American Tower Corporation $AMT Holdings Raised by Strategic Investment Advisors MI

Posted by Stanley Muller on Jul 30th, 2026

Strategic Investment Advisors MI raised its stake in shares of American Tower Corporation (NYSE:AMT – Free Report) by 317.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 12,530 shares of the real estate investment trust’s stock after purchasing an additional 9,526 shares during the period. Strategic Investment Advisors MI’s holdings in American Tower were worth $2,165,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Riverwater Partners LLC raised its holdings in shares of American Tower by 3.8% during the fourth quarter. Riverwater Partners LLC now owns 1,536 shares of the real estate investment trust’s stock worth $270,000 after acquiring an additional 56 shares in the last quarter. Triumph Capital Management grew its stake in shares of American Tower by 37.3% in the 4th quarter. Triumph Capital Management now owns 206 shares of the real estate investment trust’s stock valued at $36,000 after buying an additional 56 shares in the last quarter. Personal CFO Solutions LLC increased its holdings in American Tower by 3.5% in the fourth quarter. Personal CFO Solutions LLC now owns 1,667 shares of the real estate investment trust’s stock worth $293,000 after buying an additional 57 shares during the last quarter. Twin City Private Wealth LLC increased its holdings in American Tower by 0.7% in the fourth quarter. Twin City Private Wealth LLC now owns 7,799 shares of the real estate investment trust’s stock worth $1,382,000 after buying an additional 58 shares during the last quarter. Finally, Asset Advisory Group Inc. raised its position in American Tower by 3.0% during the first quarter. Asset Advisory Group Inc. now owns 2,072 shares of the real estate investment trust’s stock valued at $358,000 after acquiring an additional 60 shares in the last quarter. 92.69% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have commented on AMT shares. Sanford C. Bernstein reissued an “outperform” rating and issued a $214.00 target price on shares of American Tower in a research report on Wednesday. TD Cowen lifted their price objective on shares of American Tower from $225.00 to $227.00 and gave the company a “buy” rating in a research note on Wednesday. Mizuho raised shares of American Tower from a “neutral” rating to an “outperform” rating and increased their target price for the stock from $189.00 to $205.00 in a research report on Wednesday, April 15th. Jefferies Financial Group cut their target price on American Tower from $210.00 to $201.00 and set a “buy” rating on the stock in a report on Wednesday, July 15th. Finally, Weiss Ratings raised American Tower from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $215.19.

Check Out Our Latest Stock Report on AMT

American Tower News Roundup

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

Positive Sentiment: American Tower raised its 2026 guidance again, increasing the midpoints for property revenue, adjusted EBITDA, AFFO and AFFO per share. The company now expects adjusted EPS of approximately $11.00-$11.17, above the $10.66 analyst consensus. Management also expects roughly 15% growth in data-center revenue, supported by strong AI-related demand. American Tower raises 2026 outlook again, targets approximately 15 percent data center revenue growth
Positive Sentiment: Second-quarter revenue reached $2.749 billion, up about 4.7% year over year and ahead of expectations, while AFFO rose to $2.71 per share from $2.60 a year earlier, in line with estimates. Property revenue increased 6.3%, and net income attributable to common shareholders rose sharply to approximately $868 million. American Tower tops second-quarter estimates, raises annual outlook
Positive Sentiment: Record leasing at CoreSite, American Tower’s data-center business, and robust global tower leasing are improving the company’s growth profile. The results suggest that AI-related data-center demand may provide an increasingly important earnings driver beyond traditional mobile-network infrastructure. American Tower raises outlook as CoreSite leasing reaches record
Positive Sentiment: Analysts raised their valuation targets: Scotiabank increased its target to $220 from $218, while BMO lifted its target to $195 from $190. BMO maintained a “market perform” rating, indicating upside potential but a measured view of the shares’ valuation. Scotiabank adjusts price target on American Tower
Negative Sentiment: Investors still face operational and financing headwinds, including DISH-related tenant churn and higher refinancing costs. Although the outlook was raised, some coverage noted that the initial full-year revenue forecast was below market expectations, which could limit near-term enthusiasm if tower growth or CoreSite leasing slows. American Tower Q2 earnings call highlights

American Tower Trading Up 4.9%

NYSE:AMT opened at $179.89 on Thursday. American Tower Corporation has a 12 month low of $160.06 and a 12 month high of $217.39. The firm has a market cap of $83.81 billion, a price-to-earnings ratio of 24.74, a P/E/G ratio of 0.72 and a beta of 0.91. The company has a quick ratio of 0.43, a current ratio of 0.52 and a debt-to-equity ratio of 3.12. The company’s 50 day moving average is $176.26 and its 200-day moving average is $178.38.

American Tower (NYSE:AMT – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $2.84 earnings per share for the quarter, topping analysts’ consensus estimates of $1.60 by $1.24. American Tower had a net margin of 31.08% and a return on equity of 32.76%. The business had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.66 billion. During the same period in the previous year, the company earned $2.75 earnings per share. American Tower’s revenue for the quarter was up 6.8% on a year-over-year basis. Equities analysts anticipate that American Tower Corporation will post 10.66 EPS for the current year.

American Tower Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, July 13th. Shareholders of record on Friday, June 12th were given a dividend of $1.79 per share. The ex-dividend date of this dividend was Friday, June 12th. This represents a $7.16 dividend on an annualized basis and a yield of 4.0%. American Tower’s payout ratio is currently 115.67%.

American Tower Profile

(Free Report)

American Tower (NYSE: AMT) is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. The company’s core business is leasing space on communications sites — including towers, rooftops and other structures — to wireless carriers, broadcasters, government agencies and enterprise customers. Its business model centers on long-term site leases and contracts that provide recurring revenue tied to the footprint and density of wireless networks.

Beyond traditional tower assets, American Tower offers a range of infrastructure and network services to support mobile, broadband and broadcast connectivity.