AT&T 경영진
경영진 기준 점검 3/4
AT&T CEO는 John Stankey, Jul2020 에 임명되었습니다 의 임기는 6.17 년입니다. 총 연간 보상은 $29.91M, 8% 급여 및 92% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $35.05M 가치에 해당하는 회사 주식의 0.02% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.2 년과 6.5 년입니다.
핵심 정보
John Stankey
최고경영자
US$29.9m
총 보수
| CEO 급여 비율 | 8.02% |
| CEO 재임 기간 | 6.2yrs |
| CEO 지분 보유율 | 0.02% |
| 경영진 평균 재임 기간 | 6.2yrs |
| 이사회 평균 재임 기간 | 6.5yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Sep 10
AT&T: SpaceX Threat Is Still Exaggerated
Summary This article weighs the tangible FQ2 operating results posted by AT&T against the perceived SpaceX competition. My conclusion is that the downside is still exaggerated and the current valuation still does not fully capture the upside. Fiber is a top driver on my list, and convergence with wireless can also enhance customer stickiness, supporting long-term growth and reduced churn. T's forward P/E of ~11x and PEG near 1x remain attractive despite recent price rally. P/cash ratio of around 4.4x is still too cheap either in absoluteterms or relative to sector medians. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 03
T: Future Returns Will Balance Fiber Gains With Satellite And Spectrum Uncertainties
Analysts have revised their price target for AT&T from $25.00 to $21.23 as they incorporate updated assumptions for revenue growth, profit margins, and future P/E expectations. What’s in the News for AT&T AT&T reported Q2 2026 adjusted earnings of US$0.65 per share and 2.3% year over year revenue growth, with 432,000 net postpaid phone additions and 646,000 net internet subscriber additions, including 279,000 fixed wireless customers.
내러티브 업데이트 • Jul 20
T: Fiber And Satellite Partnerships Will Drive Future Converged Connectivity Returns
Analysts have modestly reduced their price target for AT&T to $29.03 from $30.24, reflecting slightly lower fair value and valuation assumptions, including a reduced future P/E estimate, while keeping revenue growth and profit margin expectations broadly similar. What's in the News Dish DBS, a subsidiary of EchoStar, filed for prepackaged Chapter 11 bankruptcy after it could not repay US$2b in senior secured notes due July 1.내러티브 업데이트 • Jul 06
T: Fiber Leadership And Converged Connectivity Will Drive Future Return Potential
AT&T's analyst price target has been adjusted to $30.24 from $29.41, with analysts pointing to updated assumptions for revenue growth, profit margin, discount rate, and future P/E as the basis for this revision. What’s in the News for AT&T AT&T Fiber was named the top home internet provider in a recent Opensignal report, winning 107 categories across speed, reliability, and video quality in the metro areas evaluated where its fiber service is available, with source reports highlighting AT&T’s multiyear fiber buildout and focus on in home experience.내러티브 업데이트 • Jun 22
T: Future Returns Will Reflect Fiber Strength Against Rising Satellite Competition
Analysts have maintained their AT&T price target at $25.00, noting only small adjustments to assumptions for discount rate, revenue growth, profit margins, and future P/E as reasons to keep their previous valuation view unchanged. What’s in the News for AT&T AT&T Fiber ranked as the leading home internet provider in a recent Opensignal report, with 107 category wins across 26 metro areas where it offers fiber service, including top scores for speed, reliability, and video quality.내러티브 업데이트 • Jun 05
T: Future Returns Will Reflect Satellite Coverage Push And Steady P/E Expectations
Analysts are maintaining their $25.00 price target for AT&T, pointing to updated assumptions around the discount rate, modest revenue growth, profit margin expectations, and future P/E, which together leave their overall valuation view unchanged. What's in the News AT&T, T-Mobile, and Verizon agreed in principle to form a joint venture that will pool spectrum and use satellite based direct to device technology to reduce U.S. mobile dead zones, particularly in rural and underserved areas, with AST SpaceMobile expected to play a key role in enabling the service.내러티브 업데이트 • May 20
T: Future Returns Will Reflect Network Resilience Push And Steady P/E Expectations
Analysts are keeping AT&T's price target steady at $25.00, citing updated assumptions that include slight adjustments to the discount rate, revenue growth, profit margin, and future P/E expectations, rather than a major shift in the outlook. What's in the News AT&T, T-Mobile, and Verizon agreed in principle to form a joint venture that plans to use satellite based, direct to device technologies to reduce wireless dead zones across the U.S., improve network resilience in emergencies, and create a unified platform for satellite partners, subject to definitive agreements and closing conditions (AST SpaceMobile announcement).내러티브 업데이트 • Apr 28
T: Future Returns Will Balance Heavy Network Spend And Moderating P/E Expectations
Analysts have slightly lowered their AT&T price target from about $25.11 to $25.00 as they factor in modestly different assumptions for revenue growth, profit margins, the discount rate, and the future P/E multiple. What's in the News Between January 1, 2026 and March 31, 2026, AT&T repurchased 86,199,718 shares, or 1.22% of its stock, for US$2,300m under its December 3, 2024 buyback program.
