American Tower (A0T) 주식 개요최대 규모의 글로벌 리츠 중 하나인 American Tower는 149,000개 이상의 통신 사이트 포트폴리오와 미국 전역의 고도로 상호 연결된 공간을 보유한 멀티테넌트 통신 부동산의 선도적인 독립 소유자, 운영자 및 개발업체입니다. 자세히 보기A0T 펀더멘털 분석스노우플레이크 점수가치 평가4/6미래 성장2/6과거 실적5/6재무 건전성2/6배당5/6강점공정 가치 추정치보다 낮은 44.6% 에서 거래수익은 매년 5.12% 증가할 것으로 예상됩니다.지난 1년간 수익이 36% 증가했습니다.4.15% 의 안정적인 배당금을 지급합니다.분석가들은 주가가 25% 상승할 것이라는 데 동의합니다.위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.모든 위험 점검 보기A0T Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,831 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,831 investors already sharing narrativesYour Fair Value€Current Price€150.8510.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue US$13.5bEarnings US$4.2bAdvancedSet Fair ValueView all narrativesAmerican Tower Corporation 경쟁사Crown CastleSymbol: NYSE:CCIMarket cap: US$31.7bSBA CommunicationsSymbol: NasdaqGS:SBACMarket cap: US$19.3bDigital Realty TrustSymbol: NYSE:DLRMarket cap: US$74.6bPublic StorageSymbol: NYSE:PSAMarket cap: US$62.1b가격 이력 및 성과American Tower 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가US$150.8552주 최고가US$181.5252주 최저가US$140.00베타0.891개월 변동1.17%3개월 변동-3.79%1년 변동-12.83%3년 변동-6.80%5년 변동-38.98%IPO 이후 변동301.20%최근 뉴스 및 업데이트Reported Earnings • Jul 28Second quarter 2026 earnings released: EPS: US$1.86 (vs US$0.78 in 2Q 2025)Second quarter 2026 results: EPS: US$1.86 (up from US$0.78 in 2Q 2025). Revenue: US$2.75b (up 4.7% from 2Q 2025). Net income: US$867.5m (up 137% from 2Q 2025). Profit margin: 32% (up from 14% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공고 • Jul 28American Tower Corporation Revises Earnings Guidance for the Full Year 2026American Tower Corporation revised earnings guidance for the full year 2026. For the year, the company expects Total property revenue to be $10,695 million to $10,845 million. Net income to be $3,270 million to $3,350 million.공고 • Jul 01American Tower Corporation to Report Q2, 2026 Results on Jul 28, 2026American Tower Corporation announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Jul 28, 2026Declared Dividend • May 25First quarter dividend of US$1.79 announcedShareholders will receive a dividend of US$1.79. Ex-date: 12th June 2026 Payment date: 13th July 2026 Dividend yield will be 3.9%, which is about the same as the industry average.공고 • May 23American Tower Corporation announces Quarterly dividend, payable on July 13, 2026American Tower Corporation announced Quarterly dividend of USD 1.7900 per share payable on July 13, 2026, ex-date on June 12, 2026 and record date on June 12, 2026.공고 • Apr 30American Tower Corporation Raises Earnings Guidance for the Year 2026American Tower Corporation raised earnings guidance for the year 2026. For the year, the company expects total property revenue of $10,585 million to $10,735 million, Net income of $3,015 million to $3,095 million and Net income attributable to AMT common stockholders of $2,965 million to $3,045 million. As result of the estimated positive foreign currency exchange rate fluctuations and accelerating straight-line revenue in Latin America, the company is raising the midpoints of its full year 2026 outlook for property revenue. The Company is increasing the midpoint for net income and net income attributable to AMT common stockholders by $70 million and $85 million, respectively, primarily due to unrealized foreign currency gains.더 많은 업데이트 보기Recent updatesReported Earnings • Jul 28Second quarter 2026 earnings released: EPS: US$1.86 (vs US$0.78 in 2Q 2025)Second quarter 2026 results: EPS: US$1.86 (up from US$0.78 in 2Q 2025). Revenue: US$2.75b (up 4.7% from 2Q 2025). Net income: US$867.5m (up 137% from 2Q 2025). Profit margin: 32% (up from 14% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공고 • Jul 28American Tower Corporation Revises Earnings Guidance for the Full Year 2026American Tower Corporation revised earnings guidance for the full year 2026. For the year, the company expects Total property revenue to be $10,695 million to $10,845 million. Net income to be $3,270 million to $3,350 million.공고 • Jul 01American Tower Corporation to Report Q2, 2026 Results on Jul 28, 2026American Tower Corporation announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Jul 28, 2026Declared Dividend • May 25First quarter dividend of US$1.79 announcedShareholders will receive a dividend of US$1.79. Ex-date: 12th June 2026 Payment date: 13th July 2026 Dividend yield will be 3.9%, which is about the same as the industry average.공고 • May 23American Tower Corporation announces Quarterly dividend, payable on July 13, 2026American Tower Corporation announced Quarterly dividend of USD 1.7900 per share payable on July 13, 2026, ex-date on June 12, 2026 and record date on June 12, 2026.공고 • Apr 30American Tower Corporation Raises Earnings Guidance for the Year 2026American Tower Corporation raised earnings guidance for the year 2026. For the year, the company expects total property revenue of $10,585 million to $10,735 million, Net income of $3,015 million to $3,095 million and Net income attributable to AMT common stockholders of $2,965 million to $3,045 million. As result of the estimated positive foreign currency exchange rate fluctuations and accelerating straight-line revenue in Latin America, the company is raising the midpoints of its full year 2026 outlook for property revenue. The Company is increasing the midpoint for net income and net income attributable to AMT common stockholders by $70 million and $85 million, respectively, primarily due to unrealized foreign currency gains.공고 • Apr 09American Tower Corporation, Annual General Meeting, May 20, 2026American Tower Corporation, Annual General Meeting, May 20, 2026.공고 • Apr 01American Tower Corporation to Report Q1, 2026 Results on Apr 28, 2026American Tower Corporation announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Apr 28, 2026공고 • Mar 11American Tower Corporation Announces Robert D. Hormats Will Not Stand for Re-Election as Director, Member of the Nominating & Corporate Governance CommitteeAmerican Tower Corporation announced that on March 6, 2026, Robert D. Hormats notified the Corporate Secretary of his decision to not stand for re-election as a director at the Company's 2026 Annual Meeting of Stockholders. Mr. Hormats is currently a member of the Nominating & Corporate Governance Committee of the Board of Directors of the Company and will continue his service on such committee until the Annual Meeting.공고 • Mar 06American Tower Corporation Declares Quarterly Cash Distribution, Payable on April 28, 2026American Tower Corporation announced that its Board of Directors has declared a quarterly cash distribution of $1.79 per share on shares of the Company’s common stock. The distribution is payable on April 28, 2026 to the stockholders of record at the close of business on April 14, 2026.공고 • Feb 24American Tower Corporation Provides Earnings Guidance for the Year 2026American Tower Corporation provided earnings guidance for the year 2026. For the year, the company expects total property revenue of $10,440 million to $10,590 million, Net income of $2,945 million to $3,025 million and Net income attributable to AMT common stockholders of $2,980 million to $3,060 million.공고 • Jan 30American Tower Corporation Appoints Paul Blanchett as Senior Vice President and Chief Accounting Officer, Effective April 27, 2026American Tower Corporation appointed Paul Blanchett as its Senior Vice President and Chief Accounting Officer (Principal Accounting Officer), effective April 27, 2026. Mr. Blanchett, age 42, has served as Chief Accounting Officer of GXO Logistics Inc. since 2021. Mr. Blanchett previously served as Corporate Controller at XPO Logistics Inc. from 2019 to 2021, and as Global Controller for the Oilfield Services segment at Baker Hughes from 2017 to 2019, where he oversaw substantial financial operations and compliance across multiple countries. Prior to such roles, Mr. Blanchett also served in various leadership roles in controllership at General Electric and earlier auditing roles at PricewaterhouseCoopers. Mr. Blanchett holds a Bachelor of Business Administration in Accountancy from Western Michigan University's Haworth College of Business. As previously disclosed, the Company's current Senior Vice President and Chief Accounting Officer, Robert J. Meyer, will remain with the Company in his current role until the Start Date, after which he will assist with the transition until his retirement from the Company, which will occur prior to the end of 2026.공고 • Jan 28American Tower Corporation to Report Q4, 2025 Results on Feb 24, 2026American Tower Corporation announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 24, 2026공고 • Dec 05American Tower Corporation Declares Quarterly Distribution, Payable on February 2, 2026American Tower Corporation announced that its Board of Directors has declared a quarterly cash distribution of $1.70 per share on shares of the Company’s common stock. The distribution is payable on February 2, 2026 to the stockholders of record at the close of business on December 29, 2025.공고 • Nov 08American Tower Corporation Announce Retirement of Robert J. Meyer as Senior Vice President and Chief Accounting OfficerOn November 5, 2025, American Tower Corporation announced that Robert J. Meyer communicated his intention to retire from his role as Senior Vice President and Chief Accounting Officer of the company. The Company is undertaking a search process to replace Mr. Meyer, who has agreed to remain with the Company in his current role until his successor is appointed, after which he will assist with the transition until his retirement from the Company, which will occur prior to the end of 2026.공고 • Oct 28American Tower Corporation Raises Earnings Guidance for the Year 2025American Tower Corporation raised earnings guidance for the year 2025. For the year, the company expects total property revenue of $10,210 million to $10,290 million, Net income of $2,458 million to $2,513 million and Net income attributable to AMT common stockholders of $2,363 million to $2,418 million. The Company is raising the midpoints of its full year 2025 outlook for property revenue. The Company is increasing the midpoint for net income and net income attributable to AMT common stockholders by $95 million and $40 million, respectively, primarily due to unrealized foreign currency gains. The increase, driven by unrealized foreign currency gains, to net income attributable to AMT common stockholders is partially offset by increased minority interests as a result of a recent tax law change in Europe.공고 • Oct 01American Tower Corporation to Report Q3, 2025 Results on Oct 28, 2025American Tower Corporation announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Oct 28, 2025공고 • Sep 19+ 1 more updateOlivier Puech to Retire as Executive Vice President and President, International of American Tower Corporation, Effective January 2, 2026American Tower Corporation announced that on September 16, 2025, Olivier Puech communicated his intention to retire from his role as company's Executive Vice President and President, International, effective January 2, 2026.