Banque Cantonale Vaudoise Increases Stock Holdings in AT&T Inc. $T

Banque Cantonale Vaudoise boosted its stake in shares of AT&T Inc. (NYSE:T) by 19.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 216,031 shares of the technology company’s stock after buying an additional 35,381 shares during the period. Banque Cantonale Vaudoise’s holdings in AT&T were worth $6,101,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of T. Norges Bank purchased a new stake in shares of AT&T in the second quarter valued at $2,228,655,000. Vanguard Group Inc. grew its holdings in 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 purchased a new stake in AT&T in the 2nd quarter worth about $235,422,000. State Street Corp lifted its stake in 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 purchasing an additional 7,404,376 shares during the last quarter. Finally, Invesco Ltd. boosted its position in shares of AT&T by 9.2% during the second quarter. Invesco Ltd. now owns 53,239,046 shares of the technology company’s stock valued at $1,540,738,000 after buying an additional 4,498,583 shares during the period. 57.10% of the stock is currently owned by institutional investors.

Key AT&T News

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

• Positive Sentiment: AT&T announced a partnership with AWS to support last‑mile AI workloads — this strengthens AT&T’s edge and 5G/fiber value proposition and could drive new revenue from enterprise AI services. AT&T pairs with AWS to support last mile AI workloads
• Positive Sentiment: Scotiabank raised its price target to $31 (sector perform), signaling modest analyst upside to the stock and reinforcing valuation support from brokers. Benzinga
• Positive Sentiment: A Seeking Alpha piece argues AT&T is positioned to outperform T‑Mobile in 2026, supporting a relative‑strength case for investors focused on telecom returns and dividend income. AT&T Likely To Outperform T-Mobile In 2026 Again
• Positive Sentiment: Investors Business Daily highlighted AT&T as a stock of the day and noted the shares are near a buy point after a post‑earnings surge — a technical signal some growth/value investors may follow. AT&T, IBD Stock Of The Day
• Positive Sentiment: Broker consensus is a “Moderate Buy,” reflecting broad analyst support that can underpin longer‑term demand from income and value investors. AT&T Inc. Given Consensus Recommendation of Moderate Buy
• Neutral Sentiment: AT&T’s presentation/transcript from the Deutsche Bank Media, Internet & Telecom conference provides management commentary and detail on strategy execution but offers no single market‑moving surprise. Deutsche Bank Conference Transcript
• Neutral Sentiment: PR Newswire said CFO Pascal Desroches will update shareholders at the Deutsche Bank conference and reiterated that new segment reporting (starting Q1 2026) should improve transparency around 5G/fiber returns — helpful for modeling but not an immediate catalyst. Pascal Desroches to Update Shareholders
• Neutral Sentiment: An ETF/consumer retail piece is largely unrelated to AT&T’s fundamentals and should have minimal direct impact on the stock’s movement today. 3 ETFs That Could Benefit as Consumers Tighten Their Budgets

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of AT&T in a report on Monday, December 29th. Williams Trading set a $32.00 price objective on AT&T in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $33.00 target price on shares of AT&T in a research note on Thursday, January 29th. TD Cowen reiterated a “hold” rating on shares of AT&T in a research report on Thursday, January 29th. Finally, Loop Capital set a $29.00 target price on AT&T in a research report on Friday, December 19th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, AT&T has a consensus rating of “Moderate Buy” and an average target price of $30.00.

AT&T Trading Down 3.9%

NYSE:T opened at $27.54 on Tuesday. The firm has a 50-day simple moving average of $26.10 and a 200-day simple moving average of $26.32. AT&T Inc. has a one year low of $22.95 and a one year high of $29.79. The firm has a market cap of $192.77 billion, a P/E ratio of 9.03, a P/E/G ratio of 1.07 and a beta of 0.39. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.86 and a current ratio of 0.91.

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

AT&T Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 12th were issued a $0.2775 dividend. The ex-dividend date was Monday, January 12th. This represents a $1.11 dividend on an annualized basis and a dividend yield of 4.0%. AT&T’s dividend payout ratio (DPR) is currently 36.39%.

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.