AT&T Inc. $T Shares Sold by Carson Advisory Inc.

Carson Advisory Inc. lowered its position in AT&T Inc. (NYSE:T) by 23.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 62,473 shares of the technology company’s stock after selling 19,030 shares during the period. AT&T comprises approximately 1.0% of Carson Advisory Inc.’s holdings, making the stock its 21st largest position. Carson Advisory Inc.’s holdings in AT&T were worth $1,764,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of AT&T in the 2nd quarter valued at approximately $2,228,655,000. Vanguard Group Inc. lifted its holdings in AT&T by 1.6% in the second quarter. Vanguard Group Inc. now owns 661,355,210 shares of the technology company’s stock valued at $19,139,620,000 after acquiring an additional 10,310,560 shares during the period. Marshall Wace LLP acquired a new stake in AT&T in the second quarter valued at $235,422,000. State Street Corp boosted its position in shares of AT&T by 2.4% during the 2nd quarter. State Street Corp now owns 321,070,509 shares of the technology company’s stock worth $9,291,781,000 after purchasing an additional 7,404,376 shares in the last quarter. Finally, Acadian Asset Management LLC grew its stake in shares of AT&T by 59.6% during the 2nd quarter. Acadian Asset Management LLC now owns 14,493,357 shares of the technology company’s stock worth $419,403,000 after purchasing an additional 5,410,596 shares during the period. Institutional investors and hedge funds 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 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 Stock Performance

Shares of T opened at $28.70 on Friday. AT&T Inc. has a 1 year low of $22.95 and a 1 year high of $29.79. The company’s 50 day simple moving average is $24.88 and its 200 day simple moving average is $26.35. The company has a market capitalization of $200.88 billion, a price-to-earnings ratio of 9.41, 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 (NYSE:T) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share 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 company had revenue of $33.47 billion for the quarter, compared to analyst estimates of $32.91 billion. During the same quarter in the prior year, the company posted $0.43 EPS. The business’s revenue for the quarter 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. On average, sell-side analysts predict that AT&T Inc. will post 2.14 EPS for the current year.

AT&T Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Shareholders 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 yield of 3.9%. AT&T’s payout ratio is 36.39%.

Analyst Ratings Changes

T has been the topic of a number of research analyst reports. Citigroup decreased their target price on AT&T from $32.00 to $29.00 and set a “buy” rating on the stock in a research report on Monday, December 22nd. Williams Trading set a $32.00 target price on shares of AT&T in a report on Thursday, January 29th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of AT&T in a report on Monday, December 29th. The Goldman Sachs Group reduced their target price on AT&T from $33.00 to $29.00 and set a “buy” rating on the stock in a research note on Friday, December 19th. Finally, KeyCorp reissued an “overweight” rating on shares of AT&T in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, AT&T has a consensus rating of “Moderate Buy” and an average price target of $29.93.

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.