T Ticker Curator

NASA partnership shines as AT&T strengthens Artemis connectivity via network upgrades, pre-launch testing, and 24/7 support.

• Stock tumbles: Down...

AT&T's 4.750% Preferred Series C (T.PR.C) declares $0.2969 quarterly dividend, yielding a reliable 6.42% forward. Ex-div and record April 10, payable May 1—steady income play.

Ookla report counters mmWave doubts with AT&T growth in dense cities:

• Deployments rising in urban corridors like Atlanta, boosting 20% of tests.
  -...

• Dish's Boost Mobile, running on AT&T's network post-spectrum deal, rolls out First Orion branded calling for enterprises this spring
• Builds on...

• Sneaky hikes hit retired plans: Unlimited legacy customers see $10 for single lines or $20 cap for multi-lines starting April 2026; some report $5...

Q4 2025 Strength: EPS $0.52 beat (+10.64%), FY adjusted EPS +8.7% to $2.12; shares +16% post-earnings.

• Fiber Engine: Connections +11.5% YoY to...

Key Q4 adjustments signal mixed but steady institutional interest:

• Alaska Dept of Revenue trimmed stake 5.8% (sold 60,825 shares), holds 984,578...

OneConnect bundles wireless, devices, and 1Gig fiber into one monthly bill, simplifying management to meet rising demand for integrated...

Earnings Beat

• 🔥 Stock Jumps 3.3%: AT&T stock rose 3.3% to $23.89 after Q4 adjusted earnings of 52 cents per share beat estimates of 46 cents...

Key earnings surprise boosts confidence: AT&T shares +3.3% to $23.89 after Q4 beat.

• Adj EPS 52¢ > 46¢ exp; revenue $33.5B > $32.9B.
• Postpaid churn...

• Cable industry faces greatest challenges in account, revenue, and cash flow growth
• Battling market share loss to FTTH and fixed wireless rivals
• AT&T stock up YTD in 2026, underscoring fiber expansion advantages over cable peers

T.PR.A offers yield investors a strong play despite AT&T's rising debt and investments:

• Compelling 6.18% fixed yield backed by robust FCF and...

AT&T and Verizon are charging surprise fees on top of regular monthly bills for subscribers to certain old unlimited plans.

Institutional Ownership Changes

• Apollon Wealth Management Cut: Apollon Wealth Management LLC reduced its AT&T holdings by 19.1% in Q4, selling...

Alpha Spread DCF pegs AT&T's intrinsic value at $34.53/share, 23% above current $26.46 price—strong margin of safety for value investors.

Key...

• Apollon Wealth Management cut its AT&T holdings by 19.1% in Q4, selling 51,088 shares to end with 216,700 shares worth $5.383M.
• Contrasting moves:...

Mixed performance masks value: -6.6% weekly, -2.6% monthly drop, yet +7.7% YTD and +3.1% yearly.

• DCF undervalued by 61.6%: Intrinsic value ~$68.82...

Analysts turning bullish as Wall Street warms to AT&T's cash flow momentum and fiber growth.

• Bernstein Buy/$30, consensus Moderate Buy/$30.83 (16%...

Key trim details:

• Cut holdings from 370,122 to 275,870 shares in Q4 2025
• Sold 94,252 shares, now valued at $6.85M
• Signals concerns over AT&T's growth outlook and performance
  Watch: Upcoming earnings for management outlook

Earnings Highlights

• 🔥 Q4 Beat: AT&T stock climbed amid Q4 earnings and revenue beat with better-than-expected guidance through 2028, though...