Polar Asset Management Partners Inc. Buys 465,032 Shares of AT&T Inc. $T

Polar Asset Management Partners Inc. lifted its position in AT&T Inc. (NYSE:T) by 1,666.8% in the third quarter, Holdings Channel reports. The firm owned 492,932 shares of the technology company’s stock after buying an additional 465,032 shares during the period. Polar Asset Management Partners Inc.’s holdings in AT&T were worth $13,920,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new stake in AT&T during the 2nd quarter valued at $2,228,655,000. Amundi grew its position in shares of AT&T by 67.5% during the 3rd quarter. Amundi now owns 42,295,492 shares of the technology company’s stock worth $1,094,184,000 after buying an additional 17,040,328 shares in the last quarter. Marshall Wace LLP bought a new position in shares of AT&T during the 2nd quarter worth $235,422,000. State Street Corp increased its stake in shares of AT&T by 2.4% during the second quarter. State Street Corp now owns 321,070,509 shares of the technology company’s stock valued at $9,291,781,000 after buying an additional 7,404,376 shares during the period. Finally, Woodline Partners LP increased its stake in shares of AT&T by 931.4% during the third quarter. Woodline Partners LP now owns 8,027,708 shares of the technology company’s stock valued at $226,702,000 after buying an additional 7,249,373 shares during the period. Institutional investors own 57.10% of the company’s stock.

Key Stories Impacting AT&T

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

• Positive Sentiment: AT&T rolled out a new AI‑powered consumer app to let wireless and home internet customers manage services and get AI support in one place — a product that could boost retention, simplify upsells and improve customer experience if adoption scales toward the company’s 100M-family target. Read More.
• Positive Sentiment: AT&T expanded a small‑business service assurance guarantee (faster support, bill credits for downtime), which targets SMB churn and could help stabilize business revenue and ARPU in a competitive market. Read More.
• Positive Sentiment: New national marketing tied to NCAA March Madness aims to reinforce AT&T’s brand and connectivity story — a visibility play that can help customer engagement and long‑term retention. Read More.
• Neutral Sentiment: AT&T committed to a large $250 billion spending plan to advance U.S. connectivity — a long‑term growth and market‑share signal but one that increases capital intensity and invites scrutiny on timing, returns and near‑term cash/ leverage. Read More.
• Neutral Sentiment: Analyst/media attention has spiked (Zacks/other outlets flagging T as a watched stock), which can increase trading volume and volatility but does not guarantee direction. Read More.
• Neutral Sentiment: Broader sector/infrastructure coverage (MarketBeat piece on “boring” infrastructure stocks) may shift some investor flows toward other yield/utility‑like names; limited direct impact on AT&T but relevant for relative allocation decisions.
• Negative Sentiment: Market headlines noted that AT&T suffered a larger-than-market intraday decline, reflecting near‑term selling pressure; that technical weakness can amplify downside as momentum traders react. Read More.

AT&T Price Performance

Shares of T stock opened at $27.40 on Thursday. The stock’s 50-day moving average is $26.51 and its 200 day moving average is $26.27. AT&T Inc. has a 1-year low of $22.95 and a 1-year high of $29.79. The company has a debt-to-equity ratio of 1.00, a current ratio of 0.91 and a quick ratio of 0.86. The company has a market cap of $191.35 billion, a P/E ratio of 8.98, a PEG ratio of 1.04 and a beta of 0.39.

AT&T (NYSE:T) last announced its earnings results on Wednesday, January 28th. The technology company reported $0.52 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. The business had revenue of $33.47 billion during the quarter, compared to the consensus estimate of $32.91 billion. AT&T had a net margin of 17.47% and a return on equity of 12.33%. The firm’s revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.43 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Research analysts predict that AT&T Inc. will post 2.14 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts recently weighed in on T shares. TD Cowen reaffirmed a “hold” rating on shares of AT&T in a research note on Thursday, January 29th. Arete Research raised shares of AT&T from a “sell” rating to a “neutral” rating and set a $28.00 target price on the stock in a research report on Tuesday, March 10th. Royal Bank Of Canada restated an “outperform” rating and issued a $31.00 price target on shares of AT&T in a report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $33.00 price target on shares of AT&T in a research report on Thursday, January 29th. Finally, Barclays dropped their price objective on shares of AT&T from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $30.35.

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.