Market Cap
$3.9B
TDS
TELEPHONE & DATA SYSTEMS INC /DE/
$33.90 ▼ -0.35%
Prev close $34.02Market cap$3.9B
ConsensusBuy
12-mo target$47.50 (+40.1%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10) Media & Telecom
Snapshot
The big-picture read on TDS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (63%)
Inst. Holders
5 funds
Inst. Value
$17.1M
Inst. Activity
0 buys / 2 sells
Insider Activity
$0.00 buy / $3.0M sell
Insider Net $
-$3.0M
Social Sentiment
50° Neutral
SEC Reports
6
Press Releases
1
Price chart 30d -6.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — TRIM
10,400 shares ($355.0K)
Sep 30, 2026 Inst.
TD Waterhouse Canada Inc. — NEAR_EXIT
245 shares ($8.6K)
Sep 30, 2026 short_interest_report
Short Interest: TDS down 21% to 4.8M shares
Settlement 2026-09-30 | Days to cover: 2.71 | ≈4.13% of shares outstanding (est.)
Sep 16, 2026 Insider
CARLSON LEROY T JR gifted 227,190 shares
Vice Chair
Sep 11, 2026 Insider
CARLSON LEROY T JR sold 77,100 shares
Vice Chair @ $38.45 ($3.0M)
Sep 11, 2026 Insider
Sep 2, 2026 SEC CARLSON LEROY T JR acquired via exercise 77,100 shares
Vice Chair @ $19.15 ($1.5M)
TDS withdrew its proposal to acquire the remaining public shares of Array Digital Infrastructure (AD) that it does not a
8-K — Impact 5/10
Telephone and Data Systems (TDS) withdrew its proposal to acquire the remaining ~18% of Array Digital Infrastructure (AD
Impact 5/10
Analyst ratings buy % -16.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
63% rate it Buy or better · 8 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| May 11, 2026 | Raymond James | DOWNGRADE | Market Perform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 3 | 2 | 1 | 0 | 63% | |
| Aug 1, 2026 | 2 | 3 | 2 | 1 | 0 | 63% | |
| Jul 1, 2026 | 2 | 3 | 2 | 1 | 0 | 63% | |
| 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% |
Price targets
Where 2 covering analysts think TDS trades over the next 12 months.
$47.50 +40.1% upside Strong Buy
Current$33.90 Low$47.00 Median$47.50 High$48.00 2 analysts
$47.00$48.00
Analyst rating None as of Oct 19, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 0 bearish, 3 mixed, 2 neutral · avg impact 5.3/10.Plus 1 press releases.
MIXED8-K5/10
TDS withdrew its proposal to acquire the remaining public shares of Array Digital Infrastructure (AD
Sep 2, 2026
MIXED8-K6/10
TDS reported Q2 2026 GAAP diluted EPS from continuing ops of $2.24, massively exceeding the $0.09 St
Aug 7, 2026
BULLISHPRESS-RELEASE7/10
TDS reported Q1 2026 EPS of $1.09, crushing consensus of $0.12 by 794%, though revenue actuals were
Jul 31, 2026
MIXED8-K6/10
TDS reported Q1 2026 total operating revenues of $309.5M, slightly below the consensus estimate of $
May 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_interest_report
Short Interest: TDS down 21% to 4.8M shares
Settlement 2026-09-30 | Days to cover: 2.71 | ≈4.13% of shares outstanding (est.)
Sep 14, 2026
ftd
FTD: TDS — 71,306 shares ($2.7M) failed to deliver
Settlement: 20260914, Price: $37.46, FTD Value: $2,671,122.76, TELEPHONE & DATA SYS INC (NEW)
Sep 3, 2026
ftd
FTD: TDS — 18,357 shares ($0.7M) failed to deliver
Settlement: 20260903, Price: $35.87, FTD Value: $658,465.59, TELEPHONE & DATA SYS INC (NEW)
Sep 2, 2026
short_volume
Short Volume: TDS — 62.9% short (0.5M / 0.7M)
Short: 464,973 | Exempt: 0 | TRF Vol: 739,057 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Sep 1, 2026
m_and_a
Telephone and Data Systems Announces It Is No Longer Pursuing the Acquisition of Public Shares of Array Digital Infrastructure
TDS Expects to Recommence Repurchase Program CHICAGO, Sept. 1, 2026 /PRNewswire/ -- Telephone and Data Systems, Inc. (NYSE: TDS) (the "Company" or "TD
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.11 | $0.08–$0.16 | 113.5% | +63.3% | 1↑ 1↓ | $0.3B | 3 |
| Next Q | $0.12 | $0.08–$0.19 | -63.2% | +36.3% | 2↑ 0↓ | $0.3B | 3 |
| Current FY | $3.70 | $3.55–$3.86 | 660.8% | +171.1% | 2↑ 0↓ | $1.2B | 3 |
| Next FY | $0.22 | $0.03–$0.47 | -94.2% | -5.3% | 2↑ 0↓ | $1.3B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.115 | — |
| 7d ago | $0.100 | +0.015 |
| 30d ago | $0.070 | +0.044 |
| 60d ago | $0.070 | +0.044 |
| 90d ago | $-0.040 | +0.155 |
Institutional ownership
Which big funds own TDS (from quarterly 13F filings) and who is adding or trimming.