내러티브 업데이트 • Apr 14
T: Expanded Buybacks Will Support Confidence In Long Term Connectivity Investments
Analysts now estimate AT&T's fair value at roughly $36.00 per share, a slight adjustment from about $36.00 previously. This reflects updated views on the discount rate, modest revenue growth expectations, profit margins, and future P/E assumptions.내러티브 업데이트 • Mar 31
T: Expanded Buybacks Will Support Confidence In Long Term Connectivity Investments
Analysts now place AT&T's fair value estimate at $36.00, up from about $31.46. This reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they see as better aligned with the company’s current risk and earnings profile.내러티브 업데이트 • Mar 16
T: Future Returns Will Be Pressured By Rich P/E Versus Fundamentals
Analysts have raised AT&T's price target to $25.11 from $23.24, reflecting updated assumptions that include slightly higher revenue growth, a modest change in the discount rate, a small adjustment to profit margin expectations, and a higher future P/E multiple. What's in the News AT&T introduced updated Unlimited Your Way wireless plans, including the new AT&T Value 2.0 entry level option, offering mix and match flexibility, more high speed data, and features such as ActiveArmor and unlimited talk, text, and data across the U.S., Canada, and Mexico (Product related announcement).내러티브 업데이트 • Mar 02
T: Cloud Partnerships And Buybacks Will Shape Balanced Return Potential
Analysts have nudged their price target narrative on AT&T slightly higher to about $29.41, reflecting updated assumptions for discount rate, fair value and future P/E that fine-tune rather than overhaul the prior view. What's in the News AT&T, Amazon Web Services and Amazon Leo are working together to combine AT&T’s fiber network with AWS cloud and AI tools, including migrating AT&T workloads to AWS Outposts and connecting AWS data centers with high capacity fiber, while Amazon Leo will provide satellite based connectivity for fixed broadband services in harder to serve areas (Key Developments).내러티브 업데이트 • Feb 16
T: Future Returns Will Be Constrained By Lower Expected P/E Multiple
Analysts have adjusted their AT&T price target from $26.00 to about $23.24. This reflects updated views on fair value, discount rate, revenue growth, profit margins, and future P/E expectations.내러티브 업데이트 • Feb 02
T: Network Partnerships And Buybacks Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for AT&T from about US$29.48 to roughly US$29.33 per share, citing small adjustments to revenue growth, profit margin assumptions and the expected future P/E multiple. What's in the News Completed share repurchase of 160,127,368 shares, about 2.24% of outstanding stock, for US$4.3b under the buyback announced on December 3, 2024.내러티브 업데이트 • Jan 19
T: Future 5G Expansion And Fiber Services Will Support Upside Potential
Analysts now estimate AT&T's fair value at about US$29.48, down from roughly US$30.99, citing updated assumptions around discount rates, slightly different revenue growth expectations, modestly adjusted profit margin forecasts, and a lower future P/E estimate. What's in the News Acer filed a patent infringement lawsuit against AT&T in the U.S. District Court for the Eastern District of Texas, seeking compensation related to six U.S. patents after licensing talks did not produce an agreement (Lawsuits & Legal Issues).내러티브 업데이트 • Jan 05
T: Future Returns Will Reflect 5G Expansion Benefits And Margin Resilience
Analysts trimmed their price target on AT&T to US$26.00 from about US$26.14, citing updated assumptions for a slightly higher discount rate, modestly stronger revenue growth and profit margins, and a lower future P/E multiple. What's in the News Servify is partnering with AT&T to offer AT&T Business Protect Enterprise Plans, adding tiered device protection, an enterprise portal, AI-supported claims and access to more than 2,000 repair locations for mid to large business customers.내러티브 업데이트 • Dec 14
T: Future Returns Seen Balancing 5G Expansion Progress And Margin Pressures
