TELEFONICA BRASIL S.A.
boothcheck covers TELEFONICA BRASIL S.A. (VIV) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 28, 2026.
- Telefônica Brasil, which operates under the Vivo brand, is Brazil's largest wireless carrier, with roughly 102 million mobile customers and about 39% market share. Q1 2026 revenue was about R$12.5 billion, up 5% year over year, with EBITDA near R$4.8 billion and net income up about 19%. - The shareholder-return story is the loud part: the company committed roughly R$7.0 billion to remuneration, including a R$4.0 billion capital reduction, authorized a buyback of up to R$1.0 billion, and reaff
Is VIV overvalued? See what's priced in →
222 institutional managers reported holding VIV in 13F filings for the quarter ended 2026-03-31. Together they hold about 2% of the company; the top 10 hold 1%. 35 opened new positions that quarter. Held by BlackRock, Arrowstreet Capital, Invesco, among others. On the short side, 4.1M shares were sold short as of the 2026-06-15 count, about 0.1% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
VIV's share count grew 91.5% over the past five years. It pays a dividend, and has paid one every year in our records (11 and counting). Cash returned over the past three years: $1.68B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.