Neo Ivy Capital Management Buys 53,508 Shares of AT&T Inc. $T

Neo Ivy Capital Management lifted its stake in AT&T Inc. (NYSE:T) by 70.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 129,096 shares of the technology company’s stock after buying an additional 53,508 shares during the quarter. AT&T makes up about 0.9% of Neo Ivy Capital Management’s investment portfolio, making the stock its 14th largest position. Neo Ivy Capital Management’s holdings in AT&T were worth $3,646,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of T. Brighton Jones LLC boosted its holdings in shares of AT&T by 26.5% during the 4th quarter. Brighton Jones LLC now owns 48,579 shares of the technology company’s stock valued at $1,106,000 after purchasing an additional 10,188 shares during the last quarter. Crestwood Advisors Group LLC grew its position in shares of AT&T by 18.5% during the second quarter. Crestwood Advisors Group LLC now owns 30,059 shares of the technology company’s stock valued at $870,000 after purchasing an additional 4,689 shares in the last quarter. Atlantic Union Bankshares Corp increased its holdings in shares of AT&T by 75.8% in the second quarter. Atlantic Union Bankshares Corp now owns 85,633 shares of the technology company’s stock worth $2,478,000 after purchasing an additional 36,933 shares during the last quarter. SouthState Corp lifted its position in shares of AT&T by 37.3% in the second quarter. SouthState Corp now owns 25,776 shares of the technology company’s stock worth $746,000 after buying an additional 7,006 shares in the last quarter. Finally, Washington Trust Bank purchased a new stake in shares of AT&T in the second quarter worth about $205,000. Institutional investors own 57.10% of the company’s stock.

Key Stories Impacting AT&T

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

• Positive Sentiment: AT&T is expanding its AT&T Guarantee to nearly 50 million more households and adding free Internet Backup for customers who bundle AT&T Fiber and Wireless — a move meant to boost perceived reliability and reduce churn for higher‑value bundled customers. This directly targets the reliability concern that matters to both consumer retention and enterprise customers. AT&T Expands America’s Best Guarantee to Millions of Households Nationwide
• Positive Sentiment: AT&T and Ericsson demonstrated a working prototype of an AI-driven 5G/Cloud RAN feature that improves radio efficiency — a technical advancement that could lower network costs and support better margins as AT&T shifts to a cloud-native, AI-enabled network. Investors view such infrastructure progress as supportive of long‑term service quality and capital efficiency. AT&T Inc (T) Demonstrates Working Prototype of 5G/Cloud RAN Feature
• Positive Sentiment: Coverage comparing AT&T and Verizon highlights a recent Verizon outage and frames reliability as central for dividend investors. That incident reinforces AT&T’s push on guarantees and could tilt income‑oriented investors toward AT&T if they see it as the steadier yield play. AT&T vs. Verizon in 2026: Which Telecom Dividend Stock Is Actually Worth Owning?
• Positive Sentiment: Macro/sector commentary notes telecoms (including AT&T) outperforming many big tech names year‑to‑date as investors rotate to value and defensive income plays; that rotation supports higher relative multiple and demand for AT&T shares. Why Telecoms Like AT&T And Verizon Are Trouncing Tech Giants
• Neutral Sentiment: AT&T is frequently listed in dividend‑focused roundups as a long‑term “set it and forget it” income stock — a narrative that helps attract buy‑and‑hold investors, but adds little immediate catalyst beyond continued yield appeal. Set It and Forget It: The Dividend Stocks Worth Holding for the Rest of Your Life
• Neutral Sentiment: Reports that AT&T may roll out new phone plans imminently are speculative; new pricing or packaging could be a modest near‑term customer or ARPU catalyst but details and timing are uncertain. Report Suggests AT&T New Phone Plans for 2026 Could Arrive March 12
• Negative Sentiment: Social media criticism resurfaced around AT&T’s large historical losses (a $47B write-down from six years ago), which can stir negative sentiment but is unlikely to change fundamentals — still, reputational reminders can pressure short‑term trading if amplified. Reddit Is Still Furious About AT&T’s $47 Billion Loss From Six Years Ago

Analyst Ratings Changes

T has been the subject of several research analyst reports. Williams Trading set a $32.00 price target on AT&T in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $33.00 price objective on shares of AT&T in a report on Thursday, January 29th. Arete Research set a $20.00 target price on AT&T in a research report on Tuesday, January 6th. The Goldman Sachs Group cut their target price on shares of AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a report on Friday, December 19th. Finally, Wolfe Research cut shares of AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, AT&T currently has an average rating of “Moderate Buy” and an average target price of $29.93.

AT&T Trading Down 1.1%

T stock opened at $28.65 on Friday. AT&T Inc. has a 12 month low of $22.95 and a 12 month high of $29.79. The firm’s 50-day moving average is $26.04 and its 200 day moving average is $26.37. The company has a market capitalization of $200.57 billion, a PE ratio of 9.39, a P/E/G ratio of 1.08 and a beta of 0.39. The company has a debt-to-equity ratio of 1.00, a current ratio of 0.91 and a quick ratio of 0.86.

AT&T (NYSE:T) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.46 by $0.06. The company had revenue of $33.47 billion during the quarter, compared to analysts’ expectations of $32.91 billion. AT&T had a net margin of 17.47% and a return on equity of 12.33%. The firm’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the company 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 EPS for the current year.

AT&T Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 12th were issued a $0.2775 dividend. The ex-dividend date was Monday, January 12th. This represents a $1.11 dividend on an annualized basis and a dividend yield of 3.9%. AT&T’s payout ratio is presently 36.39%.

About AT&T

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.