Korea Investment CORP Cuts Position in AT&T Inc. $T

Korea Investment CORP lowered its holdings in shares of AT&T Inc. (NYSE:T) by 6.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,479,272 shares of the technology company’s stock after selling 347,963 shares during the quarter. Korea Investment CORP owned approximately 0.08% of AT&T worth $154,735,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Front Row Advisors LLC purchased a new stake in AT&T during the 2nd quarter worth approximately $25,000. Mountain Hill Investment Partners Corp. raised its holdings in AT&T by 363.7% in the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock valued at $25,000 after buying an additional 702 shares during the period. GGM Financials LLC acquired a new position in AT&T during the third quarter worth $25,000. Cloud Capital Management LLC acquired a new position in AT&T in the 3rd quarter valued at about $31,000. Finally, Legacy Investment Solutions LLC purchased a new stake in AT&T during the 2nd quarter worth approximately $32,000. Institutional investors and hedge funds own 57.10% of the company’s stock.

Wall Street Analyst Weigh In

T has been the topic of a number of recent research reports. Williams Trading set a $32.00 target price on shares of AT&T in a research note on Thursday, January 29th. Morgan Stanley dropped their price objective on AT&T from $32.00 to $30.00 and set an “overweight” rating on the stock in a report on Wednesday, December 10th. Arete Research set a $20.00 target price on shares of AT&T in a research report on Tuesday, January 6th. Wall Street Zen cut AT&T from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, Barclays cut their price objective on shares of AT&T from $28.00 to $26.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, AT&T presently has an average rating of “Moderate Buy” and an average price target of $29.93.

Key Stories Impacting AT&T

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

• Positive Sentiment: AT&T is expanding its AT&T Guarantee to nearly 50 million more households and adding free Internet Backup for customers who bundle AT&T Fiber and Wireless — a move meant to boost perceived reliability and reduce churn for higher‑value bundled customers. This directly targets the reliability concern that matters to both consumer retention and enterprise customers. AT&T Expands America’s Best Guarantee to Millions of Households Nationwide
• Positive Sentiment: AT&T and Ericsson demonstrated a working prototype of an AI-driven 5G/Cloud RAN feature that improves radio efficiency — a technical advancement that could lower network costs and support better margins as AT&T shifts to a cloud-native, AI-enabled network. Investors view such infrastructure progress as supportive of long‑term service quality and capital efficiency. AT&T Inc (T) Demonstrates Working Prototype of 5G/Cloud RAN Feature
• Positive Sentiment: Coverage comparing AT&T and Verizon highlights a recent Verizon outage and frames reliability as central for dividend investors. That incident reinforces AT&T’s push on guarantees and could tilt income‑oriented investors toward AT&T if they see it as the steadier yield play. AT&T vs. Verizon in 2026: Which Telecom Dividend Stock Is Actually Worth Owning?
• Positive Sentiment: Macro/sector commentary notes telecoms (including AT&T) outperforming many big tech names year‑to‑date as investors rotate to value and defensive income plays; that rotation supports higher relative multiple and demand for AT&T shares. Why Telecoms Like AT&T And Verizon Are Trouncing Tech Giants
• Neutral Sentiment: AT&T is frequently listed in dividend‑focused roundups as a long‑term “set it and forget it” income stock — a narrative that helps attract buy‑and‑hold investors, but adds little immediate catalyst beyond continued yield appeal. Set It and Forget It: The Dividend Stocks Worth Holding for the Rest of Your Life
• Neutral Sentiment: Reports that AT&T may roll out new phone plans imminently are speculative; new pricing or packaging could be a modest near‑term customer or ARPU catalyst but details and timing are uncertain. Report Suggests AT&T New Phone Plans for 2026 Could Arrive March 12
• Negative Sentiment: Social media criticism resurfaced around AT&T’s large historical losses (a $47B write-down from six years ago), which can stir negative sentiment but is unlikely to change fundamentals — still, reputational reminders can pressure short‑term trading if amplified. Reddit Is Still Furious About AT&T’s $47 Billion Loss From Six Years Ago

AT&T Stock Down 1.1%

T stock opened at $28.65 on Friday. The stock has a market capitalization of $200.57 billion, a P/E ratio of 9.39, a PEG ratio of 1.07 and a beta of 0.39. 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 Inc. has a one year low of $22.95 and a one year high of $29.79. The company has a 50 day moving average price of $26.04 and a two-hundred day moving average price of $26.35.

AT&T (NYSE:T) last issued its quarterly earnings results 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 firm had revenue of $33.47 billion for the quarter, compared to analyst estimates of $32.91 billion. During the same period last year, the company earned $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, sell-side analysts expect 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. Stockholders of record on Monday, January 12th were issued a $0.2775 dividend. This represents a $1.11 dividend on an annualized basis and a dividend yield of 3.9%. The ex-dividend date was Monday, January 12th. AT&T’s dividend payout ratio (DPR) is 36.39%.

AT&T Company 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.