Te Ahumairangi Investment Management Ltd Grows Stake in AT&T Inc. $T

Te Ahumairangi Investment Management Ltd lifted its holdings in AT&T Inc. (NYSE:T) by 9.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 436,517 shares of the technology company’s stock after buying an additional 36,660 shares during the quarter. AT&T makes up about 2.1% of Te Ahumairangi Investment Management Ltd’s portfolio, making the stock its 8th biggest position. Te Ahumairangi Investment Management Ltd’s holdings in AT&T were worth $12,327,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Csenge Advisory Group boosted its position in AT&T by 20.3% in the 3rd quarter. Csenge Advisory Group now owns 189,293 shares of the technology company’s stock valued at $5,346,000 after buying an additional 31,935 shares during the period. Rhumbline Advisers increased its position in shares of AT&T by 0.4% during the third quarter. Rhumbline Advisers now owns 12,810,872 shares of the technology company’s stock worth $361,779,000 after acquiring an additional 49,727 shares during the period. Wealthfront Advisers LLC increased its position in shares of AT&T by 4.9% during the third quarter. Wealthfront Advisers LLC now owns 1,411,031 shares of the technology company’s stock worth $39,848,000 after acquiring an additional 66,448 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its stake in shares of AT&T by 1.4% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 18,133,054 shares of the technology company’s stock valued at $512,077,000 after acquiring an additional 248,567 shares in the last quarter. Finally, Public Sector Pension Investment Board raised its stake in shares of AT&T by 140.8% during the third quarter. Public Sector Pension Investment Board now owns 2,888,630 shares of the technology company’s stock valued at $81,575,000 after acquiring an additional 1,689,073 shares in the last quarter. 57.10% of the stock is owned by institutional investors.

Key Headlines Impacting AT&T

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

• Positive Sentiment: Management has publicly pitched a roughly $250 billion multi-year investment to expand fiber, 5G and other infrastructure to position AT&T as essential AI connectivity — a strategic shift that could drive higher enterprise revenue and long-term differentiation. Meet the executive behind AT&T’s $250 billion bid to become essential AI infrastructure
• Positive Sentiment: AT&T launched revamped “Unlimited Your Way” wireless plans (including a new entry-level Value 2.0) aimed at improving value/churn vs. competitors — a near-term subscriber and ARPU benefit if adoption is strong. AT&T Launches New Wireless Plans – Giving Customers More Value
• Positive Sentiment: Analysts have recently turned more constructive: Arete upgraded AT&T (to Neutral) and set a $28 target, and Oppenheimer issued a positive forecast — supporting the case that operational tailwinds (copper switch-off, fiber build) are improving the outlook. Arete Upgrades AT&T (T) on Copper Switch-Off, Sets $28 Price Target
• Positive Sentiment: Management reiterated aggressive fiber expansion targets (plans to reach many millions of locations by 2030), aligning capex with higher-margin broadband and enterprise demand tied to AI workloads. This supports medium-term revenue and margin improvement if execution stays on track. AT&T Inc. (T) Plans Major Fiber Expansion to 60 Million Locations by 2030
• Neutral Sentiment: AT&T completed a CAD-denominated long-term debt offering (CAD$1.25B), which shows access to financing but also increases leverage and future interest obligations; context depends on mix of debt vs. equity and capex pacing. AT&T Completes CAD-Denominated Long-Term Debt Offering
• Neutral Sentiment: Community and CSR activity (e.g., Connected Learning Center grants) is supportive for brand/regulatory goodwill but unlikely to move the stock materially in the short term. AT&T awards Connected Learning Center to Boys & Girls Club of Valdosta
• Negative Sentiment: Some analysts and commentators warn of short-term pullbacks (“sell the rip” narratives) and point to near-term margin pressure from heavy capex and hiring; past sessions showed volatility when investors digest the size/timing of the $250B plan. AT&T: Sell The Rip

AT&T Stock Up 1.0%

T stock traded up $0.28 during trading on Friday, hitting $27.67. 4,417,783 shares of the company’s stock traded hands, compared to its average volume of 45,057,043. The firm has a market capitalization of $193.68 billion, a P/E ratio of 9.07, a PEG ratio of 1.01 and a beta of 0.39. The business has a fifty day simple moving average of $26.25 and a two-hundred day simple moving average of $26.33. The company has a quick ratio of 0.86, a current ratio of 0.91 and a debt-to-equity ratio of 1.00. AT&T Inc. has a 1 year low of $22.95 and a 1 year high of $29.79.

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

AT&T Dividend Announcement

The business 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. This represents a $1.11 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date was Monday, January 12th. AT&T’s dividend payout ratio is 36.39%.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on T shares. Wells Fargo & Company dropped their price objective on AT&T from $29.00 to $27.00 and set an “overweight” rating on the stock in a research note on Monday, January 26th. Sanford C. Bernstein decreased their target price on AT&T from $31.00 to $30.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. Barclays lowered their target price on AT&T from $28.00 to $26.00 and set an “equal weight” rating for the company in a report on Tuesday, January 13th. Williams Trading set a $32.00 price target on AT&T in a research report on Thursday, January 29th. Finally, Loop Capital set a $29.00 price target on AT&T in a research note on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $30.35.

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.