LUMN
Lumen Technologies, Inc.
$8.91
-10.00%
$9.2B
No data for this timeframe.
Vol
Market Cap$9.2B
Cap SizeMid Cap
Analyst ConsensusSell (6%)
Inst. Holders9 funds
Inst. Value$1.5B
Inst. Activity3 buys / 1 sells
Insider Activity1B / 1S
Insider Net $$144.9K
Reddit Sentiment63° Warm
SEC Reports5
Exchange NYSE·Sector Telephone Communications (No Radiotelephone)·Inc. LA·CIK 0000018926·Prev Close $9.90
Recent Activity
May 29, 2026
short_volume
Short Volume: LUMN — 60.1% short (3.3M / 5.6M)
Short: 3,347,658 | Exempt: 6,900 | TRF Vol: 5,571,035 | Short Ratio: 60.1% | Off-exchange volume (da
May 27, 2026
SEC
Lumen Technologies filed an 8-K reporting results from its May 20, 2026 annual meeting. Shareholders approved an increas
8-K — Impact 3/10
May 21, 2026
Insider
Collins Michael sold 25,197 shares
Director @ $9.44 ($237.9K)
May 21, 2026
Insider
MCMILLAN STEPHEN sold 25,197 shares
Director @ $9.44 ($237.9K)
May 21, 2026
Insider
Chilton Kevin P. sold 25,197 shares
Director @ $9.44 ($237.9K)
May 20, 2026
SEC
Lumen announced the early results of its cash tender offers to purchase up to $750 million aggregate principal of outsta
8-K — Impact 5/10
May 14, 2026
SEC
Level 3 Financing, an indirect subsidiary of Lumen Technologies, completed a $2.4B refinancing of its term loan B-4 faci
8-K — Impact 4/10
Inst.
FMR LLC — DOUBLED
26,391,299 shares ($205.1M)
Price Targets
$8.29
-7.0% upside
Sell
Current $8.91
Low $7.00
Median $8.20
High $10.00
10 analysts
$7.00
$10.00
Analyst Ratings
1Strong Buy
0Buy
12Hold
3Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 6, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 6, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
| Feb 5, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.14 ▼ -24.4% | $-0.18 — $-0.09 | -359% YoY | 7 |
| Next Q | $-0.15 ▼ -48.4% | $-0.22 — $-0.07 | 24% YoY | 7 |
| Current FY | $-0.80 ▼ -60.0% | $-0.94 — $-0.54 | -515% YoY | 7 |
| Next FY | $-0.29 ▼ -2.1% | $-0.85 — $-0.01 | 63% YoY | 6 |
Latest Reports
NEUTRAL
8-K
3/10
Lumen Technologies filed an 8-K reporting results from its May 20, 2026 annual meeting. Shareholders approved an increas
May 27, 2026
BULLISH
8-K
5/10
Lumen announced the early results of its cash tender offers to purchase up to $750 million aggregate principal of outsta
May 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $869.1M | — |
| FMR LLC | $205.1M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $142.9M | NEW |
| NORGES BANK | $106.6M | NEW |
| MORGAN STANLEY | $78.4M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | Collins Michael | A | $237.9K |
| May 21, 2026 | MCMILLAN STEPHEN | A | $237.9K |
| May 21, 2026 | Chilton Kevin | A | $237.9K |
| May 21, 2026 | Capossela Christopher | A | $237.9K |
| May 21, 2026 | Bejar Martha | A | $237.9K |
Reddit Sentiment
63°
Warm
Bearish
Neutral
Bullish
9 institutional holders with $1.5B total value (198,875,006 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 111,855,666 | $869.1M | 56.2% | — |
| 2 | FMR LLC | 26,391,299 | $205.1M | 13.3% | DOUBLED +162.1% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 18,390,473 | $142.9M | 9.2% | NEW |
| 4 | NORGES BANK | 13,713,912 | $106.6M | 6.9% | NEW |
| 5 | MORGAN STANLEY | 10,095,977 | $78.4M | 5.1% | TRIM -34.1% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 10,043,267 | $78.0M | 5.1% | ADD +76.3% |
| 7 | TWO SIGMA INVESTMENTS, LP | 4,595,530 | $35.7M | 2.3% | TRIM -26.0% |
| 8 | BANK OF AMERICA CORP /DE/ | 2,335,516 | $18.1M | 1.2% | TRIM -32.3% |
| 9 | WELLS FARGO & COMPANY/MN | 1,453,366 | $11.3M | 0.7% | ADD +49.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 10,068,242 | 26,391,299 | +162.1% | $205.1M | 2025-Q4 |
| NORGES BANK | NEW | — | 13,713,912 | — | $106.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 6,212,406 | 4,595,530 | -26.0% | $35.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 969,275 | 1,453,366 | +49.9% | $11.3M | 2025-Q4 |
