American Tower Corporation $AMT Shares Acquired by B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG boosted its stake in American Tower Corporation (NYSE:AMT) by 8.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,425 shares of the real estate investment trust’s stock after buying an additional 4,467 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in American Tower were worth $10,851,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. lifted its holdings in American Tower by 8.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 96,793 shares of the real estate investment trust’s stock worth $18,615,000 after purchasing an additional 7,872 shares during the period. Eastern Bank grew its position in American Tower by 69.6% in the 3rd quarter. Eastern Bank now owns 139,091 shares of the real estate investment trust’s stock valued at $26,750,000 after buying an additional 57,078 shares in the last quarter. Machina Capital S.A.S. acquired a new position in American Tower during the 3rd quarter valued at about $2,871,000. Krilogy Financial LLC bought a new stake in shares of American Tower during the 3rd quarter worth about $1,044,000. Finally, Commerzbank Aktiengesellschaft FI raised its position in shares of American Tower by 92.4% during the 3rd quarter. Commerzbank Aktiengesellschaft FI now owns 61,397 shares of the real estate investment trust’s stock worth $11,808,000 after buying an additional 29,486 shares in the last quarter. 92.69% of the stock is currently owned by institutional investors.

American Tower Stock Performance

Shares of AMT opened at $188.87 on Friday. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.60 and a quick ratio of 0.60. The firm’s 50 day moving average is $180.60 and its 200-day moving average is $185.00. American Tower Corporation has a 12-month low of $166.88 and a 12-month high of $234.33. The stock has a market capitalization of $88.03 billion, a P/E ratio of 35.04, a P/E/G ratio of 0.79 and a beta of 0.92.

American Tower (NYSE:AMT) last released its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.75 EPS for the quarter, missing the consensus estimate of $2.54 by ($0.79). The business had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.69 billion. American Tower had a net margin of 23.76% and a return on equity of 24.36%. The firm’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same period in the prior year, the company earned $2.62 earnings per share. American Tower has set its FY 2026 guidance at 10.780-10.950 EPS. Equities research analysts anticipate that American Tower Corporation will post 10.14 EPS for the current fiscal year.

American Tower Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 28th. Stockholders of record on Tuesday, April 14th will be given a dividend of $1.79 per share. This is a boost from American Tower’s previous quarterly dividend of $1.70. The ex-dividend date is Tuesday, April 14th. This represents a $7.16 dividend on an annualized basis and a dividend yield of 3.8%. American Tower’s payout ratio is currently 126.16%.

Insider Buying and Selling at American Tower

In other news, COO Eugene M. Noel sold 41,209 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $191.05, for a total transaction of $7,872,979.45. Following the completion of the sale, the chief operating officer directly owned 29,592 shares of the company’s stock, valued at $5,653,551.60. This represents a 58.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $69.75, for a total value of $159,631,314.75. Following the completion of the transaction, the insider owned 211,379 shares of the company’s stock, valued at $14,743,685.25. This trade represents a 91.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.17% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on AMT shares. Scotiabank decreased their price objective on shares of American Tower from $220.00 to $214.00 and set a “sector outperform” rating for the company in a report on Wednesday, February 25th. New Street Research raised American Tower from a “neutral” rating to a “buy” rating and set a $203.00 target price on the stock in a report on Monday, January 5th. The Goldman Sachs Group cut their target price on American Tower from $230.00 to $210.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Sanford C. Bernstein started coverage on American Tower in a research report on Thursday. They set a “market perform” rating and a $205.00 price target on the stock. Finally, JPMorgan Chase & Co. dropped their price objective on American Tower from $250.00 to $245.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, American Tower presently has an average rating of “Moderate Buy” and a consensus price target of $217.35.

Key American Tower News

Here are the key news stories impacting American Tower this week:

• Positive Sentiment: Board raised the quarterly cash distribution to $1.79/share (5.3% increase versus prior quarter), payable April 28; the raise supports the stock’s income appeal and pushes the yield to roughly 3.8%. Read More.
• Neutral Sentiment: Sanford C. Bernstein initiated coverage with a Market Perform rating and $205 price target (~8.5% above current levels) — a modest positive signal but not a bullish endorsement. Read More.
• Neutral Sentiment: RBC Capital issued a Hold (sector perform) on AMT, signaling limited near‑term upside from their perspective and contributing to mixed analyst sentiment. Read More.
• Neutral Sentiment: Recent press pieces (e.g., “Balances 2025 Strength With 2026 Reset”) and assorted analyst target trims reflect a view that 2025 performance was solid but 2026 requires a reset — this keeps the story mixed for growth vs. valuation. Read More.
• Negative Sentiment: COO Eugene M. Noel sold 41,209 shares (≈$7.9M at the sale price), cutting his stake by ~58% — a sizable insider sale that can be perceived negatively by investors even if for personal/liquidity reasons. Read More.

American Tower Profile

American Tower (NYSE: AMT) is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. The company’s core business is leasing space on communications sites — including towers, rooftops and other structures — to wireless carriers, broadcasters, government agencies and enterprise customers. Its business model centers on long-term site leases and contracts that provide recurring revenue tied to the footprint and density of wireless networks.

Beyond traditional tower assets, American Tower offers a range of infrastructure and network services to support mobile, broadband and broadcast connectivity.