AustralianSuper Pty Ltd Sells 7,051,141 Shares of AT&T Inc. $T

AustralianSuper Pty Ltd trimmed its holdings in AT&T Inc. (NYSE:T) by 76.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,208,895 shares of the technology company’s stock after selling 7,051,141 shares during the quarter. AustralianSuper Pty Ltd’s holdings in AT&T were worth $62,379,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Front Row Advisors LLC purchased a new position in AT&T during the second quarter valued at $25,000. Mountain Hill Investment Partners Corp. lifted its stake in AT&T by 363.7% in the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock worth $25,000 after purchasing an additional 702 shares in the last quarter. Solstein Capital LLC boosted its holdings in shares of AT&T by 217.3% during the 2nd quarter. Solstein Capital LLC now owns 952 shares of the technology company’s stock valued at $28,000 after purchasing an additional 652 shares during the last quarter. Kennebec Savings Bank grew its position in shares of AT&T by 412.1% during the second quarter. Kennebec Savings Bank now owns 973 shares of the technology company’s stock valued at $28,000 after purchasing an additional 783 shares in the last quarter. Finally, Curio Wealth LLC increased its holdings in shares of AT&T by 26,100.0% in the second quarter. Curio Wealth LLC now owns 1,048 shares of the technology company’s stock worth $30,000 after purchasing an additional 1,044 shares during the last quarter. 57.10% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on T shares. TD Cowen reissued a “hold” rating on shares of AT&T in a research note on Thursday, October 23rd. KeyCorp reaffirmed an “overweight” rating on shares of AT&T in a report on Wednesday, January 21st. Barclays lowered their target price on AT&T from $28.00 to $26.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 13th. UBS Group restated a “buy” rating on shares of AT&T in a research report on Thursday, October 23rd. Finally, Wolfe Research downgraded shares of AT&T from an “outperform” rating to a “peer perform” rating in a research note on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, AT&T presently has a consensus rating of “Moderate Buy” and an average price target of $29.78.

Key AT&T News

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

• Positive Sentiment: Q4 beat — AT&T reported $0.52 EPS vs. consensus ~ $0.46 and revenue of ~$33.47B, topping estimates and driven by wireless and fiber demand. AT&T Beats Q4 Earnings Estimates on Solid Wireless & Fiber Demand
• Positive Sentiment: Subscriber momentum — strong customer adds: ~283k fiber subs and ~421k net postpaid phone adds, boosting convergence (fiber + wireless) and supporting ARPU and churn improvements. AT&T’s earnings impress as subscriber growth booms and the stock soars
• Positive Sentiment: Buyback and shareholder returns — management authorized a meaningful buyback program (reported as ~$10B) and reiterated a multi‑year shareholder return plan ($45B+ through 2026–2028), lifting free‑cash‑flow allocation prospects. AT&T Reports Q4 Earnings, Authorizes New $10B Buyback
• Positive Sentiment: Upgraded outlook — AT&T set FY2026 EPS guidance of $2.25–$2.35 (slightly above consensus) and highlighted strategy: fiber build, spectrum deals and 5G monetization as drivers of higher adjusted EBITDA and EPS. AT&T bets on fiber, spectrum deals to forecast annual profit above expectations
• Neutral Sentiment: Execution details to watch — management emphasized capital allocation to fiber and spectrum deals and expects multi‑year FCF improvement, but value depends on execution pace of network builds and integration of new spectrum. AT&T Reports Strong Fourth-Quarter and Full-Year 2025 Financial Performance
• Negative Sentiment: Legacy pressures and profit mix — some legacy service revenue declines and a year‑over‑year drop in GAAP net income were noted; investors should monitor margin trends as fiber build raises near‑term capex and mix shifts. AT&T ($T) Releases Q4 2025 Earnings

AT&T Stock Performance

NYSE:T opened at $24.06 on Thursday. The stock’s fifty day moving average is $24.50 and its 200 day moving average is $26.35. AT&T Inc. has a fifty-two week low of $22.95 and a fifty-two week high of $29.79. The firm has a market capitalization of $170.57 billion, a PE ratio of 7.81, a PEG ratio of 1.25 and a beta of 0.39. The company has a debt-to-equity ratio of 1.01, a quick ratio of 0.96 and a current ratio of 1.01.

AT&T (NYSE:T) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, topping the consensus estimate of $0.46 by $0.06. AT&T had a net margin of 17.87% and a return on equity of 12.72%. The company had revenue of $33.47 billion during the quarter, compared to analyst estimates of $32.91 billion. During the same period in the previous year, the firm earned $0.43 earnings per share. AT&T’s quarterly revenue was up 3.6% compared to the same quarter last year. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, sell-side analysts anticipate that AT&T Inc. will post 2.14 earnings per share for the current year.

AT&T Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 12th will be issued a dividend of $0.2775 per share. This represents a $1.11 annualized dividend and a yield of 4.6%. The ex-dividend date is Monday, January 12th. AT&T’s dividend payout ratio is presently 36.04%.

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.