue of $2.83 billion during the quarter, compared to analysts’ expectations of $2.88 billion. Telefonica Brasil had a return on equity of 8.67% and a net margin of 10.37%.

Telefonica Brasil News Roundup

Here are the key news stories impacting Telefonica Brasil this week:

• Positive Sentiment: Q4 EPS beat — Telefonica Brasil reported $0.22 EPS vs. consensus $0.17, demonstrating better-than-expected profitability that likely supported the stock lift. MarketBeat Earnings Summary
• Positive Sentiment: “Cash machine is working again” — Commentary and analysis highlight a rebound in cash generation and margin improvement, which investors view as sustainable shareholder-value support. Telefônica Brasil Q4: The Cash Machine Is Working Again
• Positive Sentiment: Company-level results and slide deck show growth in revenue, EBITDA and net income for 2025 — management presented a generally constructive operating picture that supports earnings momentum. 4Q25 Results: Telefonica Brasil S.A.
• Neutral Sentiment: Form 20‑F filed for FY2025 — routine regulatory filing now public; useful for due diligence but not an immediate catalyst. Telefonica Brasil S.A. Announces the Filing of Its Annual Report on Form 20-F for Fiscal Year 2025
• Neutral Sentiment: Earnings materials and transcript available — full slide deck and call transcript give transparency on guidance, capital allocation and cash flow details; important for longer-term conviction. Telefônica Brasil S.A. 2025 Q4 – Results – Earnings Call Presentation Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue miss — Q4 revenue was $2.83B vs. consensus $2.88B, which may limit near-term upside until top-line growth re-accelerates. MarketBeat Earnings Summary
• Negative Sentiment: Analyst stance remains cautious — the stock carries an average “Hold” rating from analysts, which could temper momentum despite the EPS beat. Telefonica Brasil S.A. Given Average Rating of “Hold” by Analysts

Analysts Set New Price Targets

VIV has been the topic of a number of recent research reports. Wall Street Zen raised shares of Telefonica Brasil from a “buy” rating to a “strong-buy” rating in a research note on Sunday, January 11th. Bank of America began coverage on shares of Telefonica Brasil in a research note on Thursday, December 11th. They issued an “underperform” rating and a $14.00 price target on the stock. Zacks Research raised shares of Telefonica Brasil from a “hold” rating to a “strong-buy” rating in a research report on Monday, February 9th. Weiss Ratings cut Telefonica Brasil from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, February 9th. Finally, Barclays reissued an “overweight” rating and issued a $14.50 price target on shares of Telefonica Brasil in a research note on Monday, November 3rd. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, three have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Telefonica Brasil has a consensus rating of “Hold” and an average price target of $13.12.

Institutional Investors Weigh In On Telefonica Brasil

A number of institutional investors and hedge funds have recently made changes to their positions in VIV. Rhumbline Advisers grew its stake in Telefonica Brasil by 337.7% in the 1st quarter. Rhumbline Advisers now owns 4,233 shares of the Wireless communications provider’s stock valued at $37,000 after buying an additional 3,266 shares during the last quarter. Arax Advisory Partners lifted its position in Telefonica Brasil by 54.4% during the fourth quarter. Arax Advisory Partners now owns 3,773 shares of the Wireless communications provider’s stock worth $45,000 after acquiring an additional 1,330 shares during the last quarter. Advisors Asset Management Inc. bought a new stake in shares of Telefonica Brasil during the first quarter worth approximately $52,000. EverSource Wealth Advisors LLC grew its position in shares of Telefonica Brasil by 214.0% in the second quarter. EverSource Wealth Advisors LLC now owns 4,766 shares of the Wireless communications provider’s stock valued at $54,000 after purchasing an additional 3,248 shares during the last quarter. Finally, PNC Financial Services Group Inc. grew its position in shares of Telefonica Brasil by 45.7% in the second quarter. PNC Financial Services Group Inc. now owns 5,163 shares of the Wireless communications provider’s stock valued at $59,000 after purchasing an additional 1,619 shares during the last quarter. Institutional investors own 5.16% of the company’s stock.

Telefonica Brasil Stock Performance

The company has a market cap of $26.86 billion, a P/E ratio of 25.05, a price-to-earnings-growth ratio of 0.89 and a beta of 0.71. The stock has a 50 day moving average price of $13.41 and a two-hundred day moving average price of $12.82. The company has a quick ratio of 0.96, a current ratio of 1.02 and a debt-to-equity ratio of 0.19.

Telefonica Brasil Company Profile

Telefônica Brasil SA, commonly marketed under the Vivo brand, is one of Brazil’s largest telecommunications providers, offering a broad range of consumer and enterprise communications services. The company’s core activities include mobile voice and data services, fixed-line telephony, broadband internet (including fiber-to-the-home), and pay-TV solutions. It also provides ICT and managed services for business customers, such as cloud, data center, connectivity, Internet of Things (IoT) and security solutions.

Vivo operates a nationwide network across Brazil and serves both individual consumers and corporate clients.