Xponance LLC Has $30.14 Million Stock Holdings in AT&T Inc. $T

Xponance LLC lifted its position in shares of AT&T Inc. (NYSE:T) by 14.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,213,315 shares of the technology company’s stock after buying an additional 152,351 shares during the quarter. Xponance LLC’s holdings in AT&T were worth $30,139,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Public Sector Pension Investment Board lifted its holdings in shares of AT&T by 140.8% during the third quarter. Public Sector Pension Investment Board now owns 2,888,630 shares of the technology company’s stock worth $81,575,000 after buying an additional 1,689,073 shares in the last quarter. Annex Advisory Services LLC lifted its holdings in shares of AT&T by 749.1% during the fourth quarter. Annex Advisory Services LLC now owns 159,598 shares of the technology company’s stock worth $3,964,000 after buying an additional 140,802 shares in the last quarter. World Investment Advisors lifted its holdings in shares of AT&T by 85.0% during the fourth quarter. World Investment Advisors now owns 338,942 shares of the technology company’s stock worth $8,419,000 after buying an additional 155,728 shares in the last quarter. ING Groep NV lifted its holdings in shares of AT&T by 120.3% during the fourth quarter. ING Groep NV now owns 2,050,310 shares of the technology company’s stock worth $50,930,000 after buying an additional 1,119,731 shares in the last quarter. Finally, WealthPlan Investment Management LLC lifted its holdings in shares of AT&T by 415.0% during the fourth quarter. WealthPlan Investment Management LLC now owns 63,357 shares of the technology company’s stock worth $1,574,000 after buying an additional 51,055 shares in the last quarter. Institutional investors and hedge funds own 57.10% of the company’s stock.

AT&T Stock Down 0.7%

Shares of NYSE T opened at $23.04 on Friday. The company has a debt-to-equity ratio of 1.05, a quick ratio of 0.87 and a current ratio of 0.92. AT&T Inc. has a 52 week low of $22.32 and a 52 week high of $29.79. The stock has a market capitalization of $160.10 billion, a P/E ratio of 7.73, a PEG ratio of 0.97 and a beta of 0.21. The stock’s fifty day moving average is $25.42 and its 200 day moving average is $25.88.

AT&T (NYSE:T) last issued its quarterly earnings results on Wednesday, April 22nd. The technology company reported $0.57 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.02. AT&T had a return on equity of 12.49% and a net margin of 16.94%.The company had revenue of $31.51 billion for the quarter, compared to analysts’ expectations of $31.29 billion. During the same quarter last year, the business earned $0.51 earnings per share. AT&T’s revenue was up 2.9% on a year-over-year basis. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Sell-side analysts forecast that AT&T Inc. will post 2.31 earnings per share for the current fiscal year.

AT&T Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, May 1st. Shareholders of record on Friday, April 10th were given a $0.2775 dividend. This represents a $1.11 dividend on an annualized basis and a yield of 4.8%. The ex-dividend date was Friday, April 10th. AT&T’s payout ratio is currently 37.25%.

AT&T News Summary

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

• Positive Sentiment: AT&T launched a new $3 Unlimited Day Pass for iPad cellular users, including customers on Verizon and T-Mobile, creating a low-friction way to monetize temporary data demand and potentially attract new wireless revenue. AT&T Launches Unlimited Day Pass, Bringing Connectivity to iPad Users Regardless of Carrier
• Positive Sentiment: The company is expanding AI-related partnerships with Wiliot, Adaptive ML, and Derq, suggesting AT&T is trying to grow beyond core telecom by monetizing its connectivity network in enterprise AI, fraud detection, and transportation applications. AT&T AI Partnerships Target New Growth Beyond Core Telecom Business
• Positive Sentiment: AT&T is also being viewed favorably by some analysts, with commentary pointing to fiber expansion, an improving 2026 outlook, and a relatively cheap valuation versus peers, which supports the bullish case for the stock. AT&T vs. T-Mobile: Which Communications Stock is the Smarter Buy?
• Neutral Sentiment: Industry roundup pieces highlighted AT&T as one of several telecom names to watch, but these were largely sector-screening articles and did not include a major new company-specific catalyst. Top Telecom Stocks To Research – June 8th
• Neutral Sentiment: Other commentary emphasized AT&T’s position as a connectivity enabler for AI and connected-car use cases, which is supportive long term but not an immediate earnings driver. AT&T exec boasts ‘AI doesn’t exist without our connectivity … plain and simple’
• Neutral Sentiment: Analysts and commentary also noted AT&T’s connected-car and fiber-bundle initiatives, reinforcing the company’s efforts to diversify revenue, though the market impact may depend on execution over time. Is AT&T (T) Quietly Rewiring Its Revenue Mix With Connected Car And Fiber Bundles?
• Negative Sentiment: Despite the upbeat headlines, one article argued AT&T’s recent run is partly a deep-value setup rather than a fresh fundamental breakout, implying the stock may still be reacting to valuation appeal more than accelerating business momentum. AT&T (T) Taps Connected Car Opportunity Amid Deep Value Case

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on T shares. Weiss Ratings downgraded AT&T from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, May 29th. BNP Paribas Exane decreased their price target on AT&T from $28.00 to $26.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Citigroup raised their price target on AT&T from $29.00 to $31.50 and gave the stock a “buy” rating in a research report on Monday, March 23rd. Arete Research upgraded AT&T from a “sell” rating to a “neutral” rating and set a $28.00 price target on the stock in a research report on Tuesday, March 10th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $31.00 price target on shares of AT&T in a research report on Wednesday, May 20th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, AT&T presently has a consensus rating of “Moderate Buy” and an average price target of $30.55.

AT&T Profile

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.