5 institutional holders with $17.1M total value (503,519 shares) as of 2026-Q3. Top holders: CONGRESS, Assenagon, WEALTH. Net selling activity: 2 institutions trimmed/exited vs 0 added.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 410,666 | $13.9M | 81.5% | ADD +26.6% |
| Assenagon Asset Management S.A. | 79,742 | $2.7M | 15.8% | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10,400 | $355.0K | 2.1% | TRIM -47.3% |
| Farther Finance Advisors, LLC | 2,466 | $83.6K | 0.5% | — |
| TD Waterhouse Canada Inc. | 245 | $8.6K | 0.1% | NEAR_EXIT -81.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 19,727 | 10,400 | -47.3% | $355.0K |
| TD Waterhouse Canada Inc. | NEAR_EXIT | 1,340 | 245 | -81.7% | $8.6K |
| AMERICAN CENTURY COMPANIES INC | ADD | 3,688,614 | 4,720,830 | +28.0% | $174.7M |
| UBS Group AG | DOUBLED | 805,993 | 1,931,686 | +139.7% | $71.5M |
| Qube Research & Technologies Ltd | TRIM | 1,249,999 | 904,110 | -27.7% | $33.5M |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 407,109 | 870,420 | +113.8% | $32.2M |
| Capital International Investors | NEW | — | 718,894 | — | $26.6M |
| JPMORGAN CHASE & CO | DOUBLED | 10,000 | 414,945 | +4049.5% | $15.9M |
| CONGRESS ASSET MANAGEMENT CO | ADD | 278,324 | 352,497 | +26.6% | $13.0M |
| Man Group plc | TRIM | 487,037 | 294,048 | -39.6% | $10.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$3.0M — $0.00 bought, $3.0M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | CARLSON LEROY T JR | Vice Chair | GIFT | 227,190 | — | — |
| Sep 11, 2026 | CARLSON LEROY T JR | Vice Chair | SELL | 77,100 | $38.45 | $3.0M |
| Sep 11, 2026 | CARLSON LEROY T JR | Vice Chair | EXERCISE | 77,100 | $19.15 | $1.5M |
| Sep 3, 2026 | Carlson Anthony J | President of Array | GIFT | 511 | — | — |
| Sep 3, 2026 | CARLSON LEROY T JR | Vice Chair | GIFT | 296.914 | — | — |
| Sep 3, 2026 | CARLSON LEROY T JR | Vice Chair | GIFT | 58,993.462 | — | — |
| Sep 3, 2026 | CARLSON LEROY T JR | Vice Chair | GIFT | 2,108.804 | — | — |
| Sep 3, 2026 | CARLSON LEROY T JR | Vice Chair | GIFT | 18,279.878 | — | — |
| Sep 3, 2026 | CARLSON LEROY T JR | Vice Chair | GIFT | 85,149.928 | — | — |
| Sep 3, 2026 | CARLSON LEROY T JR | Vice Chair | GIFT | 112,407.01 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TDS.
Shares short
4,752,509
Settlement Sep 30, 2026
Change vs prior
-20.5%
Semi-monthly cycle
Days to cover
2.7
At avg daily volume
Of shares outstanding
≈4.1%
Estimate — not % of float
All TDS filing & press-release reports (7)
- 8-K reportSep 2, 2026
- PRESS-RELEASE reportSep 1, 2026
- 8-K reportAug 7, 2026
- PRESS-RELEASE reportJul 31, 2026
- 8-K reportMay 8, 2026
- 8-K reportMay 8, 2026
- DEFA14A reportApr 8, 2026