Stocklore

Lumen Technologies, Inc. (LUMN)

Telecom · US stock

What changed in recent filings

  • Revenue -9% YoYQuarter ended Jun 30, 2026
  • Business segment 79% → 87%Sep 30, 2024 → Jun 30, 2026
  • Institutions — 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Lumen Technologies, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 4, 2026
    Revenue -9.3% YoY · EPS $-0.20
    Released after the close: Aug 4 close → Aug 5 close, the stock moved -9.4% · over the same window, market -0.2% · sector -1.4%
  • 26Q1Released May 5, 2026
    Revenue -8.9% YoY · EPS $-0.20
    Released after the close: May 5 close → May 6 close, the stock moved +6.3% · over the same window, market +1.4% · sector -0.1%
  • 25Q4Released Feb 3, 2026
    Revenue -8.7% YoY · EPS $0.00
    Released after the close: Feb 3 close → Feb 4 close, the stock moved -21.6% · over the same window, market -0.5% · sector +1.6%
  • 25Q3Released Oct 30, 2025
    Revenue -4.2% YoY · EPS $-0.62
    Released after the close: Oct 30 close → Oct 31 close, the stock moved -0.6% · over the same window, market +0.3% · sector +1.3%

The next earnings release is estimated around Oct 29, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Lumen Technologies, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 5
2021 Q1 · 52021 Q2 · 32021 Q3 · 22021 Q4 · 32022 Q1 · 32022 Q2 · 32022 Q3 · 32022 Q4 · 42023 Q1 · 22023 Q2 · 22023 Q3 · 12023 Q4 · 12024 Q1 · 12024 Q2 · 02024 Q4 · 12025 Q1 · 32025 Q2 · 22025 Q3 · 02025 Q4 · 22026 Q1 · 22026 Q2 · 2
21 Q123 Q326 Q2

2021 Q1: 5 → 2026 Q2: 2 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Lumen Technologies, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Tudor Investment Corpunder 0.01% of portfolio · since 2025 Q4
  • Bridgewater Associatesunder 0.01% of portfolio · since 2025 Q4

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Lumen Technologies, Inc. is a telecommunications and digital infrastructure company that provides secure networking, edge cloud, collaboration, and cybersecurity solutions for enterprises and public sector customers. Its services include fiber-based connectivity, long-haul data transport, internet access, Ethernet, wavelength, dark fiber, managed network services, and unified communications. The company also serves selected residential and small business markets through broadband offerings. Lumen Technologies, Inc. operates through its Business and Mass Markets segments, combining enterprise-grade network services with fiber internet and communications products. Headquartered in Monroe, Louisiana, the company plays a significant role in supporting cloud connectivity, data movement, and secure digital operations across industries that rely on large-scale, reliable network infrastructure.

What is the Telecom sector?

Mobile, wireline, and cable. Stable subscription revenue model.

Lumen Technologies, Inc. is classified under the Telecom sector. See peers below.

Lumen Technologies, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Lumen Technologies, Inc. vs Telecom sector benchmark

Median of 7 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
-7.7%vs benchmark 1.0%↓ below
Operating margin
-3.1%vs benchmark 21.6%↓ below
Net margin
-8.7%vs benchmark 10.3%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

LUMN revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $2.8B, -9.3% YoY.

The largest segment is Business, 87.1% of revenue — a highly concentrated structure.

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

LUMN segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Mar '25Sep '25Jun '26
Business 87%Mass Market 13%

ETFs holding Lumen Technologies, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

IWMiShares Russell 2000 ETF
0.23%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%

LUMN on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Telecom average
See full LUMN analysis →

Peers · Telecom

LUMN FAQ

What is Lumen Technologies, Inc. (LUMN)?

Lumen Technologies, Inc. is a telecommunications and digital infrastructure company that provides secure networking, edge cloud, collaboration, and cybersecurity solutions for enterprises and public sector customers. Its services include fiber-based connectivity, long-haul data transport, internet access, Ethernet, wavelength, dark fiber, managed network services, and unified communications. The company also serves selected residential and small business markets through broadband offerings. Lumen Technologies, Inc. operates through its Business and Mass Markets segments, combining enterprise-grade network services with fiber internet and communications products. Headquartered in Monroe, Louisiana, the company plays a significant role in supporting cloud connectivity, data movement, and secure digital operations across industries that rely on large-scale, reliable network infrastructure.

What sector is Lumen Technologies, Inc. in?

Lumen Technologies, Inc. is classified under Telecom. Mobile, wireline, and cable. Stable subscription revenue model.

What are Lumen Technologies, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) -7.7%, Operating margin -3.1%, Net margin -8.7%. Definitions and interpretation are available on Stocklore.

What are Lumen Technologies, Inc.'s main revenue segments?

The largest segment is Business, about 87.1% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Lumen Technologies, Inc. (LUMN) stock?

On Stocklore you can see LUMN's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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