Professional Advisory Services Inc. Grows Position in AT&T Inc. $T

Professional Advisory Services Inc. raised its stake in AT&T Inc. (NYSE:T) by 36.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 533,750 shares of the technology company’s stock after acquiring an additional 141,580 shares during the quarter. AT&T makes up 1.7% of Professional Advisory Services Inc.’s portfolio, making the stock its 29th biggest holding. Professional Advisory Services Inc.’s holdings in AT&T were worth $13,258,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the stock. Viking Fund Management LLC boosted its stake in shares of AT&T by 16.5% during the fourth quarter. Viking Fund Management LLC now owns 495,000 shares of the technology company’s stock valued at $12,296,000 after acquiring an additional 70,000 shares during the last quarter. Howard Financial Services LTD. raised its stake in AT&T by 30.1% in the 4th quarter. Howard Financial Services LTD. now owns 16,003 shares of the technology company’s stock valued at $398,000 after purchasing an additional 3,707 shares during the last quarter. ARS Wealth Advisors Group LLC lifted its holdings in AT&T by 6.0% in the 4th quarter. ARS Wealth Advisors Group LLC now owns 25,076 shares of the technology company’s stock valued at $623,000 after purchasing an additional 1,415 shares in the last quarter. Pensionfund Sabic purchased a new position in AT&T in the 4th quarter valued at about $2,092,000. Finally, Stolper Co boosted its position in AT&T by 1.9% during the fourth quarter. Stolper Co now owns 129,034 shares of the technology company’s stock worth $3,205,000 after acquiring an additional 2,420 shares during the last quarter. Institutional investors and hedge funds own 57.10% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on the company. Williams Trading set a $32.00 price target on AT&T in a research note on Thursday, January 29th. UBS Group restated a “buy” rating on shares of AT&T in a report on Thursday, January 29th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of AT&T in a research note on Monday, December 29th. Citigroup boosted their price target on AT&T from $29.00 to $31.50 and gave the company a “buy” rating in a research report on Monday. Finally, Sanford C. Bernstein decreased their price objective 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. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $30.46.

Key Headlines Impacting AT&T

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

• Positive Sentiment: Citigroup raised its price target on AT&T to $31.50 and assigned a “buy” rating, signaling analyst conviction and a ~9% upside from current levels; analyst upgrades can attract buyer interest and support near-term upside. AT&T price target raised by Citigroup
• Positive Sentiment: AT&T partnered with The Golf League (TGL) to provide advanced connectivity at the SoFi Center, showcasing 5G-enabled live broadcasts, low-latency gameplay and fan engagement — a commercial showcase of AT&T’s network capabilities that could support ARPU and enterprise/consumer demand narratives. AT&T Teams Up With TGL
• Positive Sentiment: AT&T rolled out a major digital service upgrade aimed at price-conscious wireless customers — a tactical move to reduce churn and better compete with T‑Mobile on value, which could stabilize subscriber trends and margin outlook. AT&T rolls out major upgrade
• Positive Sentiment: Feature pieces highlighting AT&T as an attractive dividend/value play are resurfacing, reinforcing investor interest in yield and valuation stability amid market rotation into “boring” cash-paying stocks. This narrative can support demand from income-oriented funds. Boring Pays Dividends: Why AT&T is the Hot Stock
• Neutral Sentiment: Coverage noting AT&T’s improved relative price performance vs. benchmarks is observational — it may attract momentum traders but doesn’t change fundamentals on its own. AT&T shows improved relative price performance
• Neutral Sentiment: Macro technology headlines (ASML $8B order, TSMC capacity constraints) underscore strength in the broader tech/AI supply chain; while not directly tied to AT&T, a stronger tech sector can lift market sentiment and risk appetite for cyclical and value names. ASML’s $8B Deal and semiconductor macro context
• Negative Sentiment: Shareholders filed proposals seeking written-consent rights and public release of AT&T’s full EEO-1 workforce data — governance and transparency initiatives that could increase activism, proxy costs or public scrutiny if they gain traction. AT&T Faces New Votes On Shareholder Power

AT&T Price Performance

Shares of T opened at $28.90 on Wednesday. AT&T Inc. has a 52 week low of $22.95 and a 52 week high of $29.79. The company has a current ratio of 0.91, a quick ratio of 0.86 and a debt-to-equity ratio of 1.00. The firm has a market cap of $201.80 billion, a price-to-earnings ratio of 9.47, a PEG ratio of 1.07 and a beta of 0.39. The stock has a 50 day moving average of $26.89 and a 200-day moving average of $26.23.

AT&T (NYSE:T) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.46 by $0.06. AT&T had a return on equity of 12.33% and a net margin of 17.47%.The firm had revenue of $33.47 billion for the quarter, compared to analysts’ expectations of $32.91 billion. During the same period last year, the business posted $0.43 earnings per share. The firm’s revenue for the quarter 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, analysts forecast that AT&T Inc. will post 2.14 EPS for the current year.

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.