PLDT Inc.
- Open
- 18.24
- Day high
- 18.24
- Day low
- 18.07
- Prev close
- 18.13
- Volume
- 56K
- Mkt cap
- $3.9B
- P/E (TTM)
- 8.6
- EPS (TTM)
- $2.11
- P/B
- 1.8
- P/S
- 1.1
- Yield
- 7.36%
- Per share
- $1.33
- ▼Insiders net selling -$280K over the last 3 months (0 open-market buys, 23 sales)
- 🏛Institutions reducing (13F)
PLDT Inc. (PHI) is a Communication Services company listed on NYSE. The stock is down 6% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 23 sales (SEC Form 4). Drillr has 1 published research article covering PHI.
PLDT Inc. (PHI) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
PHI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 13, 2026 | $0.60 | $0.62 | +2.6% | $910M | +3.9% |
| May 13, 2026 | $0.67 | $0.71 | +5.8% | $958M | +4.8% |
| Feb 26, 2026 | $0.60 | $0.39 | -35.1% | $936M | -2.4% |
| Nov 11, 2025 | $0.73 | $0.67 | -8.1% | $925M | -3.0% |
| Aug 12, 2025 | $0.73 | $0.69 | -5.9% | $959M | -2.5% |
| May 15, 2025 | $0.76 | $0.71 | -6.1% | $965M | — |
| Mar 13, 2025 | $0.65 | $0.67 | +3.2% | $960M | -2.3% |
| May 9, 2024 | $0.69 | $0.74 | +6.8% | $962M | — |
| Aug 3, 2023 | $0.60 | $0.70 | +17.3% | $932M | — |
| May 4, 2023 | $0.59 | $0.69 | +17.3% | $962M | — |
| Mar 24, 2023 | $0.48 | $0.60 | +25.5% | $950M | +2.6% |
| Nov 3, 2022 | $0.75 | $0.62 | -16.9% | $875M | -10.7% |
PHI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 20 | $19.50 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 120 | $19.37 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 40 | $19.46 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 540 | $19.40 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 60 | $19.38 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 200 | $19.29 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 50 | $19.30 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 350 | $19.32 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 300 | $19.33 |
| Aug 25, 2026 | Pangilinan Manuel Velezdirector, officer: Chairman, President and CEO | Sell | 260 | $19.35 |
| Aug 20, 2026 | Victorio-Aquino Marilyn Azauladirector, officer: Senior VP & Sr. Legal Advisor | Sell | 50 | $19.20 |
| Aug 20, 2026 | Victorio-Aquino Marilyn Azauladirector, officer: Senior VP & Sr. Legal Advisor | Sell | 100 | $19.27 |
| Aug 20, 2026 | Victorio-Aquino Marilyn Azauladirector, officer: Senior VP & Sr. Legal Advisor | Sell | 1,150 | $19.30 |
| Aug 20, 2026 | Victorio-Aquino Marilyn Azauladirector, officer: Senior VP & Sr. Legal Advisor | Sell | 150 | $19.19 |
| Aug 20, 2026 | Victorio-Aquino Marilyn Azauladirector, officer: Senior VP & Sr. Legal Advisor | Sell | 2,520 | $19.01 |
Source: PHI SEC Form 4 filings, latest Aug 25, 2026. For informational purposes only — not investment advice.
See the full PHI insider & 13F page →PLDT Inc. company profile
Overview
PLDT Inc. (PSE:TEL) is the Philippines' largest integrated telecommunications company, founded in 1928 as the Philippine Long Distance Telephone Company. Originally established to provide long-distance telephone services, PLDT has evolved into a comprehensive digital services provider serving millions of customers across the archipelago. The company changed its name to PLDT Inc. in July 2016 to reflect its broader digital transformation beyond traditional telephony. Today, PLDT operates as the dominant telecommunications infrastructure provider in the Philippines, offering wireless mobile services, fixed-line broadband, enterprise solutions, and digital financial services through its various subsidiaries and business units.
