Shenandoah Telecommunications (SHEN)
Provides Glo Fiber broadband and commercial fiber across regional U.S. markets.
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Provides Glo Fiber, commercial fiber, and legacy cable and DSL services in regional U.S. markets. The business became broadband-only after its wireless sale.
Provides fiber-to-the-home broadband through Glo Fiber to residential and business customers across regional U.S. markets. Its single Broadband segment also includes commercial fiber and legacy cable-based video, data, voice, and DSL services in parts of its footprint.
The business shifted to broadband-only operations after selling its wireless business and has expanded Glo Fiber through new builds and acquired networks. Its rural-service origins remain visible in its focus on regional markets. Operations depend on completing and commercializing fiber expansion, retaining subscribers against cable and fiber alternatives, and integrating acquired network assets.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Apr 9, 2026 | Craig-Hallum | Target | Target: — | Target: $29 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $23.9M · Total debt $727.9M · Total assets $1.97B · Shareholders' equity $859.9M
- Revenue
- $93.5M
- Operating income
- −$1.0M
- Net income
- −$7.7M
HistoryDividendAnnual yield
| Institutions | ≈ 75.45% | 40.26M shares | |
|---|---|---|---|
| 186 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.49% | 1.33M shares | |
| 19 holders · as of Sep 3, 2026 | |||
| Strategic holders | 0.05% | 26.6K shares | |
| 2 holders · as of Feb 20, 2026 | |||
| Other | ≈ 22.01% | 11.75M shares | |
| remainder | |||
53.36M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.28% | 7.09M | as of Jun 30, 2026 |
GCM Grosvenor Holdings, LLCInstitution | 7.71% | 4.12M | as of Jun 30, 2026 |
ECP ControlCo, LLCInstitution | 6.48% | 3.46M | as of Jun 30, 2026 |
Southeastern Asset Management, Inc.Institution | 5.51% | 2.94M | filed Feb 13, 2026 |
Southeastern Asset Management Inc/TN/Institution | 4.90% | 2.62M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 31, 2026 | Edward H. McKay | officer: President & CEO | +2,000 | $12.14 |
| Jul 31, 2026 | James J. Volk | officer: SVP Finance & CFO | +4,283 | $11.67 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Shenandoah Telecommunications | $12.32 | +0.10% | $681.5M | — | — | 2.5 | +5.5% |
| Comcast | $22.60 | +0.78% | $79.56B | 7.3 | 6.5 | 0.6 | −1.2% |
| Charter Communications | $118.27 | +0.86% | $15.80B | 3.0 | 2.8 | 0.3 | −1.7% |
| Lumen Technologies | $6.21 | −2.74% | $6.57B | — | — | 0.6 | −9.3% |
| T-Mobile | $165.34 | +1.80% | $174.21B | 17.0 | 13.2 | 1.9 | +7.9% |
| Median | 7.3 | 6.5 | 0.6 | −1.5% |