Roberts Capital Advisors LLC Buys Shares of 18,495 AT&T Inc. $T

Roberts Capital Advisors LLC bought a new position in shares of AT&T Inc. (NYSE:T) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 18,495 shares of the technology company’s stock, valued at approximately $522,000.

Several other institutional investors and hedge funds also recently modified their holdings of T. Front Row Advisors LLC acquired a new position in shares of AT&T in the second quarter worth $25,000. Mountain Hill Investment Partners Corp. lifted its holdings in AT&T by 363.7% in the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock valued at $25,000 after purchasing an additional 702 shares in the last quarter. GGM Financials LLC acquired a new stake in shares of AT&T during the 3rd quarter worth about $25,000. Cloud Capital Management LLC acquired a new position in shares of AT&T in the third quarter valued at approximately $31,000. Finally, Kilter Group LLC acquired a new stake in AT&T during the second quarter worth approximately $32,000. Hedge funds and other institutional investors own 57.10% of the company’s stock.

AT&T Trading Down 2.1%

Shares of NYSE T opened at $27.13 on Thursday. The stock’s 50 day moving average price is $26.20 and its two-hundred day moving average price is $26.32. AT&T Inc. has a 52-week low of $22.95 and a 52-week high of $29.79. The stock has a market capitalization of $189.91 billion, a P/E ratio of 8.89, a PEG ratio of 1.03 and a beta of 0.39. The company has a quick ratio of 0.86, a current ratio of 0.91 and a debt-to-equity ratio of 1.00.

AT&T (NYSE:T) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, beating the consensus estimate of $0.46 by $0.06. The firm had revenue of $33.47 billion for the quarter, compared to the consensus estimate of $32.91 billion. AT&T had a net margin of 17.47% and a return on equity of 12.33%. AT&T’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same period last year, the firm posted $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, analysts anticipate that AT&T Inc. will post 2.14 earnings per share for the current fiscal year.

AT&T Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Monday, January 12th were paid a $0.2775 dividend. This represents a $1.11 annualized dividend and a yield of 4.1%. The ex-dividend date was Monday, January 12th. AT&T’s dividend payout ratio is currently 36.39%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Scotiabank raised their target price on shares of AT&T from $29.50 to $31.00 and gave the stock a “sector perform” rating in a research report on Monday. UBS Group reiterated a “buy” rating on shares of AT&T in a report on Thursday, January 29th. Oppenheimer upped their price objective on AT&T from $29.00 to $32.00 and gave the stock an “outperform” rating in a report on Wednesday. Wells Fargo & Company reduced their target price on AT&T from $29.00 to $27.00 and set an “overweight” rating on the stock in a report on Monday, January 26th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of AT&T in a research note on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, AT&T has a consensus rating of “Moderate Buy” and an average price target of $30.35.

Key AT&T News

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

• Positive Sentiment: Large, strategic capex commitment could drive long‑term revenue and market share gains (fiber, 5G, rural satellite, resilience, security, workforce). AT&T Announces $250 Billion Commitment
• Positive Sentiment: Recent analyst upgrades and higher price targets reflect buy‑side confidence in the plan and near‑term momentum: Oppenheimer raised its target to $32 (outperform) and Scotiabank boosted its target to $31; Arete moved the stock from sell to neutral ($28 target).
• Positive Sentiment: Operational momentum: AT&T recently beat quarterly EPS estimates and set FY2026 guidance of $2.25–$2.35, supporting the thesis that underlying cash flow can help fund investment. (Company earnings release)
• Neutral Sentiment: Suppliers and partners (e.g., fiber and glass makers) stand to gain from AT&T’s buildout, which may help execution but also signals heavy vendor demand and longer supply chains. Corning reaction
• Neutral Sentiment: Media coverage outlines hiring, workforce training and public‑sector work as part of the plan — positives for execution but with uncertain near‑term cost timing. Yahoo: What $250B Could Mean
• Negative Sentiment: Near‑term investor concern about the scale and timing of $250B capex—worries over cash flow, balance‑sheet flexibility and execution—helped push the stock lower today. Zacks: Why AT&T dipped
• Negative Sentiment: Short‑term bearish commentary urging profit taking after the rally (e.g., “Sell the Rip” pieces) amplifies downside pressure for traders looking to lock in gains. Seeking Alpha: Sell The Rip

AT&T 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.