Orion Porfolio Solutions LLC grew its position in AT&T Inc. (NYSE:T – Free Report) by 11.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 729,845 shares of the technology company’s stock after purchasing an additional 74,774 shares during the period. Orion Porfolio Solutions LLC’s holdings in AT&T were worth $20,611,000 at the end of the most recent quarter.
Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in shares of AT&T by 26.5% during the fourth quarter. Brighton Jones LLC now owns 48,579 shares of the technology company’s stock valued at $1,106,000 after purchasing an additional 10,188 shares during the period. AlphaQuest LLC increased its stake in AT&T by 962.3% in the 2nd quarter. AlphaQuest LLC now owns 3,665 shares of the technology company’s stock worth $106,000 after buying an additional 3,320 shares during the period. Optivise Advisory Services LLC lifted its holdings in AT&T by 6.9% during the 2nd quarter. Optivise Advisory Services LLC now owns 7,632 shares of the technology company’s stock valued at $221,000 after buying an additional 492 shares in the last quarter. J. W. Coons Advisors LLC purchased a new stake in AT&T in the 2nd quarter valued at about $203,000. Finally, Crestwood Advisors Group LLC grew its stake in AT&T by 18.5% in the 2nd quarter. Crestwood Advisors Group LLC now owns 30,059 shares of the technology company’s stock worth $870,000 after acquiring an additional 4,689 shares in the last quarter. 57.10% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting AT&T
Here are the key news stories impacting AT&T this week:
- Positive Sentiment: AT&T widened its “AT&T Guarantee” to include AT&T Internet Air and more fiber/wireless customers, expanding backup and reliability benefits to millions of households — a customer-retention and upsell catalyst for broadband and wireless bundles. AT&T Expands America’s Best Guarantee
- Positive Sentiment: AT&T closed the Lumen mass‑markets fiber deal ahead of schedule, adding 1M+ fiber locations and reaffirming 2026 guidance — accelerates fiber scale and revenue mix shift toward higher‑ARPU fixed services. What’s Going On With AT&T Stock
- Positive Sentiment: Multiple AI, Open RAN and network partnerships (H2O.ai milestone, Geoforce asset-intelligence, OCUDU/GSMA involvement, Aduna API expansion) plus CEO commentary on AI-driven efficiency support medium-term margin improvement and network modernization. These moves underpin the firm’s thesis of combining 5G/fiber scale with AI-driven cost savings. AT&T Deepens AI And Open Network Push
- Neutral Sentiment: Media pieces flag a rumored refresh of consumer phone plans (possible March 12 rollout) — could boost ARPU if pricing/structure is favorable, but outcome and magnitude of impact remain uncertain. Report Suggests AT&T New Phone Plans for 2026
- Neutral Sentiment: Several analyst/coverage pieces note T as a trending or outperforming name (shares up over the past year) and highlight fiber/wireless momentum; these reinforce investor interest but are not fresh catalysts by themselves. AT&T Is a Trending Stock
- Negative Sentiment: Retail sentiment and social-media discussion still reference past large write-downs and carry some negativity; customer/retail perception episodes can amplify short-term volatility even if fundamentals improve. Reddit Is Still Furious About AT&T’s $47 Billion Loss
- Negative Sentiment: Analysts continue to flag higher leverage and competitive risks despite operational progress — debt levels remain a watch item for valuation and capital-allocation debates. AT&T Shares Rise 9.5% in a Year
AT&T Stock Up 1.0%
AT&T (NYSE:T – Get Free Report) 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. The company had revenue of $33.47 billion during the quarter, compared to analysts’ expectations of $32.91 billion. AT&T had a net margin of 17.47% and a return on equity of 12.33%. AT&T’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.43 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. On average, equities analysts anticipate that AT&T Inc. will post 2.14 earnings per share for the current fiscal year.
AT&T Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 12th were given a $0.2775 dividend. The ex-dividend date of this dividend was Monday, January 12th. This represents a $1.11 dividend on an annualized basis and a dividend yield of 3.8%. AT&T’s dividend payout ratio (DPR) is presently 36.39%.
Analyst Ratings Changes
Several analysts have recently weighed in on the stock. Arete Research set a $20.00 price target on shares of AT&T in a research note on Tuesday, January 6th. Sanford C. Bernstein decreased their target price on AT&T from $31.00 to $30.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $33.00 price target on shares of AT&T in a research report on Thursday, January 29th. KeyCorp restated an “overweight” rating on shares of AT&T in a report on Wednesday, January 21st. Finally, Scotiabank reiterated a “sector perform” rating and set a $29.50 target price on shares of AT&T in a report on Wednesday, January 7th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $29.93.
Read Our Latest Stock Report on T
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.
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