AT&T INC. · Telecom

T

Low riskNext report: Around Jan 27, 2027 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Pays a 5.3% dividend yield
Profitable, keeps 18% of sales as profit
Sales growth speeding up

Money moves

No insider buying or selling in the last 30 days
Institutions cut 0.4% from their holdings in the quarter ending June 2026 (1217 bought, 1553 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$20.85-0.4% that day

Company value: $140.5B; Share price times all shares
Price vs profit (P/E): 11.3x; You pay about $11 for each $1 of yearly profit
Price vs sales: 1.1x; Company value is 1.1 times a year of sales
Dividend yield: 5.3%; Yearly dividend as a share of today's price
Cash vs value: 8%; Cash as a share of company value
Debt vs value: 96%; Debt as a share of company value

From T's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Sep '26

$32.3B+5.3% vs a year earlier

Dec '23Tap a barSep '26

Last 12 months: $128.9B, up 3.5% from the 12 months before. Over 5 years, sales shrank about 2.6% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of T. Starting points are the company's recent numbers.

Sales growth+4% a yearRecently: +3.5% a yearProfit margin10%Last 12 months: 10.2%P/E at the end11xToday: 11.3x. Many steady companies trade at 12x to 25xShare count change-2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$156.8B

Profit in 5 years$15.7B

Price these guesses point to$28.32+36% vs $20.85 todayAbout +6.3% a year, before dividends

What today's price needs: with a 10% margin and a 11x P/E, sales could shrink about 2.2% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/4Mixed

PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.17.5%
MissProfitable every yearSteady profits, not one good year.8 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$40.3B
PassShare count not growingNot diluting owners. Falling means buybacks.-5.4% in 3 years

Revenue: $125.6B; +2.7% vs prior year
5-year growth: -2.6%/yr; revenue, per year
Total debt: $134.7B
Current ratio: 0.91x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+, debt under half of equity, gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Sep 30, 2026

Reported Oct 21Before open6:32 am ET

Revenue: $32.3B; +5.3% YoY
EPS: $0.12; vs $1.29
Op. margin: 12.7%; -7.2 pts
Share count: -4.5%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

48/ 100

This week: 3
Normal week: 3.3
vs normal: 0.9x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady-0.4%

Institutions cut 0.4% from their holdings. 1217 bought, 1553 sold. 4 quarters of net selling in a row.

Shares held by institutions4.59B

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-2.0%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.2x · $150.1B debt

Shares outstandingLatest reported

6.7B

Earnings reports

Last 12

Next reportAround Jan 27, 2027 (est.)Estimated from the same quarter last year

Results filedOct 21
Results filedJul 22
Results filedApr 22
Results filedJan 28
Results filedOct 22, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

GiftJohn T StankeyCEO & President, Director

13,000 shares

+1% of holdings
Now owns 1,242,469 shares
Held by Family Trust
Filed 3 days after trade

Oct 23Form 4 ↗

Earnings resultsOct 21 · Form 8-K ↗Quarterly reportOct 21 · Form 10-Q ↗Leadership changeOct 16 · Form 8-K ↗

Option exerciseDarcie M. CakaricSEVP and Chief HR Officer

38,655 shares

+443% of holdings
Now owns 47,385 shares
Filed 1 day after trade
Also: Shares withheld for taxes

Oct 6Form 4 ↗

Stock awardPascal DesrochesSr. Exec VP and CFO

1,836 shares at $24.40 · $45K

+1% of holdings
Now owns 137,835 shares
Held by Benefit Plan
Filed 2 days after trade

Sep 30Form 4 ↗

Stock awardLori M LeeGlobal Mktg Ofr & SEVP Intl

369 shares at $24.40 · $9K

+4% of holdings
Now owns 10,643 shares
Held by Benefit Plan
Filed 2 days after trade

Sep 30Form 4 ↗

Stock awardJeffery S. McelfreshChief Operating Officer

512 shares at $24.40 · $13K

+0% of holdings
Now owns 184,023 shares
Held by Benefit Plan
Filed 2 days after trade

Sep 30Form 4 ↗

Stock awardFazal F MerchantDirector

10,708 shares at $24.40 · $261K

Now owns 10,708 shares
Deferred Stock Units
Held by Benefit Plan
Filed 2 days after trade

Sep 30Form 4 ↗

Insider tradeOct 2 · Form 4 ↗New insiderSep 16 · Form 3 ↗Leadership changeSep 9 · Form 8-K ↗25-NSESep 8 · Form 25-NSE ↗Insider tradeSep 2 · Form 4 ↗Insider tradeSep 2 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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