Mufg Securities Americas Inc. grew its position in AT&T Inc. (NYSE:T – Free Report) by 20.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 192,820 shares of the technology company’s stock after purchasing an additional 33,345 shares during the period. Mufg Securities Americas Inc.’s holdings in AT&T were worth $5,445,000 at the end of the most recent quarter.
A number of other hedge funds have also modified their holdings of the company. Front Row Advisors LLC bought a new stake in AT&T in the 2nd quarter valued at approximately $25,000. Mountain Hill Investment Partners Corp. lifted its position in shares of AT&T by 363.7% in the third quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock worth $25,000 after purchasing an additional 702 shares in the last quarter. Solstein Capital LLC lifted its position in shares of AT&T by 217.3% in the second quarter. Solstein Capital LLC now owns 952 shares of the technology company’s stock worth $28,000 after purchasing an additional 652 shares in the last quarter. Cloud Capital Management LLC acquired a new position in AT&T during the third quarter worth $31,000. Finally, Legacy Investment Solutions LLC bought a new position in AT&T in the second quarter valued at $32,000. 57.10% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several brokerages have commented on T. Arete Research set a $20.00 price target on shares of AT&T in a research report on Tuesday, January 6th. TD Cowen reiterated a “hold” rating on shares of AT&T in a report on Thursday, January 29th. Morgan Stanley decreased their price target on AT&T from $32.00 to $30.00 and set an “overweight” rating for the company in a research note on Wednesday, December 10th. The Goldman Sachs Group dropped their price objective on AT&T from $33.00 to $29.00 and set a “buy” rating on the stock in a research note on Friday, December 19th. Finally, Sanford C. Bernstein decreased their target price on shares of AT&T from $31.00 to $30.00 and set an “outperform” rating for the company in a research note on Friday, January 16th. One 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $29.93.
AT&T Stock Up 1.9%
T stock opened at $28.51 on Tuesday. AT&T Inc. has a 1-year low of $22.95 and a 1-year high of $29.79. The business’s 50 day simple moving average is $25.33 and its 200 day simple moving average is $26.35. 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 has a market capitalization of $199.57 billion, a PE ratio of 9.35, a PEG ratio of 1.04 and a beta of 0.39.
AT&T (NYSE:T – Get Free Report) last announced its quarterly 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 business had revenue of $33.47 billion during the quarter, compared to the consensus estimate of $32.91 billion. During the same quarter last year, the firm posted $0.43 EPS. The company’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. As a group, research analysts anticipate that AT&T Inc. will post 2.14 EPS for the current year.
AT&T Dividend Announcement
The business 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 annualized dividend and a dividend yield of 3.9%. AT&T’s payout ratio is presently 36.39%.
Key Headlines Impacting AT&T
Here are the key news stories impacting AT&T this week:
- Positive Sentiment: RBC Capital raised its 12-month price target on AT&T to $31 (from $29) and kept an Outperform rating, citing fiber expansion as a clear long-term growth driver — a direct vote of confidence that supports higher valuation expectations. RBC Target Raise
- Positive Sentiment: Ookla / AT&T press releases report AT&T Fiber won Ookla’s first-ever “Best Home Internet” in the U.S. and again posted the fastest speeds — a marketing and operational win likely to help broadband net adds, ARPU and long-term fiber economics. Ookla Award
- Positive Sentiment: Erste Group Bank expressed an optimistic outlook for AT&T’s FY2027 earnings, reinforcing positive analyst sentiment around future profit improvement tied to broadband growth and cost discipline. Erste Group View
- Neutral Sentiment: AT&T scheduled its Q1 2026 earnings release and conference call for April 22 — a near-term catalyst that could drive volatility depending on subscriber trends, service revenue and any guidance updates. Q1 Earnings Date
- Negative Sentiment: Coverage noting that dividend stocks, including AT&T, pulled back last week highlights rotation risk and short-term profit-taking among income investors — a factor that can pressure the stock despite positive fundamental updates. Dividend Stock Rotation
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.
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