Federated Hermes Inc. Trims Position in AT&T Inc. $T

Federated Hermes Inc. lessened its holdings in shares of AT&T Inc. (NYSE:T) by 76.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,797,672 shares of the technology company’s stock after selling 5,807,592 shares during the quarter. Federated Hermes Inc.’s holdings in AT&T were worth $50,766,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. J. L. Bainbridge & Co. Inc. lifted its position in shares of AT&T by 1.7% in the 2nd quarter. J. L. Bainbridge & Co. Inc. now owns 21,253 shares of the technology company’s stock worth $615,000 after purchasing an additional 355 shares during the period. Financial & Tax Architects LLC raised its stake in AT&T by 4.9% in the second quarter. Financial & Tax Architects LLC now owns 7,588 shares of the technology company’s stock worth $220,000 after buying an additional 356 shares in the last quarter. Roberts Glore & Co. Inc. IL lifted its holdings in AT&T by 2.0% in the second quarter. Roberts Glore & Co. Inc. IL now owns 18,386 shares of the technology company’s stock worth $532,000 after buying an additional 357 shares during the period. Investment Partners LTD. lifted its holdings in AT&T by 3.5% in the second quarter. Investment Partners LTD. now owns 10,464 shares of the technology company’s stock worth $303,000 after buying an additional 357 shares during the period. Finally, Parcion Private Wealth LLC boosted its position in AT&T by 2.5% during the 2nd quarter. Parcion Private Wealth LLC now owns 14,910 shares of the technology company’s stock valued at $431,000 after acquiring an additional 364 shares in the last quarter. Hedge funds and other institutional investors own 57.10% of the company’s stock.

Key AT&T News

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

• Positive Sentiment: Q4 results beat and management raised guidance — AT&T reported $0.52 EPS vs. consensus ~ $0.46 and revenue of ~$33.5B, and set FY‑2026 EPS guidance of $2.25–$2.35, which reassures investors on near‑term profitability. AT&T Stock Jumps. Its Earnings Sent Investors a Better Signal.
• Positive Sentiment: Big shareholder returns announced — management authorized a new buyback program (reported as $8–10B range across coverage) and reiterated plans to return $45B+ to shareholders from 2026–2028, boosting cash‑return expectations. Stock Market Today, Jan. 28: AT&T Rises After Earnings Beat and New Buyback Plan
• Positive Sentiment: Subscriber momentum and convergence — AT&T added 421k postpaid phone subs and ~283k fiber subs in Q4, with a rising share of fiber households also taking AT&T wireless, supporting ARPU upside and lower churn. AT&T’s earnings impress as subscriber growth booms and the stock soars
• Positive Sentiment: Fiber & convergence growth strategy expanding — AT&T plans to reach ~40 million fiber locations and is pursuing spectrum/fiber deals to accelerate 5G and broadband growth, which underpins long‑term EBITDA and free‑cash‑flow targets. AT&T beats targets, plans 40m fiber locations, more convergence
• Positive Sentiment: Strategic deals viewed as upside — analysts and commentators highlight the Lumen transaction and other deals as catalysts that can accelerate fiber and wireless monetization beyond the headline results. AT&T’s Lumen Deal Hides an Opportunity Most Investors Are Missing
• Neutral Sentiment: Analyst views mixed but tilting positive — some firms upgraded or raised price targets and consensus ratings show a moderate‑buy tilt, while others remain cautious; the street is split on timing of value from fiber/5G. AT&T Stock Forecast: Trending Moderate Buy Among Analysts
• Neutral Sentiment: Mixed take on near‑term cash flow drivers — some analysts note tax‑related cash‑flow support and long‑term fiber/5G upside but kept neutral/hold ratings pending proof of sustained margin improvement. AT&T: Mixed Quarter, Tax-Driven Cash Flow Support, and Long-Term Fiber/5G Upside Keep Rating at Hold
• Negative Sentiment: Small revenue miss and legacy declines — while the headline beat was clear on EPS, some providers noted a modest revenue shortfall vs. certain estimates and ongoing legacy‑service erosion that still weighs on growth metrics. AT&T ($T) Releases Q4 2025 Earnings

AT&T Stock Up 4.3%

Shares of AT&T stock opened at $25.10 on Friday. The company has a 50-day simple moving average of $24.49 and a two-hundred day simple moving average of $26.34. The stock has a market capitalization of $177.91 billion, a PE ratio of 8.23, a price-to-earnings-growth ratio of 1.31 and a beta of 0.39. AT&T Inc. has a 52-week low of $22.95 and a 52-week high of $29.79. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.96 and a current ratio of 0.91.

AT&T (NYSE:T) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, beating the consensus estimate of $0.46 by $0.06. AT&T had a net margin of 17.47% and a return on equity of 12.33%. The company 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 earned $0.43 earnings per share. The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, analysts anticipate that AT&T Inc. will post 2.14 EPS for the current fiscal year.

AT&T Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Monday, January 12th will be issued a dividend of $0.2775 per share. This represents a $1.11 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date of this dividend is Monday, January 12th. AT&T’s dividend payout ratio is presently 36.04%.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Wall Street Zen cut AT&T from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. KeyCorp reiterated an “overweight” rating on shares of AT&T in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $33.00 target price on shares of AT&T in a report on Thursday. UBS Group reiterated a “buy” rating on shares of AT&T in a research note on Thursday. Finally, Barclays dropped their price objective on shares of AT&T from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $29.83.

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.