Narrative Update on AT&T Analysts have raised their price target for AT&T by about 2 dollars, reflecting higher expected revenue growth and a richer future valuation multiple, partially offset by a slightly lower projected profit margin and a higher discount rate. What's in the News AT&T reaffirmed 2025 guidance, targeting low single digit consolidated service revenue growth, at least 3% mobility service revenue growth, and mid to high teens consumer fiber broadband revenue growth, and maintained similar low single digit service growth expectations for 2026 to 2027 (Corporate guidance).내러티브 업데이트 • Oct 21
Analysts Lift AT&T Price Target as Profit Margins and Revenue Outlook Improve Amid Key Partnerships
Analysts have raised their price target for AT&T from $30.62 to $30.99, citing improved profit margins and a slightly stronger outlook for revenue growth. What's in the News AT&T, in partnership with Boldyn Networks, launched new cellular connectivity in New York City's historic Joralemon Street tunnel.Seeking Alpha • Apr 25
AT&T: 8% Earnings Yield, Safe Dividend, Broadband Growth
Summary AT&T reported Q1 earnings that fell short of EPS expectations, while revenues beat the consensus estimate by a good margin. AT&T added 261k new broadband subscribers in Q1'25 and generated $3.1B in free cash flow, covering its $2.0B dividend. Broadband ARPU is growing. I maintain a strong buy rating due to AT&T's value proposition driven by free cash flow-backed dividends and accelerating debt repayments. Shares are trading at an 8% earnings yield, and the dividend should be sustainable, with an estimated forward dividend coverage ratio of ~200%. Despite risks, AT&T's consistent subscriber growth, debt reduction, and strong dividend coverage make it an attractive investment for income-focused investors. Read the full article on Seeking AlphaSeeking Alpha • Apr 19
AT&T: Don't Get FOMO At Peak Valuation
Summary AT&T stock has shown a massive bullish run in the past few quarters, which is a big change from the earlier negative sentiment towards the stock. In YTD, AT&T has seen an over 18% jump compared to a 10% dip in the S&P 500 and a big decline in many Mag 7 stocks. The convergence of fiber and wireless is a positive factor for the company and the management has also mentioned a $20 billion share buyback capacity, which can deliver better EPS. The current tariff situation might lead to investors giving greater preference to the stability of AT&T compared to other growth stocks, but the stock is already quite pricey. The company is expected to show barely 1%-2% of revenue growth in the next few years, and any economic slowdown or recession could still have a big negative impact on the stock. Read the full article on Seeking Alpha새로운 내러티브 • Apr 08
5G And AI Integration Will Strengthen US Communications Infrastructure
Focus on expanding 5G and fiber networks aims to drive growth and enhance earnings, with cost savings improving margins and profitability.Seeking Alpha • Mar 07
AT&T: Dividend Doesn't Lie And Says Hold
Summary Since my last writing, AT&T's dividend yield has decreased to 4.24%, among the lowest levels in at least 5 years. In the meantime, its latest dividend declaration kept showing stagnating dividend growth. I don’t see the dividend growth to resume anytime soon given its CAPEX obligations, debt obligations, and margin pressure ahead. I expect a noticeable contraction of net margin pressure due to macroeconomic headwinds and higher churn rates. Given these new developments, I have adjusted my rating on T stock from BUY to HOLD. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
AT&T: This Could Be A Top To Avoid
Summary AT&T investors are likely feeling exuberant right now, as the stock saw a 70% gain over the past year, likely stunning even the most optimistic bulls. The company’s focused execution, including shedding DirecTV and peak CapEx investments this year, should improve cash flow and debt metrics, benefiting shareholders. AT&T’s convergence strategy and partnerships are bolstering its bullish momentum, but questions remain about whether they have already been priced in. AT&T stock's valuation is much less attractive now, though it hasn't gone over the cliff yet. However, it's wise to take a step back, as this train could derail. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
