Adtran Holdings, Inc. / US00486H1059
This article reports on a major holdings notification by Adtran Holdings, Inc. to comply with the German Securities Trading Act. The notification details that The Goldman Sachs Group, Inc. has acquired/disposed of shares with voting rights, resulting in a total voting rights percentage of 10.85% as of April 1, 2026. The report includes a breakdown of direct and indirect voting rights, as well as those held through various financial instruments.
ADTRAN (NASDAQ:ADTN) Reaches New 52-Week High - Should You Buy?
ADTRAN (NASDAQ:ADTN) recently hit a new 52-week high of $13.17, trading around $13.01 with a market cap of approximately $1.05 billion. Despite beating earnings expectations with $0.16 EPS versus $0.08 anticipated and revenue of $291.6M, the company still maintains a negative net margin and P/E ratio. Analyst ratings are mixed, resulting in a consensus "Hold" rating with an average price target of $15.33.
Assessing ADTRAN Holdings (ADTN) Valuation After Terabit Class Edge Router Expansion
ADTRAN Holdings (ADTN) recently expanded its edge routing portfolio with new Terabit class routers, contributing to significant short-term share price momentum. Despite a narrative suggesting the stock is 8% undervalued based on earnings potential (fair value of $14), a Discounted Cash Flow (DCF) model indicates it may be overvalued at $1.13 per share, presenting mixed signals for investors. The article encourages investors to analyze the data and risks themselves due to these conflicting valuations.
Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Adtran Holdings, Inc. has issued a release according to Article 40, Section 1 of the WpHG (German Securities Trading Act) for Europe-wide distribution. The announcement details a notification of major holdings by The Goldman Sachs Group, Inc., indicating an acquisition/disposal of shares with voting rights. Goldman Sachs' total position in Adtran Holdings, Inc. now stands at 11.02% of voting rights.
The Bull Case For ADTRAN Holdings (ADTN) Could Change Following New Terabit-Class 400G Edge Router Launch
ADTRAN Holdings (ADTN) has launched new Terabit-class 400G edge routers, which significantly expand its portfolio in areas of high traffic growth and could influence its investment narrative. These routers aim to help operators scale capacity and simplify network architecture, integrating tightly with ADTRAN’s existing optical transport and software. While this development supports the bull case for ADTRAN, investors should also consider risks like intense price competition and ongoing profitability challenges, especially given varying analyst forecasts for the company.
[Form 4] ADTRAN Holdings, Inc. Insider Trading Activity
ADTRAN Holdings, Inc.'s Chief Revenue Officer, Wilson James Denson Jr., reported an insider transaction involving the grant of 24,908 restricted stock units. These units will vest in four equal annual installments starting on the first anniversary of the grant date. Following this transaction, Mr. Denson Jr. directly holds 152,609.486 shares and indirectly holds 4,246.251 shares through a 401(k) plan.
ADTRAN (ADTN) CFO awarded 28,252 restricted stock units in Form 4
ADTRAN Holdings, Inc. (ADTN) CFO Timothy P. Santo was granted 28,252 restricted stock units (RSUs) as reported in a Form 4 SEC filing. These RSUs were awarded at no cash cost and will vest in four equal annual installments starting one year from the grant date. Following this transaction, Santo directly holds 53,345 shares of the company's common stock.
ADTN (Adtran Holdings) ROIC % : 0.00% (As of Dec. 2025)
This article provides an in-depth analysis of Adtran Holdings' (ADTN) Return on Invested Capital (ROIC %), which stands at 0.00% as of December 2025. GuruFocus rates ADTN's GF Score at 67/100 and considers the stock significantly overvalued with a GF Value of $8.32 against a current price of $12.88. The report emphasizes that ADTN's ROIC does not match its cost of capital, indicating a potential destruction of value as the company grows, and highlights nine warning signs for investors.
