Focus Partners Advisor Solutions LLC Raises Stock Holdings in AT&T Inc. $T

Focus Partners Advisor Solutions LLC raised its stake in AT&T Inc. (NYSE:T) by 16.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 184,841 shares of the technology company’s stock after buying an additional 26,225 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in AT&T were worth $4,911,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of AT&T by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 661,355,210 shares of the technology company’s stock worth $19,139,620,000 after buying an additional 10,310,560 shares during the last quarter. State Street Corp boosted its stake in AT&T by 2.4% in the second quarter. State Street Corp now owns 321,070,509 shares of the technology company’s stock valued at $9,291,781,000 after acquiring an additional 7,404,376 shares in the last quarter. Geode Capital Management LLC grew its holdings in AT&T by 1.2% in the second quarter. Geode Capital Management LLC now owns 172,039,872 shares of the technology company’s stock worth $4,958,066,000 after purchasing an additional 2,066,026 shares during the last quarter. Norges Bank acquired a new position in shares of AT&T during the second quarter worth $2,228,655,000. Finally, Ameriprise Financial Inc. increased its position in shares of AT&T by 8.7% during the second quarter. Ameriprise Financial Inc. now owns 55,247,484 shares of the technology company’s stock worth $1,598,697,000 after purchasing an additional 4,404,688 shares in the last quarter. 57.10% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Citigroup dropped their target price on AT&T from $32.00 to $29.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. Morgan Stanley lowered their price target on AT&T from $32.00 to $30.00 and set an “overweight” rating for the company in a report on Wednesday, December 10th. The Goldman Sachs Group cut their price objective on shares of AT&T from $33.00 to $29.00 and set a “buy” rating on the stock in a report on Friday, December 19th. KeyCorp reiterated an “overweight” rating on shares of AT&T in a research note on Wednesday, January 21st. Finally, Barclays cut their price target on shares of AT&T from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $29.93.

AT&T Price Performance

NYSE:T opened at $28.71 on Wednesday. The firm’s fifty day moving average is $25.79 and its two-hundred day moving average is $26.34. The firm has a market cap of $200.99 billion, a price-to-earnings ratio of 9.41, a PEG ratio of 1.04 and a beta of 0.39. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.86 and a current ratio of 0.91. AT&T Inc. has a one year low of $22.95 and a one year high of $29.79.

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

AT&T Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders 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 dividend on an annualized basis and a dividend yield of 3.9%. AT&T’s dividend payout ratio (DPR) is presently 36.39%.

Key Headlines Impacting AT&T

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

• Positive Sentiment: AT&T closed its Lumen fiber deal ahead of schedule, adding over 1M subscribers and materially expanding AT&T Fiber’s reach; the company reaffirmed 2026 guidance and reiterated goals to reach ~40M fiber locations by year‑end, supporting revenue and subscriber-growth expectations. What’s Going On With AT&T Stock Tuesday?
• Positive Sentiment: Management and industry groups are touting AI gains: CEO John Stankey said AI made the company ~40% more efficient at MWC, and AT&T is a founding participant in GSMA’s Open Telco AI — signaling potential ongoing cost savings and new AI-enabled product/automation revenue. AT&T CEO John Stankey says AI made the company 40% more efficient
• Positive Sentiment: AT&T unveiled a Connected AI smart‑manufacturing platform that combines 5G, edge and generative AI to reduce downtime and boost efficiency — a commercial product that could expand enterprise revenue and margin upside if adoption scales. T Introduces Smart Manufacturing Solution
• Neutral Sentiment: Senior management presented at the Morgan Stanley TMT conference and COO Jeff McElfresh participated in a fireside chat — these events reinforce execution on the multi‑year growth strategy (fiber + wireless convergence) but are mainly informational. AT&T Presents at Morgan Stanley TMT Conference (Transcript) Jeff McElfresh to Update Shareholders
• Neutral Sentiment: AT&T joined open‑source telecom AI initiatives (Linux Foundation OCUDU, GSMA’s Open Telco AI) — this supports industry collaboration and potential cost-sharing on telco-grade models, but the commercial impact will take time to materialize. AT&T Balances Open Source Telecom AI Push GSMA launches Open Telco AI
• Negative Sentiment: Retail sentiment remains muted — online communities still recall AT&T’s large historical write‑downs, which can cap retail demand and increase volatility despite recent operational wins. Reddit Is Still Furious About AT&T’s $47 Billion Loss From Six Years Ago

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.