AT&T Dirección
Dirección controles de criterios 3/4
El CEO de AT&T es John Stankey , nombrado en Jul 2020, tiene una permanencia de 6.08 años. compensación anual total es $29.91M, compuesta por 8% salario y 92% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.02% de las acciones de la empresa, por valor de $29.45M. La antigüedad media del equipo directivo y de la junta directiva es de 6 años y 6.4 años, respectivamente.
Información clave
John Stankey
Chief Executive Officer (CEO)
US$29.9m
Compensación total
| Porcentaje del salario del CEO | 8.02% |
| Permanencia del CEO | 6yrs |
| Participación del CEO | 0.02% |
| Permanencia media de la dirección | 6yrs |
| Promedio de permanencia en la Junta Directiva | 6.4yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jul 06
AT&T: SpaceX Anxiety Has Created A Strong Buy Setup
Summary AT&T is upgraded to 'Strong Buy' as market pessimism overshadows robust business fundamentals and undervalues the stock. T trades at 8.9x forward P/E with a 5.4% yield, supported by strong free cash flow and double-digit projected EPS growth. Advanced Connectivity revenue and EBITDA are growing, driven by record fiber additions, bundling momentum, and margin expansion. SpaceX competitive fears are likely overstated, while integration of Lumen assets and continued EPS growth underpin strong total return potential. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 06
T: Fiber Leadership And Converged Connectivity Will Drive Future Return Potential
AT&T's analyst price target has been adjusted to $30.24 from $29.41, with analysts pointing to updated assumptions for revenue growth, profit margin, discount rate, and future P/E as the basis for this revision. What’s in the News for AT&T AT&T Fiber was named the top home internet provider in a recent Opensignal report, winning 107 categories across speed, reliability, and video quality in the metro areas evaluated where its fiber service is available, with source reports highlighting AT&T’s multiyear fiber buildout and focus on in home experience.
Actualización de narrativa • Jun 22
T: Future Returns Will Reflect Fiber Strength Against Rising Satellite Competition
Analysts have maintained their AT&T price target at $25.00, noting only small adjustments to assumptions for discount rate, revenue growth, profit margins, and future P/E as reasons to keep their previous valuation view unchanged. What’s in the News for AT&T AT&T Fiber ranked as the leading home internet provider in a recent Opensignal report, with 107 category wins across 26 metro areas where it offers fiber service, including top scores for speed, reliability, and video quality.Actualización de narrativa • Jun 05
T: Future Returns Will Reflect Satellite Coverage Push And Steady P/E Expectations
Analysts are maintaining their $25.00 price target for AT&T, pointing to updated assumptions around the discount rate, modest revenue growth, profit margin expectations, and future P/E, which together leave their overall valuation view unchanged. What's in the News AT&T, T-Mobile, and Verizon agreed in principle to form a joint venture that will pool spectrum and use satellite based direct to device technology to reduce U.S. mobile dead zones, particularly in rural and underserved areas, with AST SpaceMobile expected to play a key role in enabling the service.Actualización de narrativa • May 20
T: Future Returns Will Reflect Network Resilience Push And Steady P/E Expectations
Analysts are keeping AT&T's price target steady at $25.00, citing updated assumptions that include slight adjustments to the discount rate, revenue growth, profit margin, and future P/E expectations, rather than a major shift in the outlook. What's in the News AT&T, T-Mobile, and Verizon agreed in principle to form a joint venture that plans to use satellite based, direct to device technologies to reduce wireless dead zones across the U.S., improve network resilience in emergencies, and create a unified platform for satellite partners, subject to definitive agreements and closing conditions (AST SpaceMobile announcement).Actualización de narrativa • Apr 28
T: Future Returns Will Balance Heavy Network Spend And Moderating P/E Expectations
Analysts have slightly lowered their AT&T price target from about $25.11 to $25.00 as they factor in modestly different assumptions for revenue growth, profit margins, the discount rate, and the future P/E multiple. What's in the News Between January 1, 2026 and March 31, 2026, AT&T repurchased 86,199,718 shares, or 1.22% of its stock, for US$2,300m under its December 3, 2024 buyback program.
