AT&T
About: The wireless business contributes nearly 70% of AT&T's revenue. The firm is the third-largest US wireless carrier, connecting 73 million postpaid and 17 million prepaid phone customers. Fixed-line enterprise services, which account for about 15% of revenue, include internet access, private networking, security, voice, and wholesale network capacity. Residential fixed-line services, about 11% of revenue, primarily consist of broadband internet access, serving 14 million customers. AT&T also has a sizable presence in Mexico, with 24 million customers, but this business only accounts for 3% of revenue. The firm has agreed to sell its 70% equity stake in satellite television provider DirecTV to its partner, private equity firm TPG.
Employees: 140,990
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
200% more first-time investments, than exits
New positions opened: 330 | Existing positions closed: 110
38% more call options, than puts
Call options by funds: $1.62B | Put options by funds: $1.17B
30% more capital invested
Capital invested by funds: $104B [Q4 2024] → $135B (+$31.2B) [Q1 2025]
23% more funds holding in top 10
Funds holding in top 10: 62 [Q4 2024] → 76 (+14) [Q1 2025]
6% more funds holding
Funds holding: 2,628 [Q4 2024] → 2,791 (+163) [Q1 2025]
0.58% more ownership
Funds ownership: 62.68% [Q4 2024] → 63.26% (+0.58%) [Q1 2025]
6% less repeat investments, than reductions
Existing positions increased: 1,070 | Existing positions reduced: 1,144
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$27
4%
downside
Avg. target
$31
9%
upside
High target
$34
21%
upside
11 analyst ratings
9 positive
82%
2 neutral
18%
0 negative
0%
Tigress Financial Ivan Feinseth | 21%upside $34 | Buy Maintained | 29 Apr 2025 |
Barclays Kannan Venkateshwar | 6%upside $30 | Overweight Maintained | 25 Apr 2025 |
RBC Capital Jonathan Atkin | 6%upside $30 | Outperform Maintained | 24 Apr 2025 |
Morgan Stanley Simon Flannery | 10%upside $31 | Overweight Maintained | 24 Apr 2025 |
JP Morgan Richard Choe | 10%upside $31 | Overweight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 53 articles about T published over the past 30 days
Positive
Seeking Alpha
2 days ago
AT&T's Dividend Yield Gap With 10-Year Treasury Yield Increases Rapidly
AT&T's dividend yield is below 4% and has a significant gap with the 10-year treasury yield, which can limit the attractiveness for income investors. T stock has delivered a strong bull run in the last few quarters, but the upside could be limited due to modest yield and few growth drivers. Long-term buy-and-hold strategy might not work with AT&T stock, with the stock showing lower total returns than S&P 500 for every five plus year investment horizon in the last 30 years.
Neutral
GlobeNewsWire
2 days ago
A2P Messaging Market Surges to $84.8 Billion by 2029 - Dominated by AT&T (US), China Mobile (China), Sinch (Sweden)
Delray Beach, FL, June 12, 2025 (GLOBE NEWSWIRE) -- The A2P M essaging M arket is projected to grow from USD 73.1 billion in 2024 to USD 84.8 billion by 2029, registering a CAGR of 3.0% during the forecast period, according to new research report by MarketsandMarkets™
Positive
The Motley Fool
2 days ago
This Dividend Stock Is Up 4 Times More Than the S&P 500 in the Past Year. Here's Why I'm Loading Up On It.
The S&P 500 (^GSPC -0.27%), the stock market's most widely followed index, has delivered slightly better than average returns over the past 12 months, rising by around 12%. However, the market's rocky start to 2025 has its year-to-date gains at just over 2% (as of June 9).
Positive
Zacks Investment Research
3 days ago
T Accelerates Fiber Network Expansion: Will it Boost Competitive Edge?
T hits 30M fiber locations ahead of schedule, fueling growth plans and intensifying the broadband race with rivals.
Negative
Seeking Alpha
3 days ago
Dividend Cut Alert: High Yield Dividend Growers Getting Too Risky
High-yield stocks offer attractive passive income. However, dividend sustainability is critical for long-term investors seeking reliable cash flow. I detail two high-yielding dividend growth stocks that are at risk of meaningful dividend cuts in the near future.
Positive
Benzinga
3 days ago
Wall Street's Most Accurate Analysts Spotlight On 3 Tech And Telecom Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Neutral
Seeking Alpha
4 days ago
AT&T Inc. (T) Presents at Mizuho Technology Conference 2025 Transcript
AT&T Inc. (NYSE:T ) Mizuho Technology Conference 2025 June 10, 2025 8:15 AM ET Company Participants Pascal Desroches - Senior EVP & CFO Conference Call Participants Jennifer Murtaugh Fritzsche - Greenhill & Co., Inc. Jennifer Murtaugh Fritzsche [indiscernible] I think I found [indiscernible] safe harbor. It's the perfect way to start this conference.
Positive
Seeking Alpha
4 days ago
5 Ideal 'Safe' Buys From June Fortune Return On Leadership Screen
Coincident to the June 5, 2025 annual launch of their Fortune 500, Fortune also partnered with Indiggo to measure Return On Leadership, called the ROL100. Arnold research focused on those 100 using YCharts 6/6/25 data on Dividends from 78, which hereafter are referred to as the Fortune Return on Leadership Dividend Dogs (FROLD). ReturnOnLeadership is based on four fundamental factors: Connection to Purpose, Strategic Clarity, Leadership Alignment, and Focused Action.
Neutral
PRNewsWire
4 days ago
AT&T Expands Nation's Largest Fiber Network, Now Reaching More Than 30 Million Fiber Locations
AT&T achieves key network expansion milestone ahead of schedule, solidifying U.S. fiber leadership by reaching even more Americans with world-class fiber internet. Key Takeaways: Fiber milestone underscores AT&T's connectivity leadership as America's largest and fastest-growing fiber broadband network and its commitment to delivering fast, reliable Internet connectivity backed by the AT&T Guarantee1 Previously announced agreement to acquire substantially all of Lumen's Mass Markets fiber business supports goal of reaching approximately 60 million fiber locations by end of 2030 2 DALLAS , June 10, 2025 /PRNewswire/ -- AT&T (NYSE:T) (the Company) has further cemented its position as the nation's leading fiber Internet provider by achieving its goal of passing more than 30 million consumer and business locations across the U.S. with its fiber broadband network ahead of plan.
Neutral
PRNewsWire
5 days ago
Pascal Desroches to Update Shareholders at the 2025 Mizuho Technology Conference on June 10
DALLAS , June 9, 2025 /PRNewswire/ -- Tomorrow, AT&T's chief financial officer will participate in a fireside chat where he will discuss the Company's multi-year strategic growth plan. Key Takeaways: AT&T reiterates full-year 2025 financial and operational guidance.
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