Ameriflex Group Inc. increased its position in shares of AT&T Inc. (NYSE:T – Free Report) by 144.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,388 shares of the technology company’s stock after purchasing an additional 17,974 shares during the period. Ameriflex Group Inc.’s holdings in AT&T were worth $858,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of the company. Front Row Advisors LLC purchased a new position in shares of AT&T in the second quarter valued at about $25,000. Mountain Hill Investment Partners Corp. raised its stake in AT&T by 363.7% during the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock valued at $25,000 after purchasing an additional 702 shares during the period. GGM Financials LLC purchased a new position in AT&T in the 3rd quarter worth approximately $25,000. Cloud Capital Management LLC purchased a new position in AT&T in the 3rd quarter worth approximately $31,000. Finally, Legacy Investment Solutions LLC bought a new position in AT&T in the 2nd quarter worth approximately $32,000. Hedge funds and other institutional investors own 57.10% of the company’s stock.
AT&T News Summary
Here are the key news stories impacting AT&T this week:
- Positive Sentiment: AT&T is expanding its AT&T Guarantee to nearly 50 million more households and adding free Internet Backup for customers who bundle AT&T Fiber and Wireless — a move meant to boost perceived reliability and reduce churn for higher‑value bundled customers. This directly targets the reliability concern that matters to both consumer retention and enterprise customers. AT&T Expands America’s Best Guarantee to Millions of Households Nationwide
- Positive Sentiment: AT&T and Ericsson demonstrated a working prototype of an AI-driven 5G/Cloud RAN feature that improves radio efficiency — a technical advancement that could lower network costs and support better margins as AT&T shifts to a cloud-native, AI-enabled network. Investors view such infrastructure progress as supportive of long‑term service quality and capital efficiency. AT&T Inc (T) Demonstrates Working Prototype of 5G/Cloud RAN Feature
- Positive Sentiment: Coverage comparing AT&T and Verizon highlights a recent Verizon outage and frames reliability as central for dividend investors. That incident reinforces AT&T’s push on guarantees and could tilt income‑oriented investors toward AT&T if they see it as the steadier yield play. AT&T vs. Verizon in 2026: Which Telecom Dividend Stock Is Actually Worth Owning?
- Positive Sentiment: Macro/sector commentary notes telecoms (including AT&T) outperforming many big tech names year‑to‑date as investors rotate to value and defensive income plays; that rotation supports higher relative multiple and demand for AT&T shares. Why Telecoms Like AT&T And Verizon Are Trouncing Tech Giants
- Neutral Sentiment: AT&T is frequently listed in dividend‑focused roundups as a long‑term “set it and forget it” income stock — a narrative that helps attract buy‑and‑hold investors, but adds little immediate catalyst beyond continued yield appeal. Set It and Forget It: The Dividend Stocks Worth Holding for the Rest of Your Life
- Neutral Sentiment: Reports that AT&T may roll out new phone plans imminently are speculative; new pricing or packaging could be a modest near‑term customer or ARPU catalyst but details and timing are uncertain. Report Suggests AT&T New Phone Plans for 2026 Could Arrive March 12
- Negative Sentiment: Social media criticism resurfaced around AT&T’s large historical losses (a $47B write-down from six years ago), which can stir negative sentiment but is unlikely to change fundamentals — still, reputational reminders can pressure short‑term trading if amplified. Reddit Is Still Furious About AT&T’s $47 Billion Loss From Six Years Ago
AT&T Price Performance
AT&T (NYSE:T – Get Free Report) last released its earnings results 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 business had revenue of $33.47 billion for 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 revenue was up 3.6% compared to the same quarter last year. During the same quarter last year, the firm posted $0.43 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, sell-side analysts anticipate that AT&T Inc. will post 2.14 EPS for the current year.
AT&T Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Monday, January 12th were given a $0.2775 dividend. This represents a $1.11 annualized dividend and a yield of 3.9%. The ex-dividend date of this dividend was Monday, January 12th. AT&T’s payout ratio is 36.39%.
Analysts Set New Price Targets
T has been the topic of several recent analyst reports. KeyCorp reiterated an “overweight” rating on shares of AT&T in a research report on Wednesday, January 21st. Wells Fargo & Company cut their target price on shares of AT&T from $29.00 to $27.00 and set an “overweight” rating for the company in a research note on Monday, January 26th. UBS Group reissued a “buy” rating on shares of AT&T in a report on Thursday, January 29th. Williams Trading set a $32.00 price objective on AT&T in a research report on Thursday, January 29th. Finally, Wolfe Research cut AT&T from an “outperform” rating to a “peer perform” rating in a report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, AT&T currently has a consensus rating of “Moderate Buy” and an average price target of $29.93.
Check Out Our Latest Analysis on AT&T
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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