AT&T Inc. $T Stock Holdings Increased by Grantham Mayo Van Otterloo & Co. LLC

Key Points

• Grantham Mayo Van Otterloo & Co. raised its AT&T stake by 10.3% to 441,693 shares (about $12.5M), with institutional investors now owning roughly 57.1% of the company.
• Analysts have a consensus rating of “Moderate Buy” with an average price target of $29.93, although several firms recently trimmed targets into the $29–33 range and one set a $20 target.
• AT&T beat estimates in the most recent quarter with $0.52 EPS vs. $0.46 expected and $33.47B revenue, issued FY‑2026 guidance of $2.25–2.35 EPS, and pays a quarterly dividend of $0.2775 (annualized yield ~3.9%).

Grantham Mayo Van Otterloo & Co. LLC raised its position in shares of AT&T Inc. (NYSE:T - Free Report) by 10.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 441,693 shares of the technology company's stock after buying an additional 41,162 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC's holdings in AT&T were worth $12,473,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of T. Csenge Advisory Group grew its holdings in shares of AT&T by 20.3% during the third quarter. Csenge Advisory Group now owns 189,293 shares of the technology company's stock valued at $5,346,000 after purchasing an additional 31,935 shares during the last quarter. Rhumbline Advisers lifted its holdings in shares of AT&T by 0.4% in the 3rd quarter. Rhumbline Advisers now owns 12,810,872 shares of the technology company's stock worth $361,779,000 after purchasing an additional 49,727 shares during the last quarter. Wealthfront Advisers LLC boosted its position in AT&T by 4.9% during the 3rd quarter. Wealthfront Advisers LLC now owns 1,411,031 shares of the technology company's stock valued at $39,848,000 after purchasing an additional 66,448 shares during the period. Vise Technologies Inc. acquired a new position in AT&T during the 2nd quarter valued at approximately $6,221,000. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in AT&T by 1.4% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 18,133,054 shares of the technology company's stock worth $512,077,000 after buying an additional 248,567 shares during the last quarter. Institutional investors own 57.10% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Citigroup dropped their target price on AT&T from $32.00 to $29.00 and set a "buy" rating on the stock in a research report on Monday, December 22nd. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $33.00 price target on shares of AT&T in a report on Thursday, January 29th. Sanford C. Bernstein lowered 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. The Goldman Sachs Group dropped their price objective on shares of AT&T from $33.00 to $29.00 and set a "buy" rating on the stock in a report on Friday, December 19th. Finally, Arete Research set a $20.00 price objective on shares of AT&T in a research report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, AT&T currently has a consensus rating of "Moderate Buy" and a consensus price target of $29.93.

Key AT&T News

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

• Positive Sentiment: AT&T is expanding its AT&T Guarantee to nearly 50 million more households and adding free Internet Backup for customers who bundle AT&T Fiber and Wireless — a move meant to boost perceived reliability and reduce churn for higher‑value bundled customers. This directly targets the reliability concern that matters to both consumer retention and enterprise customers. AT&T Expands America's Best Guarantee to Millions of Households Nationwide
• Positive Sentiment: AT&T and Ericsson demonstrated a working prototype of an AI-driven 5G/Cloud RAN feature that improves radio efficiency — a technical advancement that could lower network costs and support better margins as AT&T shifts to a cloud-native, AI-enabled network. Investors view such infrastructure progress as supportive of long‑term service quality and capital efficiency. AT&T Inc (T) Demonstrates Working Prototype of 5G/Cloud RAN Feature
• Positive Sentiment: Coverage comparing AT&T and Verizon highlights a recent Verizon outage and frames reliability as central for dividend investors. That incident reinforces AT&T’s push on guarantees and could tilt income‑oriented investors toward AT&T if they see it as the steadier yield play. AT&T vs. Verizon in 2026: Which Telecom Dividend Stock Is Actually Worth Owning?
• Positive Sentiment: Macro/sector commentary notes telecoms (including AT&T) outperforming many big tech names year‑to‑date as investors rotate to value and defensive income plays; that rotation supports higher relative multiple and demand for AT&T shares. Why Telecoms Like AT&T And Verizon Are Trouncing Tech Giants
• Neutral Sentiment: AT&T is frequently listed in dividend‑focused roundups as a long‑term “set it and forget it” income stock — a narrative that helps attract buy‑and‑hold investors, but adds little immediate catalyst beyond continued yield appeal. Set It and Forget It: The Dividend Stocks Worth Holding for the Rest of Your Life
• Neutral Sentiment: Reports that AT&T may roll out new phone plans imminently are speculative; new pricing or packaging could be a modest near‑term customer or ARPU catalyst but details and timing are uncertain. Report Suggests AT&T New Phone Plans for 2026 Could Arrive March 12
• Negative Sentiment: Social media criticism resurfaced around AT&T’s large historical losses (a $47B write-down from six years ago), which can stir negative sentiment but is unlikely to change fundamentals — still, reputational reminders can pressure short‑term trading if amplified. Reddit Is Still Furious About AT&T’s $47 Billion Loss From Six Years Ago

AT&T Stock Down 1.1%

Shares of AT&T stock opened at $28.65 on Monday. The company has a debt-to-equity ratio of 1.00, a current ratio of 0.91 and a quick ratio of 0.86. AT&T Inc. has a 1-year low of $22.95 and a 1-year high of $29.79. The business's fifty day moving average price is $26.04 and its two-hundred day moving average price is $26.33. The company has a market capitalization of $200.57 billion, a P/E ratio of 9.39, a PEG ratio of 1.07 and a beta of 0.39.

AT&T (NYSE:T - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $0.52 earnings per share (EPS) for the quarter, topping the consensus estimate 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 return on equity of 12.33% and a net margin of 17.47%.The company'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 business posted $0.43 earnings per share. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. As a group, research analysts forecast that AT&T Inc. will post 2.14 EPS for the current year.

AT&T Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 12th were given a $0.2775 dividend. This represents a $1.11 dividend on an annualized basis and a yield of 3.9%. The ex-dividend date was Monday, January 12th. AT&T's dividend payout ratio is currently 36.39%.

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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