AT&T (NYSE:T) Issues FY 2026 Earnings Guidance

AT&T (NYSE:T) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 2.250-2.350 for the period, compared to the consensus earnings per share estimate of 2.240. The company issued revenue guidance of -.

AT&T Stock Up 4.5%

Shares of AT&T stock opened at $24.03 on Wednesday. The stock has a 50-day moving average price of $24.53 and a 200 day moving average price of $26.37. The company has a market cap of $170.36 billion, a P/E ratio of 7.77, a P/E/G ratio of 1.28 and a beta of 0.39. The company has a current ratio of 1.01, a quick ratio of 0.96 and a debt-to-equity ratio of 1.01. AT&T has a 1 year low of $22.95 and a 1 year high of $29.79.

AT&T (NYSE:T) last released its 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 for the quarter, compared to analysts’ expectations of $32.91 billion. AT&T had a return on equity of 12.72% and a net margin of 17.87%.The business’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, analysts expect that AT&T will post 2.14 EPS for the current fiscal year.

AT&T Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 12th will be paid a $0.2775 dividend. This represents a $1.11 annualized dividend and a yield of 4.6%. The ex-dividend date is Monday, January 12th. AT&T’s dividend payout ratio is currently 36.04%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Weiss Ratings reissued a “buy (b-)” rating on shares of AT&T in a research note on Monday, December 29th. Barclays reduced their price objective on AT&T from $28.00 to $26.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 13th. Loop Capital set a $29.00 target price on AT&T in a research report on Friday, December 19th. Wolfe Research downgraded AT&T from an “outperform” rating to a “peer perform” rating in a research note on Monday, December 15th. Finally, Williams Trading set a $33.00 price target on AT&T in a report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $29.67.

Trending Headlines about AT&T

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

• Positive Sentiment: Quarterly EPS of $0.52 beat consensus (about $0.46–$0.47) and revenue of ~$33.47B was roughly inline-to-better than Street estimates, showing underlying demand in wireless and consumer services. AT&T (T) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $2.25–$2.35 (vs. prior consensus ~2.24) and provided a longer-term outlook for improving adjusted EBITDA/adj. EPS and higher free cash flow through 2028 — a signal of confidence in fiber and 5G investments. AT&T Reports Strong Fourth-Quarter and Full-Year 2025 Financial Performance
• Positive Sentiment: Customer momentum: AT&T added ~283k fiber subs and ~421k net postpaid phone subscribers, boosting convergence (fiber + wireless) and supporting higher ARPU/profitability over time. AT&T’s earnings impress as subscriber growth booms and the stock soars
• Positive Sentiment: Capital return: board authorized a new $10B buyback and reiterated plans to return $45B+ to shareholders from 2026–2028, which supports shareholder value and offsets income volatility. AT&T Reports Q4 Earnings, Authorizes New $10B Buyback
• Neutral Sentiment: Strategic initiatives: AT&T is expanding IoT offerings (AWS Marketplace) and pursuing fiber/spectrum deals to capture 5G and broadband demand — longer‑term positives but not immediate catalysts. T Brings IoT Solutions to AWS Marketplace
• Neutral Sentiment: Broad coverage and mentions (WSJ, Reuters) keep AT&T in analyst focus this morning; some outlets emphasize earnings in a busy macro/Fed day, which can mute stock moves. Earnings in Focus Wednesday: GE Vernova, Seagate, AT&T
• Negative Sentiment: Some metrics weigh on sentiment: Q4 net income declined year‑over‑year and EPS of $0.52 is below last year’s $0.54; one data source flagged a slight revenue miss vs. a different estimate — giving traders reasons to take profits. AT&T ($T) Releases Q4 2025 Earnings
• Negative Sentiment: Legal/settlement noise: an update on a customer settlement (potential payouts reported) and commentary on margin risks could pressure sentiment for income‑oriented investors. AT&T settlement update could mean payouts

Hedge Funds Weigh In On AT&T

Hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC increased its holdings in AT&T by 26.5% in the 4th quarter. Brighton Jones LLC now owns 48,579 shares of the technology company’s stock valued at $1,106,000 after buying an additional 10,188 shares during the period. Osterweis Capital Management Inc. boosted its position in shares of AT&T by 4,352.9% during the 2nd quarter. Osterweis Capital Management Inc. now owns 6,234 shares of the technology company’s stock worth $180,000 after acquiring an additional 6,094 shares in the last quarter. Main Street Financial Solutions LLC increased its stake in AT&T by 4.0% in the second quarter. Main Street Financial Solutions LLC now owns 26,796 shares of the technology company’s stock valued at $775,000 after acquiring an additional 1,022 shares during the last quarter. HUB Investment Partners LLC raised its position in AT&T by 19.6% during the second quarter. HUB Investment Partners LLC now owns 55,730 shares of the technology company’s stock valued at $1,613,000 after purchasing an additional 9,115 shares in the last quarter. Finally, Peapack Gladstone Financial Corp lifted its stake in AT&T by 1.8% during the second quarter. Peapack Gladstone Financial Corp now owns 207,063 shares of the technology company’s stock worth $5,992,000 after purchasing an additional 3,677 shares during the last quarter. Institutional investors own 57.10% of the company’s stock.

AT&T Company 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.