Uniti Group

Uniti said at the TD Cowen Summit that the merger with Windstream is starting to pay off operationally, reducing complexity while delivering synergies and accelerating fiber buildout. The company reported record gains in Kinetic FTTH new customers, home connections and fiber infrastructure bookings, along with stronger wholesale demand. Uniti sees non-core assets of $500 million to $1 billion for potential disposition, has ABS capacity of around $5 billion and is pursuing a disciplined M&A strategy. The full-year outlook was raised; ARPU is expected to grow 2–3% annually in 2026/27, while management sees further buildout upside and improved customer retention through AI. » Altro su de.investing.com

Uniti Group, via its subsidiary Kinetic ABS Issuer LLC, has placed secured fiber bonds totaling $1.14 billion. The issuance comprises three tranches (A-2: $805.2m at 5.834%, B: $134.2m at 6.224%, C: $201.3m at 7.536%) with a weighted average coupon of about 6.18% and an expected maturity in June 2033; closing is scheduled for July 15, 2026. The bonds are secured by fiber networks and customer contracts across multiple US states and were offered to qualified institutional buyers under Rule 144A and outside the US under Regulation S. Uniti intends to use the net proceeds for general corporate purposes, including performance-based investments or repayment of existing debt; the new issue increases total debt, which stood at $11.1 billion in Q1 2026 (debt-to-equity 34.76). » Altro su de.investing.com

At Uniti Group's annual meeting, nine directors were elected and an additional 16.75 million shares were approved for the Uniti Group 2025 Equity Incentive Plan. Shareholders also approved the advisory vote on board compensation and recommended annual votes through at least 2032. PricewaterhouseCoopers was confirmed as auditor for 2026, and it was disclosed that director Johannes Weber has agreed to a performance‑based advisory fee with Elliott Investment Management. Uniti reported robust Q1 growth in its fiber segment as well as increases in revenue and adjusted EBITDA, after which Wells Fargo raised its price target. » Altro su de.investing.com