American Tower Corporation $AMT Shares Sold by Stevens Capital Management LP
Stevens Capital Management LP reduced its stake in American Tower Corporation (NYSE:AMT) by 31.9% in the third quarter. The fund sold 10,982 shares, bringing its total holdings to 23,484 shares valued at $4.52 million. This comes amidst other institutional investors either increasing or decreasing their positions in the real estate investment trust, with 92.69% of the stock owned by institutional investors and hedge funds.
ANTIPODES PARTNERS Ltd Invests $68.20 Million in American Tower Corporation $AMT
ANTIPODES PARTNERS Ltd has initiated a new position in American Tower Corporation (NYSE:AMT), purchasing 354,584 shares valued at approximately $68.20 million. This investment represents about 1.5% of Antipodes' portfolio and roughly 0.08% of American Tower's outstanding shares. Other institutional investors like Vanguard Group and JPMorgan Chase & Co. have also adjusted their holdings in the real estate investment trust, which maintains an average analyst rating of "Moderate Buy" and offers a 3.6% dividend yield.
American Tower Corporation $AMT Shares Sold by GSA Capital Partners LLP
GSA Capital Partners LLP significantly reduced its holdings in American Tower Corporation (NYSE:AMT) by 52.4% during the third quarter, while major shareholder Tower Corp /Ma/ also sold a substantial block of shares, decreasing their stake by over 91%. The article notes American Tower's high dividend payout ratio of 108.63%, which could impact the sustainability of its 3.7% yield. Analyst ratings for AMT are mixed, with a consensus of "Moderate Buy" and a target price of $218.79.
American Tower Corp expected to post earnings of $1.48 a share - Earnings Preview
American Tower Corp (AMT) is projected to report earnings of $1.48 per share. This financial forecast comes from Refinitiv as part of an earnings preview. The article is a brief news update detailing this expectation.
CTO Realty (CTO) Q4 FFO and Revenues Surpass Estimates
CTO Realty (CTO) reported Q4 funds from operations (FFO) of $0.51 per share and revenues of $38.34 million, both surpassing consensus estimates. Despite outperforming the market year-to-date, the stock currently holds a Zacks Rank #4 (Sell) due to unfavorable FFO estimate revisions. Investors are advised to monitor future estimate changes and industry outlook.
October 16th Options Now Available For American Tower (AMT)
New options for American Tower Corp (AMT) with an October 16th expiration date are now available, offering opportunities for option sellers to achieve higher premiums due to the extended time value. Stock Options Channel has identified a put contract at a $180.00 strike price and a call contract at a $190.00 strike price, detailing potential returns and risks for investors. The article highlights these contracts as attractive alternatives for investors interested in AMT shares, providing analysis on their implied volatility and potential YieldBoost returns.
Retirees Are Eyeing VNQ for Quarterly Income While Growth Investors Look Away
The Vanguard Real Estate ETF (VNQ) offers diversified real estate exposure and quarterly income, making it attractive to retirees. However, its performance has significantly trailed the S&P 500 over the past decade due to its sensitivity to interest rates. While VNQ provides portfolio diversification and a 3.82% yield, growth investors might find its structural underperformance compared to broader equity markets a deterrent.
Drucker Wealth 3.0 LLC Trims Stock Holdings in American Tower Corporation $AMT
Drucker Wealth 3.0 LLC significantly reduced its stake in American Tower Corporation (NYSE:AMT) by 55% during the third quarter, selling 5,366 shares and retaining 4,385 shares valued at $843,000. This comes as other institutional investors made varying adjustments to their holdings, with some increasing stakes and a major shareholder, Tower Corp /Ma/ American, selling a large block of shares. Analysts currently have a "Moderate Buy" rating for American Tower with a consensus price target of $218.79.
Crown Castle stock (CCI) steadies in premarket after 5% slide as analysts, rates loom
Crown Castle Inc. (CCI) stock steadied in premarket trading after a nearly 5% slide, with investor focus on interest rates and the company's strategic shift away from fiber. Barclays lowered its price target for CCI but maintained an "Equalweight" rating. The company is undergoing a restructuring, including staff reductions and a focus on its core tower business, while also grappling with a payment dispute with DISH Wireless.
