American Tower (NYSE:AMT) Price Target Cut to $220.00 by Analysts at Morgan Stanley

American Tower (NYSE:AMT) had its target price trimmed by Morgan Stanley from $225.00 to $220.00 in a research report released on Wednesday morning, Marketbeat.com reports. The brokerage currently has an overweight rating on the real estate investment trust’s stock.

A number of other research analysts have also issued reports on AMT. Weiss Ratings restated a “hold (c)” rating on shares of American Tower in a research report on Monday, December 29th. Jefferies Financial Group reduced their price target on American Tower from $226.00 to $202.00 and set a “buy” rating on the stock in a research report on Tuesday, December 16th. The Goldman Sachs Group dropped their price objective on American Tower from $230.00 to $210.00 and set a “buy” rating for the company in a report on Friday, January 16th. UBS Group reduced their target price on American Tower from $260.00 to $254.00 and set a “buy” rating on the stock in a report on Tuesday, January 20th. Finally, Wells Fargo & Company dropped their price target on American Tower from $210.00 to $200.00 and set an “overweight” rating for the company in a research note on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $217.63.

American Tower Trading Down 4.1%

Shares of American Tower stock opened at $182.41 on Wednesday. The company has a debt-to-equity ratio of 3.27, a quick ratio of 0.89 and a current ratio of 0.60. The firm has a 50-day moving average of $178.51 and a 200-day moving average of $185.77. American Tower has a 52-week low of $166.88 and a 52-week high of $234.33. The stock has a market cap of $85.39 billion, a PE ratio of 33.84, a PEG ratio of 0.79 and a beta of 0.93.

American Tower Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, December 29th were paid a $1.70 dividend. This represents a $6.80 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date was Monday, December 29th. American Tower’s dividend payout ratio (DPR) is presently 108.63%.

Insider Activity

In related news, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $69.75, for a total transaction of $159,631,314.75. Following the completion of the transaction, the insider directly owned 211,379 shares in the company, valued at $14,743,685.25. This represents a 91.54% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.17% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Vanguard Group Inc. raised its position in American Tower by 1.0% in the third quarter. Vanguard Group Inc. now owns 63,640,168 shares of the real estate investment trust’s stock valued at $12,239,277,000 after purchasing an additional 611,801 shares during the last quarter. J. Stern & Co. LLP raised its holdings in American Tower by 28,121.1% in the 4th quarter. J. Stern & Co. LLP now owns 37,686,978 shares of the real estate investment trust’s stock valued at $6,616,703,000 after buying an additional 37,553,436 shares during the last quarter. State Street Corp boosted its position in American Tower by 0.3% during the 4th quarter. State Street Corp now owns 20,987,534 shares of the real estate investment trust’s stock worth $3,719,634,000 after buying an additional 71,605 shares during the period. Geode Capital Management LLC grew its holdings in American Tower by 1.7% during the 4th quarter. Geode Capital Management LLC now owns 13,499,035 shares of the real estate investment trust’s stock worth $2,361,675,000 after acquiring an additional 227,361 shares during the last quarter. Finally, JPMorgan Chase & Co. increased its position in American Tower by 24.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 12,666,082 shares of the real estate investment trust’s stock valued at $2,799,458,000 after acquiring an additional 2,474,328 shares during the period. 92.69% of the stock is currently owned by institutional investors.

American Tower News Roundup

Here are the key news stories impacting American Tower this week:

• Positive Sentiment: Q4 operating results showed strength: AFFO/FFO and revenue beat consensus and management highlighted robust leasing demand across towers and accelerating data‑center growth, supporting longer‑term fundamentals. American Tower posts upbeat revenue
• Positive Sentiment: Management updated FY‑2026 outlook and emphasized cost efficiencies and data‑center expansion as offsets to headwinds — a signal that management expects profitable growth if execution holds. Press Release
• Neutral Sentiment: Analyst reactions are mixed: some firms trimmed price targets modestly (Scotiabank, TD Cowen, Morgan Stanley, UBS lowered its target slightly but kept a Buy), while BMO raised its target and kept Market Perform — producing offsetting signals for investors. BMO target update
• Negative Sentiment: Big near‑term negative: DISH Network has defaulted on lease payments, prompting legal action and prompting management to adjust its US tower outlook — the cashflow loss and uncertainty around recovery raise short‑term revenue risk. DISH default story
• Negative Sentiment: Accounting/earnings noise: while AFFO/FFO and revenue beat, a GAAP EPS miss and mixed commentary in some outlets describing 2026 guidance as “light” have sapped confidence and likely contributed to today’s selloff. Earnings report

About American Tower

American Tower (NYSE: AMT) is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. The company’s core business is leasing space on communications sites — including towers, rooftops and other structures — to wireless carriers, broadcasters, government agencies and enterprise customers. Its business model centers on long-term site leases and contracts that provide recurring revenue tied to the footprint and density of wireless networks.

Beyond traditional tower assets, American Tower offers a range of infrastructure and network services to support mobile, broadband and broadcast connectivity.