Actualización de narrativa • Apr 14
T: Expanded Buybacks Will Support Confidence In Long Term Connectivity Investments
Analysts now estimate AT&T's fair value at roughly $36.00 per share, a slight adjustment from about $36.00 previously. This reflects updated views on the discount rate, modest revenue growth expectations, profit margins, and future P/E assumptions.Actualización de narrativa • Mar 31
T: Expanded Buybacks Will Support Confidence In Long Term Connectivity Investments
Analysts now place AT&T's fair value estimate at $36.00, up from about $31.46. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they see as better aligned with the company’s current risk and earnings profile.Actualización de narrativa • Mar 16
T: Future Returns Will Be Pressured By Rich P/E Versus Fundamentals
Analysts have raised AT&T's price target to $25.11 from $23.24, reflecting updated assumptions that include slightly higher revenue growth, a modest change in the discount rate, a small adjustment to profit margin expectations, and a higher future P/E multiple. What's in the News AT&T introduced updated Unlimited Your Way wireless plans, including the new AT&T Value 2.0 entry level option, offering mix and match flexibility, more high speed data, and features such as ActiveArmor and unlimited talk, text, and data across the U.S., Canada, and Mexico (Product related announcement).Actualización de narrativa • Mar 02
T: Cloud Partnerships And Buybacks Will Shape Balanced Return Potential
Analysts have nudged their price target narrative on AT&T slightly higher to about $29.41, reflecting updated assumptions for discount rate, fair value and future P/E that fine-tune rather than overhaul the prior view. What's in the News AT&T, Amazon Web Services and Amazon Leo are working together to combine AT&T’s fiber network with AWS cloud and AI tools, including migrating AT&T workloads to AWS Outposts and connecting AWS data centers with high capacity fiber, while Amazon Leo will provide satellite based connectivity for fixed broadband services in harder to serve areas (Key Developments).Actualización de narrativa • Feb 16
T: Future Returns Will Be Constrained By Lower Expected P/E Multiple
Analysts have adjusted their AT&T price target from $26.00 to about $23.24. This reflects updated views on fair value, discount rate, revenue growth, profit margins, and future P/E expectations.Actualización de narrativa • Feb 02
T: Network Partnerships And Buybacks Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for AT&T from about US$29.48 to roughly US$29.33 per share, citing small adjustments to revenue growth, profit margin assumptions and the expected future P/E multiple. What's in the News Completed share repurchase of 160,127,368 shares, about 2.24% of outstanding stock, for US$4.3b under the buyback announced on December 3, 2024.Actualización de narrativa • Jan 19
T: Future 5G Expansion And Fiber Services Will Support Upside Potential
Analysts now estimate AT&T's fair value at about US$29.48, down from roughly US$30.99, citing updated assumptions around discount rates, slightly different revenue growth expectations, modestly adjusted profit margin forecasts, and a lower future P/E estimate. What's in the News Acer filed a patent infringement lawsuit against AT&T in the U.S. District Court for the Eastern District of Texas, seeking compensation related to six U.S. patents after licensing talks did not produce an agreement (Lawsuits & Legal Issues).Actualización de narrativa • Jan 05
T: Future Returns Will Reflect 5G Expansion Benefits And Margin Resilience
Analysts trimmed their price target on AT&T to US$26.00 from about US$26.14, citing updated assumptions for a slightly higher discount rate, modestly stronger revenue growth and profit margins, and a lower future P/E multiple. What's in the News Servify is partnering with AT&T to offer AT&T Business Protect Enterprise Plans, adding tiered device protection, an enterprise portal, AI-supported claims and access to more than 2,000 repair locations for mid to large business customers.Actualización de narrativa • Dec 14
T: Future Returns Seen Balancing 5G Expansion Progress And Margin Pressures
Narrative Update on AT&T Analysts have raised their price target for AT&T by about 2 dollars, reflecting higher expected revenue growth and a richer future valuation multiple, partially offset by a slightly lower projected profit margin and a higher discount rate. What's in the News AT&T reaffirmed 2025 guidance, targeting low single digit consolidated service revenue growth, at least 3% mobility service revenue growth, and mid to high teens consumer fiber broadband revenue growth, and maintained similar low single digit service growth expectations for 2026 to 2027 (Corporate guidance).Actualización de narrativa • Oct 21
