NYSE · Telecommunications

AT&T INC T

AT&T Inc. provides telecommunications and technology services worldwide. It operates through two segments, Communications and Latin America. The Communications segment offers wireless voice and data communications services; and sells handsets, wireless data cards, wireless computing devices, carrying cases/protective covers, and wireless chargers through its own company-owned stores, agents, and third-party retail stores.

Telecommunications Equipment

Company profile

Business mix

  • It operates through two segments, Communications and Latin America.
  • It also provides AT&T Dedicated Internet, fiber ethernet and broadband, fixed wireless, and hosted and managed professional services.
  • In addition, this segment offers broadband services, including fiber connections, legacy telephony voice communication services, and other VoIP services and equipment to residential customers.
  • This segment markets its communications services and products under the AT&T, AT&T Business, Cricket, AT&T PREPAID, AT&T Fiber, and AT&T Internet Air brand names.

Current key questions

  • Can broadband, mobile, video, and enterprise connectivity demand support subscriber growth, ARPU, and lower churn?
  • How do network investment, fiber capacity, spectrum, competition, regulation, and currency exposure affect free cash flow?
  • Does leverage, asset sales, M&A discipline, or market consolidation improve long-term per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 7.6 FCF 10.98% Buyback 1.13%
2026-06-07

Current firm holders

Firm Weight Value Filing period
GQG Partners Rajiv Jain 3.7% $2.4B 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $43.5M 2026-03-31
Ariel Investments John Rogers 0.5% $43.2M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 4 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $65.0M Estimated from net added shares
Reduction amount $945.2M Estimated from net reduced shares
Net share change / base shares -26.4% -30,361,955 / 114,885,300
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 22.7% 13F value change +$6.7M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.4% 13F value change -$920,213
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 30.1% 13F value change +$4.6M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 1.7% 13F value change +$6.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 928,041 Last 4 periods +571,410 (+61.6%) Total shares 1,499,451 Value $43.5M
Ariel Investments John Rogers 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$29.9M
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 23.8% 13F value change +$13.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +1,489,147 (New) Total shares 1,489,147 Value $43.2M
GQG Partners Rajiv Jain 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 0.8% 13F value change +$100.7M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -7.0% 13F value change -$307.8M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -19.5% 13F value change -$879.2M
13F 2026-03-31 Filed 2026-05-12
Minor reduction Shares -5.4% 13F value change +$222.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 113,957,259 Last 4 periods -32,604,175 (-28.6%) Total shares 81,353,084 Value $2.4B
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$78.6M
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 77.6% 13F value change +$64.3M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -99.2% 13F value change -$141.9M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 4 periods +37,777 (New) Total shares 37,777 Value $1.1M
Third Point Dan Loeb 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$105.6M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$105.6M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Miller Value Partners Bill Miller 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$3.3M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$3.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Sessa Capital 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$82.5M
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -95.1% 13F value change -$78.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 4 periods +143,886 (New) Total shares 143,886 Value $4.2M

Recent mentions

No public mentions.