Focus Partners Advisor Solutions LLC raised its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 16.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 184,841 shares of the technology company’s stock after buying an additional 26,225 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in AT&T were worth $4,911,000 as of its most recent SEC filing.
Several other institutional investors have also recently made changes to their positions in T. J. L. Bainbridge & Co. Inc. raised its holdings in AT&T by 1.7% in the 2nd quarter. J. L. Bainbridge & Co. Inc. now owns 21,253 shares of the technology company’s stock worth $615,000 after purchasing an additional 355 shares during the period. Financial & Tax Architects LLC grew its stake in AT&T by 4.9% during the second quarter. Financial & Tax Architects LLC now owns 7,588 shares of the technology company’s stock valued at $220,000 after acquiring an additional 356 shares in the last quarter. Roberts Glore & Co. Inc. IL increased its holdings in AT&T by 2.0% in the 2nd quarter. Roberts Glore & Co. Inc. IL now owns 18,386 shares of the technology company’s stock valued at $532,000 after acquiring an additional 357 shares during the last quarter. Investment Partners LTD. boosted its holdings in shares of AT&T by 3.5% during the 2nd quarter. Investment Partners LTD. now owns 10,464 shares of the technology company’s stock valued at $303,000 after purchasing an additional 357 shares during the last quarter. Finally, Marco Investment Management LLC increased its stake in AT&T by 1.3% in the 2nd quarter. Marco Investment Management LLC now owns 29,991 shares of the technology company’s stock worth $868,000 after acquiring an additional 380 shares during the last quarter. Institutional investors own 57.10% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research firms recently weighed in on T. Morgan Stanley cut their target price on shares of AT&T from $32.00 to $30.00 and set an “overweight” rating for the company in a report on Wednesday, December 10th. Wall Street Zen downgraded shares of AT&T from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Wolfe Research downgraded shares of AT&T from an “outperform” rating to a “peer perform” rating in a report on Monday, December 15th. Citigroup reduced their price objective on AT&T from $32.00 to $29.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. Finally, TD Cowen reaffirmed a “hold” rating on shares of AT&T in a research note on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $29.93.
AT&T Stock Up 2.5%
Shares of NYSE T opened at $28.71 on Wednesday. The stock has a 50 day moving average price of $25.79 and a 200 day moving average price of $26.34. The firm has a market capitalization of $200.99 billion, a price-to-earnings ratio of 9.41, a PEG ratio of 1.04 and a beta of 0.39. AT&T Inc. has a 52-week low of $22.95 and a 52-week high of $29.79. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.86 and a current ratio of 0.91.
AT&T (NYSE:T – Get Free Report) last issued its earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, topping the consensus estimate of $0.46 by $0.06. The business had revenue of $33.47 billion during the quarter, compared to analysts’ expectations of $32.91 billion. AT&T had a return on equity of 12.33% and a net margin of 17.47%.The business’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period in the prior year, the business earned $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Sell-side analysts expect that AT&T Inc. will post 2.14 earnings per share for the current year.
AT&T Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 12th were issued a $0.2775 dividend. The ex-dividend date was Monday, January 12th. This represents a $1.11 annualized dividend and a dividend yield of 3.9%. AT&T’s payout ratio is currently 36.39%.
AT&T News Roundup
Here are the key news stories impacting AT&T this week:
- Positive Sentiment: AT&T closed its Lumen fiber deal ahead of schedule, adding over 1M subscribers and materially expanding AT&T Fiber’s reach; the company reaffirmed 2026 guidance and reiterated goals to reach ~40M fiber locations by year‑end, supporting revenue and subscriber-growth expectations. What’s Going On With AT&T Stock Tuesday?
- Positive Sentiment: Management and industry groups are touting AI gains: CEO John Stankey said AI made the company ~40% more efficient at MWC, and AT&T is a founding participant in GSMA’s Open Telco AI — signaling potential ongoing cost savings and new AI-enabled product/automation revenue. AT&T CEO John Stankey says AI made the company 40% more efficient
- Positive Sentiment: AT&T unveiled a Connected AI smart‑manufacturing platform that combines 5G, edge and generative AI to reduce downtime and boost efficiency — a commercial product that could expand enterprise revenue and margin upside if adoption scales. T Introduces Smart Manufacturing Solution
- Neutral Sentiment: Senior management presented at the Morgan Stanley TMT conference and COO Jeff McElfresh participated in a fireside chat — these events reinforce execution on the multi‑year growth strategy (fiber + wireless convergence) but are mainly informational. AT&T Presents at Morgan Stanley TMT Conference (Transcript) Jeff McElfresh to Update Shareholders
- Neutral Sentiment: AT&T joined open‑source telecom AI initiatives (Linux Foundation OCUDU, GSMA’s Open Telco AI) — this supports industry collaboration and potential cost-sharing on telco-grade models, but the commercial impact will take time to materialize. AT&T Balances Open Source Telecom AI Push GSMA launches Open Telco AI
- Negative Sentiment: Retail sentiment remains muted — online communities still recall AT&T’s large historical write‑downs, which can cap retail demand and increase volatility despite recent operational wins. Reddit Is Still Furious About AT&T’s $47 Billion Loss From Six Years Ago
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.
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