공고 • Aug 26American Tower Corporation Elects Gene Reilly as Board DirectorAmerican Tower Corporation announced that its Board of Directors has elected Gene Reilly as a director. Mr. Reilly most recently served as the Vice Chairman of Prologis Inc., and served as an advisor through April 2024. Mr. Reilly joined Prologis (then AMB Property Corporation) in 2003 and held several roles, including serving as Chief Investment Officer from 2019 to 2023 and Chief Executive of the Americas from 2011 to 2019, where he oversaw all aspects of the company’s operations across the United States, Canada and Latin America. Mr. Reilly has 40 years of experience in real property investment, management and operations, including previously serving as Chief Investment Officer of Cabot Properties Inc., a private equity industrial real estate firm, where he was a founding partner and served on its investment committee and board of directors. Mr. Reilly previously served as a member of the technical committee of FIBRA Prologis and as a member of the board of directors and executive committee of the National Association of Industrial and Office Properties (NAIOP).공고 • Jul 29American Tower Corporation Provides Earnings Guidance for the Year 2025American Tower Corporation provided earnings guidance for the year 2025. For the year, the company expects total property revenue of $10,135 million to $10,285 million, Net income of $2,340 million to $2,440 million and Net income attributable to AMT common stockholders of $2,300 million to $2,400 million.공고 • Jul 08American Tower Corporation to Report Q2, 2025 Results on Jul 29, 2025American Tower Corporation announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Jul 29, 2025공고 • May 16American Tower Corporation Declares Quarterly Distribution, Payable on July 11, 2025American Tower Corporation announced that its Board of Directors has declared a quarterly cash distribution of $1.70 per share on shares of the Company’s common stock. The distribution is payable on July 11, 2025 to the stockholders of record at the close of business on June 13, 2025.공고 • Apr 30CoreSite Launches Data Center Knowledge Base to Educate on Critical InfrastructureCoreSite launched the Data Center Knowledge Base. Through informative videos, infographics, articles and more, this digital content hub highlights the pivotal role data centers play in transmitting, processing and storing vast amounts of data across both wireless and wireline networks - acting as the invisible engine that helps keep the modern world running smoothly. The Data Center Knowledge Base offers: General Data Center Operations: Information on what data centers are, the different types of data centers, how they work and how they enable daily life. Tech Innovation: Overview of the advanced technology deployed at data centers--home of the cloud and AI applications--and how data centers are fueling advancements and driving innovation. Economic Impact: Details on how the data center industry stimulates economic growth, creates jobs and helps provide stability. Energy Efficiency: Information on how data centers can help companies optimize energy usage and the energy demand of different types of data centers. Community Support: Highlights how data centers, and the people who run the facilities, help connect their local communities while making education, mentorship and activism contributions.공고 • Apr 29American Tower Corporation Provides Earnings Guidance for the Year 2025American Tower Corporation provided earnings guidance for the year 2025. For the year, the company expects total property revenue to be in the range of $9,970 million to $10,120 million and net income to be in the range of $2,740 million to $2,840 million.공고 • Apr 03American Tower Corporation, Annual General Meeting, May 14, 2025American Tower Corporation, Annual General Meeting, May 14, 2025.공고 • Apr 02American Tower Corporation to Report Q1, 2025 Results on Apr 29, 2025American Tower Corporation announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on Apr 29, 2025공고 • Mar 07American Tower Corporation Declares Quarterly Distribution, Payable on April 28, 2025American Tower Corporation announced that its Board of Directors has declared a quarterly cash distribution of $1.70 per share on shares of the Company’s common stock. The distribution is payable on April 28, 2025 to the stockholders of record at the close of business on April 11, 2025.공고 • Feb 26American Tower Corporation Provides Earnings Guidance for the Full Year 2025American Tower Corporation provided earnings guidance for the full year 2025. For the year, the company expected total property revenue to be in the range of $9,920 million to $10,070 million. Net income to be in the range of $2,930 million to $3,020 million. Net income attributable to AMT common stockholders to be in the range of $2,960 million to $3,050 million.공고 • Feb 07American Tower Corporation Appoints Rajesh Kalathur as a Director and Member of its Audit CommitteeOn February 5, 2025, the Board of Directors of American Tower Corporation elected Rajesh Kalathur as a director and member of its Audit Committee, effective immediately. In accordance with the Company’s Amended and Restated By-Laws, Mr. Kalathur will serve as a director until the Company’s 2025 Annual Meeting of Stockholders and until his successor is duly elected and qualified. Mr. Kalathur is President of John Deere Financial, a leading financial services provider for dealers and customers of John Deere equipment, and Chief Information Officer of Deere & Company, a global leader in the production of agricultural, construction, and forestry equipment and solutions. As CIO, Mr. Kalathur oversees Deere & Company’s information technology function, and recently led the implementation of the IT agile operating model and digital transformation leveraging AI and automation technologies. Mr. Kalathur has more than 27 years of experience across finance, information technology, operations, and sales and marketing functions, including previously serving as Chief Financial Officer of Deere & Company.공고 • Jan 23American Tower Corporation to Report Q4, 2024 Results on Feb 25, 2025American Tower Corporation announced that they will report Q4, 2024 results at 7:00 AM, US Eastern Standard Time on Feb 25, 2025공고 • Jan 07American Tower Corporation Announces Executive Changes, Effective January 13, 2025American Tower Corporation announced that Eugene (“Bud”) Noel, currently Executive Vice President and President of the U. S. Tower Division, will become Executive Vice President and Chief Operating Officer, a newly created global position, effective January 13, 2025. This role will oversee American Tower’s global operations and IT, further effectuating the Company’s strategic priorities to drive operational efficiency and provide best-in-class service to its global customer base. Mr. Noel joined the Company in 2011 as Senior Vice President, U.S. Tower Operations, and prior to being appointed the Executive Vice President and President of the U.S. Tower Division in 2023, held the role of Chief Operating Officer, U.S. Tower. He brings over 25 years of experience in wireless real estate development and operations, including leadership positions held at Sprint Nextel and LightSquared. During his tenure in operations, Mr. Noel drove operational excellence across the Company’s U.S. business through efficiency, asset quality, technology, and customer service. Richard (“Rich”) Rossi, currently Senior Vice President and General Counsel of U.S. Tower, a position he has held since 2018, will succeed Mr. Noel as Executive Vice President and President, U.S. Tower, also effective January 13, 2025. Mr. Rossi joined American Tower in 2001, and has since held leadership positions spanning functions across sales, marketing, finance, real estate and operations, and has been integral to the development and implementation of strategic customer agreements.Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: US$0.89 (vs US$1.26 in 3Q 2023)Third quarter 2024 results: EPS: US$0.89 (down from US$1.26 in 3Q 2023). Revenue: US$2.52b (down 11% from 3Q 2023). Net income: US$416.2m (down 29% from 3Q 2023). Profit margin: 17% (down from 21% in 3Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Oct 02Upcoming dividend of US$1.62 per shareEligible shareholders must have bought the stock before 09 October 2024. Payment date: 25 October 2024. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.5%).공고 • Oct 02American Tower Corporation to Report Q3, 2024 Results on Oct 29, 2024American Tower Corporation announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Oct 29, 2024Recent Insider Transactions • Sep 18Insider recently sold €1.1m worth of stockOn the 13th of September, Sanjay Goel sold around 5k shares on-market at roughly €215 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €5.5m more than they bought in the last 12 months.Declared Dividend • Sep 16Second quarter dividend of US$1.62 announcedShareholders will receive a dividend of US$1.62. Ex-date: 9th October 2024 Payment date: 25th October 2024 Dividend yield will be 2.9%, which is lower than the industry average of 3.8%.공고 • Sep 12Data Infrastructure Trust, managed by Brookfield Asset Management Ltd. Completed the acquisition of ATC Telecom Infrastructure Private Limited (ATC TIPL) from American Tower Corporation (NYSE:AMT).Data Infrastructure Trust, managed by Brookfield Asset Management Ltd. signed a definitive agreement to acquire ATC Telecom Infrastructure Private Limited (ATC TIPL) from American Tower Corporation (NYSE:AMT) for INR 210 billion on January 4, 2024. The total aggregate consideration of up to INR 210 billion, includes the value of the VIL OCDs, payments on certain existing customer receivables, the repayment of existing intercompany debt and the repayment, or assumption, of American Tower Corporation existing term loan in India, by Data Infrastructure Trust. The total cash proceeds to American Tower at closing, are subject to certain pre-closing terms. Under the terms, consideration being paid, subject to certain pre-closing terms, total aggregate consideration would potentially represent up to approximately INR 210 billion (approximately $2.5 billion), including the value of the VIL OCDs, payments on certain existing customer receivables, the repayment of existing intercompany debt and the repayment, or assumption, of the Company’s existing term loan in India, by DIT. The transaction is subject to customary closing conditions, including government and regulatory approvals and is expected to close in the second half of 2024. As of August 7, 2024, S&R Associates Secures Competition Commission of India Approval for Data Infrastructure Trust’s acquisition Of ATC Telecom Infrastructure. Citi is serving as lead financial advisor and CDX Advisors is serving as financial advisor to American Tower. Gautam Saha, Swati Chauhan & Harshit Chandra and Sonam Mathur of Talwar Thakore & Associates (TT&A) is serving as principal legal advisor to American Tower. Rajat Sethi, Sudip Mahapatra, Raya Hazarika, Pratichi Mishra, Sumit Bansal, Simran Dhir, and Akshat Kulshrestha of S&R Associates advised Brookfield. PricewaterhouseCoopers LLP, Canada acted as tax advisor to Brookfield Asset Management Ltd. on the transaction. Data Infrastructure Trust, managed by Brookfield Asset Management Ltd. Completed the acquisition of ATC Telecom Infrastructure Private Limited (ATC TIPL) from American Tower Corporation (NYSE:AMT) on September 12, 2024.