Vista Investment Partners LLC Boosts Stake in AT&T Inc. $T

Vista Investment Partners LLC raised its holdings in shares of AT&T Inc. (NYSE:T) by 81.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 83,616 shares of the technology company’s stock after purchasing an additional 37,544 shares during the quarter. Vista Investment Partners LLC’s holdings in AT&T were worth $2,077,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Front Row Advisors LLC acquired a new position in AT&T in the second quarter worth $25,000. Mountain Hill Investment Partners Corp. raised its position in shares of AT&T by 363.7% during 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 during the period. GGM Financials LLC bought a new stake in shares of AT&T in the 3rd quarter worth approximately $25,000. Cloud Capital Management LLC bought a new stake in shares of AT&T in the 3rd quarter worth approximately $31,000. Finally, Kilter Group LLC acquired a new position in AT&T during the 2nd quarter valued at approximately $32,000. Institutional investors and hedge funds own 57.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on T. Oppenheimer raised their target price on AT&T from $29.00 to $32.00 and gave the company an “outperform” rating in a research note on Wednesday, March 11th. Sanford C. Bernstein cut 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 note on Friday, January 16th. Arete Research upgraded shares of AT&T from a “sell” rating to a “neutral” rating and set a $28.00 price target on the stock in a research report on Tuesday, March 10th. Wolfe Research downgraded AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. Finally, Barclays reduced their price objective on AT&T from $28.00 to $26.00 and set an “equal weight” rating for the company in a research note on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $30.74.

AT&T Stock Performance

AT&T stock opened at $28.32 on Thursday. AT&T Inc. has a fifty-two week low of $22.95 and a fifty-two week high of $29.79. The firm’s 50 day simple moving average is $27.52 and its 200-day simple moving average is $26.23. The company has a debt-to-equity ratio of 1.00, a current ratio of 0.91 and a quick ratio of 0.86. The company has a market cap of $197.80 billion, a P/E ratio of 9.29, a price-to-earnings-growth ratio of 1.08 and a beta of 0.39.

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 analysts’ consensus estimates of $0.46 by $0.06. AT&T had a net margin of 17.47% and a return on equity of 12.33%. The firm had revenue of $33.47 billion during the quarter, compared to analyst estimates of $32.91 billion. During the same quarter last year, the business posted $0.43 EPS. The company’s revenue was up 3.6% on a year-over-year basis. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, equities research analysts predict that AT&T Inc. will post 2.14 EPS for the current year.

AT&T Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Friday, April 10th will be issued a dividend of $0.2775 per share. The ex-dividend date is Friday, April 10th. This represents a $1.11 dividend on an annualized basis and a dividend yield of 3.9%. AT&T’s payout ratio is currently 36.39%.

Trending Headlines about AT&T

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

• Positive Sentiment: OneConnect bundled offering (wireless + gigabit home internet) is getting broad coverage as a customer‑retention and share‑gain lever; investors view the simpler, single‑bill product as potentially accretive to ARPU and churn reduction. AT&T Launches OneConnect, the First‑Ever Single Subscription for Unlimited Connectivity
• Positive Sentiment: Goldman Sachs highlights OneConnect and AT&T’s value push; the analyst commentary (and Buy interest from some Street analysts) supports upside to subscriber growth and keeps sentiment constructive. Goldman Sachs Highlights AT&T’s OneConnect Push into Value Segment
• Positive Sentiment: AT&T agreed to invest ~ $1B to upgrade FirstNet and to deliver ~$1B in program cost savings (total up to $2B impact noted) — a large, long‑dated government contract that strengthens revenue visibility and showcases AT&T’s public‑safety positioning. AT&T signs deal worth $2 billion to upgrade emergency cellular network
• Positive Sentiment: Scotiabank raised its price target (to $31.50) and kept a sector perform view — the PT lift provides analyst‑driven upside narrative for investors. Benzinga coverage of analyst price target change
• Neutral Sentiment: AT&T is being added to some institutional funds (Ariel Global Fund flagged AT&T as part of fiber expansion/wireless convergence exposure), indicating continued institutional interest but not a direct near‑term catalyst. Ariel Global Fund Added AT&T
• Neutral Sentiment: Regional asset sale: UP Fiber closed on AT&T’s Upper Peninsula wireline network — a localized divestiture that trims legacy assets and may modestly free capital for core growth but is not a material company‑level shift. UP Fiber Acquires AT&T’s Upper Peninsula Wireline Network
• Negative Sentiment: AT&T is raising prices on legacy unlimited plans — changes are drawing customer pushback and press coverage that may increase churn risk or slow new adds if customers view the move unfavorably. AT&T Announces New Price for its Unlimited Plans—Get Ready to Pay More
• Negative Sentiment: Analysts and commentary still flag heavy capex requirements and intense competition in wireless/fiber as structural headwinds that could pressure margins and free‑cash‑flow over time — a reminder of execution risk despite recent product wins. AT&T Shares Rise 6.9% in Six Months: How to Play the Stock?

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.