Penserra Capital Management LLC Increases Stock Position in AT&T Inc. $T

Penserra Capital Management LLC lifted its stake in AT&T Inc. (NYSE:T) by 4.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 414,010 shares of the technology company’s stock after acquiring an additional 19,366 shares during the quarter. Penserra Capital Management LLC’s holdings in AT&T were worth $11,690,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in AT&T during the second quarter valued at $2,228,655,000. Vanguard Group Inc. increased its position in shares of AT&T by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 661,355,210 shares of the technology company’s stock valued at $19,139,620,000 after purchasing an additional 10,310,560 shares during the last quarter. Marshall Wace LLP bought a new position in shares of AT&T in the 2nd quarter worth approximately $235,422,000. State Street Corp boosted its holdings in shares of AT&T by 2.4% in the second quarter. State Street Corp now owns 321,070,509 shares of the technology company’s stock worth $9,291,781,000 after buying an additional 7,404,376 shares during the last quarter. Finally, Acadian Asset Management LLC grew its position in AT&T by 59.6% during the second quarter. Acadian Asset Management LLC now owns 14,493,357 shares of the technology company’s stock valued at $419,403,000 after buying an additional 5,410,596 shares during the period. Institutional investors own 57.10% of the company’s stock.

AT&T Price Performance

NYSE:T opened at $27.22 on Thursday. The company has a quick ratio of 0.86, a current ratio of 0.91 and a debt-to-equity ratio of 1.00. The business’s 50-day simple moving average is $24.56 and its two-hundred day simple moving average is $26.33. The stock has a market cap of $192.97 billion, a PE ratio of 8.92, a P/E/G ratio of 1.00 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.

AT&T (NYSE:T) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. The firm had revenue of $33.47 billion during the quarter, compared to analyst estimates of $32.91 billion. AT&T had a return on equity of 12.33% and a net margin of 17.47%.The business’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.43 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, analysts forecast that AT&T Inc. will post 2.14 EPS for the current fiscal year.

AT&T Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 12th were given a dividend of $0.2775 per share. The ex-dividend date was Monday, January 12th. This represents a $1.11 annualized dividend and a dividend yield of 4.1%. AT&T’s dividend payout ratio (DPR) is presently 36.39%.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Wolfe Research downgraded shares of AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. Sanford C. Bernstein decreased their target price on AT&T from $31.00 to $30.00 and set an “outperform” rating on the stock in a report on Friday, January 16th. Wall Street Zen lowered AT&T from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Morgan Stanley reduced their price target on AT&T from $32.00 to $30.00 and set an “overweight” rating for the company in a research report on Wednesday, December 10th. Finally, Loop Capital set a $29.00 price objective on AT&T in a research report on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $29.83.

AT&T News Summary

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

• Positive Sentiment: Q4 results and forward guide beat expectations — AT&T reported a fourth-quarter beat driven by wireless and fiber strength and set FY‑2026 EPS guidance of $2.25–$2.35, supporting valuation and income-focused investor interest. AT&T (T) Delivers Q4 Earnings Beat on Strong Fiber and Wireless Growth
• Positive Sentiment: Fiber footprint expansion — AT&T completed a $5.75B buyout of Lumen fiber assets, adding 1M+ subscribers and ~4M fiber-enabled locations across 32 states, accelerating broadband growth and ARPU potential. Will AT&T’s Fiber Assets Buyout From Lumen Drive Its Future Growth?
• Positive Sentiment: AI deployment to cut fraud and wait times — AT&T is rolling out autonomous AI agents (e.g., a network-integrated digital receptionist) to reduce scam/spam calls and customer service friction, which could lower operating costs and improve retention. AT&T Turns to Autonomous AI Agents to Slash Fraud and Customer Wait Times
• Positive Sentiment: Satellite/network partnerships — reports say AT&T is working with a Starlink competitor to expand coverage, a move that can extend service reach and support wholesale or retail connectivity products. AT&T is working with Amazon’s Starlink competitor to expand its network.
• Neutral Sentiment: Hiring push for bilingual call-center roles — local hiring events suggest AT&T is scaling customer support capacity (operationally positive but low near-term market impact). AT&T to host San Antonio hiring event for bilingual hybrid-remote call center positions. Here’s what you need to know.
• Negative Sentiment: Regulatory and reputational risk — Senator Maria Cantwell says AT&T (with Verizon) is blocking release of Salt Typhoon assessment reports and requested CEOs testify to Congress, which could spur regulatory scrutiny and short-term uncertainty. Senator says AT&T, Verizon blocking release of Salt Typhoon security assessment reports

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.