Telefônica Brasil S.A. ($VIV) posted a solid third quarter in 2026, with total revenue rising 10.1% year over year to $3.1 billion. The company also delivered stronger profitability across the income statement, reflecting broad improvement in operating performance.
Key highlights from the quarter included:
Net income and earnings per share both advanced sharply, with diluted earnings per share climbing 168.5% year over year to $0.30. Cost of sales declined significantly, helping support the stronger margin profile during the quarter.
Cash generation remained healthy, with operating cash flow of $889.0 million, while capital spending totaled $469.2 million. The balance sheet showed $1.4 billion in cash and cash equivalents, alongside higher total liabilities of $12.0 billion.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Telefônica Brasil S.A. Hedge Fund Activity
We have seen 122 institutional investors add shares of Telefônica Brasil S.A. stock to their portfolio, and 116 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. removed 4,644,033 shares (-30.1%) from their portfolio in Q3 2026, for an estimated $53,174,177
- BRANDES INVESTMENT PARTNERS, LP added 1,513,581 shares (+61.8%) to their portfolio in Q2 2026, for an estimated $19,918,725
- BLACKROCK, INC. removed 1,332,261 shares (-17.0%) from their portfolio in Q2 2026, for an estimated $17,532,554
- TWO SIGMA INVESTMENTS, LP removed 757,187 shares (-70.4%) from their portfolio in Q2 2026, for an estimated $9,964,580
- TREDJE AP-FONDEN added 622,346 shares (+737.4%) to their portfolio in Q2 2026, for an estimated $8,190,073
- CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. removed 488,532 shares (-63.5%) from their portfolio in Q3 2026, for an estimated $5,593,691
- GOLDMAN SACHS GROUP INC removed 443,539 shares (-61.8%) from their portfolio in Q2 2026, for an estimated $5,836,973
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
