Compound Planning Inc. increased its holdings in AT&T Inc. (NYSE:T – Free Report) by 15.4% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 165,163 shares of the technology company’s stock after purchasing an additional 22,043 shares during the period. Compound Planning Inc.’s holdings in AT&T were worth $4,788,000 as of its most recent SEC filing.
A number of other large investors also recently added to or reduced their stakes in the business. Tsfg LLC grew its stake in shares of AT&T by 3.6% during the fourth quarter. Tsfg LLC now owns 10,656 shares of the technology company’s stock valued at $265,000 after buying an additional 366 shares during the last quarter. Lifestyle Asset Management Inc. lifted its stake in shares of AT&T by 3.6% in the 4th quarter. Lifestyle Asset Management Inc. now owns 10,511 shares of the technology company’s stock valued at $261,000 after acquiring an additional 368 shares during the last quarter. Hillsdale Investment Management Inc. boosted its holdings in AT&T by 1.2% during the 4th quarter. Hillsdale Investment Management Inc. now owns 31,970 shares of the technology company’s stock valued at $794,000 after acquiring an additional 370 shares during the period. Bruce G. Allen Investments LLC grew its position in AT&T by 1.7% during the 4th quarter. Bruce G. Allen Investments LLC now owns 22,398 shares of the technology company’s stock worth $556,000 after acquiring an additional 374 shares during the last quarter. Finally, Rockline Wealth Management LLC grew its position in AT&T by 3.8% during the 4th quarter. Rockline Wealth Management LLC now owns 10,445 shares of the technology company’s stock worth $259,000 after acquiring an additional 378 shares during the last quarter. Hedge funds and other institutional investors own 57.10% of the company’s stock.
AT&T News Summary
Here are the key news stories impacting AT&T this week:
- Positive Sentiment: AT&T beat Q2 earnings estimates with adjusted EPS of $0.65 versus expectations near $0.59, helping reinforce the case that its wireless and fiber strategy is working. AT&T Earnings Beat. CEO Stankey: Starlink Deal Not Needed At All
- Positive Sentiment: Revenue missed estimates, but investors focused more on the strong operational details: more than 1 million advanced connectivity customer additions, including solid postpaid wireless and broadband growth, plus improving free cash flow. AT&T’s stock rises after earnings. Here’s why investors are cheering.
- Positive Sentiment: Management reiterated its 2026 outlook and said it plans faster share repurchases, which supports the bull case for AT&T’s valuation and dividend/capital-return story. AT&T Delivers Strong Second-Quarter Results as Investment-Led Strategy Gains Momentum
- Positive Sentiment: Several analyst notes turned more constructive after the report, with commentary saying SpaceX/Starlink fears may be exaggerated and that AT&T’s wireless execution remains strong. AT&T Stock Gets Upgraded. SpaceX Worries Are Overblown.
- Neutral Sentiment: Some reports still highlighted the revenue miss and heavy capital spending as ongoing risks, even as the company’s growth narrative improved. AT&T Stock Outlook Hinges on Fiber Growth and Wireless Risks in 2026
- Neutral Sentiment: AT&T also faced a modest analyst price-target cut from Argus, though the firm kept a buy rating, suggesting valuation remains supportive but not without caution. Argus price target update
AT&T Trading Down 0.4%
AT&T (NYSE:T – Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The technology company reported $0.65 earnings per share for the quarter, topping analysts’ consensus estimates of $0.59 by $0.06. The firm had revenue of $31.56 billion for the quarter, compared to analyst estimates of $31.80 billion. AT&T had a return on equity of 12.86% and a net margin of 16.94%.The business’s quarterly revenue was up 2.3% compared to the same quarter last year. During the same period last year, the company earned $0.54 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Analysts predict that AT&T Inc. will post 2.31 EPS for the current year.
AT&T Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Friday, July 10th will be given a dividend of $0.2775 per share. This represents a $1.11 dividend on an annualized basis and a yield of 4.8%. The ex-dividend date of this dividend is Friday, July 10th. AT&T’s payout ratio is presently 37.25%.
Analysts Set New Price Targets
A number of equities analysts have commented on T shares. Wells Fargo & Company lifted their price target on AT&T from $18.00 to $20.00 and gave the stock an “underweight” rating in a research note on Thursday. Scotiabank cut their target price on shares of AT&T from $31.00 to $29.25 and set a “sector perform” rating on the stock in a report on Wednesday, July 15th. TD Cowen lifted their target price on shares of AT&T from $32.00 to $33.00 and gave the stock a “hold” rating in a research note on Thursday. Argus lowered their price target on shares of AT&T from $33.00 to $30.00 and set a “buy” rating for the company in a report on Thursday. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $25.00 price target on shares of AT&T in a research report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $29.19.
Get Our Latest Research Report on AT&T
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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