공고 • Sep 10Waveconn entered into a definitive agreement to acquire AT Australia Pty Ltd and AT Australia Operations Pty Ltd from American Tower Corporation (NYSE:AMT).Waveconn entered into a definitive agreement to acquire AT Australia Pty Ltd and AT Australia Operations Pty Ltd from American Tower Corporation (NYSE:AMT) on September 9, 2024. The transaction is subject to customary conditions precedent including?Foreign Investment Review Board approval and subject to the satisfaction of those conditions. The expected completion of the transaction is fourth quarter of 2024. Kain Corporate and Commercial Lawyers acted as legal advisor for Waveconn. PRICEWATERHOUSECOOPERS AUSTRALIA SERVICES PTY LTD acted as accountant for Waveconn.Recent Insider Transactions • Aug 30Insider recently sold €2.0m worth of stockOn the 26th of August, Olivier Puech sold around 10k shares on-market at roughly €203 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.4m more than they bought in the last 12 months.New Risk • Aug 08New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €2.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (€2.1m sold).Recent Insider Transactions • Aug 08Insider recently sold €1.0m worth of stockOn the 2nd of August, Sanjay Goel sold around 5k shares on-market at roughly €216 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.Reported Earnings • Jul 31Second quarter 2024 earnings released: FFO per share: US$2.9 (vs US$2.43 in 2Q 2023)Second quarter 2024 results: FFO per share: US$2.9 (up from US$2.43 in 2Q 2023). Revenue: US$2.90b (up 4.6% from 2Q 2023). Funds from operations (FFO): US$1.35b (up 19% from 2Q 2023). FFO margin: 47% (up from 41% in 2Q 2023). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공고 • Jul 03+ 1 more updateAmerican Tower Corporation(NYSE:AMT) dropped from Russell 1000 Growth-Defensive IndexAmerican Tower Corporation(NYSE:AMT) dropped from Russell 1000 Growth-Defensive Index공고 • Jun 28American Tower Corporation to Report Q2, 2024 Results on Jul 30, 2024American Tower Corporation announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Jul 30, 2024Upcoming Dividend • Jun 10Upcoming dividend of US$1.62 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 12 July 2024. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).Declared Dividend • May 27First quarter dividend of US$1.62 announcedShareholders will receive a dividend of US$1.62. Ex-date: 14th June 2024 Payment date: 12th July 2024 Dividend yield will be 3.6%, which is about the same as the industry average.공고 • May 03American Tower Corporation Provides Earnings Guidance for the Year 2024American Tower Corporation provided earnings guidance for the year 2024. For the year, the company expects total property revenue to be in the range of $11,080 million to $11,260 million and net income to be in the range of $3,080 million to $3,170 million.Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$1.97 (vs US$0.72 in 1Q 2023)First quarter 2024 results: EPS: US$1.97 (up from US$0.72 in 1Q 2023). Revenue: US$2.83b (up 2.4% from 1Q 2023). Net income: US$917.4m (up 173% from 1Q 2023). Profit margin: 32% (up from 12% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공고 • Apr 05American Tower Corporation to Report Q1, 2024 Results on Apr 30, 2024American Tower Corporation announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on Apr 30, 2024Upcoming Dividend • Apr 04Upcoming dividend of US$1.62 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 26 April 2024. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.1%).Declared Dividend • Mar 18Fourth quarter dividend of US$1.62 announcedShareholders will receive a dividend of US$1.62. Ex-date: 11th April 2024 Payment date: 26th April 2024 Dividend yield will be 3.4%, which is lower than the industry average of 3.8%.공고 • Mar 15+ 1 more updateAmerican Tower Corporation Declares Quarterly Cash Distribution, Payable on April 26, 2024On March 14, 2024, the Board of American Tower Corporation declared a quarterly cash distribution of $1.62 per share on shares of the Company’s common stock. The distribution is payable on April 26, 2024 to the stockholders of record at the close of business on April 12, 2024. As communicated on the Company’s fourth quarter 2023 earnings conference call, the distribution of $1.62 per share represents a step down compared to the fourth quarter 2023 dividend of $1.70 per share and the Company expects to maintain an annual dividend payout in 2024 that is relatively flat compared to that of 2023, subject to Board approval. Additionally, the Company anticipates paying out its annual dividend through a flat quarterly dividend per share cadence in 2024, also subject to Board approval.공고 • Feb 29American Tower Corporation Provides Earnings Guidance for the Year 2024American Tower Corporation provided earnings guidance for the year 2024. For the period, the company expects Net income to be in the range of $3,305 million to $3,415 million.Reported Earnings • Feb 28Full year 2023 earnings released: FFO per share: US$9.9 (vs US$11.44 in FY 2022)Full year 2023 results: FFO per share: US$9.9 (down from US$11.44 in FY 2022). Revenue: US$11.1b (up 4.0% from FY 2022). Funds from operations (FFO): US$4.61b (down 13% from FY 2022). FFO margin: 41% (down from 49% in FY 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.공고 • Feb 14Baker Roofing Company acquired Single Story, 49,754 Square Feet, Class-A Office Building at 3500 Regency Parkway from American Tower Corporation (NYSE:AMT) for $7.1 million.Baker Roofing Company acquired Single Story, 49,754 Square Feet, Class-A Office Building at 3500 Regency Parkway from American Tower Corporation (NYSE:AMT) for $7.1 million on February 13, 2024.Baker Roofing Company completed the acquisition of Single Story, 49,754 Square Feet, Class-A Office Building at 3500 Regency Parkway from American Tower Corporation (NYSE:AMT) on February 13, 2024.공고 • Jan 23American Tower Corporation to Report Q4, 2023 Results on Feb 27, 2024American Tower Corporation announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Feb 27, 2024Upcoming Dividend • Dec 20Upcoming dividend of US$1.70 per share at 3.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 01 February 2024. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.0%).공고 • Dec 15American Tower Corporation Declares Cash Distribution on Common Stock, Payable on February 1, 2024On December 14, 2023, the Board of American Tower Corporation declared a cash distribution of $1.70 per share on shares of the Company’s common stock, payable on February 1, 2024 to the stockholders of record at the close of business on December 28, 2023.공고 • Nov 13American Towers Reportedly Set to Sell Loss-Making India Operations for $2.2 BillionAmerican Tower Corporation (NYSE:AMT), the US-based telecom towers giant, is close to selling its loss-making India operations at an enterprise valuation of up to $2.2 billion by next month-end. I Squared Capital Advisors, LLC, the US-based infrastructure private equity firm, is leading the race to buy the telecom tower company which has seen a continuous loss of valuation in the last few years, said a banking source. I Squared Capital declined to comment. “We're making significant progress on the strategic review of our India business. As we are in the final stages of this process, we remain committed to communicating the outcome to our shareholders before the end of the year, consistent with our past messaging,” Rod Smith, Executive Vice President, Chief Financial Officer, and Treasurer of ATC said in a conference call with analysts recently.공고 • Oct 27+ 3 more updatesAmerican Tower Corporation Revises Earnings Guidance for the Full Year 2023American Tower Corporation revised earnings guidance for the full year 2023. For the year, the company expects total property revenue to be in the range of $10,895 million to $10,985 million. Net income to be in the range of $1,695 million to $1,755 million. The company is reducing the midpoint for net income and net income attributable to AMT common stockholders, each by $90 million, primarily due to the goodwill impairment charges in India. The company is raising the midpoints of its full year 2023 outlook for property revenue.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.26 (vs US$1.80 in 3Q 2022)Third quarter 2023 results: EPS: US$1.26 (down from US$1.80 in 3Q 2022). Revenue: US$2.82b (up 5.5% from 3Q 2022). Net income: US$586.9m (down 30% from 3Q 2022). Profit margin: 21% (down from 31% in 3Q 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공고 • Oct 17CoreSite,Subsidiary of American Tower Corporation Announces to Launch Valuable Enhancements to Its CoreSite Open Cloud ExchangeCoreSite, a leading hybrid IT solutions provider and subsidiary of American Tower Corporation announced it will launch valuable enhancements to its CoreSite Open Cloud Exchange (OCX), the company’s leading software-defined networking platform, to deliver faster AWS Direct Connect Hosted Connections of up to 50 gigabits per second (Gbps). The new OCX capabilities will further enable businesses to support the next wave of high-bandwidth, low-latency hybrid applications such as artificial intelligence (AI), machine learning (ML) and digital media production. AWS Direct Connect is a networking service that provides an alternative to using the internet to connect to Amazon Web Services (AWS). Using AWS Direct Connect, data that would have previously been transported over the internet is delivered through a private network connection between a customer’s facilities and AWS. Leveraging the 25G and 50G Hosted Connections, businesses will be able to ensure smooth and reliable data transfers at massive scale for real-time analysis, rapid data processing or broadcast media processing. Businesses deploying complex, data-intense workloads will also benefit from the simplified process offered through the OCX to rapidly scale network capacity between the enterprise edge and cloud providers. The OCX capabilities will allow clients to effortlessly scale their network to meet current and future business needs while reducing their operating expenses.