Analysts Lift AT&T Price Target as Profit Margins and Revenue Outlook Improve Amid Key Partnerships
Analysts have raised their price target for AT&T from $30.62 to $30.99, citing improved profit margins and a slightly stronger outlook for revenue growth. What's in the News AT&T, in partnership with Boldyn Networks, launched new cellular connectivity in New York City's historic Joralemon Street tunnel.Artículo de análisis • Jul 31
AT&T's (NYSE:T) Earnings Offer More Than Meets The Eye
AT&T Inc.'s ( NYSE:T ) solid earnings announcement recently didn't do much to the stock price. Our analysis suggests...Seeking Alpha • Apr 25
AT&T: 8% Earnings Yield, Safe Dividend, Broadband Growth
Summary AT&T reported Q1 earnings that fell short of EPS expectations, while revenues beat the consensus estimate by a good margin. AT&T added 261k new broadband subscribers in Q1'25 and generated $3.1B in free cash flow, covering its $2.0B dividend. Broadband ARPU is growing. I maintain a strong buy rating due to AT&T's value proposition driven by free cash flow-backed dividends and accelerating debt repayments. Shares are trading at an 8% earnings yield, and the dividend should be sustainable, with an estimated forward dividend coverage ratio of ~200%. Despite risks, AT&T's consistent subscriber growth, debt reduction, and strong dividend coverage make it an attractive investment for income-focused investors. Read the full article on Seeking AlphaSeeking Alpha • Apr 19
AT&T: Don't Get FOMO At Peak Valuation
Summary AT&T stock has shown a massive bullish run in the past few quarters, which is a big change from the earlier negative sentiment towards the stock. In YTD, AT&T has seen an over 18% jump compared to a 10% dip in the S&P 500 and a big decline in many Mag 7 stocks. The convergence of fiber and wireless is a positive factor for the company and the management has also mentioned a $20 billion share buyback capacity, which can deliver better EPS. The current tariff situation might lead to investors giving greater preference to the stability of AT&T compared to other growth stocks, but the stock is already quite pricey. The company is expected to show barely 1%-2% of revenue growth in the next few years, and any economic slowdown or recession could still have a big negative impact on the stock. Read the full article on Seeking AlphaNueva narrativa • Apr 08
5G And AI Integration Will Strengthen US Communications Infrastructure
Focus on expanding 5G and fiber networks aims to drive growth and enhance earnings, with cost savings improving margins and profitability.Seeking Alpha • Mar 07
AT&T: Dividend Doesn't Lie And Says Hold
Summary Since my last writing, AT&T's dividend yield has decreased to 4.24%, among the lowest levels in at least 5 years. In the meantime, its latest dividend declaration kept showing stagnating dividend growth. I don’t see the dividend growth to resume anytime soon given its CAPEX obligations, debt obligations, and margin pressure ahead. I expect a noticeable contraction of net margin pressure due to macroeconomic headwinds and higher churn rates. Given these new developments, I have adjusted my rating on T stock from BUY to HOLD. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
AT&T: This Could Be A Top To Avoid
Summary AT&T investors are likely feeling exuberant right now, as the stock saw a 70% gain over the past year, likely stunning even the most optimistic bulls. The company’s focused execution, including shedding DirecTV and peak CapEx investments this year, should improve cash flow and debt metrics, benefiting shareholders. AT&T’s convergence strategy and partnerships are bolstering its bullish momentum, but questions remain about whether they have already been priced in. AT&T stock's valuation is much less attractive now, though it hasn't gone over the cliff yet. However, it's wise to take a step back, as this train could derail. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
AT&T: Operational Excellence; Dividend Increase Could Happen
Summary AT&T has shown operational excellence and continued momentum into 2025 with no signs of a reversal in the trend. AT&T is successfully paying down debt, increasing adjusted EBITDA, and returning capital back to the shareholders at a significant magnitude. Stronger operations, a healthier balance sheet, and willingness for shareholder returns by the management team could translate to a return of dividend payout increases in the near future. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
AT&T: Take Profits And Look Elsewhere (Rating Downgrade, Technical Analysis)
