American Tower (NYSE:AMT) Posts Quarterly Earnings Results, Beats Estimates By $0.09 EPS

American Tower (NYSE:AMT) posted its quarterly earnings data on Tuesday. The real estate investment trust reported $2.63 EPS for the quarter, beating analysts’ consensus estimates of $2.54 by $0.09, Zacks reports. American Tower had a net margin of 28.11% and a return on equity of 28.79%. The business had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.69 billion. During the same quarter last year, the business earned $2.62 earnings per share. The business’s revenue for the quarter was up 7.5% on a year-over-year basis. American Tower updated its FY 2026 guidance to 10.780-10.950 EPS.

American Tower Price Performance

NYSE:AMT opened at $190.04 on Tuesday. The company has a debt-to-equity ratio of 3.24, a current ratio of 0.89 and a quick ratio of 0.89. The stock has a market cap of $88.97 billion, a P/E ratio of 30.36, a PEG ratio of 0.78 and a beta of 0.93. The company has a fifty day moving average price of $178.21 and a 200 day moving average price of $185.91. American Tower has a one year low of $166.88 and a one year high of $234.33.

American Tower Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, December 29th were paid a dividend of $1.70 per share. This represents a $6.80 annualized dividend and a yield of 3.6%. The ex-dividend date was Monday, December 29th. American Tower’s dividend payout ratio is presently 108.63%.

American Tower News Summary

Here are the key news stories impacting American Tower this week:

• Positive Sentiment: Management raised FY‑2026 EPS guidance to $10.780–$10.950 vs. Street consensus of $8.390 — a sizeable upside to estimates that is driving investor optimism.
• Positive Sentiment: Q4 results beat expectations: EPS $2.63 vs. $2.54 consensus and revenue $2.74B vs. $2.69B consensus, signaling stronger cash generation and margin performance. Press Release
• Positive Sentiment: Company commentary and reporting point to robust leasing activity from wireless carriers and continued momentum in data‑center demand (key growth drivers for towers and colocation). American Tower posts upbeat revenue
• Neutral Sentiment: BusinessWire / earnings release highlights high‑single‑digit AFFO per share growth and execution on strategy — confirms fundamentals but is largely a restatement of results already priced in. BusinessWire Earnings Release
• Neutral Sentiment: Brokerage consensus remains constructive (moderate buy), supporting longer‑term investor interest but not an immediate catalyst. Brokerage Consensus
• Negative Sentiment: Reports flag a disclosed DISH default issue — this represents a potential near‑term revenue/collection risk on tenant leases and is a key watch item for downside risk. DISH default disclosure

Analyst Ratings Changes

AMT has been the subject of a number of recent research reports. JPMorgan Chase & Co. cut their price target on American Tower from $250.00 to $245.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Scotiabank decreased their target price on American Tower from $248.00 to $220.00 and set an “outperform” rating for the company in a research report on Wednesday, January 14th. TD Cowen dropped their price target on shares of American Tower from $249.00 to $235.00 and set a “buy” rating on the stock in a research report on Wednesday, October 29th. Mizuho decreased their price objective on shares of American Tower from $217.00 to $189.00 and set a “neutral” rating for the company in a report on Monday, January 12th. Finally, HSBC lowered their target price on shares of American Tower from $235.00 to $205.00 in a research note on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $218.79.

Insider Buying and Selling at American Tower

In related news, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the business’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $69.75, for a total transaction of $159,631,314.75. Following the transaction, the insider directly owned 211,379 shares in the company, valued at $14,743,685.25. The trade was a 91.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Insiders own 0.18% of the company’s stock.

Hedge Funds Weigh In On American Tower

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in shares of American Tower by 113.0% in the fourth quarter. Brighton Jones LLC now owns 3,966 shares of the real estate investment trust’s stock valued at $727,000 after acquiring an additional 2,104 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of American Tower by 34.3% during the second quarter. Sivia Capital Partners LLC now owns 1,442 shares of the real estate investment trust’s stock worth $319,000 after purchasing an additional 368 shares during the period. Colonial Trust Advisors lifted its position in American Tower by 40.5% in the 4th quarter. Colonial Trust Advisors now owns 520 shares of the real estate investment trust’s stock valued at $91,000 after acquiring an additional 150 shares in the last quarter. Prosperity Bancshares Inc acquired a new position in American Tower during the 4th quarter worth approximately $76,000. Finally, Wealth Watch Advisors INC grew its position in American Tower by 2,177.8% in the fourth quarter. Wealth Watch Advisors INC now owns 410 shares of the real estate investment trust’s stock valued at $72,000 after purchasing an additional 392 shares in the last quarter. 92.69% of the stock is currently owned by institutional investors and hedge funds.

American Tower Company Profile

American Tower (NYSE: AMT) is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. The company’s core business is leasing space on communications sites — including towers, rooftops and other structures — to wireless carriers, broadcasters, government agencies and enterprise customers. Its business model centers on long-term site leases and contracts that provide recurring revenue tied to the footprint and density of wireless networks.

Beyond traditional tower assets, American Tower offers a range of infrastructure and network services to support mobile, broadband and broadcast connectivity.