공고 • Oct 06American Tower Corporation to Report Q3, 2023 Results on Oct 26, 2023American Tower Corporation announced that they will report Q3, 2023 results at 7:00 AM, US Eastern Standard Time on Oct 26, 2023Upcoming Dividend • Oct 03Upcoming dividend of US$1.62 per share at 4.1% yieldEligible shareholders must have bought the stock before 10 October 2023. Payment date: 27 October 2023. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.5%).공고 • Aug 25I Squared Closes in to Buy ATC's India Telecom Towers for $1.5 Billion -$2 BillionAmerican Tower Corporation (NYSE:AMT) (ATC) is set to cede majority control in its wholly owned India unit to US private equity firm I Squared Capital Advisors, LLC after months of negotiations, said people aware of the matter. The two sides have entered into a 60-day exclusivity agreement for bilateral negotiations that could end in ATC selling a minimum of 51% in its India unit, ATC Telecom Infrastructure Private Limited (ATC-TIPL), to cashing out entirely at an enterprise value of around $1.5 billion - $2.0 billion, the people said. I Squared has been competing with Canada’s Brookfield and US infrastructure fund Stonepeak Partners for the stake.Reported Earnings • Jul 28Second quarter 2023 earnings released: FFO per share: US$2.4 (vs US$3.61 in 2Q 2022)Second quarter 2023 results: FFO per share: US$2.4 (down from US$3.61 in 2Q 2022). Revenue: US$2.77b (up 3.6% from 2Q 2022). Funds from operations (FFO): US$1.13b (down 31% from 2Q 2022). FFO margin: 41% (down from 62% in 2Q 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.공고 • Jun 30American Tower Corporation to Report Q2, 2023 Results on Jul 27, 2023American Tower Corporation announced that they will report Q2, 2023 results at 7:00 AM, US Eastern Standard Time on Jul 27, 2023공고 • Jun 28I Squared Reportedly Leads the Race to Acquire ATC's India UnitI Squared Capital Advisors, LLC has emerged as the frontrunner to buy a controlling stake in American Tower Corporation (NYSE:AMT)'s wholly-owned Indian unit after negotiations with Brookfield remained inconclusive, said people aware. I Squared Capital is evaluating around a 90% stake buy in ATC's India unit, ATC Telecom Infrastructure (ATC TIPL). Another US infrastructure fund Stonepeak Partners LP is also a contender but I Squared Capital, as of now is the more serious player in the fray, they added. Negotiations with Canada's Brookfield fell through primarily over valuation differences, another person aware said. Brookfield had been evaluating a full buyout. Binding bids are due early next month though senior executives, lawyers and consultants aware of these discussions said the premium valuations sought by ATC remain a sticky point. Sources close to Boston-based ATC continue to peg the enterprise valuation (EV) of its Indian arm at around $4 billion, while I Squared Capital and Stonepeak are expected to bid at $1.8 –$2.2 billion EV. However, the price discovery process is still underway. Stonepeak is already a stakeholder in ATC's US datacentre business, but it does not yet have a presence in India. The valuation disconnect stems from I Squared and Stonepeak's concerns around the sustainability of tenancy revenue inflows in future, amid the pending fundraise and continuing financial struggles of Vodafone Idea (Vi) --ATC's biggest customer in India. “ATC can demand a higher valuation of its India venture but under current circumstances, I Squared and Stonepeak are unlikely to pay $50,000 per tower as they aren't convinced about generating adequate returns and recovering their money via steady tenancy revenues, given key customer Vi's weak financials and the fact that the latter is yet to close its long pen- ding fundraise or even start rolling out 5G networks,” another person cited said. At press time, Stonepeak declined to offer comment while ATC and I Squared Capital did not respond to ET's queries.공고 • Jun 25American Tower Corporation(NYSE:AMT) dropped from Russell 1000 Value IndexAmerican Tower Corporation(NYSE:AMT) dropped from Russell 1000 Value IndexUpcoming Dividend • Jun 08Upcoming dividend of US$1.57 per share at 3.3% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 10 July 2023. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.9%).공고 • Jun 03Emitel S.A. acquired ATC Polska from American Tower Corporation (NYSE:AMT).Emitel S.A. acquired ATC Polska from American Tower Corporation (NYSE:AMT) on June 1, 2023. The addition of ATC Polska increases Emitel’s total site portfolio to 667, of which over 635 will host telecom equipment. This further strengthens Emitel’s Telecom Infrastructure segment, where the Company is a leading independent developer and operator of telecom infrastructure and provides site hosting and other services to MNOs such as Orange, Polkomtel, Play and T -Mobile.Emitel S.A. completed the acquisition of ATC Polska from American Tower Corporation (NYSE:AMT) on June 1, 2023.공고 • May 26American Tower Corporation Declares Quarterly Distribution, Payable on July 10, 2023American Tower Corporation announced that its board of directors has declared its quarterly cash distribution of $1.57 per share on shares of the Company’s common stock. The distribution is payable on July 10, 2023 to the stockholders of record at the close of business on June 16, 2023.Reported Earnings • Apr 27First quarter 2023 earnings released: FFO per share: US$2.3 (vs US$3.08 in 1Q 2022)First quarter 2023 results: FFO per share: US$2.3 (down from US$3.08 in 1Q 2022). Revenue: US$2.77b (up 4.0% from 1Q 2022). Funds from operations (FFO): US$1.08b (down 23% from 1Q 2022). FFO margin: 39% (down from 53% in 1Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Apr 06Upcoming dividend of US$1.56 per share at 3.0% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 28 April 2023. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.8%).Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$3.83 (vs US$5.69 in FY 2021)Full year 2022 results: EPS: US$3.83 (down from US$5.69 in FY 2021). Revenue: US$10.7b (up 14% from FY 2021). Net income: US$1.77b (down 31% from FY 2021). Profit margin: 17% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공고 • Jan 24American Tower Corporation to Report Q4, 2022 Results on Feb 23, 2023American Tower Corporation announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Feb 23, 2023Buying Opportunity • Jan 20Now 20% undervaluedOver the last 90 days, the stock is up 8.2%. The fair value is estimated to be €260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is forecast to decline by 1.2% per annum over the same time period.Upcoming Dividend • Dec 20Upcoming dividend of US$1.56 per shareEligible shareholders must have bought the stock before 27 December 2022. Payment date: 02 February 2023. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.6%).Recent Insider Transactions • Nov 25Senior VP & Chief Accounting Officer recently sold €214k worth of stockOn the 21st of November, Robert Meyer sold around 1k shares on-market at roughly €214 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €815k more than they bought in the last 12 months.Reported Earnings • Oct 28Third quarter 2022 earnings released: FFO per share: US$3.5 (vs US$2.92 in 3Q 2021)Third quarter 2022 results: FFO per share: US$3.5 (up from US$2.92 in 3Q 2021). Revenue: US$2.67b (up 8.8% from 3Q 2021). Funds from operations (FFO): US$1.62b (up 24% from 3Q 2021). FFO margin: 61% (up from 53% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 30Upcoming dividend of US$1.47 per shareEligible shareholders must have bought the stock before 07 October 2022. Payment date: 26 October 2022. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.8%). Lower than average of industry peers (6.0%).Reported Earnings • Jul 29Second quarter 2022 earnings released: FFO: US$2.67b per share (vs US$2.77 in 2Q 2021)Second quarter 2022 results: FFO: US$2.67b per share (up from US$2.77 in 2Q 2021). Revenue: US$2.67b (up 16% from 2Q 2021). Funds from operations (FFO): US$1.65b (up 34% from 2Q 2021). FFO margin: 62% (up from 54% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 2.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 09Upcoming dividend of US$1.43 per shareEligible shareholders must have bought the stock before 16 June 2022. Payment date: 08 July 2022. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (4.4%).Reported Earnings • Apr 29First quarter 2022 earnings released: FFO: US$2.66b per share (vs US$2.49 in 1Q 2021)First quarter 2022 results: FFO: US$2.66b per share (up from US$2.49 in 1Q 2021). Revenue: US$2.66b (up 23% from 1Q 2021). Funds from operations (FFO): US$1.40b (up 27% from 1Q 2021). FFO margin: 53% (up from 51% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.4% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.주주 수익률A0TDE Specialized REITsDE 시장7D3.7%0%0%1Y-12.8%0%0%전체 주주 수익률 보기수익률 대 산업: A0T은 지난 1년 동안 -15.5%의 수익을 기록한 German Specialized REITs 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: A0T은 지난 1년 동안 2.2%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is A0T's price volatile compared to industry and market?A0T volatilityA0T Average Weekly Movement4.7%Specialized REITs Industry Average Movement0%Market Average Movement0%10% most volatile stocks in DE Market0%10% least volatile stocks in DE Market0%안정적인 주가: A0T는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: A0T의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19954,866Steve Vondranwww.americantower.com최대 규모의 글로벌 리츠 중 하나인 American Tower는 149,000개 이상의 통신 사이트 포트폴리오와 고도로 상호 연결된 미국 데이터 센터 시설로 구성된 멀티테넌트 통신 부동산의 선도적인 독립 소유자, 운영자 및 개발업체입니다.더 보기American Tower Corporation 기초 지표 요약American Tower의 순이익과 매출은 시가총액과 어떻게 비교됩니까?A0T 기초 통계시가총액€69.32b순이익 (TTM)€2.94b매출 (TTM)€9.45b23.6x주가수익비율(P/E)7.3x주가매출비율(P/S)A0T는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표A0T 손익계산서 (TTM)매출US$10.94b매출원가US$2.87b총이익US$8.07b기타 비용US$4.67b순이익US$3.40b최근 보고된 실적Jun 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)7.30총이익률73.77%순이익률31.08%부채/자본 비율362.6%A0T의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당4.2%현재 배당 수익률78%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/18 15:38종가2026/08/18 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스American Tower Corporation는 49명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Harshit GuptaAccountability Research CorporationJacob KilsteinArgus Research CompanyAmir RozwadowskiBarclays46명의 분석가 더 보기
Reported Earnings • Jul 28Second quarter 2026 earnings released: EPS: US$1.86 (vs US$0.78 in 2Q 2025)Second quarter 2026 results: EPS: US$1.86 (up from US$0.78 in 2Q 2025). Revenue: US$2.75b (up 4.7% from 2Q 2025). Net income: US$867.5m (up 137% from 2Q 2025). Profit margin: 32% (up from 14% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공고 • Jul 28American Tower Corporation Revises Earnings Guidance for the Full Year 2026American Tower Corporation revised earnings guidance for the full year 2026. For the year, the company expects Total property revenue to be $10,695 million to $10,845 million. Net income to be $3,270 million to $3,350 million.