Assessing American Tower’s Valuation As Analyst Support And Institutional Buying Increase
American Tower (AMT) has seen recent gains and increased institutional buying, putting its valuation in focus. Despite a recent pullback, the stock shows momentum and is trading below analyst price targets and an estimated intrinsic discount. Simply Wall St's analysis suggests AMT is undervalued based on its P/E ratio and discounted cash flow model.
American Tower (AMT) stock drops despite market gains: Important facts to note
This article notes that American Tower (AMT) stock experienced a drop despite overall market gains. It highlights important facts for investors to consider regarding this performance.
American Tower (AMT) Stock Drops Despite Market Gains: Important Facts to Note
American Tower (AMT) stock dropped 3.35% while the broader market gained. Despite this recent dip, the stock had positive performance over the last month. Investors are anticipating the company's Q4 2025 earnings report on February 24, 2026, with analysts forecasting EPS growth and revenue increases.
American Tower snaps after six consecutive sessions of gains
The article reports that American Tower (AMT) stock has experienced a dip after a streak of six consecutive sessions with gains, signaling a potential shift in its short-term performance.
Commerz Real invests in ATC Europe telecom towers via Allianz partnership
Commerz Real has acquired a minority stake in ATC Europe, the European arm of American Tower Corporation, partnering with Allianz Global Investors. This investment marks the debut transaction for Commerz Real's new infrastructure fund, Infravest. Allianz remains an investor in ATC Europe, which operates over 30,000 towers in Germany, France, and Spain, characterized by stable, inflation-linked lease agreements.
Rothschild Investment LLC Sells 17,326 Shares of American Tower Corporation $AMT
Rothschild Investment LLC decreased its stake in American Tower Corporation (NYSE:AMT) by 78.0% in the third quarter, selling 17,326 shares and retaining 4,895 shares valued at $941,000. Additionally, major shareholder Tower Corp /Ma/ sold over 2.2 million shares, significantly reducing insider ownership. Despite these sales, institutional investors own 92.69% of the stock, and analysts maintain a "Moderate Buy" rating with an average target price of $218.79.
Glenview Trust Co Trims Stake in Prologis, Inc. $PLD
Glenview Trust Co significantly reduced its stake in Prologis, Inc. (NYSE:PLD) by 38.9% in Q3, selling 12,845 shares and holding 20,192 shares valued at $2.312 million. Despite this, other institutional investors increased their positions in the real estate investment trust. Prologis raised its quarterly dividend to $1.07, and reported strong Q4 results with EPS meeting estimates and revenue exceeding expectations, setting a positive FY2026 guidance.
AMT Stock Surges 13% With A 6-day Winning Spree On Strong Analyst Buy Ratings
American Tower (AMT) stock experienced a 13% surge over a 6-day winning streak, adding approximately $10 billion to its market capitalization, primarily driven by sustained positive analyst sentiment and institutional accumulation. Despite this rally, Trefis assesses the stock as "Risky" due to its moderate operating performance and very high valuation, advising investors to look for predictive signals rather than reacting to news after the fact.
North America Data Center Report Year-end 2025
The North America Data Center Report Year-end 2025 highlights a persistent 1% vacancy rate, indicating strong demand despite record construction levels. A significant 64% of new capacity is being built in "frontier markets" like West Texas and Ohio, driven by energy availability and business-friendly environments. The sector also shows increasing sophistication in investment structures, exemplified by the $30 billion joint venture between Blue Owl and Meta.
KeyBanc maintains Sector Weight on American Tower stock on valuation By Investing.com
KeyBanc has reiterated a Sector Weight rating for American Tower (NYSE:AMT), lowering its 2026 adjusted funds from operations per share estimate to $10.84, accounting for DISH churn and anticipating guidance 3% to 6% below consensus. Despite viewing the stock as undervalued and noting a near-term rally due to defensive rotation, the firm maintains its rating due to a lack of immediate catalysts. Other analysts like UBS maintained a Buy rating, while BMO Capital downgraded American Tower, reflecting varied perspectives on its future.
KeyBanc maintains Sector Weight on American Tower stock on valuation By Investing.com
KeyBanc has reiterated a Sector Weight rating on American Tower (NYSE:AMT), lowering its 2026 adjusted funds from operations per share estimate to $10.84, primarily due to anticipated DISH churn. Despite the stock rallying due to defensive rotation and being viewed as undervalued by KeyBanc, the firm cites a lack of near-term catalysts for maintaining its rating. Other analysts have varying views, with UBS maintaining a Buy rating and BMO Capital downgrading to Market Perform due to DISH Network concerns.
