AT&T (NYSE:T) Posts Earnings Results, Beats Expectations By $0.06 EPS

AT&T (NYSE:T) issued its quarterly earnings results on Wednesday. The technology company reported $0.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.46 by $0.06, Zacks reports. AT&T had a return on equity of 12.72% and a net margin of 17.87%.The business had revenue of $33.47 billion during the quarter, compared to analysts’ expectations of $32.91 billion. During the same period in the previous year, the company posted $0.43 earnings per share. The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. AT&T updated its FY 2026 guidance to 2.250-2.350 EPS.

AT&T Stock Performance

Shares of AT&T stock opened at $23.96 on Wednesday. The business has a 50 day moving average price of $24.53 and a 200-day moving average price of $26.37. AT&T has a 52 week low of $22.95 and a 52 week high of $29.79. The company has a market cap of $169.83 billion, a PE ratio of 7.78, a price-to-earnings-growth ratio of 1.28 and a beta of 0.39. The company has a quick ratio of 0.96, a current ratio of 1.01 and a debt-to-equity ratio of 1.01.

AT&T Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 12th will be issued a dividend of $0.2775 per share. The ex-dividend date is Monday, January 12th. This represents a $1.11 annualized dividend and a yield of 4.6%. AT&T’s dividend payout ratio is presently 36.04%.

Institutional Investors Weigh In On AT&T

Several institutional investors and hedge funds have recently added to or reduced their stakes in T. Opulen Financial Group LLC increased its holdings in AT&T by 5.3% during the third quarter. Opulen Financial Group LLC now owns 10,140 shares of the technology company’s stock worth $286,000 after buying an additional 508 shares during the last quarter. Financial Advisors Network Inc. raised its stake in shares of AT&T by 7.5% in the second quarter. Financial Advisors Network Inc. now owns 8,000 shares of the technology company’s stock valued at $232,000 after buying an additional 561 shares during the period. FWL Investment Management LLC lifted its position in shares of AT&T by 50.2% during the 3rd quarter. FWL Investment Management LLC now owns 1,874 shares of the technology company’s stock valued at $53,000 after buying an additional 626 shares during the last quarter. Keebeck Wealth Management grew its stake in shares of AT&T by 5.8% during the 3rd quarter. Keebeck Wealth Management now owns 13,813 shares of the technology company’s stock worth $390,000 after acquiring an additional 755 shares during the period. Finally, CYBER HORNET ETFs LLC increased its holdings in AT&T by 4.1% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 19,629 shares of the technology company’s stock worth $554,000 after acquiring an additional 778 shares during the last quarter. Hedge funds and other institutional investors own 57.10% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on T shares. Sanford C. Bernstein decreased their price target on AT&T from $31.00 to $30.00 and set an “outperform” rating on the stock in a research report on Friday, January 16th. The Goldman Sachs Group dropped their target price on shares of AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a research report on Friday, December 19th. Loop Capital set a $29.00 price target on shares of AT&T in a research report on Friday, December 19th. Citigroup lowered their price objective on shares of AT&T from $32.00 to $29.00 and set a “buy” rating for the company in a research report on Monday, December 22nd. Finally, Williams Trading set a $33.00 price target on AT&T in a research note on Thursday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $29.67.

Key AT&T News

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

• Positive Sentiment: Quarterly EPS of $0.52 beat consensus (about $0.46–$0.47) and revenue of ~$33.47B was roughly inline-to-better than Street estimates, showing underlying demand in wireless and consumer services. AT&T (T) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $2.25–$2.35 (vs. prior consensus ~2.24) and provided a longer-term outlook for improving adjusted EBITDA/adj. EPS and higher free cash flow through 2028 — a signal of confidence in fiber and 5G investments. AT&T Reports Strong Fourth-Quarter and Full-Year 2025 Financial Performance
• Positive Sentiment: Customer momentum: AT&T added ~283k fiber subs and ~421k net postpaid phone subscribers, boosting convergence (fiber + wireless) and supporting higher ARPU/profitability over time. AT&T’s earnings impress as subscriber growth booms and the stock soars
• Positive Sentiment: Capital return: board authorized a new $10B buyback and reiterated plans to return $45B+ to shareholders from 2026–2028, which supports shareholder value and offsets income volatility. AT&T Reports Q4 Earnings, Authorizes New $10B Buyback
• Neutral Sentiment: Strategic initiatives: AT&T is expanding IoT offerings (AWS Marketplace) and pursuing fiber/spectrum deals to capture 5G and broadband demand — longer‑term positives but not immediate catalysts. T Brings IoT Solutions to AWS Marketplace
• Neutral Sentiment: Broad coverage and mentions (WSJ, Reuters) keep AT&T in analyst focus this morning; some outlets emphasize earnings in a busy macro/Fed day, which can mute stock moves. Earnings in Focus Wednesday: GE Vernova, Seagate, AT&T
• Negative Sentiment: Some metrics weigh on sentiment: Q4 net income declined year‑over‑year and EPS of $0.52 is below last year’s $0.54; one data source flagged a slight revenue miss vs. a different estimate — giving traders reasons to take profits. AT&T ($T) Releases Q4 2025 Earnings
• Negative Sentiment: Legal/settlement noise: an update on a customer settlement (potential payouts reported) and commentary on margin risks could pressure sentiment for income‑oriented investors. AT&T settlement update could mean payouts

AT&T Company 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.