AT&T Inc (T)

AT&T's stock price experienced fluctuations in the past six months. On April 3, 2025, the stock price increased by 1.63% with a trading volume of 14.03 billion, reaching a high of $29.62 on September 15, 2025. In the third quarter of 2025, AT&T's revenue slightly missed analyst expectations, leading to a stock decline of about 2% despite stronger-than-expected wireless subscriber additions and fiber net adds. The stock was down 12.36% in the month leading up to October 27, 2025, and down 8.45% over the past six months, though it showed a 14.13% increase over the last year. In April 2025, AT&T reduced its monthly discount for autopay and paperless billing, particularly for credit card payments, which sparked customer outrage and contributed to an increase in postpaid phone churn. The company also announced a $5/month increase in internet plan prices starting December 1, 2025, citing increasing operational costs.

Demand for AT&T's products and services exhibits seasonal patterns. The fourth quarter typically sees a seasonal uptick in customers switching carriers and higher device upgrade activity, largely driven by the holiday period and new device launches. Fiber net adds usually show typical seasonality in the fourth quarter, with lower levels of new connections as the holiday season progresses.

AT&T Inc. is a multinational telecommunications holding company based in Dallas, Texas, operating in the Communication Services sector, specifically in Telecommunication Services and Wireless Telecommunications. It offers communications and digital entertainment services to businesses and consumers globally. AT&T provides wireless communication services under brands like AT&T, Cricket, AT&T PREPAID, and AT&T Business. The company offers broadband internet access, fiber internet (AT&T Fiber), and fixed wireless internet (AT&T Internet Air). AT&T provides various telecommunications equipment. AT&T offers fiber ethernet, VPN, SD-WAN, and IoT solutions for businesses. AT&T owns and operates regional TV sports networks and has interests in game-related programming.

AT&T's operations span across six regions: the United States, Mexico, Asia/Pacific Rim, Europe, and Latin America. In the United States, AT&T has a significant presence with 5,947 locations as of May 2025, and approximately 5,347 retail stores nationwide. The company provides wireline service in 22 U.S. states, including major markets like Texas (623 locations), California (616 locations), and Florida (545 locations).

AT&T's brand reputation has faced challenges and positive developments in the past year. In April 2024, AT&T disclosed a significant data breach that exposed the data of almost all its cell customers, including call and text conversations from May 2022 to October 2022, and some records from January 2023, affecting 7.6 million current and 65.4 million former customers. The company is facing a $177 million settlement related to these breaches. AT&T has received positive recognition for its network performance, with RootMetrics awarding AT&T's network top honors nationally and at the state level for overall network performance, reliability, speed, and data performance in the second half of 2024. AT&T Fiber was also recognized as America's fastest internet with the most reliable speeds in Ookla's Speedtest Connectivity Report for Q1-Q2 2025. In September 2025, RootMetrics and Ookla Speedtest again named AT&T mobile and fiber networks the fastest in the nation. In October 2025, AT&T launched a new advertising campaign featuring actor Luke Wilson to counter misleading claims from T-Mobile, emphasizing AT&T's "More Coverage, More Reliability & More Accountability," backed by its "AT&T Guarantee" which covers both wireless and fiber networks.

Institutional investors hold a significant portion of AT&T's shares, owning approximately 61% to 65.10% of the company. As of October 2025, AT&T has 4040 institutional owners and shareholders. The largest shareholder is Vanguard Group Inc., owning approximately 9.03% to 9.25% of outstanding shares, followed by BlackRock, Inc., State Street Corp, Newport Trust Co, Geode Capital Management, Llc, GQG Partners LLC, Morgan Stanley, and Bank Of America Corp /de/. Top individual shareholders include David McAtee, Jeremy Legg, and Michael McAllister.