XLRE Trails the S&P 500 by 5% Despite Lower Interest Rates That Were Supposed To Help
The Real Estate Select Sector SPDR Fund (XLRE) has underperformed the S&P 500 by 5% over the past year, returning 6.52% compared to the S&P 500's 11.81%. Despite recent drops in interest rates that typically benefit real estate, XLRE's concentrated portfolio in healthcare, industrial logistics, and digital infrastructure REITs, like Welltower, Prologis, Equinix, and American Tower, has been disproportionately affected by past rising borrowing costs. The fund, however, offers a 3.44% yield and low fees, making it an income-focused diversifier for real estate exposure.
KeyBanc maintains Sector Weight on American Tower stock on valuation
KeyBanc has reiterated a Sector Weight rating on American Tower (NYSE:AMT) and lowered its 2026 adjusted funds from operations per share estimate to $10.84, accounting for DISH churn. Despite expecting 2026 guidance to be below consensus, the firm sees potential value due to a low PEG ratio, an accelerating data center business, and a healthy balance sheet. While acknowledging a recent stock rally due to defensive rotation, KeyBanc maintains its rating citing a lack of near-term catalysts, although it recognizes long-term opportunities from new spectrum deployment.
Data center sector enters hyperdrive as Texas prepares to dethrone Virginia as global leader
The North American data center industry is experiencing unprecedented growth, with record-low vacancy rates and a significant expansion into frontier markets such as Texas. This shift is driven by hyperscale and AI demand, leading to projections that Texas could surpass Virginia as the largest global data center market by 2030 due to abundant energy resources and land availability. The sector is also seeing accelerated rent growth, a surge in hyperscaler capital expenditures, and an evolving capital markets landscape, indicating strong maturation and investment in data infrastructure despite infrastructure constraints.
Macquarie to run 8,500-plus phone towers in Brazil, Colombia
Macquarie Asset Management has agreed to acquire the South American wireless tower operations of IHS Towers for approximately R$3,550 million (US$685 million). The acquisition includes over 8,500 sites in Brazil and 270 sites in Colombia, marking IHS Towers' exit from the Latin American market. This investment expands Macquarie Asset Management's infrastructure portfolio in the region and is expected to support future 5G network buildouts.
KeyBanc maintains Sector Weight on American Tower stock on valuation
KeyBanc has reiterated a Sector Weight rating on American Tower (NYSE:AMT) due to valuation, lowering its 2026 adjusted funds from operations per share estimate to $10.84, accounting for DISH churn. Despite anticipating a guidance shortfall for 2026, the firm sees potential value given the low PEG ratio and support from its data center business and healthy balance sheet, though it notes a lack of near-term catalysts despite the stock rallying. Other analysts like UBS maintain a 'Buy' rating, while BMO Capital downgraded American Tower over DISH Network concerns.
Mondrian Investment Partners LTD Makes New Investment in American Tower Corporation $AMT
Mondrian Investment Partners LTD initiated a new position in American Tower Corporation (AMT) during the third quarter, acquiring 5,296 shares valued at over $1 million. This move is part of broader institutional interest, with several other large investors increasing their stakes in the real estate investment trust, resulting in institutional ownership reaching 92.69%. Despite a high payout ratio of 108.63% due to dividends exceeding reported earnings, American Tower maintains a "Moderate Buy" consensus rating from analysts with an average target price of $218.79.
PNC Financial Services Group Inc. Trims Position in American Tower Corporation $AMT
PNC Financial Services Group Inc. reduced its stake in American Tower Corporation (AMT) by 4.5% in the third quarter of 2025, selling 13,272 shares but still holding 281,960 shares valued at $54.2 million. The article notes American Tower's high dividend payout ratio of 108.63% raises concerns about its sustainability, despite the company's attractive dividend yield and significant institutional interest. Analysts currently rate the stock as a "Moderate Buy" with an average target price of $218.79, although some have recently cut their price targets.
Shell Asset Management Co. Sells 13,042 Shares of American Tower Corporation $AMT
Shell Asset Management Co. reduced its stake in American Tower Corporation (NYSE:AMT) by 70.1% in the third quarter, selling 13,042 shares and ending with 5,555 shares valued at $1,068,000. Other institutional investors also adjusted their holdings, with some increasing their positions. The article also notes recent analyst ratings, significant insider selling, and American Tower's stock performance and dividend information.