Adtran extends 400G to the edge with new Terabit routing solution
Adtran has launched a new Terabit-class edge routing solution equipped with 400Gbit/s interfaces to help operators manage increasing data demands at the network edge. These compact and energy-efficient routers simplify network scaling by reducing complexity and operational overhead, offering a cost-effective alternative to traditional monolithic platforms. The solution supports high-density aggregation from 10Gbit/s to 400Gbit/s and integrates with Adtran’s FSP 3000 and Coherent Optics for extended reach, providing a streamlined and sustainable architecture for edge growth.
Adtran extends 400G to the edge with new Terabit routing solution
Adtran has launched new Terabit-class edge routers with 400Gbit/s interfaces, enabling operators to scale network capacity at the edge cost-effectively without increasing space, power, or operational burden. These solutions feature compact, energy-efficient designs and integrate routing, optics, and software-driven management to simplify deployments and reduce reliance on traditional monolithic platforms. The expansion addresses the rising demand for edge capacity as 100G becomes standard, providing flexible options for aggregation closer to access networks and mobile backhaul sites.
Adtran Holdings, Inc.: Release according to Article 50 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Adtran Holdings, Inc. has issued a release according to Article 50 of the German Securities Trading Act, aiming for Europe-wide distribution. The company filed several documents with the US SEC on March 27, 2026, including form DEF 14A, form DEFA 14A, and the ARS for the period ended December 31, 2025. These documents are publicly available on both the SEC website and Adtran Holdings' investor relations page.
Adtran Holdings, Inc. / US00486H1059
Adtran Holdings, Inc. has released a notification of major holdings, indicating an acquisition/disposal of shares with voting rights. WBC GP, L.L.C. reported that its total voting rights through shares in Adtran Holdings, Inc. crossed a threshold on March 26, 2026, resulting in a new total position of 2.95%. This change reflects a decrease from the previous notification of 4.50%.
Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Adtran Holdings, Inc. has issued a release regarding a notification of major holdings as per Article 40, Section 1 of the German Securities Trading Act. The notification indicates an acquisition/disposal of shares with voting rights by WBC GP, L.L.C., leading to a change in total voting rights from 4.50% to 2.95% as of March 26, 2026. This dissemination aims for Europe-wide distribution.
JPMorgan Chase & Co. Acquires 356,884 Shares of ADTRAN Holdings, Inc. $ADTN
JPMorgan Chase & Co. significantly increased its stake in ADTRAN Holdings, Inc. by 78.2% in the third quarter, acquiring an additional 356,884 shares to bring its total holding to 813,363 shares, valued at approximately $7.63 million. Despite ADTRAN beating its recent quarterly earnings estimates with $0.16 EPS against an $0.08 consensus, the company still reports a negative net margin, and analysts predict a negative EPS for the current year. The stock currently has an average "Hold" rating from analysts with an average price target of $15.33.
SG Americas Securities LLC Buys 655,058 Shares of ADTRAN Holdings, Inc. $ADTN
SG Americas Securities LLC significantly increased its stake in ADTRAN Holdings, Inc. by 324.3%, acquiring 655,058 additional shares, bringing its total to 857,044 shares valued at $7.45 million. Other hedge funds also boosted their positions, with institutional ownership now at about 80.56%. Analysts have a mixed "Hold" consensus rating with a $15.33 price target, despite ADTRAN recently exceeding EPS and revenue estimates, with revenue growth of 20% year-over-year.
ADTRAN Holdings Inc (ADTNus) Stock Price Quote Today & Current Price Chart
This article provides current stock price information and a company overview for ADTRAN Holdings Inc (ADTNus). It details the company's offerings in networking and communications platforms, including fiber optic solutions and broadband customer premises equipment, and outlines the trading conditions for its CFD. Key financial statistics like previous close, open price, 1-year change, and day's range are also presented.
ADTRAN Governance Proposal Weighs Officer Protection Against Shareholder Oversight
ADTRAN Holdings is proposing amendments to its Certificate of Incorporation to limit the liability of certain officers under Delaware law and adjust broader governance provisions. This move aims to attract and retain senior leaders by offering clearer protections around decision-making, which could encourage calculated risks in major projects. However, it also raises questions about shareholder protections and the board's ability to challenge leadership if execution falters, particularly concerning ADTRAN's broadband and optical networking roadmap.