Summary AT&T's Q4 report showed mixed results, with strong fiber and mobility segments but significant declines in the business wireline division. Despite recent rallies, AT&T's current valuation metrics make it less attractive compared to competitors like Verizon, Comcast, and Charter Communications. Technical indicators suggest limited upside potential, prompting me to reduce my AT&T long position by 80% to capture 2024 gains. While AT&T's dividend payouts remain stable, I seek better share price appreciation and will look for new investment opportunities elsewhere. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
AT&T's Surge Was Very Much Warranted And Investors Should Expect Continued Upside
Summary AT&T Inc.'s stock surged 6.3% after surpassing Q4 2024 revenue and earnings expectations, with strong growth in key segments and optimistic 2025 guidance. Mobility and Consumer Wireline segments showed robust performance, driving revenue growth despite declines in Business Wireline, with significant increases in subscribers and ARPU. Profitability improved, with net profits nearly doubling and operating cash flow rising, although adjusted operating cash flow saw a slight decline. Management's strategic actions, including asset sales and cost-cutting measures, are reducing net debt and supporting a favorable risk-reward outlook, reaffirming T stock as a “strong buy.”. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
AT&T: Upcoming Earnings Could End 80% Rally (Sell Rating)
Summary AT&T Inc. has had a monster move. And while any stock can go higher, this one has a lot of good news priced in, and is prone to rolling over. Technical and quantitative indicators are my “weight of the evidence,” and the dividend safety rating here provides additional concerns. This is a stock that has spent 18 months getting back what it lost the few years prior, so this is not a time I care to step in. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
AT&T Q4 Earnings Preview: All About Free Cash Flow
Summary AT&T's strong free cash flow and disciplined debt management signal financial health, supporting my prediction of a dividend increase by the end of FY 2025. AT&T's Q4 2024 free cash flow is expected between $4.2 billion and $5.2 billion, ensuring ample coverage for dividends and potential increases. Analysts' upgrades and AT&T's commitment to $40 billion in shareholder returns over three years highlight confidence in the company's strategic direction. Despite recent revenue misses, I predict a small beat in Q4 earnings, maintaining my "Buy" rating on AT&T stock. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
AT&T: A Strong Yield, Selling At A Discount
Summary AT&T's recent stock dip offers a buying opportunity, supported by strong Fiber Broadband growth and a promising free cash flow outlook. The Telco's aggressive Fiber expansion aims to increase Fiber-ready locations from 29 million in 2024 to over 50 million by 2029. AT&T's free cash flow is projected to grow by $1 billion annually until 2027, bolstering dividends, buybacks, and financial flexibility. Despite past debt issues, AT&T's focus on Fiber and deleveraging enhances its value proposition, making it attractive for passive income investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 14
AT&T: Let Your Profit Run (Technical Analysis)
Summary Besides improving financials and guidance as reported in its Q3, I also see other bullish indicators. AT&T stock has broken out key resistance levels recently and cleared more space for further price gain. Despite recent rallies, T stock remains attractively valued, especially when adjusted for growth and yield. With a ~10x P/E, its PEGY ratio is still below 1x, considering a 6% growth potential and 4.75% dividend yield. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$21b |
| Dec 31 2025 | US$30m | US$2m | US$22b |
| Sep 30 2025 | n/a | n/a | US$22b |
| Jun 30 2025 | n/a | n/a | US$13b |
| Mar 31 2025 | n/a | n/a | US$12b |
| Dec 31 2024 | US$26m | US$2m | US$11b |
| Sep 30 2024 | n/a | n/a | US$9b |
| Jun 30 2024 | n/a | n/a | US$13b |
| Mar 31 2024 | n/a | n/a | US$13b |
| Dec 31 2023 | US$26m | US$2m | US$14b |
| Sep 30 2023 | n/a | n/a | -US$11b |
| Jun 30 2023 | n/a | n/a | -US$8b |
| Mar 31 2023 | n/a | n/a | -US$8b |
| Dec 31 2022 | US$23m | US$2m | -US$8b |
| Sep 30 2022 | n/a | n/a | US$20b |
| Jun 30 2022 | n/a | n/a | US$18b |
| Mar 31 2022 | n/a | n/a | US$20b |
| Dec 31 2021 | US$25m | US$2m | US$22b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | -US$3b |
| Dec 31 2020 | US$21m | US$2m | -US$3b |
| Sep 30 2020 | n/a | n/a | US$11b |
| Jun 30 2020 | n/a | n/a | US$12b |
| Mar 31 2020 | n/a | n/a | US$14b |
| Dec 31 2019 | US$22m | US$3m | US$14b |
Compensación vs. Mercado: La compensación total de John($USD29.91M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.60M).
