American Tower (NYSE:AMT) Releases FY 2026 Earnings Guidance

American Tower (NYSE:AMT) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 10.780-10.950 for the period, compared to the consensus estimate of 8.390. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of equities analysts have recently commented on AMT shares. Citigroup reissued a “market outperform” rating on shares of American Tower in a research report on Wednesday, October 29th. UBS Group cut their price objective on American Tower from $260.00 to $254.00 and set a “buy” rating for the company in a research report on Tuesday, January 20th. The Goldman Sachs Group decreased their target price on American Tower from $230.00 to $210.00 and set a “buy” rating for the company in a research note on Friday, January 16th. Scotiabank dropped their price target on American Tower from $248.00 to $220.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 14th. Finally, Jefferies Financial Group reduced their price objective on American Tower from $226.00 to $202.00 and set a “buy” rating for the company in a research report on Tuesday, December 16th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $218.79.

American Tower Stock Performance

AMT opened at $190.04 on Tuesday. American Tower has a 52-week low of $166.88 and a 52-week high of $234.33. The company has a debt-to-equity ratio of 3.24, a quick ratio of 0.89 and a current ratio of 0.89. The business’s 50-day simple moving average is $178.21 and its 200 day simple moving average is $185.91. The firm has a market capitalization of $88.97 billion, a PE ratio of 30.36, a PEG ratio of 0.78 and a beta of 0.93.

American Tower (NYSE:AMT) last posted its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $2.63 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.54 by $0.09. American Tower had a net margin of 28.11% and a return on equity of 28.79%. The firm had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.69 billion. During the same period in the prior year, the firm posted $2.62 earnings per share. The company’s quarterly revenue was up 7.5% compared to the same quarter last year. American Tower has set its FY 2026 guidance at 10.780-10.950 EPS. As a group, sell-side analysts expect that American Tower will post 10.14 earnings per share for the current fiscal year.

American Tower Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Monday, December 29th were issued a $1.70 dividend. This represents a $6.80 dividend on an annualized basis and a yield of 3.6%. The ex-dividend date was Monday, December 29th. American Tower’s payout ratio is presently 108.63%.

Insiders Place Their Bets

In other news, major shareholder Tower Corp /Ma/ American sold 2,288,621 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $69.75, for a total transaction of $159,631,314.75. Following the transaction, the insider owned 211,379 shares in the company, valued at approximately $14,743,685.25. This represents a 91.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.18% of the company’s stock.

American Tower News Summary

Here are the key news stories impacting American Tower this week:

• Positive Sentiment: Management raised FY‑2026 EPS guidance to $10.780–$10.950 vs. Street consensus of $8.390 — a sizeable upside to estimates that is driving investor optimism.
• Positive Sentiment: Q4 results beat expectations: EPS $2.63 vs. $2.54 consensus and revenue $2.74B vs. $2.69B consensus, signaling stronger cash generation and margin performance. Press Release
• Positive Sentiment: Company commentary and reporting point to robust leasing activity from wireless carriers and continued momentum in data‑center demand (key growth drivers for towers and colocation). American Tower posts upbeat revenue
• Neutral Sentiment: BusinessWire / earnings release highlights high‑single‑digit AFFO per share growth and execution on strategy — confirms fundamentals but is largely a restatement of results already priced in. BusinessWire Earnings Release
• Neutral Sentiment: Brokerage consensus remains constructive (moderate buy), supporting longer‑term investor interest but not an immediate catalyst. Brokerage Consensus
• Negative Sentiment: Reports flag a disclosed DISH default issue — this represents a potential near‑term revenue/collection risk on tenant leases and is a key watch item for downside risk. DISH default disclosure

Institutional Trading of American Tower

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in AMT. Brighton Jones LLC lifted its stake in American Tower by 113.0% in the fourth quarter. Brighton Jones LLC now owns 3,966 shares of the real estate investment trust’s stock valued at $727,000 after purchasing an additional 2,104 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of American Tower by 34.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,442 shares of the real estate investment trust’s stock valued at $319,000 after purchasing an additional 368 shares during the period. Strategic Investment Advisors MI purchased a new stake in shares of American Tower in the second quarter worth about $209,000. Canopy Partners LLC boosted its stake in shares of American Tower by 12.4% in the 4th quarter. Canopy Partners LLC now owns 1,164 shares of the real estate investment trust’s stock valued at $204,000 after purchasing an additional 128 shares in the last quarter. Finally, Daybright Advisory Services Inc. purchased a new position in shares of American Tower in the fourth quarter worth about $201,000. 92.69% of the stock is owned by institutional investors.

About American Tower

American Tower (NYSE: AMT) is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. The company’s core business is leasing space on communications sites — including towers, rooftops and other structures — to wireless carriers, broadcasters, government agencies and enterprise customers. Its business model centers on long-term site leases and contracts that provide recurring revenue tied to the footprint and density of wireless networks.

Beyond traditional tower assets, American Tower offers a range of infrastructure and network services to support mobile, broadband and broadcast connectivity.