TDS
TELEPHONE & DATA SYSTEMS INC /DE/
$40.15
+0.30%
$4.6B
No data for this timeframe.
Vol
Market Cap$4.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders50 funds
Inst. Value$2.4B
Inst. Activity16 buys / 8 sells
Reddit Sentiment50° Neutral
SEC Reports3
Exchange NYSE·Sector Telephone Communications (No Radiotelephone)·Inc. DE·CIK 0001051512·Prev Close $40.03
Recent Activity
Jun 11, 2026
Insider
Kroll Anita J acquired via exercise 0 shares
VP, Controller & CAO
Jun 11, 2026
Insider
CARLSON LEROY T JR acquired via exercise 0 shares
Vice Chair
Jun 11, 2026
Insider
CARLSON LEROY T JR surrendered for taxes 18,935 shares
Vice Chair @ $40.03 ($758.0K)
Jun 4, 2026
short_volume
Short Volume: TDS — 67.1% short (0.3M / 0.5M)
Short: 337,353 | Exempt: 0 | TRF Vol: 502,761 | Short Ratio: 67.1% | Off-exchange volume (dark pool
May 8, 2026
SEC
TDS reported Q1 2026 total operating revenues of $309.5M, slightly below the consensus estimate of $313.3M, but GAAP net
8-K — Impact 6/10
May 8, 2026
SEC
TDS has submitted a non-binding proposal to acquire the remaining ~18.1% of Array Digital Infrastructure it does not alr
8-K — Impact 5/10
Apr 8, 2026
SEC
TDS filed a definitive proxy statement (DEFA14A) following recent board/executive changes and an upcoming shareholder vo
DEFA14A — Impact 3/10
Inst.
Point72 Asset Management, L.P. — TRIM
586,485 shares ($24.7M)
Price Targets
$50.50
+25.8% upside
Strong Buy
Current $40.15
Low $50.00
Median $50.50
High $51.00
2 analysts
$50.00
$51.00
Analyst Ratings
2Strong Buy
4Buy
1Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Raymond James | DOWNGRADE | Outperform → Market Perform |
| Feb 23, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Jan 7, 2026 | Citigroup | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.12 ▼ -18.7% | $0.09 — $0.15 | 344% YoY | 2 |
| Next Q | $0.07 ▲ +240.6% | $-0.04 — $0.18 | 108% YoY | 2 |
| Current FY | $1.36 | $1.13 — $1.60 | 307% YoY | 2 |
| Next FY | $0.23 | $0.05 — $0.41 | -83% YoY | 2 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $628.2M | — |
| DIMENSIONAL FUND ADVISORS LP | $272.9M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $263.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $181.2M | — |
| STATE STREET CORP | $176.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | Kroll Anita | M | $0.00 |
| Jun 11, 2026 | CARLSON LEROY | M | $0.00 |
| Jun 11, 2026 | CARLSON LEROY | F | $758.0K |
| Jun 11, 2026 | Kroll Anita | F | $51.1K |
| Jun 11, 2026 | CARLSON LEROY | M | $1.8M |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $2.4B total value (57,614,090 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 16 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14,922,314 | $628.2M | 25.9% | — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 6,482,147 | $272.9M | 11.3% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,256,295 | $263.4M | 10.9% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4,304,742 | $181.2M | 7.5% | — |
| 5 | STATE STREET CORP | 4,191,440 | $176.5M | 7.3% | — |
| 6 | GOLDMAN SACHS GROUP INC | 2,196,822 | $92.5M | 3.8% | — |
| 7 | Rubric Capital Management LP | 1,850,000 | $77.9M | 3.2% | — |
| 8 | MORGAN STANLEY | 1,698,564 | $71.5M | 2.9% | — |
| 9 | GABELLI FUNDS LLC | 1,519,000 | $63.9M | 2.6% | — |
| 10 | GAMCO INVESTORS, INC. ET AL | 1,506,011 | $63.4M | 2.6% | — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,137,090 | $47.9M | 2.0% | — |
| 12 | Invesco Ltd. | 1,016,884 | $42.8M | 1.8% | — |
| 13 | DEUTSCHE BANK AG\ | 865,977 | $36.5M | 1.5% | NEW |
| 14 | Hudson Bay Capital Management LP | 818,700 | $34.5M | 1.4% | — |
