Vista Investment Partners LLC Has $2.08 Million Position in AT&T Inc. $T

Vista Investment Partners LLC boosted its stake in shares of AT&T Inc. (NYSE:T) by 81.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 83,616 shares of the technology company’s stock after acquiring an additional 37,544 shares during the period. Vista Investment Partners LLC’s holdings in AT&T were worth $2,077,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Csenge Advisory Group raised its stake in shares of AT&T by 20.3% during the 3rd quarter. Csenge Advisory Group now owns 189,293 shares of the technology company’s stock worth $5,346,000 after purchasing an additional 31,935 shares in the last quarter. Rhumbline Advisers grew its stake in shares of AT&T by 0.4% in the 3rd quarter. Rhumbline Advisers now owns 12,810,872 shares of the technology company’s stock valued at $361,779,000 after buying an additional 49,727 shares in the last quarter. Wealthfront Advisers LLC grew its position in AT&T by 4.9% in the third quarter. Wealthfront Advisers LLC now owns 1,411,031 shares of the technology company’s stock worth $39,848,000 after acquiring an additional 66,448 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. increased its stake in shares of AT&T by 1.4% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 18,133,054 shares of the technology company’s stock worth $512,077,000 after purchasing an additional 248,567 shares during the last quarter. Finally, Public Sector Pension Investment Board raised its holdings in shares of AT&T by 140.8% during the 3rd quarter. Public Sector Pension Investment Board now owns 2,888,630 shares of the technology company’s stock valued at $81,575,000 after purchasing an additional 1,689,073 shares in the last quarter. Institutional investors and hedge funds own 57.10% of the company’s stock.

Analyst Upgrades and Downgrades

T has been the subject of a number of recent research reports. TD Cowen reiterated a “hold” rating on shares of AT&T in a report on Thursday, January 29th. Wells Fargo & Company reduced their price target on AT&T from $29.00 to $27.00 and set an “overweight” rating for the company in a research report on Monday, January 26th. Williams Trading set a $32.00 price target on AT&T in a research note on Thursday, January 29th. Wolfe Research lowered AT&T from an “outperform” rating to a “peer perform” rating in a report on Monday, December 15th. Finally, Citigroup raised their price objective on AT&T from $29.00 to $31.50 and gave the company a “buy” rating in a research note on Monday, March 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, AT&T currently has a consensus rating of “Moderate Buy” and a consensus target price of $30.74.

Key AT&T News

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

• Positive Sentiment: OneConnect bundled offering (wireless + gigabit home internet) is getting broad coverage as a customer‑retention and share‑gain lever; investors view the simpler, single‑bill product as potentially accretive to ARPU and churn reduction. AT&T Launches OneConnect, the First‑Ever Single Subscription for Unlimited Connectivity
• Positive Sentiment: Goldman Sachs highlights OneConnect and AT&T’s value push; the analyst commentary (and Buy interest from some Street analysts) supports upside to subscriber growth and keeps sentiment constructive. Goldman Sachs Highlights AT&T’s OneConnect Push into Value Segment
• Positive Sentiment: AT&T agreed to invest ~ $1B to upgrade FirstNet and to deliver ~$1B in program cost savings (total up to $2B impact noted) — a large, long‑dated government contract that strengthens revenue visibility and showcases AT&T’s public‑safety positioning. AT&T signs deal worth $2 billion to upgrade emergency cellular network
• Positive Sentiment: Scotiabank raised its price target (to $31.50) and kept a sector perform view — the PT lift provides analyst‑driven upside narrative for investors. Benzinga coverage of analyst price target change
• Neutral Sentiment: AT&T is being added to some institutional funds (Ariel Global Fund flagged AT&T as part of fiber expansion/wireless convergence exposure), indicating continued institutional interest but not a direct near‑term catalyst. Ariel Global Fund Added AT&T
• Neutral Sentiment: Regional asset sale: UP Fiber closed on AT&T’s Upper Peninsula wireline network — a localized divestiture that trims legacy assets and may modestly free capital for core growth but is not a material company‑level shift. UP Fiber Acquires AT&T’s Upper Peninsula Wireline Network
• Negative Sentiment: AT&T is raising prices on legacy unlimited plans — changes are drawing customer pushback and press coverage that may increase churn risk or slow new adds if customers view the move unfavorably. AT&T Announces New Price for its Unlimited Plans—Get Ready to Pay More
• Negative Sentiment: Analysts and commentary still flag heavy capex requirements and intense competition in wireless/fiber as structural headwinds that could pressure margins and free‑cash‑flow over time — a reminder of execution risk despite recent product wins. AT&T Shares Rise 6.9% in Six Months: How to Play the Stock?

AT&T Trading Down 2.3%

Shares of AT&T stock opened at $28.32 on Thursday. AT&T Inc. has a 1 year low of $22.95 and a 1 year high of $29.79. The company’s fifty day simple moving average is $27.52 and its 200-day simple moving average is $26.23. The company has a market cap of $197.80 billion, a price-to-earnings ratio of 9.29, a PEG ratio of 1.08 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.

AT&T (NYSE:T) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.46 by $0.06. The company had revenue of $33.47 billion for 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%. The business’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period last year, the business posted $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, sell-side analysts expect that AT&T Inc. will post 2.14 EPS for the current year.

AT&T Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Friday, April 10th will be paid a dividend of $0.2775 per share. This represents a $1.11 annualized dividend and a yield of 3.9%. The ex-dividend date is Friday, April 10th. AT&T’s payout ratio is currently 36.39%.

About AT&T

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.