Aew Capital Management L P Buys Shares of 63,110 American Tower Corporation $AMT

Aew Capital Management L P purchased a new position in shares of American Tower Corporation (NYSE:AMT) in the 3rd quarter, Holdings Channel reports. The firm purchased 63,110 shares of the real estate investment trust’s stock, valued at approximately $12,137,000. American Tower makes up approximately 0.7% of Aew Capital Management L P’s portfolio, making the stock its 19th biggest holding.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Mirae Asset Global Investments Co. Ltd. raised its holdings in American Tower by 8.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 96,793 shares of the real estate investment trust’s stock valued at $18,615,000 after acquiring an additional 7,872 shares during the last quarter. Eastern Bank boosted its holdings in shares of American Tower by 69.6% during the third quarter. Eastern Bank now owns 139,091 shares of the real estate investment trust’s stock worth $26,750,000 after purchasing an additional 57,078 shares during the last quarter. Machina Capital S.A.S. acquired a new stake in shares of American Tower during the third quarter worth $2,871,000. Commerzbank Aktiengesellschaft FI grew its position in shares of American Tower by 92.4% in the third quarter. Commerzbank Aktiengesellschaft FI now owns 61,397 shares of the real estate investment trust’s stock valued at $11,808,000 after purchasing an additional 29,486 shares during the period. Finally, Los Angeles Capital Management LLC increased its stake in American Tower by 52.5% in the second quarter. Los Angeles Capital Management LLC now owns 321,661 shares of the real estate investment trust’s stock valued at $71,094,000 after purchasing an additional 110,671 shares during the last quarter. 92.69% of the stock is currently owned by hedge funds and other institutional investors.

American Tower Stock Up 0.1%

Shares of NYSE:AMT opened at $190.21 on Wednesday. The stock has a 50-day simple moving average of $178.43 and a 200-day simple moving average of $185.79. The stock has a market capitalization of $89.04 billion, a P/E ratio of 30.38, a PEG ratio of 0.79 and a beta of 0.93. American Tower Corporation has a 1 year low of $166.88 and a 1 year high of $234.33. The company has a debt-to-equity ratio of 3.24, a quick ratio of 0.89 and a current ratio of 0.89.

American Tower (NYSE:AMT) last posted its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $2.63 EPS for the quarter, beating the consensus estimate of $2.54 by $0.09. American Tower had a net margin of 28.11% and a return on equity of 28.79%. The firm had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.69 billion. During the same quarter last year, the firm posted $2.62 earnings per share. American Tower’s revenue for the quarter was up 7.5% compared to the same quarter last year. American Tower has set its FY 2026 guidance at 10.780-10.950 EPS. Equities analysts forecast that American Tower Corporation will post 10.14 earnings per share for the current year.

American Tower Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, December 29th were issued a dividend of $1.70 per share. The ex-dividend date was Monday, December 29th. This represents a $6.80 annualized dividend and a dividend yield of 3.6%. American Tower’s payout ratio is presently 108.63%.

Insiders Place Their Bets

In related news, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $69.75, for a total value of $159,631,314.75. Following the completion of the sale, the insider directly owned 211,379 shares in the company, valued at approximately $14,743,685.25. This represents a 91.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.18% of the company’s stock.

Wall Street Analysts Forecast Growth

AMT has been the topic of a number of research analyst reports. Mizuho decreased their price target on American Tower from $217.00 to $189.00 and set a “neutral” rating on the stock in a research note on Monday, January 12th. Royal Bank Of Canada cut their price objective on shares of American Tower from $220.00 to $195.00 and set a “sector perform” rating on the stock in a report on Monday, January 12th. TD Cowen lowered their target price on shares of American Tower from $249.00 to $235.00 and set a “buy” rating for the company in a report on Wednesday, October 29th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of American Tower in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. cut their price target on shares of American Tower from $250.00 to $245.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $218.79.

More American Tower News

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

• Positive Sentiment: Q4 beat on both the top and bottom line — reported AFFO/FFO of $2.63 vs. ~$2.54 consensus and revenue of $2.74B (≈7.5% YoY growth). Management released a slide deck and press release detailing the results, which underpin near‑term cash‑flow strength. American Tower Corporation Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Leasing demand remains robust across towers and data centers, driving revenue and AFFO momentum — management highlighted continued 5G buildouts and stronger data‑center leasing as growth drivers. American Tower posts upbeat revenue on strong leasing activity amid 5G, data-center growth
• Positive Sentiment: Management provided FY‑2026 EPS guidance (10.78–10.95), positioning expectations for continued AFFO growth; some coverage framed the outlook as measured while still setting a clear target for the year. American Tower issues light 2026 guidance amid cost efficiency push; Q4 earnings beat
• Neutral Sentiment: Management is emphasizing cost efficiencies and capital discipline when discussing the 2026 plan — this could temper upside from aggressive reinvestment but supports margin/FFO durability. American Tower Corp (AMT) Q4 2025 Earnings Call Highlights
• Negative Sentiment: DISH‑related risks remain a headline: AMT continues to navigate contract/default issues with DISH, which could weigh on collections or require lease remediation — a tangible operational risk flagged in the earnings discussion. American Tower Corporation (AMT) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Balance‑sheet and valuation considerations — leverage (debt/equity ~3.2) and a premium valuation (P/E ~30) mean growth execution must continue to justify the current price; higher rates or operational setbacks could pressure the multiple.

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.