Tabor Asset Management LP Grows Position in AT&T Inc. $T

Tabor Asset Management LP increased its position in shares of AT&T Inc. (NYSE:T) by 89.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 225,971 shares of the technology company’s stock after acquiring an additional 106,804 shares during the quarter. AT&T comprises 3.8% of Tabor Asset Management LP’s holdings, making the stock its 6th biggest position. Tabor Asset Management LP’s holdings in AT&T were worth $6,381,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of AT&T by 1.6% during the second quarter. Vanguard Group Inc. now owns 661,355,210 shares of the technology company’s stock valued at $19,139,620,000 after acquiring an additional 10,310,560 shares in the last quarter. State Street Corp increased its holdings in AT&T by 2.4% in the 2nd 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 period. Geode Capital Management LLC boosted its holdings in shares of AT&T by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 172,039,872 shares of the technology company’s stock valued at $4,958,066,000 after acquiring an additional 2,066,026 shares during the last quarter. Norges Bank acquired a new position in AT&T during the second quarter valued at $2,228,655,000. Finally, Capital Research Global Investors grew its position in AT&T by 0.6% during the 3rd quarter. Capital Research Global Investors now owns 65,607,835 shares of the technology company’s stock worth $1,852,765,000 after purchasing an additional 370,455 shares during the period. Hedge funds and other institutional investors own 57.10% of the company’s stock.

AT&T Trading Down 3.9%

Shares of T stock opened at $27.54 on Tuesday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.86 and a current ratio of 0.91. AT&T Inc. has a fifty-two week low of $22.95 and a fifty-two week high of $29.79. The stock has a market capitalization of $192.77 billion, a P/E ratio of 9.03, a price-to-earnings-growth ratio of 1.07 and a beta of 0.39. The company has a 50 day moving average price of $26.10 and a 200 day moving average price of $26.32.

AT&T (NYSE:T) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. The business 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 business’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.43 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Equities research analysts predict that AT&T Inc. will post 2.14 EPS for the current fiscal year.

AT&T Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 12th were issued a $0.2775 dividend. This represents a $1.11 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date of this dividend was Monday, January 12th. AT&T’s payout ratio is presently 36.39%.

AT&T News Roundup

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

• Positive Sentiment: AT&T reported a recent quarterly earnings beat and raised FY2026 EPS guidance framework, showing operating momentum and profit resilience. (Q4 results and FY26 guidance.)
• Positive Sentiment: Strategic partnerships aimed at AI use cases — notably a tie-up with AWS to support last‑mile AI workloads — strengthen AT&T’s positioning as a carrier for AI-era enterprise services. AT&T pairs with AWS
• Positive Sentiment: Some brokerviews are constructive: Scotiabank raised its price target to $31 (sector perform) and consensus brokerage ratings remain broadly favorable, which supports upside if execution is strong. Benzinga note
• Neutral Sentiment: Management is rolling out new segment reporting starting with Q1 2026 to improve transparency on returns from 5G and fiber investments — helpful for investors evaluating capital allocation over time. Deutsche Bank presentation
• Neutral Sentiment: Company publicity around its 150th anniversary underscores brand legacy but has limited direct market impact. 150th anniversary release
• Negative Sentiment: AT&T announced plans to invest more than $250 billion over five years to expand U.S. network infrastructure — a huge capex commitment that raises near-term free cash flow and financing concerns, and likely explains downward pressure on the stock today. Investors are weighing execution risk, timing of returns, and potential impacts on leverage (debt-to-equity ~1.0). Reuters: $250B plan Business Insider: $250B analysis PR Newswire: corporate release

Wall Street Analyst Weigh In

Several research firms have commented on T. Wolfe Research lowered AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. KeyCorp restated an “overweight” rating on shares of AT&T in a research report on Wednesday, January 21st. Royal Bank Of Canada reissued an “outperform” rating and issued a $31.00 price target on shares of AT&T in a report on Thursday, February 12th. Wells Fargo & Company reduced their target price on AT&T from $29.00 to $27.00 and set an “overweight” rating for the company in a report on Monday, January 26th. Finally, Sanford C. Bernstein reduced their target price on shares of AT&T from $31.00 to $30.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. One 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $30.00.

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.