What smart money is saying about Orange
ORA.PA
No fund has written a full thesis on Orange in our archive, but 3 fund letters report a position in it — most recently Ariel International Developed Markets in March 2026.
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3
Reported positions
0
Bought
0
Sold
6
Letters
Position history
Every position in Orange on record in the archive was reported in Q1 2026, across 3 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 3 | 0 | 0 | 0 |
Fund activity · 3 positions
- March 2026
“Leading European telecommunications services operator based in France, Orange SA outperformed following its Capital Markets Day in February, which reinforced confidence in the company’s strong free cash flow (FCF) outlook and dividend growth potential.”
Orange - HoldsAriel GlobalMarch 2026
“Leading European telecommunications services operator based in France, Orange SA outperformed following its Capital Markets Day in February, which reinforced confidence in the company’s strong free cash flow (FCF) outlook and dividend growth potential.”
Orange - March 2026
“Leading European telecommunications services operator based in France, Orange SA outperformed following its Capital Markets Day in February, which reinforced confidence in the company’s strong free cash flow (FCF) outlook and dividend growth potential.”
Orange
Also mentioned · 3
These funds discuss Orange — as a competitor, benchmark or comparable — without disclosing a position in it.
- July 2026
“Telecoms tell a similar story. Vodafone gave up on Italy and sold its business to Swisscom's Fastweb; the two have since merged into a single company. Vodafone's UK tie-up with Three created the country's largest mobile operator. Poste Italiane has a live €10.8bn bid for Telecom Italia. In France, Orange, Bouygues and Iliad have signed an agreement to jointly acquire SFR for €20.35bn, splitting it between them.”
Orange - MentionedGuinness European Equity Income FundJuly 2026
“Telecoms tell a similar story. Vodafone gave up on Italy and sold its business to Swisscom's Fastweb; the two have since merged into a single company. Vodafone's UK tie-up with Three created the country's largest mobile operator. Poste Italiane has a live €10.8bn bid for Telecom Italia. In France, Orange, Bouygues and Iliad have signed an agreement to jointly acquire SFR for €20.35bn, splitting it between them.”
Orange - June 2026
“AST’s recent convertible raise may have been untimely from a near-term share price perspective. But with manufacturing stepping up so quickly, we believe it was prudent for the company to ensure it could fund more launches, possible investments in spectrum, and a Japanese government-funded JV. Everything else continued to progress: On the commercial side, Orange, Telefónica, CK Hutchison, Taiwan Mobile, and Sunrise were added or advanced, with Telus and Axian Telecom joining during the quarter.”
Orange
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