| 15 | VANGUARD FIDUCIARY TRUST CO | 635,975 | $26.8M | 1.1% | — |
| 16 | TCW GROUP INC | 612,032 | $25.8M | 1.1% | — |
| 17 | Point72 Asset Management, L.P. | 586,485 | $24.7M | 1.0% | TRIM -48.5% |
| 18 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 555,400 | $23.4M | 1.0% | TRIM -34.7% |
| 19 | LOOMIS SAYLES & CO L P | 524,086 | $22.1M | 0.9% | — |
| 20 | Nuveen, LLC | 506,773 | $21.3M | 0.9% | ADD +98.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | TRIM | 1,137,957 | 586,485 | -48.5% | $24.7M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 850,400 | 555,400 | -34.7% | $23.4M | 2026-Q1 |
| Nuveen, LLC | ADD | 254,939 | 506,773 | +98.8% | $21.3M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | DOUBLED | 104,487 | 446,489 | +327.3% | $18.8M | 2026-Q1 |
| Allianz Asset Management GmbH | TRIM | 335,061 | 216,681 | -35.3% | $9.1M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | DOUBLED | 8,847 | 146,013 | +1550.4% | $6.1M | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 51,027 | 121,500 | +138.1% | $5.1M | 2026-Q1 |
| Russell Investments Group, Ltd. | DOUBLED | 45,286 | 116,395 | +157.0% | $4.9M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 69,099 | 89,382 | +29.4% | $3.8M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | TRIM | 102,673 | 56,571 | -44.9% | $2.4M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 12,904 | 52,637 | +307.9% | $2.2M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 23,695 | 36,529 | +54.2% | $1.5M | 2026-Q1 |
| Horizon Investments, LLC | TRIM | 39,891 | 29,340 | -26.4% | $1.2M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 1,499 | 26,439 | +1663.8% | $1.1M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | DOUBLED | 4,223 | 21,727 | +414.5% | $914.7K | 2026-Q1 |
| Mariner, LLC | ADD | 11,332 | 19,087 | +68.4% | $803.5K | 2026-Q1 |
| HighTower Advisors, LLC | DOUBLED | 5,866 | 15,100 | +157.4% | $635.7K | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 23,315 | 14,830 | -36.4% | $624.3K | 2026-Q1 |
| Assenagon Asset Management S.A. | NEAR_EXIT | 301,529 | 13,537 | -95.5% | $569.9K | 2026-Q1 |
| Swiss Life Asset Management Ltd | ADD | 4,935 | 6,621 | +34.2% | $278.7K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 1,375 | 1,780 | +29.5% | $74.9K | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 171 | 445 | +160.2% | $18.7K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 57 | 118 | +107.0% | $5.0K | 2026-Q1 |
| NORGES BANK | EXIT | 541,663 | 0 | -100.0% | $0.00 | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 786,838 | 1,137,957 | +44.6% | $46.7M | 2025-Q4 |
15 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | Kroll Anita J | VP, Controller & CAO | EXERCISE | 0 | — | — |
| Jun 11, 2026 | CARLSON LEROY T JR | Vice Chair | EXERCISE | 0 | — | — |
| Jun 11, 2026 | CARLSON LEROY T JR | Vice Chair | TAX W/H | 18,935 | $40.03 | $758.0K |
| Jun 11, 2026 | Kroll Anita J | VP, Controller & CAO | TAX W/H | 1,277 | $40.03 | $51.1K |
| Jun 11, 2026 | CARLSON LEROY T JR | Vice Chair | EXERCISE | 45,135 | $40.03 | $1.8M |
| Jun 11, 2026 | Kroll Anita J | VP, Controller & CAO | EXERCISE | 2,716 | $40.03 | $108.7K |
| Jun 11, 2026 | Villacrez Vicki L | Executive Vice President & CFO | EXERCISE | 0 | — | — |
| Jun 11, 2026 | Villacrez Vicki L | Executive Vice President & CFO | TAX W/H | 4,780 | $40.03 | $191.3K |
| Jun 11, 2026 | Villacrez Vicki L | Executive Vice President & CFO | EXERCISE | 10,170 | $40.03 | $407.1K |
| Jun 9, 2026 | Dixon Kenneth S. | President & CEO, subsidiary | EXERCISE | 4,653 | $39.33 | $183.0K |
| Jun 9, 2026 | Dixon Kenneth S. | President & CEO, subsidiary | TAX W/H | 1,489 | $39.33 | $58.6K |
