SG Americas Securities LLC Purchases 4,725,382 Shares of AT&T Inc. $T

SG Americas Securities LLC increased its position in shares of AT&T Inc. (NYSE:T) by 222.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,846,868 shares of the technology company’s stock after acquiring an additional 4,725,382 shares during the period. SG Americas Securities LLC owned approximately 0.10% of AT&T worth $170,076,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of T. Norges Bank bought a new position in shares of AT&T in the second quarter worth $2,228,655,000. Amundi raised its position in shares of AT&T by 67.5% in the third quarter. Amundi now owns 42,295,492 shares of the technology company’s stock worth $1,094,184,000 after buying an additional 17,040,328 shares in the last quarter. Marshall Wace LLP bought a new stake in AT&T during the second quarter valued at $235,422,000. State Street Corp boosted its stake in AT&T by 2.4% during the second quarter. State Street Corp now owns 321,070,509 shares of the technology company’s stock valued at $9,291,781,000 after buying an additional 7,404,376 shares during the period. Finally, Woodline Partners LP grew its position in AT&T by 931.4% during the third quarter. Woodline Partners LP now owns 8,027,708 shares of the technology company’s stock worth $226,702,000 after buying an additional 7,249,373 shares in the last quarter. 57.10% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have weighed in on T. Williams Trading set a $32.00 target price on AT&T in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $33.00 price target on shares of AT&T in a research report on Thursday, January 29th. Wolfe Research cut shares of AT&T from an “outperform” rating to a “peer perform” rating in a research report on Monday, December 15th. The Goldman Sachs Group lowered their target price on shares of AT&T from $33.00 to $29.00 and set a “buy” rating on the stock in a research note on Friday, December 19th. Finally, Barclays dropped their target price on shares of AT&T from $28.00 to $26.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $30.46.

AT&T News Roundup

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

• Positive Sentiment: Citigroup raised its price target on AT&T from $29.00 to $31.50 and initiated/maintained a “buy” stance, implying roughly mid?single?digit upside from current levels and signaling institutional confidence. Benzinga
• Positive Sentiment: Coverage in 24/7 Wall St. frames AT&T as an attractive “boring” dividend stock in 2026 — a narrative that can attract yield?seeking investors and push demand for the shares. Boring Pays Dividends: Why AT&T is the Hot Stock Nobody Wants to Admit They Own
• Positive Sentiment: AT&T is increasing prices for legacy unlimited wireless plans starting April 2026, which should lift near?term service revenue and margins if churn remains controlled. AT&T Raising Prices for Legacy Unlimited Plans Starting in April 2026
• Neutral Sentiment: Media note that AT&T’s relative price performance has improved but still lags benchmarks — a reminder the stock may still re-rate if broader market momentum turns favorable. AT&T shows improved relative price performance; still shy of benchmark
• Neutral Sentiment: Broader tech supply-chain news (TSMC/NVIDIA capacity constraints) is unlikely to directly affect AT&T, but it underscores macro tech dynamics that can shift investor risk appetite between high?growth and defensive/utility?like telecom names. The AI Gatekeeper: TSMC’s Chokehold Signals Dominance
• Negative Sentiment: Seeking Alpha flags potential competitive risk from a Starlink IPO — public Starlink could intensify competitive dynamics in wireless/broadband and capex/service pricing pressure over time. Monitor disclosures and any strategic responses from AT&T. AT&T: Starlink IPO Risk

AT&T Trading Up 1.8%

NYSE T opened at $28.81 on Tuesday. The company has a quick ratio of 0.86, a current ratio of 0.91 and a debt-to-equity ratio of 1.00. The stock’s 50-day simple moving average is $26.77 and its two-hundred day simple moving average is $26.23. AT&T Inc. has a twelve month low of $22.95 and a twelve month high of $29.79. The company has a market capitalization of $201.21 billion, a price-to-earnings ratio of 9.45, a PEG ratio of 1.06 and a beta of 0.39.

AT&T (NYSE:T) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $0.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.46 by $0.06. The firm had revenue of $33.47 billion during the quarter, compared to analysts’ expectations of $32.91 billion. AT&T had a return on equity of 12.33% and a net margin of 17.47%.The company’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period in the prior year, the business earned $0.43 EPS. AT&T has set its FY 2026 guidance at 2.250-2.350 EPS. Research analysts forecast that AT&T Inc. will post 2.14 EPS for the current fiscal year.

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.