Advisory Services Network LLC increased its stake in AT&T Inc. (NYSE:T – Free Report) by 12.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 446,058 shares of the technology company’s stock after buying an additional 48,252 shares during the period. Advisory Services Network LLC’s holdings in AT&T were worth $12,597,000 at the end of the most recent reporting period.
Other hedge funds have also recently modified their holdings of the company. Copley Financial Group Inc. raised its position in AT&T by 4.0% in the 3rd quarter. Copley Financial Group Inc. now owns 13,906 shares of the technology company’s stock worth $393,000 after buying an additional 541 shares during the last quarter. Kozak & Associates Inc. increased its position in shares of AT&T by 16.8% during the 3rd quarter. Kozak & Associates Inc. now owns 5,565 shares of the technology company’s stock valued at $157,000 after purchasing an additional 802 shares during the last quarter. Del Sette Capital Management LLC raised its position in AT&T by 3.1% in the third quarter. Del Sette Capital Management LLC now owns 111,075 shares of the technology company’s stock worth $3,137,000 after acquiring an additional 3,335 shares during the period. DigitalBridge Group Inc. increased its stake in shares of AT&T by 7.6% in the 3rd quarter. DigitalBridge Group Inc. now owns 1,773,503 shares of the technology company’s stock worth $50,084,000 after purchasing an additional 124,905 shares in the last quarter. Finally, Tcfg Wealth Management LLC raised its stake in AT&T by 50.9% during the 3rd quarter. Tcfg Wealth Management LLC now owns 21,997 shares of the technology company’s stock worth $621,000 after acquiring an additional 7,420 shares during the period. 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: 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 posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, topping the consensus estimate 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 company’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, research analysts anticipate that AT&T Inc. will post 2.14 earnings per share for the current year.
Wall Street Analyst Weigh In
A number of brokerages recently commented on T. Wells Fargo & Company dropped their price target on AT&T from $29.00 to $27.00 and set an “overweight” rating for the company in a research note on Monday, January 26th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $33.00 price target on shares of AT&T in a report on Thursday, January 29th. Morgan Stanley lowered their price objective on AT&T from $32.00 to $30.00 and set an “overweight” rating for the company in a research report on Wednesday, December 10th. Williams Trading set a $32.00 price objective on AT&T in a report on Thursday, January 29th. Finally, Barclays lowered their price target on shares of AT&T from $28.00 to $26.00 and set an “equal weight” rating on the stock in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, AT&T has a consensus rating of “Moderate Buy” and a consensus target price of $30.35.
Check Out Our Latest Report 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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