Uniti Group Inc. (UNIT)
SEC filings, insider trading & institutional ownership from EDGAR.
Uniti Group Inc. is a digital infrastructure company with approximately 240,000 fiber route miles across 47 states. It offers fiber-based broadband to residential and business customers, managed cloud communications and security services for large enterprises and government entities, and waves and transport solutions for carriers, content providers and cloud and storage providers in the U.S. and Canada. The current company was incorporated in Delaware in April 2024 as Windstream Parent, Inc. On August 1, 2025 it completed a merger with Windstream, after which it was renamed Uniti Group Inc., and the former Uniti, a communications-infrastructure REIT, ceased to be a REIT. Its common stock trades on Nasdaq under "UNIT." For 2025 it reported revenues of $2,234.5 million and net income of $1,304.7 million.
Operations are organized into three segments. Kinetic (2025 revenues of $928.4 million) provides multi-gigabit fiber internet, whole-home Wi-Fi, internet security and voice services in about 1,400 markets across 18 states, and is replacing copper with fiber. Its offerings include small-business internet, leased Wi-Fi gateways, an AT&T wireless bundle, premium technical support and YouTube TV streaming. Uniti Solutions (revenues of $332.3 million) is a managed services provider for enterprises. It offers SD-WAN, SASE and SSE, managed network security, LAN services, high-speed and dedicated internet, UCaaS (OfficeSuite) and CCaaS powered by Talkdesk. Fiber Infrastructure (revenues of $1,053.9 million) combines the legacy fiber and leasing businesses with Windstream's CLEC wholesale business. It provides fiber connectivity, data transport and network interconnection, as well as ethernet, dedicated internet access and fiber-to-the-tower services.
The company serves more than 1.0 million customers, including over 500,000 residential fiber customers, and its network passes about 1.9 million fiber-equipped households, mainly in the Midwest and Southeast. Kinetic sells to consumers and small businesses. Uniti Solutions targets large enterprises and government in verticals such as retail, healthcare, financial services, education, manufacturing, hospitality and state and local government. Fiber Infrastructure serves banks, hospitals, schools and government organizations, along with wholesale customers including telecom companies, hyperscalers, content providers, cable and other network operators.
Kinetic sells through its brand and media marketing, web and call-center sales, door-to-door sales, retail or community centers and third-party distributors. It competes with cable operators, fiber overbuilders, fixed wireless providers and satellite internet providers. About 20% of households in its footprint have no high-speed wireline competitor. Uniti Solutions delivers services using on-net fiber and a broad ecosystem of access partners. It competes with facilities-based national carriers, global WAN aggregators and capex-light managed service providers, and pure-play security and SASE vendors. The text does not state the company's headquarters location.
AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Operating income | $262M |
| Diluted EPS | $4.87 |
| Net margin | 58.4% |
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed | Accession |
|---|---|---|
| 8-K | Aug 21, 2026 | 0000950103-26-012737EDGAR |
| SC 13G/AamendedT. Rowe Price Investment Management, Inc. | Aug 14, 2026 | 0001897612-26-000602EDGAR |
| 4HEARD DANIEL L | Aug 3, 2026 | 0001637259-26-000004EDGAR |
| 4Gunderman Kenny | Aug 3, 2026 | 0001616039-26-000004EDGAR |
| 4FRILOUX MICHAEL | Aug 3, 2026 | 0001913995-26-000004EDGAR |
| 4Bullington Paul | Aug 3, 2026 | 0001864803-26-000004EDGAR |
| 8-K | Jul 31, 2026 | 0000950103-26-011579EDGAR |
| SC 13G/AamendedBlackRock, Inc. | Jul 30, 2026 | 0002012383-26-003171EDGAR |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Bullington Paul | Aug 1, 2026 | Tax withholding |
| FRILOUX MICHAEL | Aug 1, 2026 | Tax withholding |
| Gunderman Kenny | Aug 1, 2026 | Tax withholding |
| HEARD DANIEL L | Aug 1, 2026 | Tax withholding |
| Appleby Jarrett | May 21, 2026 | Grant / award |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| Elliott Investment Management L.P.ACTIVIST | 24.3% | Aug 14, 2026 | $676.87M |
| BlackRock, Inc. | 12.4% | Aug 7, 2026 | $345.69M |
| Vanguard Portfolio Management | 5.2% | Aug 13, 2026 | $143.9M |
| Vanguard Capital Management | 4.2% | Aug 13, 2026 | $115.56M |
| STATE STREET CORPORATION | 3.6% | Sep 22, 2026 | $101.49M |
Latest 10-Q takeaways
filed Jul 30, 2026The MD&A is largely factual and backward-looking, describing the Windstream merger's effect on results, with reported revenue growth offset by lower operating income, widening net losses, and heavy interest expense. Management sounds assured on liquidity, refinancing and fiber growth, but the pro forma comparisons show declining service revenues, churn and customer bankruptcies. Automated screens flagged 1 potential red flag, including 1 high-severity item.
Written by Scrutar's AI from UNIT's SEC filings. Check anything you rely on against the filing. Not investment advice.
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Companies related to UNIT
Peers identified from UNIT's own SEC filings.
Data as of Nov 8, 2026Source: SEC EDGAR.