AT&T: Operational Excellence; Dividend Increase Could Happen
Summary AT&T has shown operational excellence and continued momentum into 2025 with no signs of a reversal in the trend. AT&T is successfully paying down debt, increasing adjusted EBITDA, and returning capital back to the shareholders at a significant magnitude. Stronger operations, a healthier balance sheet, and willingness for shareholder returns by the management team could translate to a return of dividend payout increases in the near future. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$21b |
| Mar 31 2026 | n/a | n/a | US$21b |
| Dec 31 2025 | US$30m | US$2m | US$22b |
| Sep 30 2025 | n/a | n/a | US$22b |
| Jun 30 2025 | n/a | n/a | US$13b |
| Mar 31 2025 | n/a | n/a | US$12b |
| Dec 31 2024 | US$26m | US$2m | US$11b |
| Sep 30 2024 | n/a | n/a | US$9b |
| Jun 30 2024 | n/a | n/a | US$13b |
| Mar 31 2024 | n/a | n/a | US$13b |
| Dec 31 2023 | US$26m | US$2m | US$14b |
| Sep 30 2023 | n/a | n/a | -US$11b |
| Jun 30 2023 | n/a | n/a | -US$8b |
| Mar 31 2023 | n/a | n/a | -US$8b |
| Dec 31 2022 | US$23m | US$2m | -US$8b |
| Sep 30 2022 | n/a | n/a | US$20b |
| Jun 30 2022 | n/a | n/a | US$18b |
| Mar 31 2022 | n/a | n/a | US$20b |
| Dec 31 2021 | US$25m | US$2m | US$22b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | -US$3b |
| Dec 31 2020 | US$21m | US$2m | -US$3b |
| Sep 30 2020 | n/a | n/a | US$11b |
| Jun 30 2020 | n/a | n/a | US$12b |
| Mar 31 2020 | n/a | n/a | US$14b |
| Dec 31 2019 | US$22m | US$3m | US$14b |
보상 대 시장: John의 총 보수(USD29.91M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.76M)보다 높습니다.
보상과 수익: John의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
John Stankey (63 yo)
6.2yrs
재임 기간
US$29,906,872
보수
Mr. John T. Stankey is CEO, President & Chairman of AT&T Inc. from February 14, 2025. Mr. Stankey was CEO, President & Director of AT&T Inc. until February 14, 2025. Mr. Stankey was CEO & Director of AT&T...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Chairman | 6.2yrs | US$29.91m | 0.020% $ 35.1m | |
| Senior EVP & CFO | 5.4yrs | US$13.68m | 0.016% $ 27.3m | |
| Chief Operating Officer | 4.3yrs | US$15.94m | 0.011% $ 18.5m | |
| Senior EVP & General Counsel | 10.9yrs | US$12.37m | 0.014% $ 24.6m | |
| Global Marketing Officer and Senior EVP of International | 13.7yrs | US$8.88m | 0.0087% $ 15.0m | |
| Senior VP | 3.4yrs | 데이터 없음 | 0.0026% $ 4.5m | |
| Senior Vice President of Finance & Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Chief Communications Officer | 18.9yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Corporate Development | 19.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Marketing & Growth Officer | no data | 데이터 없음 | 0.0035% $ 6.1m | |
| Senior EVP & Chief Human Resources Officer | less than a year | 데이터 없음 | 0.00013% $ 224.0k | |
| Senior Vice President of the Global Client Group - AT&T Global Services | no data | 데이터 없음 | 데이터 없음 |
6.2yrs
평균 재임 기간
57yo
평균 나이
경험이 풍부한 관리: T의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.2 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Chairman | 6.3yrs | US$29.91m | 0.020% $ 35.1m | |
| Lead Independent Director | 11.8yrs | US$431.31k | 데이터 없음 | |
| Independent Director | 13yrs | US$400.17k | 0.00042% $ 723.8k | |
| Independent Director | 6.8yrs | US$391.25k | 0.0082% $ 14.1m | |
| Independent Director | 13.6yrs | US$360.00k | 0.0010% $ 1.7m | |
| Independent Director | 16yrs | US$398.64k | 0.0014% $ 2.5m | |
| Independent Director | 13.3yrs | US$400.00k | 0.000080% $ 137.9k | |
| Independent Director | 5.3yrs | US$360.00k | 데이터 없음 | |
| Director | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Director | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 2.5yrs | US$370.43k | 데이터 없음 | |
| Independent Director | 1yr | US$271.27k | 0.000010% $ 17.2k |
6.5yrs
평균 재임 기간
65yo
평균 나이
경험이 풍부한 이사회: T의 이사회는 경험이 있음으로 간주됩니다(평균 재임 6.5 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/10 08:06 |
| 종가 | 2026/09/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 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 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AT&T Inc.는 52명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| William Power | Baird |