Jefferies Financial Group Inc. Has $28.77 Million Holdings in AT&T Inc. $T

Key Points

• Jefferies Financial Group Inc. boosted its AT&T stake by 5,296.7%, adding 999,800 shares to hold 1,018,676 shares valued at about $28.77 million at quarter-end.
• AT&T beat quarterly estimates with $0.52 EPS (vs. $0.46 expected) and $33.47B revenue (+3.6% y/y), set FY2026 guidance of 2.25–2.35 EPS, and pays a quarterly dividend of $0.2775 (annualized yield ~3.9%, payout ratio 36.4%).
• Company moves—expanding its customer guarantee and demonstrating an AI-driven 5G/Cloud RAN prototype—aim to improve reliability and margins, while analysts' consensus is a "Moderate Buy" with an average price target of $29.93.

Jefferies Financial Group Inc. lifted its stake in shares of AT&T Inc. (NYSE:T - Free Report) by 5,296.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,018,676 shares of the technology company's stock after acquiring an additional 999,800 shares during the period. Jefferies Financial Group Inc.'s holdings in AT&T were worth $28,767,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. J. L. Bainbridge & Co. Inc. boosted its stake in AT&T by 1.7% in the 2nd quarter. J. L. Bainbridge & Co. Inc. now owns 21,253 shares of the technology company's stock worth $615,000 after purchasing an additional 355 shares during the period. Financial & Tax Architects LLC increased its holdings in AT&T by 4.9% during the 2nd quarter. Financial & Tax Architects LLC now owns 7,588 shares of the technology company's stock worth $220,000 after purchasing an additional 356 shares in the last quarter. Roberts Glore & Co. Inc. IL raised its stake in shares of AT&T by 2.0% in the 2nd quarter. Roberts Glore & Co. Inc. IL now owns 18,386 shares of the technology company's stock valued at $532,000 after purchasing an additional 357 shares during the period. Investment Partners LTD. raised its stake in shares of AT&T by 3.5% in the 2nd quarter. Investment Partners LTD. now owns 10,464 shares of the technology company's stock valued at $303,000 after purchasing an additional 357 shares during the period. Finally, Global Wealth Strategies & Associates lifted its holdings in shares of AT&T by 10.7% in 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. 57.10% of the stock is currently owned by institutional investors and hedge funds.

AT&T Trading Down 1.1%

AT&T stock opened at $28.65 on Monday. The company has a market cap of $200.57 billion, a price-to-earnings ratio of 9.39, a P/E/G ratio of 1.07 and a beta of 0.39. The firm has a 50-day moving average of $26.04 and a 200-day moving average of $26.33. 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 one year low of $22.95 and a one year high of $29.79.

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

AT&T Announces Dividend

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

Key Stories Impacting AT&T

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

Wall Street Analyst Weigh In

Several research firms have recently weighed in on T. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $31.00 price objective on shares of AT&T in a research report on Thursday, February 12th. Wolfe Research lowered AT&T from an "outperform" rating to a "peer perform" rating in a research report on Monday, December 15th. Scotiabank restated a "sector perform" rating and issued a $29.50 target price on shares of AT&T in a research note on Wednesday, January 7th. Morgan Stanley reduced their price target on AT&T from $32.00 to $30.00 and set an "overweight" rating for the company in a research report on Wednesday, December 10th. Finally, KeyCorp reaffirmed an "overweight" rating on shares of AT&T in a research note on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $29.93.

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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