Vestmark Advisory Solutions Inc. Has $2.08 Million Stake in AT&T Inc. $T

Vestmark Advisory Solutions Inc. grew its stake in AT&T Inc. (NYSE:T) by 168.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,648 shares of the technology company’s stock after purchasing an additional 46,202 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in AT&T were worth $2,080,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Front Row Advisors LLC bought a new stake in shares of AT&T in the 2nd quarter worth $25,000. Mountain Hill Investment Partners Corp. boosted its holdings in AT&T by 363.7% during the third 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 last quarter. Solstein Capital LLC grew its position in AT&T by 217.3% in the 2nd quarter. Solstein Capital LLC now owns 952 shares of the technology company’s stock worth $28,000 after purchasing an additional 652 shares in the last quarter. Cloud Capital Management LLC purchased a new stake in AT&T in the 3rd quarter valued at about $31,000. Finally, Legacy Investment Solutions LLC purchased a new stake in AT&T in the 2nd quarter valued at about $32,000. Institutional investors own 57.10% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on T. Citigroup dropped their price target on AT&T from $32.00 to $29.00 and set a “buy” rating on the stock in a report on Monday, December 22nd. Williams Trading set a $32.00 target price on AT&T in a research note on Thursday, January 29th. Wolfe Research lowered shares of AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. Morgan Stanley lowered their price objective on shares of AT&T from $32.00 to $30.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 10th. Finally, TD Cowen reissued a “hold” rating on shares of AT&T in a research report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $29.93.

AT&T News Summary

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

• Positive Sentiment: RBC Capital raised its price target on AT&T to $31 (from $29) and kept an Outperform rating, citing AT&T’s fiber expansion as a clear long-term growth driver — a bullish analyst view that supports upside for the stock. RBC Capital Raises AT&T Target on Fiber-Driven Growth Outlook
• Positive Sentiment: AT&T Fiber won Ookla’s first-ever “Best Home Internet” award and was named the fastest U.S. internet provider (fourth consecutive time), which strengthens its marketing position and could help broadband subscriber growth and ARPU. AT&T Named America’s Best and Fastest Internet
• Positive Sentiment: Erste Group flagged an optimistic view on AT&T’s FY2027 earnings outlook, reinforcing expectations that improving fiber economics and stable wireless trends can lift future profits. Erste Group Bank Has Optimistic View of AT&T FY2027 Earnings
• Neutral Sentiment: AT&T confirmed it will report Q1 2026 results and host an earnings call on April 22 — a scheduled catalyst that could produce volatility depending on subscriber trends, margins and fiber progress. AT&T to Release First-Quarter 2026 Earnings on April 22
• Neutral Sentiment: AT&T’s presentation at the Barclays Communications & Content Symposium is available as a transcript — useful for investors watching management commentary on 5G, fiber rollout cadence and capital allocation, but no new financials were released. AT&T Inc. (T) Presents at Barclays Communications and Content Symposium 2026 Transcript
• Neutral Sentiment: Market commentary about the AI/nanotech supply chain is largely unrelated to AT&T’s core telecom/fiber business; it’s background market color that is unlikely to directly move AT&T shares. (MarketBeat feature)
• Negative Sentiment: Zacks published a comparison of T-Mobile vs. AT&T highlighting the competitive battle across 5G, fiber and subscriber metrics — reminders of market share pressure, churn dynamics and valuation trade-offs that can cap upside for AT&T if competitors out-execute. T-Mobile vs. AT&T: Which Telecom Stock Should You Bet On?
• Negative Sentiment: Coverage noting that dividend stocks, including AT&T, “tumbled” recently signals a sector-wide pullback that can pressure the stock even without company-specific bad news — a short-term headwind for yield-focused investors. Crown Castle and AT&T Tumble While Coca-Cola Rises as Dividend Stocks Take a Breather

AT&T Stock Down 0.6%

AT&T stock opened at $28.36 on Wednesday. The firm has a market capitalization of $198.55 billion, a price-to-earnings ratio of 9.30, a P/E/G ratio of 1.06 and a beta of 0.39. The firm has a 50 day simple moving average of $25.42 and a 200 day simple moving average of $26.36. AT&T Inc. has a 1-year low of $22.95 and a 1-year 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.

AT&T (NYSE:T) last announced its quarterly earnings results 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 company had revenue of $33.47 billion during the quarter, compared to analysts’ expectations of $32.91 billion. AT&T had a return on equity of 12.33% and a net margin of 17.47%.The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.43 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, analysts predict that AT&T Inc. will post 2.14 earnings per share for the current year.

AT&T Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 12th were paid a dividend of $0.2775 per share. The ex-dividend date of this dividend was Monday, January 12th. This represents a $1.11 annualized dividend and a yield of 3.9%. AT&T’s payout ratio is currently 36.39%.

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.