공고 • Jul 01American Tower Corporation to Report Q2, 2026 Results on Jul 28, 2026American Tower Corporation announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Jul 28, 2026
Declared Dividend • May 25First quarter dividend of US$1.79 announcedShareholders will receive a dividend of US$1.79. Ex-date: 12th June 2026 Payment date: 13th July 2026 Dividend yield will be 3.9%, which is about the same as the industry average.
공고 • May 23American Tower Corporation announces Quarterly dividend, payable on July 13, 2026American Tower Corporation announced Quarterly dividend of USD 1.7900 per share payable on July 13, 2026, ex-date on June 12, 2026 and record date on June 12, 2026.
공고 • Apr 30American Tower Corporation Raises Earnings Guidance for the Year 2026American Tower Corporation raised earnings guidance for the year 2026. For the year, the company expects total property revenue of $10,585 million to $10,735 million, Net income of $3,015 million to $3,095 million and Net income attributable to AMT common stockholders of $2,965 million to $3,045 million. As result of the estimated positive foreign currency exchange rate fluctuations and accelerating straight-line revenue in Latin America, the company is raising the midpoints of its full year 2026 outlook for property revenue. The Company is increasing the midpoint for net income and net income attributable to AMT common stockholders by $70 million and $85 million, respectively, primarily due to unrealized foreign currency gains.
Reported Earnings • Jul 28Second quarter 2026 earnings released: EPS: US$1.86 (vs US$0.78 in 2Q 2025)Second quarter 2026 results: EPS: US$1.86 (up from US$0.78 in 2Q 2025). Revenue: US$2.75b (up 4.7% from 2Q 2025). Net income: US$867.5m (up 137% from 2Q 2025). Profit margin: 32% (up from 14% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공고 • Jul 28American Tower Corporation Revises Earnings Guidance for the Full Year 2026American Tower Corporation revised earnings guidance for the full year 2026. For the year, the company expects Total property revenue to be $10,695 million to $10,845 million. Net income to be $3,270 million to $3,350 million.
공고 • Jul 01American Tower Corporation to Report Q2, 2026 Results on Jul 28, 2026American Tower Corporation announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Jul 28, 2026
Declared Dividend • May 25First quarter dividend of US$1.79 announcedShareholders will receive a dividend of US$1.79. Ex-date: 12th June 2026 Payment date: 13th July 2026 Dividend yield will be 3.9%, which is about the same as the industry average.
공고 • May 23American Tower Corporation announces Quarterly dividend, payable on July 13, 2026American Tower Corporation announced Quarterly dividend of USD 1.7900 per share payable on July 13, 2026, ex-date on June 12, 2026 and record date on June 12, 2026.
공고 • Apr 30American Tower Corporation Raises Earnings Guidance for the Year 2026American Tower Corporation raised earnings guidance for the year 2026. For the year, the company expects total property revenue of $10,585 million to $10,735 million, Net income of $3,015 million to $3,095 million and Net income attributable to AMT common stockholders of $2,965 million to $3,045 million. As result of the estimated positive foreign currency exchange rate fluctuations and accelerating straight-line revenue in Latin America, the company is raising the midpoints of its full year 2026 outlook for property revenue. The Company is increasing the midpoint for net income and net income attributable to AMT common stockholders by $70 million and $85 million, respectively, primarily due to unrealized foreign currency gains.
공고 • Apr 09American Tower Corporation, Annual General Meeting, May 20, 2026American Tower Corporation, Annual General Meeting, May 20, 2026.
공고 • Apr 01American Tower Corporation to Report Q1, 2026 Results on Apr 28, 2026American Tower Corporation announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Apr 28, 2026
공고 • Mar 11American Tower Corporation Announces Robert D. Hormats Will Not Stand for Re-Election as Director, Member of the Nominating & Corporate Governance CommitteeAmerican Tower Corporation announced that on March 6, 2026, Robert D. Hormats notified the Corporate Secretary of his decision to not stand for re-election as a director at the Company's 2026 Annual Meeting of Stockholders. Mr. Hormats is currently a member of the Nominating & Corporate Governance Committee of the Board of Directors of the Company and will continue his service on such committee until the Annual Meeting.
공고 • Mar 06American Tower Corporation Declares Quarterly Cash Distribution, Payable on April 28, 2026American Tower Corporation announced that its Board of Directors has declared a quarterly cash distribution of $1.79 per share on shares of the Company’s common stock. The distribution is payable on April 28, 2026 to the stockholders of record at the close of business on April 14, 2026.
공고 • Feb 24American Tower Corporation Provides Earnings Guidance for the Year 2026American Tower Corporation provided earnings guidance for the year 2026. For the year, the company expects total property revenue of $10,440 million to $10,590 million, Net income of $2,945 million to $3,025 million and Net income attributable to AMT common stockholders of $2,980 million to $3,060 million.
공고 • Jan 30American Tower Corporation Appoints Paul Blanchett as Senior Vice President and Chief Accounting Officer, Effective April 27, 2026American Tower Corporation appointed Paul Blanchett as its Senior Vice President and Chief Accounting Officer (Principal Accounting Officer), effective April 27, 2026. Mr. Blanchett, age 42, has served as Chief Accounting Officer of GXO Logistics Inc. since 2021. Mr. Blanchett previously served as Corporate Controller at XPO Logistics Inc. from 2019 to 2021, and as Global Controller for the Oilfield Services segment at Baker Hughes from 2017 to 2019, where he oversaw substantial financial operations and compliance across multiple countries. Prior to such roles, Mr. Blanchett also served in various leadership roles in controllership at General Electric and earlier auditing roles at PricewaterhouseCoopers. Mr. Blanchett holds a Bachelor of Business Administration in Accountancy from Western Michigan University's Haworth College of Business. As previously disclosed, the Company's current Senior Vice President and Chief Accounting Officer, Robert J. Meyer, will remain with the Company in his current role until the Start Date, after which he will assist with the transition until his retirement from the Company, which will occur prior to the end of 2026.
공고 • Jan 28American Tower Corporation to Report Q4, 2025 Results on Feb 24, 2026American Tower Corporation announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 24, 2026
공고 • Dec 05American Tower Corporation Declares Quarterly Distribution, Payable on February 2, 2026American Tower Corporation announced that its Board of Directors has declared a quarterly cash distribution of $1.70 per share on shares of the Company’s common stock. The distribution is payable on February 2, 2026 to the stockholders of record at the close of business on December 29, 2025.
공고 • Nov 08American Tower Corporation Announce Retirement of Robert J. Meyer as Senior Vice President and Chief Accounting OfficerOn November 5, 2025, American Tower Corporation announced that Robert J. Meyer communicated his intention to retire from his role as Senior Vice President and Chief Accounting Officer of the company. The Company is undertaking a search process to replace Mr. Meyer, who has agreed to remain with the Company in his current role until his successor is appointed, after which he will assist with the transition until his retirement from the Company, which will occur prior to the end of 2026.
공고 • Oct 28American Tower Corporation Raises Earnings Guidance for the Year 2025American Tower Corporation raised earnings guidance for the year 2025. For the year, the company expects total property revenue of $10,210 million to $10,290 million, Net income of $2,458 million to $2,513 million and Net income attributable to AMT common stockholders of $2,363 million to $2,418 million. The Company is raising the midpoints of its full year 2025 outlook for property revenue. The Company is increasing the midpoint for net income and net income attributable to AMT common stockholders by $95 million and $40 million, respectively, primarily due to unrealized foreign currency gains. The increase, driven by unrealized foreign currency gains, to net income attributable to AMT common stockholders is partially offset by increased minority interests as a result of a recent tax law change in Europe.