Business
PLDT operates in the telecommunications services industry, providing essential digital infrastructure and connectivity services across the Philippines. The company's business is organized into three primary segments that collectively serve the nation's communication needs. The Wireless segment represents PLDT's mobile telecommunications business, offering cellular voice and data services to individual consumers and businesses. This includes 4G LTE and expanding 5G network services, mobile broadband internet access, and various postpaid and prepaid mobile plans. The wireless division generates approximately 43% of total service revenues, making it the largest revenue contributor at around PHP 83.5 billion annually. The Fixed Line segment encompasses traditional landline telephone services and, more significantly, fiber-optic broadband internet services for homes and businesses. PLDT's fiber network has become the backbone of the Philippines' internet infrastructure, with over 1.1 million kilometers of fiber cables connecting 17.3 million homes. The Home broadband business within this segment generates approximately 31% of service revenues at PHP 60.7 billion, with 92% of this coming from fiber-based services rather than legacy copper connections. The Enterprise segment provides business-to-business telecommunications and information technology solutions, including corporate data services, cloud computing, managed IT services, and data center operations. This segment serves large corporations, government agencies, and small-to-medium businesses with specialized connectivity and digital transformation services, contributing approximately 25% of service revenues at PHP 48.4 billion annually. Additionally, PLDT operates Maya, a digital financial services platform that functions as a digital bank and payments system. Maya offers mobile banking, digital payments, loans, and financial technology services, representing PLDT's expansion into the fintech sector. The company also operates data centers through its VITRO subsidiary and provides content distribution services.
Revenue model
PLDT generates revenue primarily through subscription-based telecommunications services across its three main business segments. The company operates on a recurring revenue model where customers pay monthly fees for mobile plans, broadband internet access, and enterprise connectivity services. In the wireless business, PLDT earns revenue from monthly postpaid mobile subscriptions and prepaid mobile credit purchases. Mobile data services account for 89% of the wireless segment's revenues, with customers paying for data allowances and voice services. The company has successfully increased its blended Average Revenue Per User (ARPU) by 9-21% through premium service offerings and 5G adoption. The fixed-line business generates revenue primarily from monthly fiber broadband subscriptions for residential customers, with plans ranging from affordable PHP 899 packages to premium high-speed offerings. Enterprise customers pay for dedicated internet connections, private networks, and managed IT services on contract-based arrangements. The enterprise segment operates on both subscription and project-based revenue models, providing recurring monthly fees for ongoing services like cloud hosting and data center colocation, while also earning one-time implementation fees for custom IT solutions and infrastructure projects. Several factors influence PLDT's profitability margins. Positive margin drivers include the ongoing shift from voice to higher-margin data services, increasing fiber broadband adoption which offers better margins than legacy copper services, and growing enterprise demand for digital transformation services. The company's extensive fiber infrastructure creates economies of scale, while 5G network expansion enables premium service pricing. Margin pressures come from intense competition in the Philippine telecommunications market, requiring ongoing network investments to maintain service quality leadership. Rising energy costs impact operational expenses, while the need for continuous technology upgrades and spectrum license fees represent significant ongoing costs. Currency fluctuations affect equipment import costs, and regulatory requirements for network coverage expansion necessitate substantial capital expenditures in less profitable rural areas.