ADTRAN prices upsized offering of $175M senior notes
ADTRAN has priced an upsized offering of $175 million in 6.00% exchangeable senior notes due 2026. The initial purchasers have a 13-day option to buy an additional $25 million of these notes. The offering is expected to close around December 13, 2021.
Adtran Holdings Sees Major Investor Realignment Ahead of Key Shareholder Meeting
Adtran Holdings is experiencing significant investor realignment, with major institutions like Goldman Sachs and Vanguard adjusting their stakes, as the company's stock has surged nearly 50% following strong FY2025 results. This comes ahead of a crucial virtual Annual General Meeting in May 2026, where key decisions on board elections, executive compensation, and auditor appointments will be made, solidifying its strategic direction. The company reported a 17.5% increase in revenue and robust operational cash flow in FY2025, driven by strong financial performance.
Adtran Holdings Sees Major Investor Realignment Ahead of Key Shareholder Meeting
Major investor realignment is occurring within Adtran Holdings as the company approaches its annual general meeting. Goldman Sachs and Vanguard have adjusted their stakes, coinciding with a 50% surge in Adtran's stock due to strong FY2025 financial results. Key votes on board members, liability limitations, executive compensation, and auditor appointment are scheduled for the May 2026 AGM.
Assenagon Asset Management S.A. Buys 196,367 Shares of ADTRAN Holdings, Inc. $ADTN
Assenagon Asset Management S.A. significantly increased its stake in ADTRAN Holdings, Inc. by 21.1% in the fourth quarter, purchasing 196,367 additional shares to own a total of 1.13 million shares valued at approximately $9.81 million. Despite ADTRAN reporting stronger-than-expected quarterly earnings and revenue growth, the company still faces a negative net margin and trailing P/E. Analyst opinions are mixed, with a consensus "Hold" rating and an average price target of $15.33.
ADTN SEC Filings - Adtran Inc 10-K, 10-Q, 8-K Forms
This article provides details on ADTRAN Holdings, Inc.'s SEC filings, including 10-K annual reports, 10-Q quarterly reports, and 8-K material event forms, accessible on Stock Titan. It highlights recent 8-K filings covering financial results, annual stockholder meetings, financing activities like convertible senior notes, and executive compensation arrangements. The platform also offers AI-powered summaries to help interpret these complex regulatory documents.
[ARS] ADTRAN Holdings, Inc. SEC Filing
This article announces an ARS SEC filing by ADTRAN Holdings, Inc. (ADTN) on March 27, 2026, which is available as a PDF document. The filing has a low impact and neutral sentiment. The article also provides recent news and other SEC filings related to ADTRAN Holdings.
Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Adtran Holdings, Inc. has issued a release according to Article 40, Section 1 of the WpHG (German Securities Trading Act) regarding a notification of major holdings. The Goldman Sachs Group, Inc. has reported an acquisition/disposal of shares with voting rights, crossing a threshold on March 18, 2026. Their total position now consists of 0.77% voting rights attached to shares and 9.76% through instruments, totaling 10.53% of voting rights.
Assessing ADTRAN Holdings (ADTN) Valuation After Its Recent Share Price Momentum
ADTRAN Holdings (ADTN) has seen a recent surge in its share price with double-digit returns over the past three months, though its longer-term performance remains negative. Analysts suggest a fair value of $14 based on revenue and margin growth expectations, classifying it as "undervalued." However, a discounted cash flow model presents a significantly lower value, indicating mixed sentiment and potential execution risks.
Vanguard disaggregates holdings, reports 0 shares in ADTRAN (NASDAQ: ADTN)
Vanguard has filed an amended Schedule 13G/A, reporting 0 shares and 0% beneficial ownership in ADTRAN Holdings Inc (ADTN). This change is due to an internal realignment on January 12, 2026, where Vanguard's subsidiaries will now report beneficial ownership separately in accordance with SEC Release No. 34-39538. The filing indicates an administrative disclosure change rather than a transaction or change in ADTRAN's ownership structure.
Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Adtran Holdings, Inc. has issued a release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] for Europe-wide distribution, indicating a notification of major holdings. The document details that The Goldman Sachs Group, Inc. has crossed a significant threshold on March 23, 2026, with its total voting rights in Adtran Holdings, Inc. now standing at 9.99%. This includes both direct shares and various financial instruments.
Adtran stock hits 52-week high at $12.74 By Investing.com
Adtran Inc. (ADTN) stock reached a new 52-week high of $12.74, trading at $12.75 with a market capitalization of $1.02 billion. The telecommunications equipment provider has seen significant returns with a 44% year-to-date gain and nearly 34% over six months. Despite being considered overvalued by InvestingPro, the company recently reported strong Q4 2025 financial results, surpassing earnings and revenue forecasts, leading Needham to raise its price target to $14 while maintaining a Buy rating.
Adtran Networks SE: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Adtran Networks SE announced a major holdings notification, indicating that JPMorgan Chase & Co. crossed a 5% voting rights threshold on March 20, 2026. JPMorgan Chase & Co. now holds 5.48% of the total voting rights in Adtran Networks SE. This change reflects both direct voting rights attached to shares and indirect voting rights through equity swaps.
Adtran Networks SE Stock Faces Uncertainty Amid Telecom Sector Shifts and Restructuring Efforts
Adtran Networks SE is experiencing uncertainty due to operational challenges in the telecom equipment sector and market softness following its acquisition by Adtran Holdings. Despite these issues and a recent Q4 earnings miss, the company is implementing a restructuring plan to cut costs. The stock offers US investors exposure to the global fiber optics market, but with risks tied to integration, macroeconomic factors, and competitive pressures.
Adtran Holdings CFO Acquires Shares Through Vesting of Restricted Stock Units
Timothy P. Santo, CFO of Adtran Holdings, acquired 3,610 shares through the vesting of 5,111 Restricted Stock Units, with 1,501 shares withheld for taxes. This transaction, valued at $42,959, is part of the company's executive compensation program to align leadership interests with shareholders and incentivize continued success. The shares were granted under the 2024 Employee Stock Incentive Plan.
Adtran Holdings, Inc.: Timothy P. Santo, Acquisition of 3,610 shares in ADTRAN Holdings, Inc. (ISIN US00486H1059) due to the vesting of 5,111 Restricted Stock Units (granted March 19, ...
Timothy P. Santo, CFO of Adtran Holdings, Inc., acquired 3,610 shares due to the vesting of 5,111 Restricted Stock Units granted on March 19, 2025. Approximately 1,501 shares were withheld by Adtran Holdings, Inc. to cover taxes related to this transaction. The transaction, valued at $42,959.00 based on a price of $11.90 USD per share, occurred on March 19, 2026.
ADTRAN (ADTN) CFO transfers 1,501 shares for RSU tax withholding
ADTRAN Holdings CFO Timothy P. Santo transferred 1,501 shares of common stock to the company to cover tax withholdings related to the vesting of restricted stock units. This transaction, which occurred on March 19, 2026, was a non-market disposition at $11.90 per share. Following this, Santo directly holds 25,093 shares of ADTRAN Holdings common stock.
Tudor Investment Corp ET AL Boosts Holdings in ADTRAN Holdings, Inc. $ADTN
Tudor Investment Corp ET AL significantly increased its stake in ADTRAN Holdings, Inc. (NASDAQ:ADTN) during Q3, buying 729,194 additional shares to own a total of 897,115 shares, valued at $8.42 million. This increase reflects growing institutional interest in ADTRAN, a communications equipment provider that recently surpassed EPS and revenue expectations. Despite a consensus "Hold" rating from analysts with an average price target of $15.33, the company continues to attract investors due to its role in broadband infrastructure.
ADTRAN Holdings (ADTN) Jumps 8.5%: Can This Momentum Be Sustained?
