Hudson Bay Capital Management LP Acquires 750,182 Shares of AT&T Inc. $T

Hudson Bay Capital Management LP grew its holdings in shares of AT&T Inc. (NYSE:T) by 1,369.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 804,960 shares of the technology company’s stock after acquiring an additional 750,182 shares during the quarter. Hudson Bay Capital Management LP’s holdings in AT&T were worth $22,732,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Front Row Advisors LLC bought a new stake in shares of AT&T during the 2nd quarter valued at approximately $25,000. Mountain Hill Investment Partners Corp. increased its position in AT&T by 363.7% during the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock worth $25,000 after purchasing an additional 702 shares in the last quarter. GGM Financials LLC bought a new position in AT&T in the 3rd quarter valued at approximately $25,000. Cloud Capital Management LLC bought a new position in AT&T in the 3rd quarter valued at approximately $31,000. Finally, Kilter Group LLC acquired a new stake in AT&T in the second quarter valued at approximately $32,000. Institutional investors own 57.10% of the company’s stock.

Key AT&T News

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

• Positive Sentiment: AT&T rolled out a new AI‑powered consumer app to let wireless and home internet customers manage services and get AI support in one place — a product that could boost retention, simplify upsells and improve customer experience if adoption scales toward the company’s 100M-family target. Read More.
• Positive Sentiment: AT&T expanded a small‑business service assurance guarantee (faster support, bill credits for downtime), which targets SMB churn and could help stabilize business revenue and ARPU in a competitive market. Read More.
• Positive Sentiment: New national marketing tied to NCAA March Madness aims to reinforce AT&T’s brand and connectivity story — a visibility play that can help customer engagement and long‑term retention. Read More.
• Neutral Sentiment: AT&T committed to a large $250 billion spending plan to advance U.S. connectivity — a long‑term growth and market‑share signal but one that increases capital intensity and invites scrutiny on timing, returns and near‑term cash/ leverage. Read More.
• Neutral Sentiment: Analyst/media attention has spiked (Zacks/other outlets flagging T as a watched stock), which can increase trading volume and volatility but does not guarantee direction. Read More.
• Neutral Sentiment: Broader sector/infrastructure coverage (MarketBeat piece on “boring” infrastructure stocks) may shift some investor flows toward other yield/utility‑like names; limited direct impact on AT&T but relevant for relative allocation decisions.
• Negative Sentiment: Market headlines noted that AT&T suffered a larger-than-market intraday decline, reflecting near‑term selling pressure; that technical weakness can amplify downside as momentum traders react. Read More.

Analysts Set New Price Targets

A number of research firms have weighed in on T. Barclays decreased their target price on shares of AT&T from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. Royal Bank Of Canada reissued an “outperform” rating and set a $31.00 price objective on shares of AT&T in a report on Thursday, February 12th. KeyCorp restated an “overweight” rating on shares of AT&T in a research report on Wednesday, January 21st. Sanford C. Bernstein lowered their target price on AT&T from $31.00 to $30.00 and set an “outperform” rating for the company in a report on Friday, January 16th. Finally, Loop Capital set a $29.00 target price on AT&T in a research report on Friday, December 19th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $30.35.

AT&T Trading Down 1.6%

Shares of NYSE T opened at $27.40 on Thursday. The firm has a 50 day moving average price of $26.51 and a two-hundred day moving average price of $26.27. The stock has a market cap of $191.35 billion, a P/E ratio of 8.98, a price-to-earnings-growth 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) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. AT&T had a net margin of 17.47% and a return on equity of 12.33%. The company had revenue of $33.47 billion for the quarter, compared to analyst estimates of $32.91 billion. During the same quarter in the previous year, the business earned $0.43 earnings per share. AT&T’s revenue was up 3.6% compared to the same quarter last year. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, equities analysts forecast that AT&T Inc. will post 2.14 EPS for the current year.

About AT&T

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.