Synergy Asset Management LLC Boosts Holdings in AT&T Inc. $T

Synergy Asset Management LLC raised its position in AT&T Inc. (NYSE:T) by 1,724.5% in the 4th quarter, Holdings Channel reports. The firm owned 129,926 shares of the technology company’s stock after buying an additional 122,805 shares during the quarter. Synergy Asset Management LLC’s holdings in AT&T were worth $3,227,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in T. Front Row Advisors LLC purchased a new stake in shares of AT&T in the second quarter worth $25,000. Mountain Hill Investment Partners Corp. grew its position in AT&T by 363.7% during the third quarter. Mountain Hill Investment Partners Corp. now owns 895 shares of the technology company’s stock worth $25,000 after buying an additional 702 shares in the last quarter. GGM Financials LLC purchased a new position in AT&T during the third quarter worth about $25,000. Cloud Capital Management LLC bought a new position in AT&T in the 3rd quarter worth about $31,000. Finally, Kilter Group LLC bought a new position in AT&T in the 2nd quarter worth about $32,000. 57.10% of the stock is currently owned by hedge funds and other institutional investors.

AT&T Price Performance

Shares of AT&T stock opened at $28.91 on Friday. The firm has a market capitalization of $201.89 billion, a PE ratio of 9.48, a price-to-earnings-growth ratio of 1.08 and a beta of 0.39. The company has a current ratio of 0.91, a quick ratio of 0.86 and a debt-to-equity ratio of 1.00. AT&T Inc. has a 12 month low of $22.95 and a 12 month high of $29.79. The business’s 50-day moving average price is $27.09 and its 200-day moving average price is $26.26.

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, topping analysts’ consensus estimates of $0.46 by $0.06. The company had revenue of $33.47 billion during the quarter, compared to the consensus estimate of $32.91 billion. AT&T had a return on equity of 12.33% and a net margin of 17.47%.AT&T’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Sell-side analysts forecast that AT&T Inc. will post 2.14 EPS for the current fiscal year.

Key AT&T News

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

• Positive Sentiment: Multiple analyst upgrades and higher price targets signal stronger street conviction — Goldman Sachs and KeyBanc raised targets and KeyCorp moved to Overweight, citing the new segment reporting and converged customer momentum that improve visibility and upside. This supports near‑term buying interest. AT&T Receives 2 Price Target Hikes From Goldman Sachs and KeyBanc
• Positive Sentiment: Strategic partnerships with NVIDIA and Cisco on AI‑driven IoT and edge compute strengthen AT&T’s enterprise growth narrative and could lift high‑margin services over time. These collaborations signal monetization opportunities beyond core wireless. AT&T Inc. (T) Leads Industry Collaboration with NVIDIA and Cisco
• Positive Sentiment: Network expansion: AT&T and Boldyn completed 5G coverage in additional NYC MTA tunnels (4/5 and G lines). This is a tangible example of infrastructure spending targeted at high‑traffic use cases that can improve customer experience and provide a competitive edge in dense urban markets. Is AT&T’s (T) NYC Subway 5G Push a Signal on Its Infrastructure Investment Priorities?
• Positive Sentiment: AT&T joined a $45M Series A in ORAN/AI‑RAN (ODC), aligning the company with vendors and defense/AI players — a strategic stake in next‑gen RAN software that could lower costs and unlock new services for enterprise/customers. ODC Completes a $45M Series A Funding; Architecting the Global Distributed Compute Grid to Power the AI-Native Era
• Positive Sentiment: Investor narrative shift: analysts and commentators are highlighting AT&T’s move from a dividend-focused story toward total return (capital appreciation) — that supports broader investor interest beyond income buyers. AT&T Was A Dividend Trap — Now It’s Becoming A Total Return Story
• Neutral Sentiment: Investor events and disclosures: AT&T presented at the NSR/BCG Global Connectivity Leaders Conference (transcript available). Helpful for strategy details but mostly informational until concrete financial impacts are disclosed. AT&T Inc. (T) Presents at NSR/BCG Global Connectivity Leaders Conference – New York Transcript
• Neutral Sentiment: Valuation/caution pieces note AT&T’s strong YTD rally and improved multiples; some warn upside may be partly priced in — a reminder to watch guidance vs. expectations and whether subscriber/EBITDA gains follow partnerships. Is It Time To Reconsider AT&T (T) After Its Strong Year To Date Rally?

Analyst Upgrades and Downgrades

T has been the subject of a number of research analyst reports. UBS Group reiterated a “buy” rating on shares of AT&T in a research report on Thursday, January 29th. KeyCorp upped their price objective on shares of AT&T from $30.00 to $36.00 and gave the stock an “overweight” rating in a research report on Wednesday. Williams Trading set a $32.00 target price on shares of AT&T in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $33.00 target price on shares of AT&T in a research report on Thursday, January 29th. Finally, Oppenheimer boosted their price target on shares of AT&T from $29.00 to $32.00 and gave the stock an “outperform” rating in a research note on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $30.72.

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.