공고 • Oct 01American Tower Corporation to Report Q3, 2025 Results on Oct 28, 2025American Tower Corporation announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on Oct 28, 2025
공고 • Sep 19+ 1 more updateOlivier Puech to Retire as Executive Vice President and President, International of American Tower Corporation, Effective January 2, 2026American Tower Corporation announced that on September 16, 2025, Olivier Puech communicated his intention to retire from his role as company's Executive Vice President and President, International, effective January 2, 2026.
공고 • Aug 26American Tower Corporation Elects Gene Reilly as Board DirectorAmerican Tower Corporation announced that its Board of Directors has elected Gene Reilly as a director. Mr. Reilly most recently served as the Vice Chairman of Prologis Inc., and served as an advisor through April 2024. Mr. Reilly joined Prologis (then AMB Property Corporation) in 2003 and held several roles, including serving as Chief Investment Officer from 2019 to 2023 and Chief Executive of the Americas from 2011 to 2019, where he oversaw all aspects of the company’s operations across the United States, Canada and Latin America. Mr. Reilly has 40 years of experience in real property investment, management and operations, including previously serving as Chief Investment Officer of Cabot Properties Inc., a private equity industrial real estate firm, where he was a founding partner and served on its investment committee and board of directors. Mr. Reilly previously served as a member of the technical committee of FIBRA Prologis and as a member of the board of directors and executive committee of the National Association of Industrial and Office Properties (NAIOP).
공고 • Jul 29American Tower Corporation Provides Earnings Guidance for the Year 2025American Tower Corporation provided earnings guidance for the year 2025. For the year, the company expects total property revenue of $10,135 million to $10,285 million, Net income of $2,340 million to $2,440 million and Net income attributable to AMT common stockholders of $2,300 million to $2,400 million.
공고 • Jul 08American Tower Corporation to Report Q2, 2025 Results on Jul 29, 2025American Tower Corporation announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Jul 29, 2025
공고 • May 16American Tower Corporation Declares Quarterly Distribution, Payable on July 11, 2025American Tower Corporation announced that its Board of Directors has declared a quarterly cash distribution of $1.70 per share on shares of the Company’s common stock. The distribution is payable on July 11, 2025 to the stockholders of record at the close of business on June 13, 2025.
공고 • Apr 30CoreSite Launches Data Center Knowledge Base to Educate on Critical InfrastructureCoreSite launched the Data Center Knowledge Base. Through informative videos, infographics, articles and more, this digital content hub highlights the pivotal role data centers play in transmitting, processing and storing vast amounts of data across both wireless and wireline networks - acting as the invisible engine that helps keep the modern world running smoothly. The Data Center Knowledge Base offers: General Data Center Operations: Information on what data centers are, the different types of data centers, how they work and how they enable daily life. Tech Innovation: Overview of the advanced technology deployed at data centers--home of the cloud and AI applications--and how data centers are fueling advancements and driving innovation. Economic Impact: Details on how the data center industry stimulates economic growth, creates jobs and helps provide stability. Energy Efficiency: Information on how data centers can help companies optimize energy usage and the energy demand of different types of data centers. Community Support: Highlights how data centers, and the people who run the facilities, help connect their local communities while making education, mentorship and activism contributions.
공고 • Apr 29American Tower Corporation Provides Earnings Guidance for the Year 2025American Tower Corporation provided earnings guidance for the year 2025. For the year, the company expects total property revenue to be in the range of $9,970 million to $10,120 million and net income to be in the range of $2,740 million to $2,840 million.
공고 • Apr 03American Tower Corporation, Annual General Meeting, May 14, 2025American Tower Corporation, Annual General Meeting, May 14, 2025.
공고 • Apr 02American Tower Corporation to Report Q1, 2025 Results on Apr 29, 2025American Tower Corporation announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on Apr 29, 2025
공고 • Mar 07American Tower Corporation Declares Quarterly Distribution, Payable on April 28, 2025American Tower Corporation announced that its Board of Directors has declared a quarterly cash distribution of $1.70 per share on shares of the Company’s common stock. The distribution is payable on April 28, 2025 to the stockholders of record at the close of business on April 11, 2025.
공고 • Feb 26American Tower Corporation Provides Earnings Guidance for the Full Year 2025American Tower Corporation provided earnings guidance for the full year 2025. For the year, the company expected total property revenue to be in the range of $9,920 million to $10,070 million. Net income to be in the range of $2,930 million to $3,020 million. Net income attributable to AMT common stockholders to be in the range of $2,960 million to $3,050 million.
공고 • Feb 07American Tower Corporation Appoints Rajesh Kalathur as a Director and Member of its Audit CommitteeOn February 5, 2025, the Board of Directors of American Tower Corporation elected Rajesh Kalathur as a director and member of its Audit Committee, effective immediately. In accordance with the Company’s Amended and Restated By-Laws, Mr. Kalathur will serve as a director until the Company’s 2025 Annual Meeting of Stockholders and until his successor is duly elected and qualified. Mr. Kalathur is President of John Deere Financial, a leading financial services provider for dealers and customers of John Deere equipment, and Chief Information Officer of Deere & Company, a global leader in the production of agricultural, construction, and forestry equipment and solutions. As CIO, Mr. Kalathur oversees Deere & Company’s information technology function, and recently led the implementation of the IT agile operating model and digital transformation leveraging AI and automation technologies. Mr. Kalathur has more than 27 years of experience across finance, information technology, operations, and sales and marketing functions, including previously serving as Chief Financial Officer of Deere & Company.
공고 • Jan 23American Tower Corporation to Report Q4, 2024 Results on Feb 25, 2025American Tower Corporation announced that they will report Q4, 2024 results at 7:00 AM, US Eastern Standard Time on Feb 25, 2025
공고 • Jan 07American Tower Corporation Announces Executive Changes, Effective January 13, 2025American Tower Corporation announced that Eugene (“Bud”) Noel, currently Executive Vice President and President of the U. S. Tower Division, will become Executive Vice President and Chief Operating Officer, a newly created global position, effective January 13, 2025. This role will oversee American Tower’s global operations and IT, further effectuating the Company’s strategic priorities to drive operational efficiency and provide best-in-class service to its global customer base. Mr. Noel joined the Company in 2011 as Senior Vice President, U.S. Tower Operations, and prior to being appointed the Executive Vice President and President of the U.S. Tower Division in 2023, held the role of Chief Operating Officer, U.S. Tower. He brings over 25 years of experience in wireless real estate development and operations, including leadership positions held at Sprint Nextel and LightSquared. During his tenure in operations, Mr. Noel drove operational excellence across the Company’s U.S. business through efficiency, asset quality, technology, and customer service. Richard (“Rich”) Rossi, currently Senior Vice President and General Counsel of U.S. Tower, a position he has held since 2018, will succeed Mr. Noel as Executive Vice President and President, U.S. Tower, also effective January 13, 2025. Mr. Rossi joined American Tower in 2001, and has since held leadership positions spanning functions across sales, marketing, finance, real estate and operations, and has been integral to the development and implementation of strategic customer agreements.
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: US$0.89 (vs US$1.26 in 3Q 2023)Third quarter 2024 results: EPS: US$0.89 (down from US$1.26 in 3Q 2023). Revenue: US$2.52b (down 11% from 3Q 2023). Net income: US$416.2m (down 29% from 3Q 2023). Profit margin: 17% (down from 21% in 3Q 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Oct 02Upcoming dividend of US$1.62 per shareEligible shareholders must have bought the stock before 09 October 2024. Payment date: 25 October 2024. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.5%).
공고 • Oct 02American Tower Corporation to Report Q3, 2024 Results on Oct 29, 2024American Tower Corporation announced that they will report Q3, 2024 results at 7:00 AM, US Eastern Standard Time on Oct 29, 2024
Recent Insider Transactions • Sep 18Insider recently sold €1.1m worth of stockOn the 13th of September, Sanjay Goel sold around 5k shares on-market at roughly €215 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €5.5m more than they bought in the last 12 months.
Declared Dividend • Sep 16Second quarter dividend of US$1.62 announcedShareholders will receive a dividend of US$1.62. Ex-date: 9th October 2024 Payment date: 25th October 2024 Dividend yield will be 2.9%, which is lower than the industry average of 3.8%.
