American Tower Corporation $AMT Shares Acquired by WINTON GROUP Ltd

Key Points

• WINTON GROUP Ltd increased its American Tower position by 1,087.4% in the second quarter, owning 34,434 shares valued at approximately $5.6 million. Institutional investors collectively hold 92.69% of AMT shares.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $215.29, above the stock’s cited price of $172.76.
• American Tower exceeded quarterly earnings expectations, reporting $2.71 in EPS and $2.75 billion in revenue, while its $1.6 billion senior-notes offering provides liquidity but adds to leverage and future interest obligations.

WINTON GROUP Ltd raised its position in shares of American Tower Corporation (NYSE:AMT - Free Report) by 1,087.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,434 shares of the real estate investment trust's stock after buying an additional 31,534 shares during the quarter. WINTON GROUP Ltd's holdings in American Tower were worth $5,632,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in American Tower by 113.0% during 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 boosted its holdings in shares of American Tower by 34.3% in 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 buying an additional 368 shares during the period. United Bank raised its stake in American Tower by 12.7% during the second quarter. United Bank now owns 6,488 shares of the real estate investment trust's stock worth $1,434,000 after acquiring an additional 733 shares during the period. Treasurer of the State of North Carolina lifted its holdings in American Tower by 2.2% in the second quarter. Treasurer of the State of North Carolina now owns 218,511 shares of the real estate investment trust's stock worth $48,295,000 after acquiring an additional 4,778 shares during the last quarter. Finally, Ieq Capital LLC boosted its stake in American Tower by 52.2% in the second quarter. Ieq Capital LLC now owns 34,248 shares of the real estate investment trust's stock valued at $7,570,000 after acquiring an additional 11,751 shares during the period. 92.69% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts recently issued reports on AMT shares. Royal Bank Of Canada raised American Tower from a "sector perform" rating to an "outperform" rating and raised their price target for the stock from $195.00 to $205.00 in a report on Friday, June 26th. The Goldman Sachs Group set a $210.00 target price on American Tower in a research report on Tuesday, July 28th. Mizuho set a $208.00 price target on shares of American Tower in a report on Thursday, August 20th. Weiss Ratings raised shares of American Tower from a "hold (c-)" rating to a "hold (c)" rating in a report on Tuesday, July 14th. Finally, Scotiabank restated an "outperform" rating on shares of American Tower in a research report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $215.29.

American Tower Stock Performance

Shares of NYSE AMT opened at $172.76 on Friday. American Tower Corporation has a 1 year low of $160.06 and a 1 year high of $199.13. The firm has a market cap of $80.50 billion, a P/E ratio of 23.76, a PEG ratio of 2.82 and a beta of 0.89. The stock has a fifty day moving average price of $171.66 and a two-hundred day moving average price of $177.16. The company has a debt-to-equity ratio of 3.12, a quick ratio of 0.52 and a current ratio of 0.52.

American Tower (NYSE:AMT - Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The real estate investment trust reported $2.71 EPS for the quarter, topping analysts' consensus estimates of $1.57 by $1.14. American Tower had a return on equity of 32.76% and a net margin of 31.08%.The company had revenue of $2.75 billion for the quarter, compared to the consensus estimate of $2.70 billion. During the same quarter in the previous year, the business earned $2.60 EPS. The company's quarterly revenue was up 4.6% compared to the same quarter last year. American Tower has set its FY 2026 guidance at 11.000-11.170 EPS. Research analysts forecast that American Tower Corporation will post 10.8 EPS for the current fiscal year.

American Tower News Roundup

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

• Positive Sentiment: American Tower successfully priced a $1.6 billion senior unsecured notes offering, consisting of $500 million due 2031, $500 million due 2033 and $600 million due 2036. The financing provides long-term capital and liquidity for general corporate purposes, including potential debt refinancing. American Tower Corporation Prices Senior Notes Offering
• Neutral Sentiment: Management participated in Citi’s 2026 Global TMT Conference and Goldman Sachs’ Communacopia + Technology Conference. The available reports are transcripts, and no specific new guidance or material business update was identified in the supplied information. Citi Conference Transcript Goldman Sachs Conference Transcript
• Negative Sentiment: AMT declined more than the broader market, suggesting pressure from general market conditions and the stock’s interest-rate sensitivity rather than a clearly reported deterioration in tower operations. The company’s sizable debt load makes borrowing costs and bond-market conditions important considerations for investors. American Tower Dips More Than Broader Market
• Negative Sentiment: The new notes carry fixed annual interest rates of 5.300% for the 2031 securities and 5.560% for the 2033 securities, with the 2036 tranche also adding to future interest obligations. While the offering supports liquidity, the incremental financing reinforces concerns about AMT’s leverage and interest expense. American Tower Prices Senior Notes Offering

Insider Buying and Selling at American Tower

In other American Tower news, Director Rajesh Kalathur purchased 2,829 shares of the business's stock in a transaction on Friday, August 21st. The stock was bought at an average cost of $177.00 per share, with a total value of $500,733.00. Following the acquisition, the director owned 7,765 shares of the company's stock, valued at $1,374,405. The trade was a 57.31% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Robert Joseph Meyer sold 5,000 shares of American Tower stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $178.89, for a total transaction of $894,450.00. Following the completion of the transaction, the chief financial officer directly owned 21,428 shares in the company, valued at $3,833,254.92. This represents a 18.92% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 6,791 shares of company stock valued at $1,204,091. 0.08% of the stock is owned by insiders.

American Tower Profile

American Tower Corporation NYSE: AMT is a global owner, operator and developer of wireless communications infrastructure. The company leases space on communications sites, including towers, rooftops and other structures, to wireless carriers, broadcasters, government agencies and other customers. Its infrastructure supports wireless networks and the transmission of voice, data and video services.

In addition to traditional macro towers, American Tower provides distributed antenna systems and other in-building or venue-based communications solutions designed to improve wireless coverage and capacity.

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