Constitution Capital LLC Makes New Investment in AT&T Inc. $T

Constitution Capital LLC purchased a new stake in shares of AT&T Inc. (NYSE:T) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 26,000 shares of the technology company’s stock, valued at approximately $646,000.

A number of other hedge funds have also recently added to or reduced their stakes in T. Norges Bank acquired a new stake in AT&T in the second quarter valued at approximately $2,228,655,000. Amundi lifted its stake in shares of AT&T by 67.5% in the 3rd quarter. Amundi now owns 42,295,492 shares of the technology company’s stock valued at $1,094,184,000 after purchasing an additional 17,040,328 shares during the last quarter. Marshall Wace LLP bought a new stake in AT&T in the second quarter worth $235,422,000. State Street Corp increased its position in AT&T by 2.4% during the second quarter. State Street Corp now owns 321,070,509 shares of the technology company’s stock worth $9,291,781,000 after buying an additional 7,404,376 shares during the last quarter. Finally, Woodline Partners LP raised its holdings in AT&T by 931.4% during the third quarter. Woodline Partners LP now owns 8,027,708 shares of the technology company’s stock valued at $226,702,000 after buying an additional 7,249,373 shares in the last quarter. Institutional investors and hedge funds 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: Citigroup raised its price target on AT&T from $29.00 to $31.50 and initiated/maintained a “buy” stance, implying roughly mid‑single‑digit upside from current levels and signaling institutional confidence. Benzinga
• Positive Sentiment: Coverage in 24/7 Wall St. frames AT&T as an attractive “boring” dividend stock in 2026 — a narrative that can attract yield‑seeking investors and push demand for the shares. Boring Pays Dividends: Why AT&T is the Hot Stock Nobody Wants to Admit They Own
• Positive Sentiment: AT&T is increasing prices for legacy unlimited wireless plans starting April 2026, which should lift near‑term service revenue and margins if churn remains controlled. AT&T Raising Prices for Legacy Unlimited Plans Starting in April 2026
• Neutral Sentiment: Media note that AT&T’s relative price performance has improved but still lags benchmarks — a reminder the stock may still re-rate if broader market momentum turns favorable. AT&T shows improved relative price performance; still shy of benchmark
• Neutral Sentiment: Broader tech supply-chain news (TSMC/NVIDIA capacity constraints) is unlikely to directly affect AT&T, but it underscores macro tech dynamics that can shift investor risk appetite between high‑growth and defensive/utility‑like telecom names. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Negative Sentiment: Seeking Alpha flags potential competitive risk from a Starlink IPO — public Starlink could intensify competitive dynamics in wireless/broadband and capex/service pricing pressure over time. Monitor disclosures and any strategic responses from AT&T. AT&T: Starlink IPO Risk

Analysts Set New Price Targets

T has been the topic of a number of analyst reports. KeyCorp reissued an “overweight” rating on shares of AT&T in a report on Wednesday, January 21st. The Goldman Sachs Group reduced their target price on AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a report on Friday, December 19th. Barclays lowered their price target on AT&T from $28.00 to $26.00 and set an “equal weight” rating on the stock in a report on Tuesday, January 13th. Weiss Ratings reissued a “buy (b-)” rating on shares of AT&T in a research report on Monday, December 29th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $31.00 price objective on shares of AT&T in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, AT&T currently has a consensus rating of “Moderate Buy” and an average price target of $30.46.

AT&T Trading Up 1.8%

AT&T stock opened at $28.81 on Tuesday. AT&T Inc. has a 52 week low of $22.95 and a 52 week high of $29.79. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.86 and a current ratio of 0.91. The firm has a market capitalization of $201.21 billion, a PE ratio of 9.45, a PEG ratio of 1.06 and a beta of 0.39. The business’s 50-day simple moving average is $26.77 and its 200-day simple moving average is $26.23.

AT&T (NYSE:T) last announced its earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 12.33% and a net margin of 17.47%.The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Equities research analysts forecast that AT&T Inc. will post 2.14 earnings per share for the current year.

AT&T 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.