Fifth Third Bancorp Has $27.20 Million Stock Position in American Tower Corporation $AMT
Fifth Third Bancorp reduced its stake in American Tower Corporation (AMT) by 6.4% in the third quarter, holding 141,418 shares valued at $27.20 million. Despite institutional selling and some analyst price target cuts, the stock maintains a "Moderate Buy" consensus rating with an average target of $218.79 and pays a quarterly dividend of $1.70. Company insiders notably sold a significant portion of their shares in December 2025.
American Tower (AMT) to Release Earnings on Tuesday
American Tower (NYSE:AMT) is expected to release its Q4 2025 earnings before market open on Tuesday, February 24th, with analysts forecasting earnings of $2.54 per share and revenue of $2.6928 billion. The company recently announced a quarterly dividend of $1.70 per share, paid on February 2nd. Institutional investors hold a significant portion of the stock, while analysts have a "Moderate Buy" consensus rating with an average price target of $218.79.
American Tower Rose 12% This Week. Here’s Where the Stock Could Go in 2026
American Tower Corporation's stock surged 12% this week, driven by renewed confidence in long-term demand for mobile data and significant institutional investment. CEO Steven Vondran's optimistic outlook on 5G densification and network capacity expansion, coupled with major stake increases by firms like Vanguard, contributed to the rally. Despite the recent surge, TIKR's valuation model suggests the stock remains undervalued with a target price of $234, indicating a potential 21.7% upside by 2026 due to factors like U.S. carrier densification, CoreSite's growth, and disciplined capital allocation.
M&G PLC Has $193.83 Million Position in American Tower Corporation $AMT
M&G PLC increased its stake in American Tower Corporation by 14.2% in Q3, now holding 1,009,526 shares valued at $193.83 million. Other institutional investors like Norges Bank, JPMorgan Chase & Co., and Vanguard Group Inc. also significantly boosted their holdings, with institutional ownership reaching 92.69%. American Tower pays a quarterly dividend of $1.70, but its payout ratio is over 100%, and analysts have a consensus "Moderate Buy" rating with an average target of $218.79 despite recent price target reductions.
Vanguard Group Inc. Acquires 611,801 Shares of American Tower Corporation $AMT
Vanguard Group Inc. increased its stake in American Tower Corporation by 1.0% in the third quarter, acquiring an additional 611,801 shares, bringing its total ownership to 63,640,168 shares valued at $12.24 billion. This move makes Vanguard Group Inc. a significant institutional holder with about 13.59% of the company's stock. Other institutional investors also adjusted their positions, while a major shareholder, Tower Corp, significantly reduced its holdings by selling over 2.2 million shares.
Assetmark Inc. Has $17.87 Million Holdings in American Tower Corporation $AMT
Assetmark Inc. significantly increased its stake in American Tower Corporation (NYSE:AMT) by 22.6% in the third quarter, bringing its total holdings to $17.87 million. Other institutional investors like Norges Bank and JPMorgan Chase & Co. also made substantial changes to their positions in the real estate investment trust. Analysts have issued varied ratings, with a consensus "Moderate Buy" and an average target price of $218.79.
American Tower Corporation $AMT Shares Purchased by Aberdeen Group plc
Aberdeen Group plc increased its stake in American Tower Corporation (NYSE:AMT) by 3.9% in the third quarter, bringing their total holdings to 726,651 shares valued at $139.39 million. Other institutional investors also adjusted their positions in the real estate investment trust. Analysts have issued a "Moderate Buy" rating with an average price target of $218.79 for American Tower.
American Tower Credit Rating Analysis
American Tower (AMT) currently holds a BBB+ credit rating, indicating improved debt management with a net leverage ratio of 4.9 times, although it falls short of an A rating. Despite high total debt at $37 billion, the company demonstrates strong cash flow with an adjusted EBITDA exceeding $7.2 billion annually. Legal disputes with AT&T Mexico and DISH, along with the need to balance growth spending and debt reduction, are key factors influencing future credit rating upgrades.
