Tabor Asset Management LP Acquires 106,804 Shares of AT&T Inc. $T

Tabor Asset Management LP increased its stake in shares of AT&T Inc. (NYSE:T) by 89.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 225,971 shares of the technology company’s stock after buying an additional 106,804 shares during the period. AT&T comprises 3.8% of Tabor Asset Management LP’s portfolio, making the stock its 6th largest holding. Tabor Asset Management LP’s holdings in AT&T were worth $6,381,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of AT&T in the second quarter valued at about $2,228,655,000. Vanguard Group Inc. raised its position in shares of 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 buying an additional 10,310,560 shares during the last quarter. Marshall Wace LLP acquired a new position in AT&T in the 2nd quarter valued at $235,422,000. State Street Corp grew its position in shares of AT&T by 2.4% in the second quarter. State Street Corp now owns 321,070,509 shares of the technology company’s stock valued at $9,291,781,000 after purchasing an additional 7,404,376 shares during the period. Finally, Invesco Ltd. boosted its stake in AT&T by 9.2% in the 2nd quarter. Invesco Ltd. now owns 53,239,046 shares of the technology company’s stock worth $1,540,738,000 after buying an additional 4,498,583 shares during the last quarter. 57.10% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about AT&T

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

• Positive Sentiment: AT&T reported a recent quarterly earnings beat and raised FY2026 EPS guidance framework, showing operating momentum and profit resilience. (Q4 results and FY26 guidance.)
• Positive Sentiment: Strategic partnerships aimed at AI use cases — notably a tie-up with AWS to support last‑mile AI workloads — strengthen AT&T’s positioning as a carrier for AI-era enterprise services. AT&T pairs with AWS
• Positive Sentiment: Some brokerviews are constructive: Scotiabank raised its price target to $31 (sector perform) and consensus brokerage ratings remain broadly favorable, which supports upside if execution is strong. Benzinga note
• Neutral Sentiment: Management is rolling out new segment reporting starting with Q1 2026 to improve transparency on returns from 5G and fiber investments — helpful for investors evaluating capital allocation over time. Deutsche Bank presentation
• Neutral Sentiment: Company publicity around its 150th anniversary underscores brand legacy but has limited direct market impact. 150th anniversary release
• Negative Sentiment: AT&T announced plans to invest more than $250 billion over five years to expand U.S. network infrastructure — a huge capex commitment that raises near-term free cash flow and financing concerns, and likely explains downward pressure on the stock today. Investors are weighing execution risk, timing of returns, and potential impacts on leverage (debt-to-equity ~1.0). Reuters: $250B plan Business Insider: $250B analysis PR Newswire: corporate release

AT&T Trading Down 3.9%

NYSE:T opened at $27.54 on Tuesday. 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 $192.77 billion, a P/E ratio of 9.03, a P/E/G ratio of 1.07 and a beta of 0.39. AT&T Inc. has a 12-month low of $22.95 and a 12-month high of $29.79. The business has a 50 day simple moving average of $26.10 and a 200 day simple moving average of $26.32.

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

AT&T Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders 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 dividend yield of 4.0%. AT&T’s dividend payout ratio (DPR) is 36.39%.

Wall Street Analysts Forecast Growth

T has been the subject of a number of research analyst reports. The Goldman Sachs Group dropped their price objective on AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a report on Friday, December 19th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $33.00 target price on shares of AT&T in a report on Thursday, January 29th. KeyCorp reaffirmed an “overweight” rating on shares of AT&T in a report on Wednesday, January 21st. UBS Group reiterated a “buy” rating on shares of AT&T in a research note on Thursday, January 29th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of AT&T in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $30.00.

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.