공고 • Sep 12Data Infrastructure Trust, managed by Brookfield Asset Management Ltd. Completed the acquisition of ATC Telecom Infrastructure Private Limited (ATC TIPL) from American Tower Corporation (NYSE:AMT).Data Infrastructure Trust, managed by Brookfield Asset Management Ltd. signed a definitive agreement to acquire ATC Telecom Infrastructure Private Limited (ATC TIPL) from American Tower Corporation (NYSE:AMT) for INR 210 billion on January 4, 2024. The total aggregate consideration of up to INR 210 billion, includes the value of the VIL OCDs, payments on certain existing customer receivables, the repayment of existing intercompany debt and the repayment, or assumption, of American Tower Corporation existing term loan in India, by Data Infrastructure Trust. The total cash proceeds to American Tower at closing, are subject to certain pre-closing terms. Under the terms, consideration being paid, subject to certain pre-closing terms, total aggregate consideration would potentially represent up to approximately INR 210 billion (approximately $2.5 billion), including the value of the VIL OCDs, payments on certain existing customer receivables, the repayment of existing intercompany debt and the repayment, or assumption, of the Company’s existing term loan in India, by DIT. The transaction is subject to customary closing conditions, including government and regulatory approvals and is expected to close in the second half of 2024. As of August 7, 2024, S&R Associates Secures Competition Commission of India Approval for Data Infrastructure Trust’s acquisition Of ATC Telecom Infrastructure. Citi is serving as lead financial advisor and CDX Advisors is serving as financial advisor to American Tower. Gautam Saha, Swati Chauhan & Harshit Chandra and Sonam Mathur of Talwar Thakore & Associates (TT&A) is serving as principal legal advisor to American Tower. Rajat Sethi, Sudip Mahapatra, Raya Hazarika, Pratichi Mishra, Sumit Bansal, Simran Dhir, and Akshat Kulshrestha of S&R Associates advised Brookfield. PricewaterhouseCoopers LLP, Canada acted as tax advisor to Brookfield Asset Management Ltd. on the transaction. Data Infrastructure Trust, managed by Brookfield Asset Management Ltd. Completed the acquisition of ATC Telecom Infrastructure Private Limited (ATC TIPL) from American Tower Corporation (NYSE:AMT) on September 12, 2024.
공고 • Sep 10Waveconn entered into a definitive agreement to acquire AT Australia Pty Ltd and AT Australia Operations Pty Ltd from American Tower Corporation (NYSE:AMT).Waveconn entered into a definitive agreement to acquire AT Australia Pty Ltd and AT Australia Operations Pty Ltd from American Tower Corporation (NYSE:AMT) on September 9, 2024. The transaction is subject to customary conditions precedent including?Foreign Investment Review Board approval and subject to the satisfaction of those conditions. The expected completion of the transaction is fourth quarter of 2024. Kain Corporate and Commercial Lawyers acted as legal advisor for Waveconn. PRICEWATERHOUSECOOPERS AUSTRALIA SERVICES PTY LTD acted as accountant for Waveconn.
Recent Insider Transactions • Aug 30Insider recently sold €2.0m worth of stockOn the 26th of August, Olivier Puech sold around 10k shares on-market at roughly €203 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.4m more than they bought in the last 12 months.
New Risk • Aug 08New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €2.1m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Minor Risk Significant insider selling over the past 3 months (€2.1m sold).
Recent Insider Transactions • Aug 08Insider recently sold €1.0m worth of stockOn the 2nd of August, Sanjay Goel sold around 5k shares on-market at roughly €216 per share. This transaction amounted to 99% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.
Reported Earnings • Jul 31Second quarter 2024 earnings released: FFO per share: US$2.9 (vs US$2.43 in 2Q 2023)Second quarter 2024 results: FFO per share: US$2.9 (up from US$2.43 in 2Q 2023). Revenue: US$2.90b (up 4.6% from 2Q 2023). Funds from operations (FFO): US$1.35b (up 19% from 2Q 2023). FFO margin: 47% (up from 41% in 2Q 2023). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공고 • Jul 03+ 1 more updateAmerican Tower Corporation(NYSE:AMT) dropped from Russell 1000 Growth-Defensive IndexAmerican Tower Corporation(NYSE:AMT) dropped from Russell 1000 Growth-Defensive Index
공고 • Jun 28American Tower Corporation to Report Q2, 2024 Results on Jul 30, 2024American Tower Corporation announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Jul 30, 2024
Upcoming Dividend • Jun 10Upcoming dividend of US$1.62 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 12 July 2024. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).
Declared Dividend • May 27First quarter dividend of US$1.62 announcedShareholders will receive a dividend of US$1.62. Ex-date: 14th June 2024 Payment date: 12th July 2024 Dividend yield will be 3.6%, which is about the same as the industry average.
공고 • May 03American Tower Corporation Provides Earnings Guidance for the Year 2024American Tower Corporation provided earnings guidance for the year 2024. For the year, the company expects total property revenue to be in the range of $11,080 million to $11,260 million and net income to be in the range of $3,080 million to $3,170 million.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$1.97 (vs US$0.72 in 1Q 2023)First quarter 2024 results: EPS: US$1.97 (up from US$0.72 in 1Q 2023). Revenue: US$2.83b (up 2.4% from 1Q 2023). Net income: US$917.4m (up 173% from 1Q 2023). Profit margin: 32% (up from 12% in 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 4.4% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공고 • Apr 05American Tower Corporation to Report Q1, 2024 Results on Apr 30, 2024American Tower Corporation announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on Apr 30, 2024
Upcoming Dividend • Apr 04Upcoming dividend of US$1.62 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 26 April 2024. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.1%).
Declared Dividend • Mar 18Fourth quarter dividend of US$1.62 announcedShareholders will receive a dividend of US$1.62. Ex-date: 11th April 2024 Payment date: 26th April 2024 Dividend yield will be 3.4%, which is lower than the industry average of 3.8%.
공고 • Mar 15+ 1 more updateAmerican Tower Corporation Declares Quarterly Cash Distribution, Payable on April 26, 2024On March 14, 2024, the Board of American Tower Corporation declared a quarterly cash distribution of $1.62 per share on shares of the Company’s common stock. The distribution is payable on April 26, 2024 to the stockholders of record at the close of business on April 12, 2024. As communicated on the Company’s fourth quarter 2023 earnings conference call, the distribution of $1.62 per share represents a step down compared to the fourth quarter 2023 dividend of $1.70 per share and the Company expects to maintain an annual dividend payout in 2024 that is relatively flat compared to that of 2023, subject to Board approval. Additionally, the Company anticipates paying out its annual dividend through a flat quarterly dividend per share cadence in 2024, also subject to Board approval.
공고 • Feb 29American Tower Corporation Provides Earnings Guidance for the Year 2024American Tower Corporation provided earnings guidance for the year 2024. For the period, the company expects Net income to be in the range of $3,305 million to $3,415 million.
Reported Earnings • Feb 28Full year 2023 earnings released: FFO per share: US$9.9 (vs US$11.44 in FY 2022)Full year 2023 results: FFO per share: US$9.9 (down from US$11.44 in FY 2022). Revenue: US$11.1b (up 4.0% from FY 2022). Funds from operations (FFO): US$4.61b (down 13% from FY 2022). FFO margin: 41% (down from 49% in FY 2022). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
공고 • Feb 14Baker Roofing Company acquired Single Story, 49,754 Square Feet, Class-A Office Building at 3500 Regency Parkway from American Tower Corporation (NYSE:AMT) for $7.1 million.Baker Roofing Company acquired Single Story, 49,754 Square Feet, Class-A Office Building at 3500 Regency Parkway from American Tower Corporation (NYSE:AMT) for $7.1 million on February 13, 2024.Baker Roofing Company completed the acquisition of Single Story, 49,754 Square Feet, Class-A Office Building at 3500 Regency Parkway from American Tower Corporation (NYSE:AMT) on February 13, 2024.
공고 • Jan 23American Tower Corporation to Report Q4, 2023 Results on Feb 27, 2024American Tower Corporation announced that they will report Q4, 2023 results at 7:00 AM, US Eastern Standard Time on Feb 27, 2024
Upcoming Dividend • Dec 20Upcoming dividend of US$1.70 per share at 3.2% yieldEligible shareholders must have bought the stock before 27 December 2023. Payment date: 01 February 2024. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.0%).
공고 • Dec 15American Tower Corporation Declares Cash Distribution on Common Stock, Payable on February 1, 2024On December 14, 2023, the Board of American Tower Corporation declared a cash distribution of $1.70 per share on shares of the Company’s common stock, payable on February 1, 2024 to the stockholders of record at the close of business on December 28, 2023.
공고 • Nov 13American Towers Reportedly Set to Sell Loss-Making India Operations for $2.2 BillionAmerican Tower Corporation (NYSE:AMT), the US-based telecom towers giant, is close to selling its loss-making India operations at an enterprise valuation of up to $2.2 billion by next month-end. I Squared Capital Advisors, LLC, the US-based infrastructure private equity firm, is leading the race to buy the telecom tower company which has seen a continuous loss of valuation in the last few years, said a banking source. I Squared Capital declined to comment. “We're making significant progress on the strategic review of our India business. As we are in the final stages of this process, we remain committed to communicating the outcome to our shareholders before the end of the year, consistent with our past messaging,” Rod Smith, Executive Vice President, Chief Financial Officer, and Treasurer of ATC said in a conference call with analysts recently.
