Achmea Investment Management B.V. boosted its position in AT&T Inc. (NYSE:T – Free Report) by 3.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,169,983 shares of the technology company’s stock after purchasing an additional 70,321 shares during the quarter. AT&T comprises 0.8% of Achmea Investment Management B.V.’s investment portfolio, making the stock its 20th biggest position. Achmea Investment Management B.V.’s holdings in AT&T were worth $61,280,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of T. Front Row Advisors LLC bought a new stake in shares of AT&T during the 2nd quarter worth $25,000. Mountain Hill Investment Partners Corp. increased its stake in AT&T by 363.7% in the third quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock valued at $25,000 after acquiring an additional 702 shares during the last quarter. GGM Financials LLC purchased a new stake in AT&T during the third quarter valued at about $25,000. Cloud Capital Management LLC purchased a new stake in AT&T during the third quarter valued at about $31,000. Finally, Kilter Group LLC bought a new stake in AT&T during the second quarter worth about $32,000. 57.10% of the stock is owned by institutional investors.
Key AT&T News
Here are the key news stories impacting AT&T this week:
- Positive Sentiment: Quarterly beat and clear FY‑2026 guide — AT&T topped Q4 estimates ($0.52 vs. $0.46) and posted revenue above expectations; management set FY‑2026 EPS guidance of $2.25–$2.35, which supports valuation and raises confidence in cash‑flowability.
- Positive Sentiment: SMB service guarantee to reduce churn — AT&T expanded service assurance for small businesses (bill credits and faster support) to address downtime fears and improve retention in a competitive market, which could stabilize SMB revenue. T Expands Service Assurance for SMBs
- Positive Sentiment: Massive connectivity commitment — AT&T announced a $250 billion commitment to advance U.S. connectivity (multi‑year investment in fiber/wireless). This signals aggressive network buildout that can drive long‑term revenue and market share gains. AT&T commits to spend $250 billion
- Neutral Sentiment: Marketing push around March Madness — New national campaign tied to NCAA March Madness aims to reinforce AT&T’s brand and fan‑experience positioning; helpful for consumer awareness but unlikely to move near‑term fundamentals materially. AT&T Tips Off March Madness Campaign
- Neutral Sentiment: Increased investor attention — Coverage/mentions from Zacks and other outlets show AT&T is being watched closely, which can increase trading volume and short‑term interest but is not itself a fundamental catalyst. AT&T is Attracting Investor Attention
- Negative Sentiment: Capex scale and balance‑sheet risk — The $250B buildout is positive for long‑term positioning but raises execution and cash‑flow timing risk. AT&T’s liquidity/leverage metrics (current ratio ~0.91, debt/equity ~1.0) mean investors should watch free cash flow, capex pacing, and any debt funding plans closely.
AT&T Stock Performance
AT&T (NYSE:T – Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, beating analysts’ consensus estimates of $0.46 by $0.06. The firm had revenue of $33.47 billion during 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 firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same quarter last year, the firm earned $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, analysts expect that AT&T Inc. will post 2.14 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several brokerages have recently commented on T. Royal Bank Of Canada reiterated an “outperform” rating and set a $31.00 price objective on shares of AT&T in a research report on Thursday, February 12th. Scotiabank boosted their target price on AT&T from $29.50 to $31.00 and gave the stock a “sector perform” rating in a research report on Monday, March 9th. KeyCorp reaffirmed an “overweight” rating on shares of AT&T in a research note on Wednesday, January 21st. Oppenheimer lifted their price target on shares of AT&T from $29.00 to $32.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 11th. Finally, Williams Trading set a $32.00 price objective on shares of AT&T in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, AT&T presently has an average rating of “Moderate Buy” and an average target price of $30.35.
Check Out Our Latest Report on 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.
Read More
Want to see what other hedge funds are holding T? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AT&T Inc. (NYSE:T – Free Report).
Receive News & Ratings for AT&T Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for AT&T and related companies with MarketBeat.com's FREE daily email newsletter.
