Huber Capital Management LLC Purchases 40,000 Shares of AT&T Inc. $T

Huber Capital Management LLC raised its holdings in AT&T Inc. (NYSE:T) by 6.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 684,525 shares of the technology company’s stock after purchasing an additional 40,000 shares during the period. AT&T accounts for about 3.1% of Huber Capital Management LLC’s holdings, making the stock its 13th biggest position. Huber Capital Management LLC’s holdings in AT&T were worth $19,331,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of T. Brighton Jones LLC boosted its stake in AT&T by 26.5% in the 4th quarter. Brighton Jones LLC now owns 48,579 shares of the technology company’s stock worth $1,106,000 after purchasing an additional 10,188 shares during the period. KBC Group NV raised its position in shares of AT&T by 37.6% in the second quarter. KBC Group NV now owns 2,004,013 shares of the technology company’s stock worth $57,996,000 after buying an additional 547,211 shares in the last quarter. Accredited Investors Inc. grew its position in AT&T by 6.7% during the second quarter. Accredited Investors Inc. now owns 12,093 shares of the technology company’s stock worth $350,000 after buying an additional 760 shares in the last quarter. Bailard Inc. increased its stake in AT&T by 5.3% in the 2nd quarter. Bailard Inc. now owns 11,279 shares of the technology company’s stock worth $326,000 after acquiring an additional 567 shares during the last quarter. Finally, Horrell Capital Management Inc. raised its holdings in shares of AT&T by 2.1% in the 2nd quarter. Horrell Capital Management Inc. now owns 28,427 shares of the technology company’s stock valued at $823,000 after acquiring an additional 597 shares in the last quarter. 57.10% of the stock is owned by institutional investors.

Key Headlines Impacting AT&T

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

• Positive Sentiment: AT&T rolled out a revamped “Unlimited Your Way” wireless lineup, including a new entry-level AT&T Value 2.0 plan that can be mixed and matched across tiers—a move designed to win price-sensitive subscribers and reduce churn. AT&T Launches New Wireless Plans – Giving Customers More Value
• Positive Sentiment: Management announced an aggressive capital plan — committing roughly $250 billion to upgrade U.S. telecom infrastructure (fiber + 5G, AI-readiness). If executed successfully, this supports long-term revenue and market share gains in high-growth enterprise and cloud networking segments. AT&T commits $250 billion investment to upgrade US telecom infrastructure for the AI era
• Positive Sentiment: AT&T is pursuing major fiber expansion (targeting ~60 million locations by 2030), which supports higher-margin broadband revenue and strategic positioning vs. rivals for enterprise and hyperscaler connectivity. Investors view fiber scale as a multi-year growth driver. AT&T Inc. (T) Plans Major Fiber Expansion to 60 Million Locations by 2030
• Positive Sentiment: Analyst sentiment has improved: Arete upgraded AT&T to Neutral (raising estimates tied to its copper switch-off) and set a $28 price target, while other outlets note positive forecasts — supportive for near-term sentiment and valuation multiples. Arete Upgrades AT&T (T) on Copper Switch-Off, Sets $28 Price Target
• Positive Sentiment: Some broker commentary (Oppenheimer coverage) and momentum-focused writeups point to improving fundamentals and a value case based on low P/E and steady dividend — factors attracting income and value investors. Oppenheimer Issues Positive Forecast for AT&T (NYSE:T) Stock Price
• Neutral Sentiment: AT&T completed a CAD‑denominated long-term debt offering (CAD$1.25B of 4.50% paper). This raises liquidity and funds growth but adds debt service; impact depends on how proceeds are deployed. AT&T Completes CAD-Denominated Long-Term Debt Offering
• Neutral Sentiment: Community and CSR items (e.g., Connected Learning Center grants) appear but are unlikely to move the stock materially; they support brand and regulatory goodwill. AT&T awards Connected Learning Center to Boys & Girls Club of Valdosta
• Neutral Sentiment: Recent intraday coverage explains short-term volatility (articles on why T dipped previously). These provide context but reflect sentiment swings rather than new fundamentals. Why AT&T (T) Dipped More Than Broader Market Today
• Negative Sentiment: Bearish pieces (e.g., “Sell the Rip”) argue current rallies may be short-lived and caution that large capex commitments and execution risks could pressure cash flow and returns in the near term. Such narratives can weigh on sentiment if guidance or execution slips. AT&T: Sell The Rip

AT&T Stock Performance

AT&T stock traded up $0.27 during midday trading on Friday, hitting $27.66. The stock had a trading volume of 1,464,234 shares, compared to its average volume of 44,998,762. The company has a market capitalization of $193.66 billion, a PE ratio of 9.08, a P/E/G ratio of 1.01 and a beta of 0.39. The company has a current ratio of 0.91, a quick ratio of 0.86 and a debt-to-equity ratio of 1.00. The firm’s fifty day moving average is $26.25 and its two-hundred day moving average is $26.33. AT&T Inc. has a 52-week low of $22.95 and a 52-week high of $29.79.

AT&T (NYSE:T) last issued its earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $32.91 billion. During the same quarter last year, the company earned $0.43 EPS. The firm’s quarterly revenue was up 3.6% on a year-over-year basis. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, research analysts forecast that AT&T Inc. will post 2.14 EPS for the current year.

AT&T Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 12th were given a $0.2775 dividend. This represents a $1.11 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date was Monday, January 12th. AT&T’s payout ratio is currently 36.39%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Oppenheimer increased their price target on shares of AT&T from $29.00 to $32.00 and gave the stock an “outperform” rating in a report on Wednesday. Sanford C. Bernstein reduced their target price on shares of AT&T from $31.00 to $30.00 and set an “outperform” rating on the stock in a report on Friday, January 16th. Barclays lowered their target price on AT&T from $28.00 to $26.00 and set an “equal weight” rating for the company in a research note on Tuesday, January 13th. Citigroup decreased their price target on AT&T from $32.00 to $29.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. Finally, KeyCorp reissued an “overweight” rating on shares of AT&T in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $30.35.

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.