IHS Holding
About: IHS Holding Ltd is an independent owner, operator, and developer of shared telecommunications infrastructure. The company provides telecommunications infrastructure to its customers, who are MNOs, who in turn provide wireless voice and data services to their end-users. Its geographical segments are Nigeria, Sub-Saharan Africa, the Middle East and North Africa (MENA), and Latin America (Latam). The majority of its revenue is derived from Nigeria.
Employees: 2,864
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
319% more capital invested
Capital invested by funds: $146M [Q4 2024] → $611M (+$465M) [Q1 2025]
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
127% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 15
50% more call options, than puts
Call options by funds: $99K | Put options by funds: $66K
22% more funds holding
Funds holding: 72 [Q4 2024] → 88 (+16) [Q1 2025]
20.12% more ownership
Funds ownership: 14.98% [Q4 2024] → 35.09% (+20.12%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$5.50
14%
downside
Avg. target
$9.83
54%
upside
High target
$17
167%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
Goldman Sachs Brett Feldman | 14%downside $5.50 | Neutral Maintained | 2 Jul 2025 |
Citigroup Michael Rollins | 10%upside $7 | Buy Maintained | 29 May 2025 |
TD Securities Michael Elias | 167%upside $17 | Buy Maintained | 21 May 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
IHS Holding: Navigating Growth And Volatility With Hidden Levers
IHS offers high-margin, stable growth via telecom infrastructure in emerging markets, with strong organic revenue and EBITDA momentum despite currency headwinds. The company's end-to-end service model, long-term contracts, and strategic asset disposals underpin operational resilience and future profitability. Risks include currency volatility, especially the Nigerian Naira, operational complexities, and customer concentration, but management's mitigation strategies are proactive.
Positive
Seeking Alpha
2 months ago
IHS Holding Ltd. : The Best FCF Yield In Telecom Nobody Is Pricing In
I'm buying the dip in IHS, targeting $8 by Q3 2025, driven by improving free cash flow and a compelling valuation discount. IHS has executed a successful turnaround: contract renegotiations, asset sales, balance sheet optimization, and strong cash flow growth position it for a breakout. Nigeria tax reforms, debt reduction, and long-term contracts underpin robust cash generation, enabling shareholder returns and reducing risk.
Neutral
Business Wire
2 months ago
IHS Towers Publishes 2024 Sustainability Report
LONDON--(BUSINESS WIRE)--IHS Holding Limited (NYSE: IHS) (“IHS Towers”) group, one of the largest independent owners, operators, and developers of shared communications infrastructure in the world by tower count, has today published its 2024 Sustainability Report. The report covers sustainability activities from January 1, 2024 to December 31, 2024 and demonstrates IHS Towers' continued commitment to its stakeholders, including, but not limited to, its employees, customers, suppliers, local com.
Neutral
Seeking Alpha
2 months ago
IHS Holding Limited (IHS) Q1 2025 Earnings Call Transcript
IHS Holding Limited (NYSE:IHS ) Q1 2025 Earnings Conference Call May 20, 2025 8:30 AM ET Company Participants Robert Berg - Head of IR Sam Darwish - Chairman and CEO Steve Howden - CFO Conference Call Participants Jim Schneider - Goldman Sachs Michael Rollins - Citi Gustavo Campos - Jefferies Stella Cridge - Barclays Operator Good day, and welcome to the IHS Holding Limited First Quarter 2025 earnings Results Call for the three-month period ended March 31, 2025. Please note that today's conference is being webcast and recorded.
Negative
Zacks Investment Research
2 months ago
IHS Holding (IHS) Q1 Earnings Lag Estimates
IHS Holding (IHS) came out with quarterly earnings of $0.10 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to loss of $0.07 per share a year ago.
Neutral
Business Wire
2 months ago
IHS Holding Limited Reports First Quarter 2025 Financial Results
LONDON--(BUSINESS WIRE)--IHS Holding Limited (NYSE: IHS) (“IHS Towers” or the “Company”), one of the largest independent owners, operators, and developers of shared communications infrastructure in the world by tower count, today reported financial results for the first quarter ended March 31, 2025. CONSOLIDATED HIGHLIGHTS – FIRST QUARTER 2025 The table below sets forth the select financial results for the three months ended March 31, 2025 and 2024: Three months ended March 31.
Neutral
Business Wire
2 months ago
IHS Towers Agrees to Sell Rwanda Operations to Paradigm Tower Ventures
LONDON & KIGALI, Rwanda--(BUSINESS WIRE)--IHS Holding Limited (NYSE: IHS) (“IHS Towers”), one of the largest independent owners, operators and developers of shared communications infrastructure in the world by tower count, has agreed to sell 100% of IHS Rwanda Limited (“IHS Rwanda”) including its approximately 1,465 sites1 to Paradigm Tower Ventures. The transaction is subject to customary closing conditions, including government and regulatory approvals, and is expected to close in the second.
Neutral
Zacks Investment Research
2 months ago
Take the Zacks Approach to Beat the Markets: IHS, Stantec, Fastenal in Focus
Last week, our time-tested methodologies served investors well in navigating the market. Check out some of our achievements from the past three months.
Positive
Zacks Investment Research
2 months ago
IHS Q1 Earnings Coming Up: Buy Now or Wait for the Results?
As IHS gears up to report first-quarter earnings, let us find out how the expectations stack up and whether it is the right time to buy the stock.
Positive
Zacks Investment Research
2 months ago
IHS Holding to Report Q1 Earnings: What's in Store for the Stock?
IHS is expected to gain from healthy demand for its colocations, higher lease amendments in emerging markets of Latin America and Africa.
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