AT&T Inc. $T Shares Bought by HF Advisory Group LLC

Key Points

• HF Advisory Group LLC boosted its AT&T stake by 46.1% in Q4, adding 42,651 shares to hold 135,205 shares worth about $3.36 million.
• AT&T beat quarterly estimates (EPS $0.52 vs. $0.46) and set FY2026 guidance of $2.25–$2.35 EPS; the company pays a quarterly dividend of $0.2775, implying a 3.9% yield.
• Near‑term catalysts include the OneConnect bundled product and a roughly $2B FirstNet upgrade deal, while analysts are mixed with a consensus "Moderate Buy" and a $30.74 price target.

HF Advisory Group LLC lifted its holdings in shares of AT&T Inc. (NYSE:T - Free Report) by 46.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 135,205 shares of the technology company's stock after buying an additional 42,651 shares during the quarter. HF Advisory Group LLC's holdings in AT&T were worth $3,358,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Financial & Tax Architects LLC increased its holdings in AT&T by 4.9% in the 2nd quarter. Financial & Tax Architects LLC now owns 7,588 shares of the technology company's stock worth $220,000 after acquiring an additional 356 shares in the last quarter. Global Wealth Strategies & Associates lifted its holdings in AT&T by 10.7% during the third quarter. Global Wealth Strategies & Associates now owns 4,025 shares of the technology company's stock valued at $114,000 after purchasing an additional 390 shares in the last quarter. Gentry Private Wealth LLC grew its position in shares of AT&T by 1.7% in the third quarter. Gentry Private Wealth LLC now owns 23,537 shares of the technology company's stock valued at $665,000 after purchasing an additional 393 shares during the period. Thoroughbred Financial Services LLC grew its position in shares of AT&T by 2.8% in the third quarter. Thoroughbred Financial Services LLC now owns 14,847 shares of the technology company's stock valued at $419,000 after purchasing an additional 406 shares during the period. Finally, Stockman Wealth Management Inc. increased its stake in shares of AT&T by 5.4% during the third quarter. Stockman Wealth Management Inc. now owns 8,061 shares of the technology company's stock worth $228,000 after purchasing an additional 415 shares in the last quarter. Hedge funds and other institutional investors own 57.10% of the company's stock.

Analysts Set New Price Targets

T has been the subject of several research analyst reports. Wolfe Research downgraded shares of AT&T from an "outperform" rating to a "peer perform" rating in a research report on Monday, December 15th. Barclays lowered their price objective on AT&T from $28.00 to $26.00 and set an "equal weight" rating on the stock in a report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $33.00 target price on shares of AT&T in a report on Thursday, January 29th. Loop Capital set a $29.00 target price on AT&T in a research report on Friday, December 19th. Finally, Williams Trading set a $32.00 price target on AT&T in a research note on Thursday, January 29th. One equities research 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 stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $30.74.

Key Stories Impacting AT&T

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

• Positive Sentiment: OneConnect bundled offering (wireless + gigabit home internet) is getting broad coverage as a customer‑retention and share‑gain lever; investors view the simpler, single‑bill product as potentially accretive to ARPU and churn reduction. AT&T Launches OneConnect, the First‑Ever Single Subscription for Unlimited Connectivity
• Positive Sentiment: Goldman Sachs highlights OneConnect and AT&T’s value push; the analyst commentary (and Buy interest from some Street analysts) supports upside to subscriber growth and keeps sentiment constructive. Goldman Sachs Highlights AT&T’s OneConnect Push into Value Segment
• Positive Sentiment: AT&T agreed to invest ~ $1B to upgrade FirstNet and to deliver ~$1B in program cost savings (total up to $2B impact noted) — a large, long‑dated government contract that strengthens revenue visibility and showcases AT&T’s public‑safety positioning. AT&T signs deal worth $2 billion to upgrade emergency cellular network
• Positive Sentiment: Scotiabank raised its price target (to $31.50) and kept a sector perform view — the PT lift provides analyst‑driven upside narrative for investors. Benzinga coverage of analyst price target change
• Neutral Sentiment: AT&T is being added to some institutional funds (Ariel Global Fund flagged AT&T as part of fiber expansion/wireless convergence exposure), indicating continued institutional interest but not a direct near‑term catalyst. Ariel Global Fund Added AT&T
• Neutral Sentiment: Regional asset sale: UP Fiber closed on AT&T’s Upper Peninsula wireline network — a localized divestiture that trims legacy assets and may modestly free capital for core growth but is not a material company‑level shift. UP Fiber Acquires AT&T’s Upper Peninsula Wireline Network
• Negative Sentiment: AT&T is raising prices on legacy unlimited plans — changes are drawing customer pushback and press coverage that may increase churn risk or slow new adds if customers view the move unfavorably. AT&T Announces New Price for its Unlimited Plans—Get Ready to Pay More
• Negative Sentiment: Analysts and commentary still flag heavy capex requirements and intense competition in wireless/fiber as structural headwinds that could pressure margins and free‑cash‑flow over time — a reminder of execution risk despite recent product wins. AT&T Shares Rise 6.9% in Six Months: How to Play the Stock?

AT&T Stock Down 2.3%

Shares of NYSE T opened at $28.32 on Thursday. The stock has a market cap of $197.80 billion, a PE ratio of 9.29, a P/E/G ratio of 1.08 and a beta of 0.39. The company has a current ratio of 0.91, a quick ratio of 0.86 and a debt-to-equity ratio of 1.00. AT&T Inc. has a 12-month low of $22.95 and a 12-month high of $29.79. The company has a 50-day moving average of $27.52 and a 200 day moving average of $26.23.

AT&T (NYSE:T - Get Free Report) last issued its earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share for the quarter, topping the consensus estimate of $0.46 by $0.06. The business 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 for the quarter was up 3.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, sell-side analysts predict that AT&T Inc. will post 2.14 EPS for the current fiscal year.

AT&T Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 1st. Shareholders of record on Friday, April 10th will be paid a dividend of $0.2775 per share. The ex-dividend date of this dividend is Friday, April 10th. This represents a $1.11 dividend on an annualized basis and a yield of 3.9%. AT&T's payout ratio is 36.39%.

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.

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