| May 21, 2026 | Rutledge Napoleon B JR | Director | AWARD | 2,905 | $41.20 | $119.7K |
| May 21, 2026 | Hanley Joseph R | SVP-Strategy & Corp Dev | EXERCISE | 3,265 | $41.20 | $134.5K |
| May 21, 2026 | Hanley Joseph R | SVP-Strategy & Corp Dev | TAX W/H | 1,447 | $41.20 | $59.6K |
| May 21, 2026 | Kroll Anita J | VP, Controller & CAO | EXERCISE | 1,463 | $41.20 | $60.3K |
| May 21, 2026 | Kroll Anita J | VP, Controller & CAO | TAX W/H | 688 | $41.20 | $28.3K |
| May 21, 2026 | Carlson Anthony J | President of Array | TAX W/H | 204 | $41.20 | $8.4K |
| May 21, 2026 | Villacrez Vicki L | Executive Vice President & CFO | EXERCISE | 5,478 | $41.20 | $225.7K |
| May 21, 2026 | Carlson Anthony J | President of Array | EXERCISE | 695 | $41.20 | $28.6K |
| May 21, 2026 | CARLSON LEROY T JR | Vice Chair | TAX W/H | 2,198 | $41.20 | $90.6K |
| May 21, 2026 | Villacrez Vicki L | Executive Vice President & CFO | TAX W/H | 2,575 | $41.20 | $106.1K |
| May 21, 2026 | CARLSON LEROY T JR | Vice Chair | EXERCISE | 4,961 | $41.20 | $204.4K |
| May 21, 2026 | CARLSON WALTER CD | President and CEO | AWARD | 11,905 | $41.20 | $490.5K |
| May 21, 2026 | CARLSON WALTER CD | President and CEO | TAX W/H | 5,016 | $41.20 | $206.7K |
| May 21, 2026 | CARLSON WALTER CD | President and CEO | EXERCISE | 11,905 | — | — |
| May 21, 2026 | Carlson Prudence E | Director | AWARD | 2,905 | $41.20 | $119.7K |
| May 21, 2026 | CARLSON LETITIA G C | Director | AWARD | 2,905 | $41.20 | $119.7K |
| May 21, 2026 | Woessner Dirk S | Director | AWARD | 2,905 | $41.20 | $119.7K |
| May 21, 2026 | Woessner Dirk S | Director | TAX W/H | 228 | $41.20 | $9.4K |
| May 21, 2026 | Dixon Kimberly D | Director | AWARD | 2,905 | $41.20 | $119.7K |
| May 21, 2026 | Oosterman Wade | Director | AWARD | 2,905 | $41.20 | $119.7K |
| May 21, 2026 | OLeary Christopher D | Director | AWARD | 2,905 | $41.20 | $119.7K |
| May 21, 2026 | OFF GEORGE W | Director | AWARD | 2,905 | $41.20 | $119.7K |
| May 20, 2026 | CARLSON LEROY T JR | Vice Chair | AWARD | 12,021 | — | — |
| May 20, 2026 | Kroll Anita J | VP, Controller & CAO | AWARD | 3,654 | — | — |
| May 20, 2026 | Villacrez Vicki L | Executive Vice President & CFO | AWARD | 13,476 | — | — |
| May 20, 2026 | Dixon Kenneth S. | President & CEO, subsidiary | AWARD | 20,892 | — | — |
| May 20, 2026 | CARLSON WALTER CD | President and CEO | AWARD | 31,731 | — | — |
| May 17, 2026 | Villacrez Vicki L | Executive Vice President & CFO | TAX W/H | 39,089 | $40.50 | $1.6M |
| May 17, 2026 | Kroll Anita J | VP, Controller & CAO | EXERCISE | 21,409 | $40.50 | $867.1K |
| May 17, 2026 | Kroll Anita J | VP, Controller & CAO | TAX W/H | 6,971 | $40.50 | $282.3K |
| May 17, 2026 | Kroll Anita J | VP, Controller & CAO | EXERCISE | 7,348 | $40.50 | $297.6K |
| May 17, 2026 | CARLSON LEROY T JR | Vice Chair | EXERCISE | 713,344 | $40.50 | $28.9M |
| May 17, 2026 | CARLSON LEROY T JR | Vice Chair | TAX W/H | 306,558 | $40.50 | $12.4M |
| May 17, 2026 | CARLSON LEROY T JR | Vice Chair | EXERCISE | 163,146 | $40.50 | $6.6M |
| May 17, 2026 | Villacrez Vicki L | Executive Vice President & CFO | EXERCISE | 29,833 | $40.50 | $1.2M |
| May 17, 2026 | Hanley Joseph R | SVP-Strategy & Corp Dev | EXERCISE | 58,191 | $40.50 | $2.4M |
| May 17, 2026 | Hanley Joseph R | SVP-Strategy & Corp Dev | TAX W/H | 23,122 | $40.50 | $936.4K |
| May 17, 2026 | Hanley Joseph R | SVP-Strategy & Corp Dev | EXERCISE | 19,966 | $40.50 | $808.6K |
| May 17, 2026 | Villacrez Vicki L | Executive Vice President & CFO | EXERCISE | 86,956 | $40.50 | $3.5M |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.7/10.
