Latest revenue
$1.27B
as of 2026-03-31
Latest net income
$337.8M
as of 2026-03-31
Net margin
26.5%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- —
- Enterprise value
- —
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $13.52
- 52-wk low
- $9.44
- Beta
- —
- Shares out
- —
5-year trend
What this company does
Liberty Global operates European broadband, video, and mobile networks under brands like Telenet, Virgin Media, Virgin Media O2, and VodafoneZiggo, serving roughly 80 million connections. It earns revenue primarily from consumer and business telecom subscriptions, supplemented by a $3.4 billion portfolio of tech, media, and sports investments including Formula E. The company is restructuring into a leaner holding model, having spun off Sunrise, agreed to sell its Slovakia unit, and shifted toward joint ventures and minority-stake monetization.
Generated from LBTYA's filing dated 2026-02-18
Key risks
- Concentration in JVs: key UK (VMO2, 50%) and Netherlands (VodafoneZiggo, 50%) operations are unconsolidated, limiting cash access and control.
- No 2026 buyback authorized after only $192M repurchased in 2025, removing a key shareholder-return catalyst versus prior 10% authorizations.
- Portfolio churn risk: Slovakia sale (~€95M) pending 1H26 regulatory approval; Liberty Growth's $3.4B stakes across ~70 companies face mark-to-market volatility.
Generated from LBTYA's filing dated 2026-02-18
Profitability
Operating margin
-0.5%
65.5%Net margin
-146.3%
500.1%Return on equity
-73.3%
670.9%Return on assets
-31.6%
606.1%Leverage
Debt / equity
1.32×
24.9%Long-term debt / equity
0.80×
21.3%Debt / assets
56.9%
10.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.27B | +8.8% | $337.8M | +125.3% | 26.5% |
Q4 2025 2025-12-31 | $1.23B | +9.6% | $-2.92B | -299.0% | -237.0% |
Q3 2025 2025-09-30 | $1.21B | +12.9% | $-90.7M | +86.2% | -7.5% |
Q2 2025 2025-06-30 | $1.27B | +20.0% | $-2.79B | -1141.7% | -220.1% |
Q1 2025 2025-03-31 | $1.17B | +7.3% | $-1.34B | -362.2% | -114.2% |
Q4 2024 2024-12-31 | $1.12B | — | $1.47B | — | 130.5% |
Q3 2024 2024-09-30 | $1.07B | -42.3% | $-656.0M | -16.8% | -61.3% |
Q2 2024 2024-06-30 | $1.06B | -42.8% | $268.1M | +153.7% | 25.3% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Cable & Other Pay Television Services · SIC 4841
Your notes
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Insider activity
Insider buying
$0
Insider selling
$5.7M
Net activity
−$5.7M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-05-05 | Jason Waldron SVP & CAO | Sale | 11,560 | $11.91 | $137.7K | |
| 2026-05-05 | Jason Waldron SVP & CAO | Sale | 14,751 | $11.62 | $171.4K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns LBTYA
Institutional value
$800.1M
Total shares held
73.6M
Distinct holders
170
-102 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | ACR Alpine Capital Research, LLC | 23.6M | $285.9M | +2.1M (+9.7%) | Added |
| 2 | DIMENSIONAL FUND ADVISORS LP | 8.8M | $106.8M | +521.8K (+6.3%) | Added |
| 3 | BlackRock, Inc. | 8.4M | $102.1M | +361.8K (+4.5%) | Added |
| 4 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 2.3M | $28.3M | +34.0K (+1.5%) | Added |
| 5 | FRANKLIN RESOURCES INC | 2.3M | $27.9M | -819.4K (-26.2%) | Trimmed |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | $23.3M | — | New |
| 7 | UBS Group AG | 1.8M | $21.6M | -971.8K (-35.3%) | Trimmed |
| 8 | HIGHLAND PEAK CAPITAL, LLC | 1.7M | $20.0M | +526.6K (+46.9%) | Added |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $19.4M | — | New |
| 10 | DEUTSCHE BANK AG\ | 1.5M | $18.7M | +802.0K (+107.7%) | Added |
| 11 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1.1M | $13.3M | +815.0K (+288.5%) | Added |
| 12 | Nuveen, LLC | 990.3K | $12.0M | +42.2K (+4.5%) | Added |
| 13 | PRIVATE MANAGEMENT GROUP INC | 974.6K | $11.8M | -21.6K (-2.2%) | Trimmed |
| 14 | Invesco Ltd. | 869.2K | $10.5M | +213.5K (+32.6%) | Added |
| 15 | VANGUARD FIDUCIARY TRUST CO | 810.6K | $9.8M | — | New |
| 16 | Walleye Capital LLC | 623.1K | $7.5M | +319.4K (+105.2%) | Added |
| 17 | Bank of New York Mellon Corp | 447.3K | $5.4M | -261.4K (-36.9%) | Trimmed |
| 18 | Counterpoint Mutual Funds LLC | 414.5K | $5.0M | +112.4K (+37.2%) | Added |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 383.4K | $4.6M | +34.0K (+9.7%) | Added |
| 20 | BNP PARIBAS FINANCIAL MARKETS | 357.7K | $4.3M | +284.2K (+386.7%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
With no 2026 buyback authorized after only $192M repurchased in 2025 at $11.02, why the dramatic pullback given the NAV discount?
- 2
The Slovakia sale nets just €95M—does this signal further exits, and what's the realistic path to monetizing the $3.4B Liberty Growth portfolio?
- 3
Post-Sunrise spin and with VMO2 and VodafoneZiggo unconsolidated, how should investors value LBTYA beyond sum-of-parts given persistent JV leverage and FX exposure?
Refreshed when LBTYA files a new report · last from 2026-02-18