Competitive moat
PLDT possesses a substantial competitive moat built primarily on its extensive telecommunications infrastructure and dominant market position in the Philippines. The company's most significant advantage lies in its comprehensive fiber-optic network spanning 1.1 million kilometers, which represents decades of capital investment and would be extremely difficult and expensive for competitors to replicate at scale. The company benefits from network effects and switching costs, as customers become embedded in PLDT's ecosystem of services spanning mobile, broadband, and enterprise solutions. The high cost and inconvenience of switching telecommunications providers, particularly for businesses with complex IT infrastructure needs, creates customer stickiness. PLDT's early investment in 5G technology and its 97% wireless population coverage provide significant barriers to entry for new competitors. Regulatory and spectrum advantages further strengthen PLDT's position. Telecommunications spectrum licenses are limited government-issued assets, and PLDT holds valuable spectrum allocations across multiple frequency bands. The company's established relationships with regulators and deep understanding of the complex Philippine regulatory environment create additional barriers for foreign competitors. However, PLDT's moat faces several challenges. The Philippine telecommunications market has become increasingly competitive with the entry of new players and aggressive pricing from existing competitors. Technology disruption poses ongoing risks, as satellite internet services like Starlink could potentially bypass traditional terrestrial infrastructure, particularly in remote areas where PLDT's network deployment is less economical. The company's moat strength is moderate to strong in urban and suburban markets where its fiber infrastructure provides clear advantages, but weaker in rural areas where alternative technologies may prove more cost-effective. PLDT's diversification into digital financial services through Maya represents an attempt to build additional moats in the fintech sector, though this market faces different competitive dynamics and regulatory challenges.
Risks & safety
PLDT presents a moderate margin of safety profile with mixed financial health indicators requiring careful consideration. **Liquidity and Solvency Concerns:** - Current ratio of 0.34 indicates potential short-term liquidity pressure - Quick ratio of 0.32 shows limited liquid assets relative to current liabilities - Cash and short-term investments of PHP 174.6 billion against current liabilities of PHP 3.3 trillion - Debt-to-equity ratio of 2.91 represents high leverage levels - Net debt-to-EBITDA of 2.52x, targeting improvement to 2.0x **Positive Cash Generation:** - Strong operating cash flow of PHP 1.4 billion annually - Achieved positive free cash flow of PHP 234 million in 2024 after previous years of negative FCF - EBITDA margins maintained at healthy 52% level **Valuation Metrics:** - P/E ratio of 8.6x appears attractive relative to growth prospects - EV/EBITDA of 5.3x suggests reasonable valuation - Price-to-book ratio of 2.4x reflects premium to book value **Other Considerations:** - Substantial ongoing CapEx requirements (PHP 75-78 billion annually) for network expansion - Dividend commitment of 60% of core income provides income support but limits cash retention - Maya fintech division achieved profitability, reducing cash burn from this segment
Recent development
Over the past few years, PLDT has executed several strategic initiatives focused on network modernization, digital transformation, and business diversification. The company has significantly accelerated its fiber network expansion, growing its fiber footprint to 1.1 million kilometers while passing 17.3 million homes, representing one of the most extensive fiber deployments in Southeast Asia. A major strategic pivot has been PLDT's aggressive 5G network rollout, achieving 97% wireless population coverage and driving 67% growth in 5G device adoption among customers. This technology upgrade has enabled the company to increase mobile data pricing and improve customer experience, with mobile data now representing 89% of wireless segment revenues. The company has made substantial investments in data center infrastructure through its VITRO subsidiary, with the Santa Rosa data center coming online and plans for additional facilities. PLDT is positioning itself as a key player in the Philippines' digital infrastructure, targeting hyperscale cloud providers and enterprise customers seeking local data residency. Maya's evolution into a full-service digital bank represents PLDT's most significant diversification effort. The fintech platform achieved profitability in December 2024, growing to 4 million customers with PHP 39 billion in deposits and launching the Philippines' first credit card product. This positions PLDT to capture value from the country's ongoing financial digitization. PLDT has also pursued network monetization strategies, including the sale of 7,500 telecommunications towers for PHP 98 billion to optimize capital allocation. The company is exploring similar monetization opportunities for its data center assets while maintaining operational control. Additionally, PLDT has integrated artificial intelligence across its business segments and launched the first GSMA Open Gateway certification in the Philippines, demonstrating its commitment to next-generation telecommunications technologies.
PHI company profile · for informational purposes only — not investment advice.
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