Neo Ivy Capital Management Purchases 53,508 Shares of AT&T Inc. $T

Neo Ivy Capital Management increased its position in shares of AT&T Inc. (NYSE:T) by 70.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 129,096 shares of the technology company’s stock after purchasing an additional 53,508 shares during the period. AT&T makes up about 0.9% of Neo Ivy Capital Management’s portfolio, making the stock its 14th biggest position. Neo Ivy Capital Management’s holdings in AT&T were worth $3,646,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Front Row Advisors LLC bought a new position in AT&T during the 2nd quarter worth about $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 valued at $25,000 after purchasing an additional 702 shares during the period. GGM Financials LLC bought a new stake in shares of AT&T in the 3rd quarter valued at about $25,000. Legacy Investment Solutions LLC bought a new stake in shares of AT&T in the 2nd quarter valued at about $32,000. Finally, Cloud Capital Management LLC purchased a new stake in shares of AT&T in the 3rd quarter worth approximately $31,000. 57.10% of the stock is currently owned by institutional investors.

AT&T Stock Performance

Shares of T stock opened at $28.65 on Friday. The business has a fifty day moving average of $26.04 and a 200 day moving average of $26.37. AT&T Inc. has a 1 year low of $22.95 and a 1 year high of $29.79. The company has a debt-to-equity ratio of 1.00, a current ratio of 0.91 and a quick ratio of 0.86. The firm has a market capitalization of $200.57 billion, a price-to-earnings ratio of 9.39, a price-to-earnings-growth ratio of 1.08 and a beta of 0.39.

AT&T (NYSE:T) last posted its quarterly 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 for 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 company’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, research analysts expect that AT&T Inc. will post 2.14 earnings per share for the current year.

AT&T Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on T shares. Royal Bank Of Canada reiterated an “outperform” rating and set a $31.00 price objective on shares of AT&T in a research note on Thursday, February 12th. TD Cowen reissued a “hold” rating on shares of AT&T in a research note on Thursday, January 29th. Wall Street Zen lowered AT&T from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Wolfe Research cut AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. Finally, Sanford C. Bernstein cut their price target on AT&T from $31.00 to $30.00 and set an “outperform” rating on the stock in a report on Friday, January 16th. One investment 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus 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 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.