MIXED
8-K
6/10
TDS reported Q1 2026 total operating revenues of $309.5M, slightly below the consensus estimate of $
May 8, 2026
NEUTRAL
8-K
5/10
TDS has submitted a non-binding proposal to acquire the remaining ~18.1% of Array Digital Infrastruc
May 8, 2026
NEUTRAL
DEFA14A
3/10
TDS filed a definitive proxy statement (DEFA14A) following recent board/executive changes and an upc
Apr 8, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 8 analysts: 2 strong buy, 4 buy, 1 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$50.50 mean target
+25.8% upside
Strong Buy (2.00)
$50.00 Low
$51.00 High
| Metric | Value |
|---|---|
| Current Price | $40.15 |
| Target Low | $50.00 |
| Target Mean | $50.50 |
| Target Median | $50.50 |
| Target High | $51.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (2.00) |
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 |
$0.12 | $0.09 | $0.15 | 343.8% | -18.7% | 0↑ 1↓ | $0.3B | -73.4% | 2 |
| Next Q 2026-09-30 |
$0.07 | $-0.04 | $0.18 | 108.3% | +240.6% | 1↑ 0↓ | $0.3B | -0.5% | 2 |
| Current FY 2026-12-31 |
$1.36 | $1.13 | $1.60 | 306.8% | — | 1↑ 0↓ | $1.2B | 1.4% | 2 |
| Next FY 2027-12-31 |
$0.23 | $0.05 | $0.41 | -83.3% | — | 0↑ 1↓ | $1.3B | 0.8% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.122 | |
| 7d ago | $0.090 | +0.032 |
| 30d ago | $0.150 | -0.028 |
| 60d ago | $0.150 | -0.028 |
| 90d ago | $0.150 | -0.028 |
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Feb 23, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 7, 2026 | Citigroup | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 1 | 1 | 0 | 75% | |
| May 1, 2026 | 2 | 4 | 1 | 1 | 0 | 75% | |
| Apr 1, 2026 | 2 | 4 | 1 | 1 | 0 | 75% | |
| Mar 1, 2026 | 2 | 4 | 1 | 1 | 0 | 75% | |
| Feb 1, 2026 | 2 | 4 | 1 | 1 | 0 | 75% | |
| Jan 1, 2026 | 2 | 4 | 1 | 1 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Feb 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
How come people have TDS ?
▲ 1
💬 1
⚡ 0.0
Jun 4, 2026
short_volume
Short Volume: TDS — 67.1% short (0.3M / 0.5M)
Short: 337,353 | Exempt: 0 | TRF Vol: 502,761 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: TDS — 77.5% short (0.4M / 0.5M)
Short: 402,946 | Exempt: 50 | TRF Vol: 520,110 | Short Ratio: 77.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: TDS — 63.7% short (0.5M / 0.8M)
Short: 502,931 | Exempt: 0 | TRF Vol: 789,404 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: TDS — 59.9% short (0.4M / 0.6M)
Short: 361,661 | Exempt: 0 | TRF Vol: 603,547 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 8, 2026
earnings_calendar
TDS Q1 2026 Earnings Scheduled — 2026-05-08
Apr 30, 2026
earnings_calendar
TDS Q1 2026 Earnings Scheduled — 2026-04-30
Apr 24, 2026
short_interest
FTD: TDS — 28,182 shares ($1.3M) failed to deliver
Settlement: 20260424, Price: $45.36, FTD Value: $1,278,335.52, TELEPHONE & DATA SYS INC (NEW)
Apr 6, 2026
short_volume
Short Volume: TDS — 71.4% short (0.4M / 0.5M)
Short: 367,639 | Exempt: 0 | TRF Vol: 515,020 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_volume
Short Volume: TDS — 55.3% short (0.3M / 0.5M)
Short: 295,661 | Exempt: 103 | TRF Vol: 534,352 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Feb 20, 2026
earnings_calendar
TDS Q4 2025 Earnings Before Market Open — 2026-02-20