공고 • Oct 27+ 3 more updatesAmerican Tower Corporation Revises Earnings Guidance for the Full Year 2023American Tower Corporation revised earnings guidance for the full year 2023. For the year, the company expects total property revenue to be in the range of $10,895 million to $10,985 million. Net income to be in the range of $1,695 million to $1,755 million. The company is reducing the midpoint for net income and net income attributable to AMT common stockholders, each by $90 million, primarily due to the goodwill impairment charges in India. The company is raising the midpoints of its full year 2023 outlook for property revenue.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.26 (vs US$1.80 in 3Q 2022)Third quarter 2023 results: EPS: US$1.26 (down from US$1.80 in 3Q 2022). Revenue: US$2.82b (up 5.5% from 3Q 2022). Net income: US$586.9m (down 30% from 3Q 2022). Profit margin: 21% (down from 31% in 3Q 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공고 • Oct 17CoreSite,Subsidiary of American Tower Corporation Announces to Launch Valuable Enhancements to Its CoreSite Open Cloud ExchangeCoreSite, a leading hybrid IT solutions provider and subsidiary of American Tower Corporation announced it will launch valuable enhancements to its CoreSite Open Cloud Exchange (OCX), the company’s leading software-defined networking platform, to deliver faster AWS Direct Connect Hosted Connections of up to 50 gigabits per second (Gbps). The new OCX capabilities will further enable businesses to support the next wave of high-bandwidth, low-latency hybrid applications such as artificial intelligence (AI), machine learning (ML) and digital media production. AWS Direct Connect is a networking service that provides an alternative to using the internet to connect to Amazon Web Services (AWS). Using AWS Direct Connect, data that would have previously been transported over the internet is delivered through a private network connection between a customer’s facilities and AWS. Leveraging the 25G and 50G Hosted Connections, businesses will be able to ensure smooth and reliable data transfers at massive scale for real-time analysis, rapid data processing or broadcast media processing. Businesses deploying complex, data-intense workloads will also benefit from the simplified process offered through the OCX to rapidly scale network capacity between the enterprise edge and cloud providers. The OCX capabilities will allow clients to effortlessly scale their network to meet current and future business needs while reducing their operating expenses.
공고 • Oct 06American Tower Corporation to Report Q3, 2023 Results on Oct 26, 2023American Tower Corporation announced that they will report Q3, 2023 results at 7:00 AM, US Eastern Standard Time on Oct 26, 2023
Upcoming Dividend • Oct 03Upcoming dividend of US$1.62 per share at 4.1% yieldEligible shareholders must have bought the stock before 10 October 2023. Payment date: 27 October 2023. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.5%).
공고 • Aug 25I Squared Closes in to Buy ATC's India Telecom Towers for $1.5 Billion -$2 BillionAmerican Tower Corporation (NYSE:AMT) (ATC) is set to cede majority control in its wholly owned India unit to US private equity firm I Squared Capital Advisors, LLC after months of negotiations, said people aware of the matter. The two sides have entered into a 60-day exclusivity agreement for bilateral negotiations that could end in ATC selling a minimum of 51% in its India unit, ATC Telecom Infrastructure Private Limited (ATC-TIPL), to cashing out entirely at an enterprise value of around $1.5 billion - $2.0 billion, the people said. I Squared has been competing with Canada’s Brookfield and US infrastructure fund Stonepeak Partners for the stake.
Reported Earnings • Jul 28Second quarter 2023 earnings released: FFO per share: US$2.4 (vs US$3.61 in 2Q 2022)Second quarter 2023 results: FFO per share: US$2.4 (down from US$3.61 in 2Q 2022). Revenue: US$2.77b (up 3.6% from 2Q 2022). Funds from operations (FFO): US$1.13b (down 31% from 2Q 2022). FFO margin: 41% (down from 62% in 2Q 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 8% per year.
공고 • Jun 30American Tower Corporation to Report Q2, 2023 Results on Jul 27, 2023American Tower Corporation announced that they will report Q2, 2023 results at 7:00 AM, US Eastern Standard Time on Jul 27, 2023
공고 • Jun 28I Squared Reportedly Leads the Race to Acquire ATC's India UnitI Squared Capital Advisors, LLC has emerged as the frontrunner to buy a controlling stake in American Tower Corporation (NYSE:AMT)'s wholly-owned Indian unit after negotiations with Brookfield remained inconclusive, said people aware. I Squared Capital is evaluating around a 90% stake buy in ATC's India unit, ATC Telecom Infrastructure (ATC TIPL). Another US infrastructure fund Stonepeak Partners LP is also a contender but I Squared Capital, as of now is the more serious player in the fray, they added. Negotiations with Canada's Brookfield fell through primarily over valuation differences, another person aware said. Brookfield had been evaluating a full buyout. Binding bids are due early next month though senior executives, lawyers and consultants aware of these discussions said the premium valuations sought by ATC remain a sticky point. Sources close to Boston-based ATC continue to peg the enterprise valuation (EV) of its Indian arm at around $4 billion, while I Squared Capital and Stonepeak are expected to bid at $1.8 –$2.2 billion EV. However, the price discovery process is still underway. Stonepeak is already a stakeholder in ATC's US datacentre business, but it does not yet have a presence in India. The valuation disconnect stems from I Squared and Stonepeak's concerns around the sustainability of tenancy revenue inflows in future, amid the pending fundraise and continuing financial struggles of Vodafone Idea (Vi) --ATC's biggest customer in India. “ATC can demand a higher valuation of its India venture but under current circumstances, I Squared and Stonepeak are unlikely to pay $50,000 per tower as they aren't convinced about generating adequate returns and recovering their money via steady tenancy revenues, given key customer Vi's weak financials and the fact that the latter is yet to close its long pen- ding fundraise or even start rolling out 5G networks,” another person cited said. At press time, Stonepeak declined to offer comment while ATC and I Squared Capital did not respond to ET's queries.
공고 • Jun 25American Tower Corporation(NYSE:AMT) dropped from Russell 1000 Value IndexAmerican Tower Corporation(NYSE:AMT) dropped from Russell 1000 Value Index
Upcoming Dividend • Jun 08Upcoming dividend of US$1.57 per share at 3.3% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 10 July 2023. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.9%).
공고 • Jun 03Emitel S.A. acquired ATC Polska from American Tower Corporation (NYSE:AMT).Emitel S.A. acquired ATC Polska from American Tower Corporation (NYSE:AMT) on June 1, 2023. The addition of ATC Polska increases Emitel’s total site portfolio to 667, of which over 635 will host telecom equipment. This further strengthens Emitel’s Telecom Infrastructure segment, where the Company is a leading independent developer and operator of telecom infrastructure and provides site hosting and other services to MNOs such as Orange, Polkomtel, Play and T -Mobile.Emitel S.A. completed the acquisition of ATC Polska from American Tower Corporation (NYSE:AMT) on June 1, 2023.
공고 • May 26American Tower Corporation Declares Quarterly Distribution, Payable on July 10, 2023American Tower Corporation announced that its board of directors has declared its quarterly cash distribution of $1.57 per share on shares of the Company’s common stock. The distribution is payable on July 10, 2023 to the stockholders of record at the close of business on June 16, 2023.
Reported Earnings • Apr 27First quarter 2023 earnings released: FFO per share: US$2.3 (vs US$3.08 in 1Q 2022)First quarter 2023 results: FFO per share: US$2.3 (down from US$3.08 in 1Q 2022). Revenue: US$2.77b (up 4.0% from 1Q 2022). Funds from operations (FFO): US$1.08b (down 23% from 1Q 2022). FFO margin: 39% (down from 53% in 1Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Apr 06Upcoming dividend of US$1.56 per share at 3.0% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 28 April 2023. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.8%).
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: US$3.83 (vs US$5.69 in FY 2021)Full year 2022 results: EPS: US$3.83 (down from US$5.69 in FY 2021). Revenue: US$10.7b (up 14% from FY 2021). Net income: US$1.77b (down 31% from FY 2021). Profit margin: 17% (down from 27% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공고 • Jan 24American Tower Corporation to Report Q4, 2022 Results on Feb 23, 2023American Tower Corporation announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Feb 23, 2023
Buying Opportunity • Jan 20Now 20% undervaluedOver the last 90 days, the stock is up 8.2%. The fair value is estimated to be €260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings is forecast to decline by 1.2% per annum over the same time period.
Upcoming Dividend • Dec 20Upcoming dividend of US$1.56 per shareEligible shareholders must have bought the stock before 27 December 2022. Payment date: 02 February 2023. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.6%).
Recent Insider Transactions • Nov 25Senior VP & Chief Accounting Officer recently sold €214k worth of stockOn the 21st of November, Robert Meyer sold around 1k shares on-market at roughly €214 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €815k more than they bought in the last 12 months.
Reported Earnings • Oct 28Third quarter 2022 earnings released: FFO per share: US$3.5 (vs US$2.92 in 3Q 2021)Third quarter 2022 results: FFO per share: US$3.5 (up from US$2.92 in 3Q 2021). Revenue: US$2.67b (up 8.8% from 3Q 2021). Funds from operations (FFO): US$1.62b (up 24% from 3Q 2021). FFO margin: 61% (up from 53% in 3Q 2021). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 30Upcoming dividend of US$1.47 per shareEligible shareholders must have bought the stock before 07 October 2022. Payment date: 26 October 2022. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.8%). Lower than average of industry peers (6.0%).
Reported Earnings • Jul 29Second quarter 2022 earnings released: FFO: US$2.67b per share (vs US$2.77 in 2Q 2021)Second quarter 2022 results: FFO: US$2.67b per share (up from US$2.77 in 2Q 2021). Revenue: US$2.67b (up 16% from 2Q 2021). Funds from operations (FFO): US$1.65b (up 34% from 2Q 2021). FFO margin: 62% (up from 54% in 2Q 2021). The increase in margin was primarily driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 2.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 09Upcoming dividend of US$1.43 per shareEligible shareholders must have bought the stock before 16 June 2022. Payment date: 08 July 2022. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (4.4%).
Reported Earnings • Apr 29First quarter 2022 earnings released: FFO: US$2.66b per share (vs US$2.49 in 1Q 2021)First quarter 2022 results: FFO: US$2.66b per share (up from US$2.49 in 1Q 2021). Revenue: US$2.66b (up 23% from 1Q 2021). Funds from operations (FFO): US$1.40b (up 27% from 1Q 2021). FFO margin: 53% (up from 51% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.4% while the industry in Germany is not expected to grow. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
