American Tower Corporation $AMT Shares Sold by SWS Partners

SWS Partners lowered its position in shares of American Tower Corporation (NYSE:AMT) by 89.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 9,530 shares of the real estate investment trust’s stock after selling 77,250 shares during the period. SWS Partners’ holdings in American Tower were worth $1,689,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Lazard Asset Management LLC lifted its position in American Tower by 1,984.8% in the 3rd quarter. Lazard Asset Management LLC now owns 4,464,382 shares of the real estate investment trust’s stock valued at $858,552,000 after purchasing an additional 4,250,242 shares during the last quarter. Viking Global Investors LP grew its position in American Tower by 233.5% in the 2nd quarter. Viking Global Investors LP now owns 2,797,125 shares of the real estate investment trust’s stock worth $618,221,000 after purchasing an additional 1,958,329 shares during the last quarter. Barrow Hanley Mewhinney & Strauss LLC acquired a new stake in shares of American Tower in the third quarter valued at approximately $305,872,000. Arrowstreet Capital Limited Partnership increased its stake in shares of American Tower by 35.0% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,796,007 shares of the real estate investment trust’s stock valued at $537,728,000 after purchasing an additional 724,504 shares during the period. Finally, Invesco Ltd. raised its holdings in shares of American Tower by 11.9% during the second quarter. Invesco Ltd. now owns 6,680,524 shares of the real estate investment trust’s stock valued at $1,476,529,000 after buying an additional 708,808 shares during the last quarter. Institutional investors and hedge funds own 92.69% of the company’s stock.

American Tower Price Performance

NYSE AMT opened at $171.16 on Thursday. American Tower Corporation has a 12 month low of $165.08 and a 12 month high of $234.33. The firm has a market capitalization of $79.77 billion, a PE ratio of 31.75, a P/E/G ratio of 0.72 and a beta of 0.92. The company’s 50 day simple moving average is $181.18 and its 200 day simple moving average is $181.98. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.60 and a quick ratio of 0.60.

American Tower (NYSE:AMT) last released its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.75 earnings per share for the quarter, missing analysts’ consensus estimates of $2.54 by ($0.79). The firm had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.69 billion. American Tower had a return on equity of 24.36% and a net margin of 23.76%.The business’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter last year, the company earned $2.62 earnings per share. American Tower has set its FY 2026 guidance at 10.780-10.950 EPS. As a group, equities research analysts forecast that American Tower Corporation will post 10.14 EPS for the current fiscal year.

American Tower Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 28th. Stockholders of record on Tuesday, April 14th will be issued a $1.79 dividend. This represents a $7.16 annualized dividend and a dividend yield of 4.2%. This is a positive change from American Tower’s previous quarterly dividend of $1.70. The ex-dividend date is Tuesday, April 14th. American Tower’s payout ratio is currently 132.84%.

Trending Headlines about American Tower

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

• Positive Sentiment: Truist initiated coverage with a Buy and a $205 price target, calling towers a high-quality business with long-term upside — this gives investors a near‑term analyst catalyst and implied ~20% upside from current levels. Truist Financial Initiates American Tower Corporation (AMT) with Buy, Sees Long-Term Upside
• Positive Sentiment: Zacks/Zacks-linked reports upgraded AMT to a strong‑buy, reinforcing the bullish analyst flow and supporting demand in the stock. Zacks.com
• Positive Sentiment: Management signaled a 2026 strategic refocus at the Media, Internet & Telecom Conference: targeted expansion in Europe and a multi‑year cost‑saving plan intended to lift margins and enforce more disciplined operations — a structural positive for profitability if execution sticks. American Tower Refocuses On Europe As Cost Plan Targets Margin Gains
• Neutral Sentiment: Company set its Q1 2026 earnings release and conference call for April 28 (7:00 a.m. ET release; 8:30 a.m. call) — an upcoming event that could produce fresh guidance/metrics and move the stock. American Tower Plans First Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Recent market commentary noted the stock rose modestly on a recent session but lagged broader market gains — suggests limited immediate upside absent fresh fundamental news. American Tower (AMT) Increases Yet Falls Behind Market: What Investors Need to Know
• Negative Sentiment: Management flagged continued challenges in Latin America and specified Dish Network is not part of its near‑term growth framework — these regional headwinds and the lack of a large new tenant opportunity could limit revenue/occupancy upside in the near term. American Tower Refocuses On Europe As Cost Plan Targets Margin Gains

Insider Activity

In other American Tower news, Director Rajesh Kalathur purchased 2,671 shares of the company’s stock in a transaction on Tuesday, March 10th. The shares were purchased at an average cost of $185.30 per share, for a total transaction of $494,936.30. Following the completion of the transaction, the director owned 4,936 shares in the company, valued at $914,640.80. The trade was a 117.92% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Eugene M. Noel sold 41,209 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $191.05, for a total transaction of $7,872,979.45. Following the completion of the sale, the chief operating officer directly owned 29,592 shares of the company’s stock, valued at $5,653,551.60. The trade was a 58.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.17% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on AMT. Jefferies Financial Group boosted their price objective on American Tower from $200.00 to $209.00 and gave the stock a “buy” rating in a research report on Thursday, February 26th. Raymond James Financial cut their target price on American Tower from $231.00 to $229.00 and set a “strong-buy” rating on the stock in a research note on Friday, January 23rd. The Goldman Sachs Group reduced their price target on American Tower from $230.00 to $210.00 and set a “buy” rating for the company in a research report on Friday, January 16th. Weiss Ratings reissued a “hold (c)” rating on shares of American Tower in a research note on Monday, December 29th. Finally, Mizuho lowered their price target on American Tower from $217.00 to $189.00 and set a “neutral” rating on the stock in a report on Monday, January 12th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, American Tower presently has a consensus rating of “Moderate Buy” and an average price target of $216.76.

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.