Telefónica Invests €77 Billion in Sustainable Infrastructure Deployment Over Decade

Telefónica has invested €77 billion in infrastructure deployment over the first 10 years of the SDGs, promoting digital inclusion, quality employment, and economic development. The company focuses on SDG 9 (industry, innovation, and infrastructure) and has achieved 98% mobile coverage with 4G, 81.4 million premises passed with FTTH connections, and 350 million accesses. Telefónica's climate action plan aims for net zero emissions by 2040, ten years ahead of international agreements.

Telefonica Brasil S.A. (NYSE: VIV) has been a focal point for several institutional investors and hedge funds, as evidenced by recent changes in their holdings. According to its latest Form 13F filing with the Securities and Exchange Commission, Kapitalo Investimentos Ltda acquired 209,476 shares in the company during the second quarter of 2025, valued at approximately $2.39 million. This acquisition positions Telefonica Brasil as the 28th largest position in Kapitalo Investimentos Ltda's investment portfolio 209,476 Shares in Telefonica Brasil S.A. $VIV Bought by Kapitalo Investimentos Ltda^[1].

Several other prominent investors have also modified their holdings in Telefonica Brasil. Envestnet Asset Management Inc. grew its holdings by 16.4% in the first quarter, now owning 449,213 shares valued at $3,917,000. Modern Wealth Management LLC bought a new stake worth approximately $423,000 in the first quarter. Federated Hermes Inc. boosted its holdings by 45.6%, now owning 612,915 shares valued at $5,345,000. Invesco Ltd. increased its holdings by 36.4%, now owning 1,445,527 shares valued at $12,605,000. American Century Companies Inc. increased its holdings by 23.7%, now owning 150,128 shares valued at $1,309,000 209,476 Shares in Telefonica Brasil S.A. $VIV Bought by Kapitalo Investimentos Ltda^[1].

Wall Street analysts have provided varying ratings for Telefonica Brasil. Goldman Sachs Group increased its target price from $11.40 to $12.60 and gave the stock a "buy" rating. Barclays reiterated an "overweight" rating with a $13.00 price target. Citigroup began coverage with a "neutral" rating. Wall Street Zen upgraded the stock from a "hold" rating to a "buy" rating. Zacks Research cut its rating from a "strong-buy" to a "hold" rating 209,476 Shares in Telefonica Brasil S.A. $VIV Bought by Kapitalo Investimentos Ltda^[1].

Telefonica Brasil reported $0.15 earnings per share for the quarter, missing analysts' consensus estimates of $0.16. The company had revenue of $2.62 billion, a net margin of 10.13%, and a return on equity of 8.32%. The stock has a market cap of $20.48 billion, a price-to-earnings ratio of 20.31, a PEG ratio of 0.86, and a beta of 0.81 209,476 Shares in Telefonica Brasil S.A. $VIV Bought by Kapitalo Investimentos Ltda^[1].