HUB Investment Partners LLC Boosts Holdings in AT&T Inc. $T

HUB Investment Partners LLC lifted its holdings in AT&T Inc. (NYSE:T) by 127.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 126,957 shares of the technology company’s stock after purchasing an additional 71,227 shares during the period. HUB Investment Partners LLC’s holdings in AT&T were worth $3,585,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Csenge Advisory Group boosted its holdings in AT&T by 20.3% in the third quarter. Csenge Advisory Group now owns 189,293 shares of the technology company’s stock valued at $5,346,000 after purchasing an additional 31,935 shares during the period. Rhumbline Advisers grew its stake in AT&T by 0.4% during the 3rd quarter. Rhumbline Advisers now owns 12,810,872 shares of the technology company’s stock worth $361,779,000 after purchasing an additional 49,727 shares in the last quarter. Wealthfront Advisers LLC increased its holdings in AT&T by 4.9% during the 3rd quarter. Wealthfront Advisers LLC now owns 1,411,031 shares of the technology company’s stock worth $39,848,000 after purchasing an additional 66,448 shares during the period. Vise Technologies Inc. purchased a new stake in AT&T during the 2nd quarter worth about $6,221,000. Finally, Sumitomo Mitsui Trust Group Inc. raised its position in AT&T by 1.4% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 18,133,054 shares of the technology company’s stock valued at $512,077,000 after purchasing an additional 248,567 shares in the last quarter. Hedge funds and other institutional investors own 57.10% of the company’s stock.

AT&T Stock Performance

Shares of T stock opened at $28.65 on Friday. The stock’s 50-day moving average is $26.04 and its two-hundred day moving average is $26.37. 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 1 year low of $22.95 and a 1 year high of $29.79. The firm has a market cap of $200.57 billion, a price-to-earnings ratio of 9.39, a PEG ratio of 1.08 and a beta of 0.39.

AT&T (NYSE:T) last posted its earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, beating the consensus estimate of $0.46 by $0.06. The business had revenue of $33.47 billion during the quarter, compared to the consensus estimate of $32.91 billion. AT&T had a return on equity of 12.33% and a net margin of 17.47%.The business’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the business earned $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Analysts predict that AT&T Inc. will post 2.14 earnings per share for the current year.

AT&T Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 12th were given a dividend of $0.2775 per share. The ex-dividend date was Monday, January 12th. This represents a $1.11 dividend on an annualized basis and a dividend yield of 3.9%. AT&T’s dividend payout ratio (DPR) is 36.39%.

Analysts Set New Price Targets

A number of brokerages have recently commented on T. TD Cowen reissued a “hold” rating on shares of AT&T in a research report on Thursday, January 29th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $31.00 target price on shares of AT&T in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $33.00 price target on shares of AT&T in a research note on Thursday, January 29th. Loop Capital set a $29.00 price objective on shares of AT&T in a report on Friday, December 19th. Finally, The Goldman Sachs Group lowered their target price on shares of AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a research note on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $29.93.

More AT&T News

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 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.