Todd Asset Management LLC Has $52.87 Million Stake in AT&T Inc. $T

Todd Asset Management LLC lowered its holdings in AT&T Inc. (NYSE:T) by 4.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,872,311 shares of the technology company’s stock after selling 88,801 shares during the period. Todd Asset Management LLC’s holdings in AT&T were worth $52,874,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in T. Denali Advisors LLC grew its holdings in AT&T by 5.9% during the second quarter. Denali Advisors LLC now owns 401,037 shares of the technology company’s stock worth $11,606,000 after buying an additional 22,394 shares in the last quarter. Csenge Advisory Group lifted its position in shares of AT&T by 20.3% during the 3rd quarter. Csenge Advisory Group now owns 189,293 shares of the technology company’s stock worth $5,346,000 after buying an additional 31,935 shares in the last quarter. Rhumbline Advisers grew its holdings in shares of AT&T by 0.4% in the third quarter. Rhumbline Advisers now owns 12,810,872 shares of the technology company’s stock valued at $361,779,000 after acquiring an additional 49,727 shares in the last quarter. Tredje AP fonden increased its position in shares of AT&T by 1.8% during the second quarter. Tredje AP fonden now owns 1,221,395 shares of the technology company’s stock valued at $35,347,000 after acquiring an additional 21,720 shares during the last quarter. Finally, Sentry Investment Management LLC lifted its holdings in AT&T by 153.2% during the second quarter. Sentry Investment Management LLC now owns 22,095 shares of the technology company’s stock worth $625,000 after acquiring an additional 13,370 shares during the period. 57.10% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently weighed in on T shares. Sanford C. Bernstein cut their price target on shares of AT&T from $31.00 to $30.00 and set an “outperform” rating on the stock in a report on Friday, January 16th. KeyCorp reiterated an “overweight” rating on shares of AT&T in a research note on Wednesday, January 21st. Morgan Stanley decreased their price target on shares of AT&T from $32.00 to $30.00 and set an “overweight” rating for the company in a research note on Wednesday, December 10th. Arete Research set a $20.00 price objective on AT&T in a research note on Tuesday, January 6th. Finally, Wolfe Research downgraded AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, AT&T currently has a consensus rating of “Moderate Buy” and a consensus target price of $29.93.

AT&T News Roundup

Here are the key news stories impacting AT&T this week:

• Positive Sentiment: AT&T CEO John Stankey reiterated a bullish long‑term growth outlook and emphasized the company’s focus on fiber expansion and network competitiveness — supportive for AT&T’s convergence strategy and investor confidence. Read More.
• Positive Sentiment: AT&T’s strategic collaboration with Amazon Web Services (including Amazon Leo) to migrate workloads and modernize its connectivity stack signals potential cost savings, faster product development and improved cloud-native network capabilities. Read More.
• Positive Sentiment: Analyst commentary and MarketBeat’s sector roundup highlight AT&T’s strong Q4 results, raised 2026 EPS guidance, and progress on fiber‑to‑postpaid convergence (higher cross‑sell of fiber + wireless), which underpins upside potential and dividend support. Read More.
• Neutral Sentiment: Space-based broadband progress at AST SpaceMobile (BlueBird 6) could create partnership opportunities for AT&T to extend coverage via satellites, but commercial benefits remain contingent on AST execution and contract activation. Read More.
• Negative Sentiment: T‑Mobile’s recent investor day and strong customer growth highlight competitive pressure in postpaid adds and fixed wireless — a factor that can limit AT&T’s near‑term subscriber upside and put pressure on market share. Read More.
• Negative Sentiment: T‑Mobile’s capital raise (euro‑denominated debt) to fund buybacks/dividends strengthens its financial flexibility and could amplify competitive returns versus AT&T if buybacks boost TMUS shares. Read More.
• Negative Sentiment: Local service reports (Anderson County) name both AT&T and T‑Mobile as experiencing issues — operational outages can dent near‑term sentiment, particularly if broader network reliability headlines accumulate. Read More.

AT&T Price Performance

AT&T stock opened at $28.70 on Monday. The firm has a market capitalization of $200.88 billion, a P/E ratio of 9.41, a PEG ratio of 1.06 and a beta of 0.39. AT&T Inc. has a one year low of $22.95 and a one year high of $29.79. The company has a debt-to-equity ratio of 1.00, a current ratio of 0.91 and a quick ratio of 0.86. The business has a fifty day moving average price of $24.88 and a 200-day moving average price of $26.33.

AT&T (NYSE:T) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. AT&T had a return on equity of 12.33% and a net margin of 17.47%.The business had revenue of $33.47 billion for the quarter, compared to analysts’ expectations of $32.91 billion. During the same quarter in the prior year, the firm posted $0.43 EPS. The firm’s quarterly revenue was up 3.6% on a year-over-year basis. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, equities research analysts forecast that AT&T Inc. will post 2.14 EPS for the current year.

AT&T Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 12th were paid a dividend of $0.2775 per share. The ex-dividend date of this dividend was Monday, January 12th. This represents a $1.11 annualized dividend and a yield of 3.9%. AT&T’s payout ratio is currently 36.39%.

AT&T Profile

AT&T Inc is a global telecommunications company that provides a broad range of communications and digital entertainment services. Its core activities include consumer and business wireless services, broadband and fiber internet, and network infrastructure. The company operates branded wireless services through AT&T Mobility and deploys fixed-line and fiber networks to deliver high-speed internet and related home services.

AT&T’s product and service portfolio spans mobile voice and data plans, smartphones and device sales, home internet (including fiber-to-the-home where available), and managed connectivity solutions for enterprise customers.