AT&T Inc. $T Shares Sold by IVY Lane Capital Management LLC

IVY Lane Capital Management LLC reduced its position in AT&T Inc. (NYSE:T) by 44.4% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 375,000 shares of the technology company’s stock after selling 300,000 shares during the quarter. AT&T makes up about 11.8% of IVY Lane Capital Management LLC’s holdings, making the stock its 4th largest holding. IVY Lane Capital Management LLC’s holdings in AT&T were worth $10,590,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in T. Front Row Advisors LLC purchased a new position in AT&T during the 2nd quarter worth approximately $25,000. Mountain Hill Investment Partners Corp. boosted 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 buying an additional 702 shares during the period. GGM Financials LLC purchased a new position in shares of AT&T during the third quarter valued at $25,000. Legacy Investment Solutions LLC purchased a new position in shares of AT&T during the second quarter valued at $32,000. Finally, Cloud Capital Management LLC acquired a new position in AT&T during the third quarter valued at $31,000. Institutional investors and hedge funds own 57.10% of the company’s stock.

Analysts Set New Price Targets

T has been the subject of a number of research reports. Barclays decreased their price objective on AT&T from $28.00 to $26.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 13th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of AT&T in a research report on Monday, December 29th. KeyCorp reiterated an “overweight” rating on shares of AT&T in a research note on Wednesday, January 21st. TD Cowen reissued a “hold” rating on shares of AT&T in a research note on Thursday, January 29th. Finally, Morgan Stanley lowered their price target on shares of AT&T from $32.00 to $30.00 and set an “overweight” rating on the stock in a report on Wednesday, December 10th. One research 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 assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $29.93.

AT&T Price Performance

NYSE T opened at $27.97 on Monday. The company has a 50 day moving average price of $25.63 and a two-hundred day moving average price of $26.34. AT&T Inc. has a 12-month low of $22.95 and a 12-month high of $29.79. The stock has a market capitalization of $195.79 billion, a PE ratio of 9.17, a price-to-earnings-growth ratio of 1.04 and a beta of 0.39. The company has a quick ratio of 0.86, a current ratio of 0.91 and a debt-to-equity ratio of 1.00.

AT&T (NYSE:T) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, beating analysts’ consensus estimates 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 net margin of 17.47% and a return on equity of 12.33%. AT&T’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, equities analysts predict that AT&T Inc. will post 2.14 earnings per share for the current fiscal year.

AT&T Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 12th were paid a dividend of $0.2775 per share. This represents a $1.11 annualized dividend and a dividend yield of 4.0%. The ex-dividend date was Monday, January 12th. AT&T’s dividend payout ratio is 36.39%.

More AT&T News

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

• Positive Sentiment: Q4 earnings beat and FY‑2026 guidance: AT&T topped Q4 EPS and revenue expectations and issued FY2026 EPS guidance, which helped spark a post‑earnings rally and has the stock up materially since the report. AT&T (T) Up 9.3% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: Communications segment strength: management cited solid momentum in the Communications business (2025 revenues higher vs. 2024), supporting near‑term revenue stability. T Benefits From Strong Communications Growth: Will it Sustain?
• Positive Sentiment: Fiber strategy validated: an Ookla award and related coverage highlight that AT&T’s fiber footprint is competitive where it exists, supporting the long‑term broadband growth story. AT&T says Ookla fiber award validates strategy — ‘Where we have fiber, we win’
• Positive Sentiment: Short interest fell in February, reducing one source of downside pressure and signaling less bearish positioning ahead of further catalysts. (Internal short‑interest update)
• Neutral Sentiment: NYC lawsuit settled: AT&T agreed to let shareholders vote on a workforce‑diversity disclosure proposal, resolving litigation risk but increasing governance/disclosure obligations. AT&T settles New York City lawsuit over diversity proposal
• Negative Sentiment: $177M data‑breach settlement: AT&T faces a material payout tied to a past breach, which is an earnings/CF headwind and a reminder of litigation exposures. AT&T settlement update: Payout for $177M data breach
• Negative Sentiment: Technical and balance‑sheet cautions: analysts and MarketBeat flag overbought/RSI reversal risk, leverage concerns tied to recent acquisitions, and potential downside to moving averages — factors that have driven short‑term pullbacks. AT&T’s Earnings Glow-Up Can’t Hide These Red Flags
• Negative Sentiment: Recent intraday weakness and relative underperformance vs. the Dow: coverage noted a recent pullback and longer‑term lag versus the index, which may temper enthusiasm among momentum investors. Here’s Why AT&T (T) Fell More Than Broader Market

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.