Compensación vs. Ingresos: La compensación de John ha sido consistente con los resultados de la empresa en el último año.
CEO
John Stankey (63 yo)
6yrs
Permanencia
US$29,906,872
Compensación
Mr. John T. Stankey is CEO, President & Chairman of AT&T Inc. from February 14, 2025. Mr. Stankey was CEO, President & Director of AT&T Inc. until February 14, 2025. Mr. Stankey was CEO & Director of AT&T...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President & Chairman | 6yrs | US$29.91m | 0.020% $ 29.5m | |
| Senior EVP & CFO | 5.3yrs | US$13.68m | 0.016% $ 22.9m | |
| Chief Operating Officer | 4.2yrs | US$15.94m | 0.011% $ 15.5m | |
| Senior EVP & General Counsel | 10.8yrs | US$12.37m | 0.014% $ 20.7m | |
| Global Marketing Officer and Senior EVP of International | 13.5yrs | US$8.88m | 0.0086% $ 12.6m | |
| Senior VP | 3.3yrs | sin datos | 0.0026% $ 3.8m | |
| Senior Vice President of Finance & Investor Relations | no data | sin datos | sin datos | |
| Chief Communications Officer | 18.8yrs | sin datos | sin datos | |
| Senior Vice President of Corporate Development | 19.1yrs | sin datos | sin datos | |
| Chief Marketing & Growth Officer | no data | sin datos | 0.0035% $ 5.1m | |
| Senior EVP & Chief Human Resources Officer | less than a year | sin datos | 0.00013% $ 190.9k | |
| Senior Vice President of the Global Client Group - AT&T Global Services | no data | sin datos | sin datos |
6.0yrs
Permanencia media
57yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de T es experimentado (6 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President & Chairman | 6.1yrs | US$29.91m | 0.020% $ 29.5m | |
| Lead Independent Director | 11.7yrs | US$431.31k | sin datos | |
| Independent Director | 12.8yrs | US$400.17k | 0.00041% $ 602.0k | |
| Independent Director | 6.7yrs | US$391.25k | 0.0081% $ 11.9m | |
| Independent Director | 13.4yrs | US$360.00k | 0.00099% $ 1.5m | |
| Independent Director | 15.8yrs | US$398.64k | 0.0014% $ 2.1m | |
| Independent Director | 13.1yrs | US$400.00k | 0.000080% $ 117.5k | |
| Independent Director | 5.1yrs | US$360.00k | sin datos | |
| Director | 5.5yrs | sin datos | sin datos | |
| Director | 5.5yrs | sin datos | sin datos | |
| Independent Director | 2.3yrs | US$370.43k | sin datos | |
| Independent Director | less than a year | US$271.27k | 0.000010% $ 14.7k |
6.4yrs
Permanencia media
65yo
Promedio de edad
Junta con experiencia: La junta directiva de T se considera experimentada (6.4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/12 01:05 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
AT&T Inc. está cubierta por 52 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |