Orion Porfolio Solutions LLC Buys 74,774 Shares of AT&T Inc. $T

Key Points

• Orion Portfolio Solutions LLC increased its stake in AT&T by 11.4%, buying 74,774 shares to hold 729,845 shares valued at about $20.6 million as of the latest 13F filing.
• Operational catalysts include AT&T's expansion of its "AT&T Guarantee," closing the Lumen deal that adds 1M+ fiber locations, and new AI/Open RAN partnerships to improve margins, while analysts still flag higher leverage and lingering negative retail sentiment as risks.
• AT&T recently beat quarterly EPS and revenue estimates, set FY2026 EPS guidance of 2.25–2.35, pays a $1.11 annualized dividend (≈3.8% yield), and carries a MarketBeat consensus rating of "Moderate Buy" with a $29.93 target.

Orion Porfolio Solutions LLC increased its position in AT&T Inc. (NYSE:T - Free Report) by 11.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 729,845 shares of the technology company's stock after purchasing an additional 74,774 shares during the period. Orion Porfolio Solutions LLC's holdings in AT&T were worth $20,611,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Csenge Advisory Group raised its stake in AT&T by 20.3% during the 3rd quarter. Csenge Advisory Group now owns 189,293 shares of the technology company's stock valued at $5,346,000 after buying an additional 31,935 shares during the last quarter. Rhumbline Advisers grew its holdings in shares of AT&T by 0.4% in the third quarter. Rhumbline Advisers now owns 12,810,872 shares of the technology company's stock worth $361,779,000 after acquiring an additional 49,727 shares during the period. Wealthfront Advisers LLC lifted its holdings in AT&T by 4.9% in the third quarter. Wealthfront Advisers LLC now owns 1,411,031 shares of the technology company's stock valued at $39,848,000 after acquiring an additional 66,448 shares during the period. Vise Technologies Inc. purchased a new position in AT&T in the second quarter worth about $6,221,000. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in shares of 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 valued at $512,077,000 after purchasing an additional 248,567 shares during the period. 57.10% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently issued reports on T shares. Scotiabank reissued a "sector perform" rating and issued a $29.50 price objective on shares of AT&T in a report on Wednesday, January 7th. Weiss Ratings reiterated a "buy (b-)" rating on shares of AT&T in a research note on Monday, December 29th. Wells Fargo & Company reduced their price objective on AT&T from $29.00 to $27.00 and set an "overweight" rating for the company in a research note on Monday, January 26th. Citigroup decreased their target price on AT&T from $32.00 to $29.00 and set a "buy" rating on the stock in a report on Monday, December 22nd. Finally, Sanford C. Bernstein cut their price target on AT&T from $31.00 to $30.00 and set an "outperform" rating for the company in a report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $29.93.

Key Headlines Impacting AT&T

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

• Positive Sentiment: AT&T widened its "AT&T Guarantee" to include AT&T Internet Air and more fiber/wireless customers, expanding backup and reliability benefits to millions of households — a customer-retention and upsell catalyst for broadband and wireless bundles. AT&T Expands America's Best Guarantee
• Positive Sentiment: AT&T closed the Lumen mass‑markets fiber deal ahead of schedule, adding 1M+ fiber locations and reaffirming 2026 guidance — accelerates fiber scale and revenue mix shift toward higher‑ARPU fixed services. What's Going On With AT&T Stock
• Positive Sentiment: Multiple AI, Open RAN and network partnerships (H2O.ai milestone, Geoforce asset-intelligence, OCUDU/GSMA involvement, Aduna API expansion) plus CEO commentary on AI-driven efficiency support medium-term margin improvement and network modernization. These moves underpin the firm's thesis of combining 5G/fiber scale with AI-driven cost savings. AT&T Deepens AI And Open Network Push
• Neutral Sentiment: Media pieces flag a rumored refresh of consumer phone plans (possible March 12 rollout) — could boost ARPU if pricing/structure is favorable, but outcome and magnitude of impact remain uncertain. Report Suggests AT&T New Phone Plans for 2026
• Neutral Sentiment: Several analyst/coverage pieces note T as a trending or outperforming name (shares up over the past year) and highlight fiber/wireless momentum; these reinforce investor interest but are not fresh catalysts by themselves. AT&T Is a Trending Stock
• Negative Sentiment: Retail sentiment and social-media discussion still reference past large write-downs and carry some negativity; customer/retail perception episodes can amplify short-term volatility even if fundamentals improve. Reddit Is Still Furious About AT&T’s $47 Billion Loss
• Negative Sentiment: Analysts continue to flag higher leverage and competitive risks despite operational progress — debt levels remain a watch item for valuation and capital-allocation debates. AT&T Shares Rise 9.5% in a Year

AT&T Price Performance

NYSE:T opened at $28.97 on Thursday. The company has a quick ratio of 0.86, a current ratio of 0.91 and a debt-to-equity ratio of 1.00. The business's 50-day simple moving average is $25.88 and its two-hundred day simple moving average is $26.36. The stock has a market cap of $202.81 billion, a PE ratio of 9.50, a P/E/G ratio of 1.06 and a beta of 0.39. AT&T Inc. has a 52 week low of $22.95 and a 52 week high of $29.79.

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

AT&T Announces Dividend

The company 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 dividend yield of 3.8%. The ex-dividend date was Monday, January 12th. AT&T's payout ratio is currently 36.39%.

About AT&T

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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