American Tower Corporation $AMT Shares Bought by Lbp Am Sa

Lbp Am Sa lifted its holdings in American Tower Corporation (NYSE:AMT) by 47.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 104,398 shares of the real estate investment trust’s stock after acquiring an additional 33,713 shares during the period. Lbp Am Sa’s holdings in American Tower were worth $18,329,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Abound Wealth Management boosted its stake in shares of American Tower by 137.3% in the third quarter. Abound Wealth Management now owns 140 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 81 shares during the period. Holos Integrated Wealth LLC purchased a new position in shares of American Tower in the fourth quarter valued at $27,000. Triumph Capital Management purchased a new position in shares of American Tower in the third quarter valued at $29,000. Steph & Co. boosted its stake in shares of American Tower by 87.2% in the fourth quarter. Steph & Co. now owns 176 shares of the real estate investment trust’s stock valued at $31,000 after purchasing an additional 82 shares during the period. Finally, Root Financial Partners LLC purchased a new position in shares of American Tower in the third quarter valued at $32,000. 92.69% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about American Tower

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

• Positive Sentiment: Mizuho upgraded AMT from Neutral to Outperform and lifted its price target to $205, arguing the shares look compelling after prolonged underperformance — a move that typically attracts buying interest. Mizuho Upgrades American Tower to Outperform
• Positive Sentiment: Jefferies raised its price target slightly to $210 and kept a Buy rating, signaling incremental analyst confidence and implying roughly double-digit upside from recent levels. Such reiterations can support demand from institutional buyers. Jefferies adjusts American Tower price target
• Neutral Sentiment: American Tower declared a quarterly cash distribution of $1.79 per share, underscoring a steady dividend policy; investors will watch upcoming quarterly results to see how earnings, cash flow and the dividend align with management’s capital-allocation plan. Does American Tower’s New Dividend Payout Clarify Its Long‑Term Capital Allocation Priorities?
• Neutral Sentiment: News of a new CEO at Radius Global Infrastructure (a competitor in tower/infrastructure) is noted by the market but is unlikely to meaningfully change AMT’s outlook in the near term; keep an eye on competitive moves in international infrastructure markets. Radius Global Infrastructure appoints CEO

American Tower Trading Up 0.2%

NYSE AMT opened at $176.84 on Thursday. American Tower Corporation has a 12 month low of $165.08 and a 12 month high of $234.33. The company has a debt-to-equity ratio of 3.27, a current ratio of 0.60 and a quick ratio of 0.60. The company has a market capitalization of $82.42 billion, a price-to-earnings ratio of 32.81, a price-to-earnings-growth ratio of 0.74 and a beta of 0.92. The company’s fifty day moving average price is $180.98 and its two-hundred day moving average price is $180.78.

American Tower (NYSE:AMT) last posted its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.75 EPS for the quarter, missing analysts’ consensus estimates of $2.54 by ($0.79). American Tower had a net margin of 23.76% and a return on equity of 24.36%. The company had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.69 billion. During the same quarter last year, the company earned $2.62 earnings per share. The company’s revenue was up 7.5% compared to the same quarter last year. American Tower has set its FY 2026 guidance at 10.780-10.950 EPS. As a group, research analysts predict that American Tower Corporation will post 10.14 earnings per share for the current fiscal year.

American Tower Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 28th. Shareholders of record on Tuesday, April 14th will be paid a dividend of $1.79 per share. This is a positive change from American Tower’s previous quarterly dividend of $1.70. The ex-dividend date is Tuesday, April 14th. This represents a $7.16 dividend on an annualized basis and a yield of 4.0%. American Tower’s payout ratio is currently 132.84%.

Insiders Place Their Bets

In related news, Director Rajesh Kalathur acquired 2,671 shares of American Tower stock in a transaction on Tuesday, March 10th. The shares were purchased at an average cost of $185.30 per share, for a total transaction of $494,936.30. Following the purchase, the director directly owned 4,936 shares of the company’s stock, valued at $914,640.80. The trade was a 117.92% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Eugene M. Noel sold 41,209 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $191.05, for a total transaction of $7,872,979.45. Following the completion of the transaction, the chief operating officer owned 29,592 shares in the company, valued at approximately $5,653,551.60. The trade was a 58.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.17% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on AMT. Mizuho upgraded shares of American Tower from a “neutral” rating to an “outperform” rating and upped their target price for the company from $189.00 to $205.00 in a research note on Wednesday. TD Cowen decreased their target price on shares of American Tower from $235.00 to $225.00 in a research note on Wednesday, February 25th. JPMorgan Chase & Co. decreased their target price on shares of American Tower from $250.00 to $245.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Sanford C. Bernstein began coverage on shares of American Tower in a research note on Thursday, March 5th. They issued a “market perform” rating and a $205.00 target price for the company. Finally, Weiss Ratings restated a “hold (c)” rating on shares of American Tower in a research note on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $217.57.

American Tower Company Profile

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.