Blair William & Co. IL lowered its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 12.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 457,468 shares of the technology company’s stock after selling 67,135 shares during the quarter. Blair William & Co. IL’s holdings in AT&T were worth $12,919,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also bought and sold shares of the company. J. L. Bainbridge & Co. Inc. boosted its stake in shares of AT&T by 1.7% during the second quarter. J. L. Bainbridge & Co. Inc. now owns 21,253 shares of the technology company’s stock valued at $615,000 after purchasing an additional 355 shares during the period. Financial & Tax Architects LLC boosted its position in AT&T by 4.9% in the 2nd quarter. Financial & Tax Architects LLC now owns 7,588 shares of the technology company’s stock valued at $220,000 after buying an additional 356 shares during the period. Roberts Glore & Co. Inc. IL grew its stake in AT&T by 2.0% in the 2nd quarter. Roberts Glore & Co. Inc. IL now owns 18,386 shares of the technology company’s stock worth $532,000 after acquiring an additional 357 shares in the last quarter. Investment Partners LTD. increased its position in shares of AT&T by 3.5% during the second quarter. Investment Partners LTD. now owns 10,464 shares of the technology company’s stock worth $303,000 after acquiring an additional 357 shares during the period. Finally, Global Wealth Strategies & Associates raised its stake in shares of AT&T by 10.7% during the third quarter. Global Wealth Strategies & Associates now owns 4,025 shares of the technology company’s stock valued at $114,000 after acquiring an additional 390 shares in the last quarter. Hedge funds and other institutional investors own 57.10% of the company’s stock.
Trending Headlines about AT&T
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 Trading Down 1.1%
AT&T (NYSE:T – Get Free Report) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, topping the consensus estimate of $0.46 by $0.06. AT&T had a return on equity of 12.33% and a net margin of 17.47%.The business 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 company earned $0.43 earnings per share. The company’s quarterly revenue was up 3.6% on a year-over-year basis. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, research analysts predict that AT&T Inc. will post 2.14 earnings per share for the current fiscal year.
AT&T Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Monday, January 12th were given a dividend of $0.2775 per share. 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 currently 36.39%.
Analyst Ratings Changes
Several brokerages recently issued reports on T. Weiss Ratings reissued a “buy (b-)” rating on shares of AT&T in a research note on Monday, December 29th. Wolfe Research downgraded AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. UBS Group restated a “buy” rating on shares of AT&T in a report on Thursday, January 29th. Scotiabank reaffirmed a “sector perform” rating and issued a $29.50 price objective on shares of AT&T in a research note on Wednesday, January 7th. Finally, Morgan Stanley cut their target price on shares of AT&T from $32.00 to $30.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 10th. One equities 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 stock. According to data from MarketBeat, AT&T has a consensus rating of “Moderate Buy” and a consensus price target of $29.93.
Get Our Latest Stock Analysis on AT&T
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.
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