AT&T Inc. $T Shares Acquired by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. lifted its holdings in AT&T Inc. (NYSE:T) by 2.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,294,332 shares of the technology company’s stock after buying an additional 35,058 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in AT&T were worth $36,552,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of T. California Public Employees Retirement System boosted its holdings in shares of AT&T by 23.2% during the 3rd quarter. California Public Employees Retirement System now owns 24,472,780 shares of the technology company’s stock worth $691,111,000 after purchasing an additional 4,613,259 shares during the last quarter. Chilton Investment Co. Inc. acquired a new stake in shares of AT&T in the third quarter valued at approximately $331,000. BNP Paribas lifted its position in AT&T by 12.1% during the third quarter. BNP Paribas now owns 487,023 shares of the technology company’s stock worth $13,753,000 after buying an additional 52,407 shares in the last quarter. Anchor Investment Management LLC lifted its position in AT&T by 2.9% during the third quarter. Anchor Investment Management LLC now owns 54,915 shares of the technology company’s stock worth $1,551,000 after buying an additional 1,525 shares in the last quarter. Finally, Argyle Capital Partners LLC boosted its stake in AT&T by 38.6% during the third quarter. Argyle Capital Partners LLC now owns 12,467 shares of the technology company’s stock worth $352,000 after buying an additional 3,473 shares during the last quarter. 57.10% of the stock is currently owned by institutional investors and hedge funds.

AT&T Trading Up 1.3%

Shares of AT&T stock opened at $27.73 on Friday. The stock has a 50 day moving average of $26.31 and a 200 day moving average of $26.30. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.86 and a current ratio of 0.91. The firm has a market capitalization of $194.15 billion, a price-to-earnings ratio of 9.09, a PEG ratio of 1.03 and a beta of 0.39. AT&T Inc. has a fifty-two week low of $22.95 and a fifty-two week high of $29.79.

AT&T (NYSE:T) last posted its earnings results on Wednesday, January 28th. The technology company reported $0.52 EPS 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 company had revenue of $33.47 billion for the quarter, compared to the consensus estimate of $32.91 billion. During the same quarter in the previous year, the business earned $0.43 earnings per share. The company’s revenue for the quarter was up 3.6% on a year-over-year basis. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, research analysts predict that AT&T Inc. will post 2.14 earnings per share for the current year.

AT&T Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 12th were issued a $0.2775 dividend. This represents a $1.11 annualized dividend and a yield of 4.0%. The ex-dividend date was Monday, January 12th. AT&T’s payout ratio is 36.39%.

Wall Street Analysts Forecast Growth

T has been the subject of several analyst reports. Citigroup dropped their target price on AT&T from $32.00 to $29.00 and set a “buy” rating for the company in a report on Monday, December 22nd. TD Cowen reiterated a “hold” rating on shares of AT&T in a report on Thursday, January 29th. Scotiabank boosted their price target on shares of AT&T from $29.50 to $31.00 and gave the company a “sector perform” rating in a research report on Monday, March 9th. The Goldman Sachs Group dropped their price objective on shares of AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a report on Friday, December 19th. Finally, Arete Research upgraded shares of AT&T from a “sell” rating to a “neutral” rating and set a $28.00 price objective for the company in a research report on Tuesday, March 10th. One investment 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $30.35.

Key Headlines Impacting AT&T

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

• Positive Sentiment: Management unveiled a $250 billion multi-year plan to upgrade AT&T into an essential AI-era connectivity platform, led by Jeff McElfresh — a long-term growth narrative that supports higher revenue opportunity from enterprise AI, edge and hyperscaler connectivity. Meet the executive behind AT&T’s $250 billion bid to become essential AI infrastructure
• Positive Sentiment: AT&T reiterated aggressive fiber and 5G expansion goals (including plans discussed publicly to reach many millions of locations by 2030), which investors view as positioning the company to capture AI-driven connectivity demand and higher-margin enterprise services. AT&T Inc. (T) Plans Major Fiber Expansion to 60 Million Locations by 2030
• Positive Sentiment: AT&T launched refreshed consumer wireless plans (Unlimited Your Way®) aimed at value and mix‑and‑match flexibility, a move that could stabilize gross adds and ARPU retention vs. rivals. AT&T Launches New Wireless Plans – Giving Customers More Value
• Positive Sentiment: An analyst upgrade (Arete to Neutral) and a $28 price target cited the company’s copper switch-off and improved cost profile, providing near-term technical/valuation support for the stock. Arete Upgrades AT&T (T) on Copper Switch-Off, Sets $28 Price Target
• Neutral Sentiment: AT&T completed a CAD‑denominated long‑term debt offering (CAD$1.25B at 4.50%), signaling continued access to capital markets to fund the buildout but also adding to its debt maturity profile. AT&T Completes CAD-Denominated Long-Term Debt Offering
• Negative Sentiment: Investors are also weighing the scale and near-term cost of the $250B pledge — hiring, capex and execution risk could depress free cash flow and require sizable financing over years, which is a headline risk if revenue/efficiency gains lag. AT&T commits $250 billion investment to upgrade US telecom infrastructure for the AI era

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.