AustralianSuper Pty Ltd Sells 7,051,141 Shares of AT&T Inc. $T

AustralianSuper Pty Ltd lessened its holdings in AT&T Inc. (NYSE:T) by 76.1% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,208,895 shares of the technology company’s stock after selling 7,051,141 shares during the period. AustralianSuper Pty Ltd’s holdings in AT&T were worth $62,379,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Norges Bank bought a new position in shares of AT&T in the second quarter worth about $2,228,655,000. Vanguard Group Inc. lifted its holdings in AT&T by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 661,355,210 shares of the technology company’s stock valued at $19,139,620,000 after buying an additional 10,310,560 shares in the last quarter. Marshall Wace LLP purchased a new stake in AT&T in the 2nd quarter valued at about $235,422,000. State Street Corp boosted its position in AT&T by 2.4% in the 2nd quarter. State Street Corp now owns 321,070,509 shares of the technology company’s stock valued at $9,291,781,000 after buying an additional 7,404,376 shares during the period. Finally, Acadian Asset Management LLC grew its stake in AT&T by 59.6% in the 2nd quarter. Acadian Asset Management LLC now owns 14,493,357 shares of the technology company’s stock worth $419,403,000 after acquiring an additional 5,410,596 shares in the last quarter. Hedge funds and other institutional investors own 57.10% of the company’s stock.

More AT&T News

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

• Positive Sentiment: Q4 beat — AT&T reported $0.52 EPS vs. consensus ~ $0.46 and revenue of ~$33.47B, topping estimates and driven by wireless and fiber demand. AT&T Beats Q4 Earnings Estimates on Solid Wireless & Fiber Demand
• Positive Sentiment: Subscriber momentum — strong customer adds: ~283k fiber subs and ~421k net postpaid phone adds, boosting convergence (fiber + wireless) and supporting ARPU and churn improvements. AT&T’s earnings impress as subscriber growth booms and the stock soars
• Positive Sentiment: Buyback and shareholder returns — management authorized a meaningful buyback program (reported as ~$10B) and reiterated a multi‑year shareholder return plan ($45B+ through 2026–2028), lifting free‑cash‑flow allocation prospects. AT&T Reports Q4 Earnings, Authorizes New $10B Buyback
• Positive Sentiment: Upgraded outlook — AT&T set FY2026 EPS guidance of $2.25–$2.35 (slightly above consensus) and highlighted strategy: fiber build, spectrum deals and 5G monetization as drivers of higher adjusted EBITDA and EPS. AT&T bets on fiber, spectrum deals to forecast annual profit above expectations
• Neutral Sentiment: Execution details to watch — management emphasized capital allocation to fiber and spectrum deals and expects multi‑year FCF improvement, but value depends on execution pace of network builds and integration of new spectrum. AT&T Reports Strong Fourth-Quarter and Full-Year 2025 Financial Performance
• Negative Sentiment: Legacy pressures and profit mix — some legacy service revenue declines and a year‑over‑year drop in GAAP net income were noted; investors should monitor margin trends as fiber build raises near‑term capex and mix shifts. AT&T ($T) Releases Q4 2025 Earnings

Analysts Set New Price Targets

Several research firms have recently weighed in on T. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of AT&T in a research note on Monday, December 29th. Wall Street Zen lowered AT&T from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. The Goldman Sachs Group lowered their target price on AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a report on Friday, December 19th. Morgan Stanley cut their price target on AT&T from $32.00 to $30.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 10th. Finally, Loop Capital set a $29.00 price objective on shares of AT&T in a research note on Friday, December 19th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $29.78.

AT&T Trading Up 4.6%

Shares of NYSE T opened at $24.06 on Thursday. AT&T Inc. has a 1-year low of $22.95 and a 1-year high of $29.79. The business has a fifty day moving average price of $24.50 and a 200 day moving average price of $26.35. The stock has a market capitalization of $170.57 billion, a P/E ratio of 7.81, a price-to-earnings-growth ratio of 1.25 and a beta of 0.39. The company has a debt-to-equity ratio of 1.01, a current ratio of 1.01 and a quick ratio of 0.96.

AT&T (NYSE:T) last announced its earnings results on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. The business had revenue of $33.47 billion during the quarter, compared to the consensus estimate of $32.91 billion. AT&T had a net margin of 17.87% and a return on equity of 12.72%. The firm’s revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.43 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Equities research analysts expect that AT&T Inc. will post 2.14 EPS for the current fiscal year.

AT&T Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 12th will be given a dividend of $0.2775 per share. The ex-dividend date of this dividend is Monday, January 12th. This represents a $1.11 dividend on an annualized basis and a yield of 4.6%. AT&T’s dividend payout ratio is presently 36.04%.

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.