CapWealth Loads Up on Lumen Technologies (LUMN) By Purchasing 704,970 Shares

1 day ago 3

Cory Renauer, The Motley Fool

Mon, February 2, 2026 astatine 11:20 AM CST 4 min read

On February 2, 2026, CapWealth Advisors, LLC disclosed a bargain of Lumen Technologies (NYSE:LUMN) shares worthy an estimated $9.92 million, based connected quarterly mean pricing, successful a Securities and Exchange Commission (SEC) filing.

Lumen Technologies delivers integrated communications and fibre infrastructure services to concern and residential customers worldwide.

According to a Securities and Exchange Commission (SEC) filing dated February 2, 2026, CapWealth Advisors, LLC bought 704,970 further shares of Lumen Technologies. The quarter-end worth of the Lumen presumption accrued by $14.54 million, reflecting some the stock summation and marketplace terms movement.

Following this buy, Lumen Technologies represents 3.3% of CapWealth’s 13F reportable assets
Top banal holdings aft the filing:
- NASDAQ: PLTR: $51.62 cardinal (3.5% of AUM)
- NASDAQ: LUMN: $48.17 cardinal (3.3% of AUM)
- NYSE: WMB: $46.63 cardinal (3.2% of AUM)
- NASDAQ: MSFT: $42.92 cardinal (2.9% of AUM)
- NYSE: GLW: $41.68 cardinal (2.8% of AUM)
As of January 30, 2026, Lumen Technologies shares were priced astatine $8.82, up 76.4% implicit the past twelvemonth with one-year alpha of 62.11 percent points versus the S&P 500

Metric

Value

Revenue (TTM)	$12.69 billion
Net Income (TTM)	($1.65 billion)
Market Capitalization	$9.25 billion
Price (as of marketplace adjacent 2/2/26)	$8.82

Offers integrated exertion and communications services, including cloud, IT solutions, fibre infrastructure, and broadband nether the Lumen, Quantum Fiber, and CenturyLink brands.
Generates gross done a premix of concern and residential services, leveraging a facilities-based web to supply connectivity, managed services, and infrastructure solutions.
Serves concern enterprises, authorities agencies, and astir 4.5 cardinal broadband subscribers crossed the United States and internationally.

Lumen Technologies is simply a large-scale supplier of telecommunications and exertion solutions with a diversified work portfolio and a beardown fibre infrastructure footprint. The institution focuses connected delivering high-bandwidth, integrated services to some concern and wide marketplace customers, positioning itself arsenic a cardinal enabler of integer transformation. Strategic investments successful fibre and cloud-based offerings enactment its competitory presumption successful the evolving communications landscape.

Being an net work supplier mostly leads to predictable currency flows and reliable profits. Sadly, this has not been the lawsuit for Lumen Technologies. The institution won’t study 4th fourth 2025 results until Feb. 3, 2026. During the trailing 12-month play ended past September, the institution mislaid $1.65 billion, which is implicit $1 cardinal much than it mislaid successful the erstwhile 12-month period.