| FMR LLC | ADD | 5,298,087 | 10,068,242 | +90.0% | $61.6M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 4,117,928 | 2,786,430 | -32.3% | $17.1M | 2025-Q3 |
| NORGES BANK | EXIT | 10,941,264 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | TRIM | 17,087,898 | 11,262,887 | -34.1% | $49.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 10,941,264 | — | $47.9M | 2025-Q2 |
| UBS Group AG | TRIM | 11,566,157 | 5,039,296 | -56.4% | $22.1M | 2025-Q2 |
| MORGAN STANLEY | ADD | 11,856,095 | 17,087,898 | +44.1% | $67.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 17,975,262 | 10,276,414 | -42.8% | $40.3M | 2025-Q1 |
| FMR LLC | ADD | 2,288,476 | 4,431,492 | +93.6% | $17.4M | 2025-Q1 |
| NORGES BANK | EXIT | 11,984,593 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 4,136,798 | 12,637,995 | +205.5% | $67.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 6,614,300 | 11,664,009 | +76.3% | $61.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 30,811,812 | — | $218.8M | 2024-Q3 |
14 unique insiders with 2 transactions. Net insider value: $144.9K ($499.9K bought, $355.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | Collins Michael | Director | A | 25,197 | $9.44 | $237.9K |
| May 21, 2026 | MCMILLAN STEPHEN | Director | A | 25,197 | $9.44 | $237.9K |
| May 21, 2026 | Chilton Kevin P. | Director | A | 25,197 | $9.44 | $237.9K |
| May 21, 2026 | Capossela Christopher C | Director | A | 25,197 | $9.44 | $237.9K |
| May 21, 2026 | Bejar Martha Helena | Director | A | 25,197 | $9.44 | $237.9K |
| May 21, 2026 | GOLDBERG MICHELLE J | Director | A | 25,197 | $9.44 | $237.9K |
| May 21, 2026 | Linear Diankha | Director | A | 25,197 | $9.44 | $237.9K |
| May 21, 2026 | Allen Quincy L | Director | A | 25,197 | $9.44 | $237.9K |
| May 14, 2026 | Fowler James | EVP, Chief Tech & Product Off. | F | 22,922 | $10.34 | $237.0K |
| May 7, 2026 | Johnson Kathleen E | Chief Executive Officer | G | 241,450 | $0.00 | $0.00 |
| Apr 20, 2026 | Hodges Jennifer A. | EVP, Chief Legal Officer | A | 200,809 | $7.47 | $1.5M |
| Mar 1, 2026 | Johnson Kathleen E | President & CEO | A | 2,156,680 | $0.00 | $0.00 |
| Mar 1, 2026 | Johnson Kathleen E | President & CEO | F | 1,715,571 | $7.11 | $12.2M |
| Mar 1, 2026 | Johnson Kathleen E | President & CEO | D | 252,702 | $0.00 | $0.00 |
| Mar 1, 2026 | Fowler James | EVP, Chief Tech & Product Off. | A | 582,887 | $0.00 | $0.00 |
| Mar 1, 2026 | Holt Donald Leroy | Chief Acctg. Off. & Controller | A | 97,147 | $0.00 | $0.00 |
| Mar 1, 2026 | Sharritts Jeffery S. | EVP, Chief Revenue Officer | A | 634,699 | $0.00 | $0.00 |
| Mar 1, 2026 | HACKER MARK S. | EVP, CLO & Public Sector | A | 427,450 | $0.00 | $0.00 |
| Feb 20, 2026 | Linear Diankha | Director | SELL | 45,000 | $7.89 | $355.1K |
| Feb 5, 2026 | Johnson Kathleen E | President & CEO | BUY | 78,685 | $6.35 | $499.9K |
| Feb 4, 2026 | Sharritts Jeffery S. | EVP, Chief Revenue Officer | A | 576,282 | $0.00 | $0.00 |
5 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 4.8/10.
NEUTRAL
8-K
3/10
Lumen Technologies filed an 8-K reporting results from its May 20, 2026 annual meeting. Shareholders
May 27, 2026
BULLISH
8-K
5/10
Lumen announced the early results of its cash tender offers to purchase up to $750 million aggregate
May 20, 2026
NEUTRAL
8-K
4/10
Level 3 Financing, an indirect subsidiary of Lumen Technologies, completed a $2.4B refinancing of it
May 14, 2026
NEUTRAL
8-K
4/10
Lumen Technologies entered into a $825 million revolving credit agreement on April 14, 2026, replaci
Apr 16, 2026
BULLISH
8-K
8/10
Lumen Technologies completed the sale of its Mass Markets fiber-to-the-home business in 11 states to
Apr 16, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (6% buy). Based on 18 analysts: 1 strong buy, 0 buy, 12 hold, 3 sell, 2 strong sell.
