Uniti Group (NASDAQ:UNIT) Announces Earnings Results

Uniti Group (NASDAQ:UNIT) announced its quarterly earnings results on Monday. The real estate investment trust reported ($1.19) EPS for the quarter, missing the consensus estimate of ($0.46) by ($0.73), Briefing.com reports. Uniti Group had a net margin of 97.46% and a negative return on equity of 2.52%. The firm had revenue of $917.30 million during the quarter, compared to analyst estimates of $909.44 million. During the same quarter in the previous year, the business posted $0.35 EPS. Uniti Group’s revenue for the quarter was up 212.8% compared to the same quarter last year.

Here are the key takeaways from Uniti Group’s conference call:

• Uniti closed its transformative merger with Windstream, established a scaled national wholesale fiber footprint, installed a new insurgent leadership team, reignited builds, and materially lowered its cost of capital via landmark ABS and debt transactions.
• Kinetic showed strong operational momentum (Q4: 38,000 consumer fiber gross adds, 28,000 net adds, 535k fiber subs), reduced churn, and is targeting 450,000–500,000 new homes built in 2026 with ~675k–700k consumer fiber subs by year-end.
• Fiber Infrastructure reported record hyperscaler bookings, plans ~6,000 new route miles over three years, expects nearly $1 billion of cumulative non‑recurring cash revenue through 2028 (plus growing recurring lease-up revenue) and projects a 2–4x total return on capital over time.
• Consolidated pro forma revenue was down ~5% YoY due to legacy copper/TDM declines, and 2026 is a heavy investment year with roughly $1.4 billion net CapEx and lumpy sales-type lease revenue recognition (concentrated in Q1 and Q4), which could cause uneven near-term results.
• Management has improved financing metrics (blended debt yield down ~560 bps to ~6.9%), closed an inaugural Kinetic ABS and a $1B unsecured add-on, and believes it can opportunistically monetize $500M–$1B of non‑core assets to further optimize the balance sheet.

Uniti Group Trading Up 7.0%

Shares of NASDAQ UNIT opened at $7.83 on Tuesday. Uniti Group has a one year low of $5.30 and a one year high of $11.73. The firm has a market capitalization of $1.16 billion, a PE ratio of 1.53 and a beta of 1.50. The business has a 50-day moving average price of $7.65 and a two-hundred day moving average price of $6.80.

Institutional Trading of Uniti Group

Institutional investors have recently bought and sold shares of the company. T. Rowe Price Investment Management Inc. raised its position in shares of Uniti Group by 103.1% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 14,656,558 shares of the real estate investment trust’s stock valued at $102,743,000 after purchasing an additional 7,441,044 shares during the period. TMB Capital Partners LLC bought a new position in Uniti Group in the 4th quarter worth $185,000. Invesco Ltd. lifted its position in Uniti Group by 32.8% during the 4th quarter. Invesco Ltd. now owns 1,829,904 shares of the real estate investment trust’s stock worth $12,828,000 after acquiring an additional 452,149 shares during the last quarter. Mercer Global Advisors Inc. ADV acquired a new position in Uniti Group during the 4th quarter worth $72,000. Finally, State of Tennessee Department of Treasury boosted its holdings in Uniti Group by 14.1% during the fourth quarter. State of Tennessee Department of Treasury now owns 72,275 shares of the real estate investment trust’s stock valued at $507,000 after acquiring an additional 8,948 shares during the period. Institutional investors and hedge funds own 87.51% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on UNIT shares. Barclays set a $8.00 price objective on shares of Uniti Group in a research note on Thursday, January 29th. Wall Street Zen cut shares of Uniti Group from a “hold” rating to a “sell” rating in a report on Sunday. Weiss Ratings restated a “hold (c-)” rating on shares of Uniti Group in a research report on Monday, December 29th. Finally, Wells Fargo & Company cut their price objective on Uniti Group from $7.50 to $7.00 and set an “equal weight” rating for the company in a research report on Friday, November 7th. One research analyst has rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Uniti Group presently has a consensus rating of “Hold” and a consensus price target of $6.83.

Uniti Group Company Profile

Uniti Group Inc is a real estate investment trust that owns, operates and acquires communications infrastructure assets across the United States. Established in September 2015 through a spin-off from Windstream Holdings, Uniti Group focuses on leasing fiber, small cell networks, cell towers and related infrastructure to service providers, wireless carriers and other enterprises requiring high-capacity connectivity. The company’s assets are designed to support the growing data demands of residential, business and governmental customers, with an emphasis on long-term contractual lease arrangements.

Uniti’s portfolio encompasses an extensive fiber network that spans metropolitan and rural markets, as well as a portfolio of wireless towers and small cell nodes that facilitate mobile network densification and help carriers deploy 5G services.