Mar Vista Investment Partners LLC Has $18.96 Million Holdings in American Tower Corporation $AMT

Mar Vista Investment Partners LLC trimmed its holdings in shares of American Tower Corporation (NYSE:AMT) by 17.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 98,586 shares of the real estate investment trust’s stock after selling 21,241 shares during the period. American Tower comprises about 1.6% of Mar Vista Investment Partners LLC’s portfolio, making the stock its 28th biggest holding. Mar Vista Investment Partners LLC’s holdings in American Tower were worth $18,960,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Legacy Investment Solutions LLC bought a new stake in shares of American Tower during the 2nd quarter worth about $31,000. Abound Wealth Management raised its stake in shares of American Tower by 137.3% in the 3rd quarter. Abound Wealth Management now owns 140 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 81 shares in the last quarter. VSM Wealth Advisory LLC lifted its holdings in American Tower by 136.4% in the 2nd quarter. VSM Wealth Advisory LLC now owns 156 shares of the real estate investment trust’s stock worth $34,000 after purchasing an additional 90 shares during the last quarter. Root Financial Partners LLC bought a new stake in American Tower during the third quarter worth approximately $32,000. Finally, Westside Investment Management Inc. grew its holdings in American Tower by 103.6% during the third quarter. Westside Investment Management Inc. now owns 169 shares of the real estate investment trust’s stock valued at $33,000 after purchasing an additional 86 shares during the last quarter. 92.69% of the stock is currently owned by institutional investors.

Insider Activity at American Tower

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

Wall Street Analyst Weigh In

AMT has been the subject of a number of analyst reports. New Street Research upgraded shares of American Tower from a “neutral” rating to a “buy” rating and set a $203.00 price objective for the company in a research note on Monday, January 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of American Tower in a report on Monday, December 29th. Scotiabank decreased their price target on shares of American Tower from $220.00 to $214.00 and set a “sector outperform” rating for the company in a report on Wednesday. UBS Group dropped their price objective on American Tower from $254.00 to $248.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Royal Bank Of Canada decreased their target price on American Tower from $220.00 to $195.00 and set a “sector perform” rating for the company in a research note on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $217.63.

American Tower Stock Down 4.1%

AMT stock opened at $182.41 on Thursday. American Tower Corporation has a twelve month low of $166.88 and a twelve month high of $234.33. The company has a quick ratio of 0.89, a current ratio of 0.60 and a debt-to-equity ratio of 3.27. The company has a market cap of $85.39 billion, a PE ratio of 33.84, a price-to-earnings-growth ratio of 0.79 and a beta of 0.93. The business’s 50-day simple moving average is $178.51 and its 200 day simple moving average is $185.77.

American Tower Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, December 29th were given a dividend of $1.70 per share. The ex-dividend date was Monday, December 29th. This represents a $6.80 dividend on an annualized basis and a dividend yield of 3.7%. American Tower’s payout ratio is currently 108.63%.

Key Stories Impacting American Tower

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.