ADTRAN Holdings (ADTN) saw an 8.5% rise in its share price due to strong investor interest, driven by the upcoming launch of new optical networking solutions for AI infrastructure. The company is projected to report significant earnings and revenue growth, and analysts have raised consensus earnings estimates, suggesting potential for continued stock momentum. While the article notes ADTRAN holds a "Hold" rating, upward revisions in forecasts often correlate with future price gains.
EGORA Ventures reports 4,005,806 shares (ADTN) — 4.9745% ownership
EGORA Ventures has filed an amended Schedule 13G/A, disclosing beneficial ownership of 4,005,806 shares of ADTRAN Holdings, Inc. This stake represents 4.9745% of the class, with EGORA Ventures holding sole voting and dispositive power over these shares. The filing indicates a passive investment below the 5% threshold, and does not state any plans to acquire or dispose of additional shares.
EQS-PVR: Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution - boerse.de
This EQS Voting Rights Announcement details that The Goldman Sachs Group, Inc. has notified Adtran Holdings, Inc. of changes to its major holdings, specifically regarding the acquisition/disposal of shares with voting rights and instruments. As of March 12, 2026, Goldman Sachs' total voting rights in Adtran Holdings, Inc. sum to 9.50%, a decrease from the previous notification of 11.40%. The announcement provides a detailed breakdown of voting rights attached to shares and through various financial instruments, along with the chain of controlled undertakings.
Adtran Holdings, Inc.: Release according to Article 50 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Adtran Holdings, Inc. has issued a release in accordance with Article 50 of the WpHG (German Securities Trading Act) for Europe-wide distribution. The company filed a form PRE 14A report with the US SEC on March 13, 2026, which is accessible on both the SEC and Adtran Holdings' investor websites. This announcement serves as a post-admission duties release, transmitted by EQS News.
ADTRAN Holdings, Inc. $ADTN Shares Purchased by Granahan Investment Management LLC
Granahan Investment Management LLC significantly increased its stake in ADTRAN Holdings, Inc. (NASDAQ:ADTN), purchasing an additional 382,170 shares during the 3rd quarter to own 0.73% of the company. Other institutional investors also boosted their holdings in ADTRAN, reflecting growing interest in the communications equipment provider. Despite the stock opening down slightly, analysts have issued a consensus "Hold" rating with an average price target of $15.33, following recent upgrades and increased price objectives from various research firms.
ADTRAN Holdings Sees Surge in Institutional Ownership
Granahan Investment Management LLC has significantly increased its stake in ADTRAN Holdings, Inc. by nearly 191% during the third quarter, signaling growing confidence in the company's business and future prospects. The investment firm now owns 582,490 shares, or 0.73% of ADTRAN's outstanding stock, citing its leadership in networking and communications equipment, particularly broadband access solutions. This surge in institutional ownership suggests a positive outlook for ADTRAN in the evolving telecommunications landscape.
ADTRAN Holdings, Inc. $ADTN is Divisar Capital Management LLC's 2nd Largest Position
Divisar Capital Management LLC significantly reduced its stake in ADTRAN Holdings, Inc. (NASDAQ:ADTN) by 24.0% in the third quarter, yet the communications equipment provider remains its second-largest holding, accounting for 8.2% of its portfolio. Despite Divisar's reduction, other institutional investors have increased their positions. Analyst ratings for ADTRAN are mixed, with an average "Hold" rating and a target price of $15.33, while the company reported stronger-than-expected earnings for the last quarter.
ADTRAN Holdings Receives 'Hold' Rating from Analysts
ADTRAN Holdings Inc. (NASDAQ: ADTN) has received an average 'Hold' rating from analysts, with a consensus 12-month price target of $15.33. This reflects mixed sentiment, with some firms issuing 'Buy' and 'Strong Buy' recommendations and others maintaining a 'Hold' or 'Sell'. The varying opinions stem from the company's performance and outlook in the competitive broadband access solutions market.
