Erste Group Bank Has Strong Outlook for AT&T FY2027 Earnings

AT&T Inc. (NYSE:T) – Stock analysts at Erste Group Bank lifted their FY2027 earnings per share estimates for shares of AT&T in a research report issued to clients and investors on Wednesday, February 18th. Erste Group Bank analyst H. Engel now expects that the technology company will post earnings of $2.55 per share for the year, up from their previous estimate of $2.53. The consensus estimate for AT&T’s current full-year earnings is $2.14 per share.

T has been the subject of a number of other research reports. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $33.00 price target on shares of AT&T in a report on Thursday, January 29th. The Goldman Sachs Group lowered their target price on AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Scotiabank restated a “sector perform” rating and set a $29.50 target price on shares of AT&T in a research report on Wednesday, January 7th. Williams Trading set a $32.00 price target on AT&T in a report on Thursday, January 29th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $31.00 price objective on shares of AT&T in a research report on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $29.93.

AT&T Trading Up 1.9%

Shares of NYSE T opened at $28.51 on Monday. AT&T has a 1-year low of $22.95 and a 1-year high of $29.79. The company has a 50-day moving average of $25.33 and a two-hundred day moving average of $26.35. The company has a market cap of $199.57 billion, a PE ratio of 9.35, a P/E/G ratio of 1.04 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 (NYSE:T) last announced its earnings results on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, topping the consensus estimate 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 analysts’ expectations of $32.91 billion. During the same quarter in the prior year, the business earned $0.43 earnings per share. The business’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.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Monetary Solutions Ltd acquired a new stake in shares of AT&T during the 4th quarter valued at $79,000. Walser Wealth Management Company A Ltd Liability Co bought a new position in AT&T in the fourth quarter valued at about $284,000. Virtu Financial LLC raised its position in AT&T by 120.5% in the fourth quarter. Virtu Financial LLC now owns 253,763 shares of the technology company’s stock valued at $6,303,000 after purchasing an additional 138,656 shares during the last quarter. Blue Capital Inc. boosted its stake in shares of AT&T by 5.9% during the fourth quarter. Blue Capital Inc. now owns 10,849 shares of the technology company’s stock valued at $269,000 after purchasing an additional 603 shares in the last quarter. Finally, MV Capital Management Inc. bought a new stake in shares of AT&T during the fourth quarter worth about $140,000. 57.10% of the stock is currently owned by institutional investors and hedge funds.

AT&T Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Monday, January 12th were given a $0.2775 dividend. The ex-dividend date was Monday, January 12th. This represents a $1.11 dividend on an annualized basis and a yield of 3.9%. AT&T’s dividend payout ratio (DPR) is currently 36.39%.

Trending Headlines about AT&T

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

• Positive Sentiment: RBC Capital raised its 12-month price target on AT&T to $31 (from $29) and kept an Outperform rating, citing fiber expansion as a clear long-term growth driver — a direct vote of confidence that supports higher valuation expectations. RBC Target Raise
• Positive Sentiment: Ookla / AT&T press releases report AT&T Fiber won Ookla’s first-ever “Best Home Internet” in the U.S. and again posted the fastest speeds — a marketing and operational win likely to help broadband net adds, ARPU and long-term fiber economics. Ookla Award
• Positive Sentiment: Erste Group Bank expressed an optimistic outlook for AT&T’s FY2027 earnings, reinforcing positive analyst sentiment around future profit improvement tied to broadband growth and cost discipline. Erste Group View
• Neutral Sentiment: AT&T scheduled its Q1 2026 earnings release and conference call for April 22 — a near-term catalyst that could drive volatility depending on subscriber trends, service revenue and any guidance updates. Q1 Earnings Date
• Negative Sentiment: Coverage noting that dividend stocks, including AT&T, pulled back last week highlights rotation risk and short-term profit-taking among income investors — a factor that can pressure the stock despite positive fundamental updates. Dividend Stock Rotation

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.