Analyst Price Targets
$8.29 mean target
-7.0% upside
Sell (3.00)
$7.00 Low
$10.00 High
| Metric | Value |
|---|---|
| Current Price | $8.91 |
| Target Low | $7.00 |
| Target Mean | $8.29 |
| Target Median | $8.20 |
| Target High | $10.00 |
| # Analysts | 10 |
| Recommendation | Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.14 | $-0.18 | $-0.09 | -358.5% | -24.4% | 2↑ 3↓ | $2.7B | -11.3% | 7 |
| Next Q 2026-09-30 |
$-0.15 | $-0.22 | $-0.07 | 24.2% | -48.4% | 1↑ 3↓ | $2.7B | -12.1% | 7 |
| Current FY 2026-12-31 |
$-0.80 | $-0.94 | $-0.54 | -515.3% | -60.0% | 1↑ 5↓ | $11.0B | -11.2% | 7 |
| Next FY 2027-12-31 |
$-0.29 | $-0.85 | $-0.01 | 63.2% | -2.1% | 3↑ 2↓ | $10.6B | -3.9% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.138 | |
| 7d ago | $-0.132 | -0.005 |
| 30d ago | $-0.111 | -0.027 |
| 60d ago | $-0.111 | -0.027 |
| 90d ago | $-0.109 | -0.029 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 6, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 6, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Feb 5, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 5, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 4, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 0 | 12 | 3 | 2 | 6% | |
| May 1, 2026 | 1 | 1 | 12 | 3 | 2 | 11% | |
| Apr 1, 2026 | 1 | 1 | 12 | 3 | 2 | 11% | |
| Mar 1, 2026 | 0 | 2 | 12 | 3 | 2 | 11% | |
| Feb 1, 2026 | 2 | 6 | 10 | 2 | 0 | 40% | |
| Jan 1, 2026 | 0 | 2 | 11 | 3 | 2 | 11% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
63°
Warm
Bearish
Neutral
Bullish
4 mentions
2 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 19, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Nov 22, 2024 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
$LUMN the hidden AI infastructure play
▲ 1
💬 0
⚡ 0.5
$LUMN AI AGENT Software Jitters? Buy the AI Agent Atom the AI Agent needs for world domination ; )
▲ 1
💬 0
⚡ 0.0
LUMN Lumen Technologies
▲ 1
💬 1
⚡ 0.0
May 29, 2026
short_volume
Short Volume: LUMN — 60.1% short (3.3M / 5.6M)
Short: 3,347,658 | Exempt: 6,900 | TRF Vol: 5,571,035 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: LUMN — 59.0% short (4.5M / 7.7M)
Short: 4,548,672 | Exempt: 60,315 | TRF Vol: 7,709,948 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: LUMN — 56.4% short (2.7M / 4.8M)
Short: 2,724,929 | Exempt: 40,364 | TRF Vol: 4,828,786 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
LUMN Q1 2026 Earnings Scheduled — 2026-05-05
Apr 30, 2026
short_volume
Short Volume: LUMN — 57.0% short (2.2M / 3.9M)
Short: 2,206,819 | Exempt: 149,608 | TRF Vol: 3,872,650 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: LUMN — 57.0% short (2.0M / 3.5M)
Short: 2,004,660 | Exempt: 918 | TRF Vol: 3,518,544 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: LUMN — 60.1% short (1.6M / 2.6M)
Short: 1,591,079 | Exempt: 12 | TRF Vol: 2,645,898 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: LUMN — 57.0% short (2.2M / 3.9M)
Short: 2,220,859 | Exempt: 820 | TRF Vol: 3,895,937 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: LUMN — 62.6% short (5.4M / 8.7M)
Short: 5,413,462 | Exempt: 21,606 | TRF Vol: 8,652,333 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: LUMN — 59.1% short (4.5M / 7.7M)
Short: 4,548,744 | Exempt: 15,227 | TRF Vol: 7,694,009 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_volume
Short Volume: LUMN — 56.4% short (6.1M / 10.8M)
Short: 6,085,478 | Exempt: 41,765 | TRF Vol: 10,794,916 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: LUMN — 59.3% short (5.1M / 8.7M)
Short: 5,149,565 | Exempt: 4,832 | TRF Vol: 8,682,840 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)