EQS-PVR: Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution - boerse.de
BlackRock, Inc. has filed a major holdings notification regarding Adtran Holdings, Inc., as per Article 40, Section 1 of the German Securities Trading Act (WpHG). The notification indicates an acquisition/disposal of shares with voting rights and other reasons related to voluntary group notification. As of March 10, 2026, BlackRock's total voting rights in Adtran Holdings, Inc. now stand at 12.58%, a slight decrease from the previous notification of 12.80%.
ADTRAN (NASDAQ: ADTN) to hold virtual May 13, 2026 annual meeting; Board backs all four proposals
ADTRAN Holdings, Inc. (NASDAQ: ADTN) announced its 2026 Annual Meeting of Stockholders will be held virtually on May 13, 2026. The Board of Directors unanimously recommends stockholders vote in favor of all four proposals: the election of six directors, an amendment to the Certificate of Incorporation for officer liability, an advisory vote on executive compensation, and the ratification of PricewaterhouseCoopers LLP as the independent auditor. The company reported strong 2025 revenue growth of 17.5% to $1,083.8 million and detailed advancements in optical networking, access/aggregation, and subscriber solutions.
Ultra‑low‑power 800G optics target AI data center energy load at OFC 2026
Adtran announced its participation in OFC 2026 to showcase optical innovations for the AI era, focusing on scaling infrastructure while managing power, complexity, and security. Key highlights include the LiteWave800™ ultra-low-power 800G pluggable transceiver setting a new efficiency benchmark for intra-data center connectivity. Adtran will also present solutions for AI-enabled operations, quantum-safe networking, and open optical transport.
40 companies link networks at OFC 2026 for AI-era data centers
Adtran (ADTN) is playing a key role in the OIF’s multi-vendor interoperability demonstration at OFC 2026, where 40 companies are showcasing real-world operation across open optical networks. The demo validates interoperable 100G, 400G, and 800G ZR+ coherent pluggable transceivers over open line systems with multi-domain control. This advancements are critical for scaling AI-driven applications and data center interconnection requirements.
Adtran plays key role in OIF’s OFC 2026 interoperability demo with FSP 3000 OLS, ZR+ coherent plugs and domain controller
Adtran is a key participant in the OIF's multi-vendor interoperability demo at OFC 2026, showcasing real-world operation across open optical networks. The demonstration validates multi-vendor 100G, 400G, and 800G ZR+ coherent pluggable transceivers over open line systems, featuring Adtran's FSP 3000 OLS, ZR+ pluggable optics, and Mosaic Network Controller. This initiative highlights the maturity of IPoDWDM networks and the value of open, standards-based architectures for large-scale, multi-vendor deployments supporting AI-driven applications.
ADTRAN (ADTN) director Rice sells 14,406 shares in open-market trade
ADTRAN Holdings, Inc. director Jacqueline Hourigan Rice sold 14,406 shares of Common Stock in an open-market transaction on March 4, 2026, at a weighted average price of $10.29 per share. The sale, detailed in a Form 4 SEC filing, involved individual prices ranging from $10.24 to $10.37. Following the transaction, Rice directly held 13,809 shares and indirectly held an additional 62,281 shares as a trustee.
Quantbot Technologies LP Purchases 106,110 Shares of ADTRAN Holdings, Inc. $ADTN
Quantbot Technologies LP significantly increased its stake in ADTRAN Holdings, Inc. by 520.7% in Q3, now holding 126,490 shares worth $1.19 million. This comes as ADTRAN surpassed quarterly earnings expectations, although the company still faces a negative net margin and anticipated negative EPS for the year. Analyst sentiment for ADTRAN is mixed but showing signs of improvement.
Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
Adtran Holdings, Inc. has issued a release according to Article 40, Section 1 of the WpHG concerning a notification of major holdings. Morgan Stanley is identified as the person subject to the notification obligation, having crossed a voting rights threshold on March 2, 2026, leading to a total position of 5.34% of voting rights. The announcement details the breakdown of voting rights attached to shares and through various instruments.
