SG Americas Securities LLC Raises Position in AT&T Inc. $T

SG Americas Securities LLC boosted its holdings in AT&T Inc. (NYSE:T) by 222.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,846,868 shares of the technology company’s stock after purchasing an additional 4,725,382 shares during the period. SG Americas Securities LLC’s holdings in AT&T were worth $170,076,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in T. State Street Corp increased its holdings in shares of AT&T by 0.8% in the third quarter. State Street Corp now owns 323,775,045 shares of the technology company’s stock worth $9,143,407,000 after buying an additional 2,704,536 shares during the period. Norges Bank purchased a new stake in AT&T during the 2nd quarter valued at about $2,228,655,000. Capital Research Global Investors grew its position in AT&T by 0.6% during the 3rd quarter. Capital Research Global Investors now owns 65,607,835 shares of the technology company’s stock worth $1,852,765,000 after acquiring an additional 370,455 shares during the last quarter. Invesco Ltd. grew its position in AT&T by 8.6% during the 3rd quarter. Invesco Ltd. now owns 57,823,362 shares of the technology company’s stock worth $1,632,932,000 after acquiring an additional 4,584,316 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its stake in AT&T by 8.7% in the 2nd quarter. Ameriprise Financial Inc. now owns 55,247,484 shares of the technology company’s stock worth $1,598,697,000 after purchasing an additional 4,404,688 shares during the period. 57.10% of the stock is currently owned by hedge funds and other institutional investors.

AT&T Trading Up 1.8%

NYSE T opened at $28.81 on Tuesday. The stock has a market cap of $201.21 billion, a P/E ratio of 9.45, a price-to-earnings-growth ratio of 1.06 and a beta of 0.39. AT&T Inc. has a fifty-two week low of $22.95 and a fifty-two week high of $29.79. The stock has a 50 day simple moving average of $26.77 and a two-hundred day simple moving average of $26.23. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.86 and a current ratio of 0.91.

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

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Oppenheimer boosted their price objective on AT&T from $29.00 to $32.00 and gave the company an “outperform” rating in a research report on Wednesday, March 11th. Loop Capital set a $29.00 target price on shares of AT&T in a research note on Friday, December 19th. The Goldman Sachs Group lowered their price target on shares of AT&T from $33.00 to $29.00 and set a “buy” rating for the company in a report on Friday, December 19th. Sanford C. Bernstein dropped their price target on shares of AT&T from $31.00 to $30.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. Finally, Citigroup raised their price target on shares of AT&T from $29.00 to $31.50 and gave the stock a “buy” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $30.46.

Trending Headlines about AT&T

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

• Positive Sentiment: Citigroup raised its price target on AT&T from $29.00 to $31.50 and initiated/maintained a “buy” stance, implying roughly mid‑single‑digit upside from current levels and signaling institutional confidence. Benzinga
• Positive Sentiment: Coverage in 24/7 Wall St. frames AT&T as an attractive “boring” dividend stock in 2026 — a narrative that can attract yield‑seeking investors and push demand for the shares. Boring Pays Dividends: Why AT&T is the Hot Stock Nobody Wants to Admit They Own
• Positive Sentiment: AT&T is increasing prices for legacy unlimited wireless plans starting April 2026, which should lift near‑term service revenue and margins if churn remains controlled. AT&T Raising Prices for Legacy Unlimited Plans Starting in April 2026
• Neutral Sentiment: Media note that AT&T’s relative price performance has improved but still lags benchmarks — a reminder the stock may still re-rate if broader market momentum turns favorable. AT&T shows improved relative price performance; still shy of benchmark
• Neutral Sentiment: Broader tech supply-chain news (TSMC/NVIDIA capacity constraints) is unlikely to directly affect AT&T, but it underscores macro tech dynamics that can shift investor risk appetite between high‑growth and defensive/utility‑like telecom names. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Negative Sentiment: Seeking Alpha flags potential competitive risk from a Starlink IPO — public Starlink could intensify competitive dynamics in wireless/broadband and capex/service pricing pressure over time. Monitor disclosures and any strategic responses from AT&T. AT&T: Starlink IPO Risk

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.