Stock Markets February 18, 2026

Liberty Global to Buy Vodafone’s Dutch Stake; Shares Jump After Deal Announcement

€1.0 billion cash payment and 10% equity stake to form Ziggo Group, with Euronext listing and planned spin-off

By Caleb Monroe LBTYA TEF
Liberty Global to Buy Vodafone’s Dutch Stake; Shares Jump After Deal Announcement
LBTYA TEF

Liberty Global said it will buy Vodafone’s 50% holding in the Dutch joint venture VodafoneZiggo for €1.0 billion in cash plus a 10% equity stake in a new Ziggo Group, driving an 8.6% rise in its stock. The deal, slated to close in the second half of 2026, will consolidate Liberty Global’s ownership of VodafoneZiggo and its Belgian business Telenet under a single listed vehicle intended for Euronext Amsterdam in 2027 and a planned 90% spin-off to shareholders.

Key Points

  • Liberty Global will pay €1.0 billion in cash and take a 10% equity stake to acquire Vodafone’s 50% of VodafoneZiggo, triggering an 8.6% stock rise on Wednesday.
  • The new Ziggo Group will consolidate Liberty Global’s holdings in VodafoneZiggo and Belgian operator Telenet, with a planned listing on Euronext Amsterdam in 2027 and a proposed 90% spin-off to shareholders.
  • The company expects the transaction to deliver a combined net present value of synergies and incremental services equal to €1 billion and is targeting approximately €500 million in adjusted free cash flow by 2028.

Liberty Global saw its shares jump 8.6% on Wednesday after the company announced an agreement to acquire Vodafone’s 50% interest in the Dutch joint venture VodafoneZiggo. Under the terms disclosed, Liberty Global will pay €1.0 billion in cash and take a 10% equity stake in a new holding called Ziggo Group.

The transaction is expected to complete in the second half of 2026 and will unite Liberty Global’s stakes in VodafoneZiggo alongside Belgian operator Telenet within Ziggo Group. Liberty Global described the combined entity as a regional telecommunications powerhouse in the Benelux region.

Management said the company intends to list Ziggo Group on Euronext Amsterdam in 2027. Following the listing, Liberty Global plans to spin off 90% of the Ziggo Group shares to its shareholders, subject to the requisite approvals. Liberty Global also outlined projected financial benefits, stating the deal should produce synergies and incremental services with a combined net present value of €1 billion.

Mike Fries, Chairman and CEO of Liberty Global, said the deal marks a key milestone in the companys long-term commitment to the Benelux region and aligns with its strategy of unlocking long-term value for shareholders. By combining these assets, he said Liberty Global is creating a regional powerhouse comprised of two converged national FMC champions operating in rational markets - an attractive platform with strong prospects for sustained free-cash-flow generation.

Liberty Global provided a roadmap for reducing leverage, citing plans that include asset sales, mid-term adjusted EBITDA growth, and the generation of adjusted free cash flow. The combined group is targeting approximately €500 million in adjusted free cash flow by 2028.

Operational continuity will be maintained, Liberty Global said, with VodafoneZiggo and Telenet continuing to trade under their existing brands and led by their current management teams. To ensure a stable transition, the companies have agreed long-term service arrangements between Liberty Global and Vodafone.

In a separate development announced alongside the VodafoneZiggo transaction, Liberty Global and partners InfraVia and Telefónica revealed their intention to acquire Substantial Group, described in the announcement as the UKs second-largest alternative fibre provider. That transaction is expected to unlock £3.5 billion in investment for the UK market.

The planned moves position Liberty Global to consolidate regional assets, list a newly formed holding company, and distribute the majority of its shares in that holding to existing shareholders, while pursuing synergies and cash flow improvements it says will support deleveraging.


Note: Information in this report reflects the terms and guidance provided by Liberty Global in its announcement. The timeline, listing and spin-off remain subject to approvals and customary closing conditions.

Risks

  • Timing and completion risk - the transaction is expected to close in the second half of 2026, leaving the deal subject to customary closing conditions and potential delays. This affects the telecommunications and capital markets sectors.
  • Regulatory and shareholder approvals - the planned 2027 listing and the spin-off of 90% of Ziggo Group shares are subject to approval, creating uncertainty for investors and equity markets if approvals are not obtained.
  • Execution risk on synergies and deleveraging - projected synergies (NPV €1 billion) and a path to deleveraging via asset sales and cash flow improvements depend on successful integration and market performance, impacting corporate finance and telecom operations.

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