Varma Mutual Pension Insurance Co Has $16.89 Million Position in American Tower Corporation $AMT
Varma Mutual Pension Insurance Co increased its stake in American Tower Corporation (AMT) by 8.7% in Q3, now holding 87,806 shares valued at $16.89 million. The article details significant institutional investment in American Tower, with Norges Bank and JPMorgan Chase & Co. taking substantial positions, and notes that the company pays an annualized dividend of $6.80, yielding 3.6%, though its payout ratio is high at 108.63%. Analyst ratings generally lean towards "Moderate Buy" with an average price target of $218.79.
Krilogy Financial LLC Makes New Investment in American Tower Corporation $AMT
Krilogy Financial LLC has acquired a new stake of 5,818 shares in American Tower Corporation (NYSE:AMT) during the third quarter, valued at approximately $1.044 million. Other institutional investors also adjusted their positions, with some increasing holdings and others initiating new ones. Insider activity saw a major shareholder sell over 2.2 million shares, significantly reducing their position in the company.
Caprock Group LLC Buys Shares of 15,417 American Tower Corporation $AMT
Caprock Group LLC has acquired a new position of 15,417 shares in American Tower Corporation (NYSE:AMT) during the third quarter, valued at approximately $3.14 million. This article also details other institutional investor activities, insider trading, and recent analyst ratings for American Tower. The company recently announced a quarterly dividend of $1.70 per share.
Is Dish’s Lease Default Rewriting American Tower’s (AMT) Wireless Tenant Strategy?
American Tower (AMT) recently disclosed that Dish Wireless defaulted on lease payments, raising questions about contract enforceability and cash flow visibility for the real estate investment trust. Despite this, American Tower expects no impact on its 2025 financial results, and the stock's recent gain suggests investors view the issue as manageable for now. This situation highlights potential contractual risks and adds complexity during a period of leadership transitions and high debt for American Tower.
COHEN & STEERS, INC. Increases Stake in BXP Inc. by 62.76%
COHEN & STEERS, INC. significantly increased its stake in BXP Inc., a real estate investment trust, by 62.76% through the acquisition of 6,827,773 shares at $64.67 each. This transaction underscores COHEN & STEERS, INC.'s confidence in BXP Inc.'s potential and its strategic focus on real estate investments. BXP Inc. is valued at $9.37 billion, owns numerous properties in major U.S. cities, and is considered modestly undervalued with a GF Value of $69.69.
UBS Adjusts Price Target on GXO Logistics to $74 From $63, Maintains Buy Rating
UBS has increased its price target for GXO Logistics (GXO) to $74 from $63, while reiterating a Buy rating on the stock. The adjustment reflects UBS's continued positive outlook on the contract logistics provider. GXO Logistics provides value-added warehousing, distribution, order fulfillment, and e-commerce services globally.
ING Groep NV Has $11.64 Million Position in American Tower Corporation $AMT
ING Groep NV significantly increased its stake in American Tower Corporation (NYSE:AMT) by 5,413.1% in the third quarter, bringing its total holdings to 60,534 shares valued at $11.64 million. Other institutional investors have also adjusted their positions in the real estate investment trust. Analysts currently rate American Tower as a "Moderate Buy" with an average price target of $218.79.
Assessing American Tower’s Valuation After Dish Lease Default Raises Tenant Risk Concerns
American Tower (AMT) faces questions about tenant reliability after Dish Wireless defaulted on lease payments. Despite this, AMT's stock is considered undervalued based on its P/E ratio and discounted cash flow model. While the company maintains the default won't impact 2025 financial results, the situation highlights potential tenant risks for investors.
Wesbanco Bank Inc. Increases Holdings in American Tower Corporation $AMT
Wesbanco Bank Inc. has increased its stake in American Tower Corporation (NYSE:AMT) by 35.5% during the third quarter, bringing its total holdings to 22,503 shares valued at approximately $4.33 million. This comes as American Tower pays a quarterly dividend of $1.70, yielding 3.8%, despite a dividend payout ratio exceeding 100%. Institutional investors hold a significant 92.69% of the company, with analysts maintaining a "Moderate Buy" consensus and a price target of $218.79.
Impax Asset Management Group plc Buys 21,576 Shares of American Tower Corporation $AMT
Impax Asset Management Group plc increased its stake in American Tower Corporation (NYSE:AMT) by 19.2% in the third quarter, purchasing an additional 21,576 shares. The firm now owns 134,031 shares valued at $25.77 million. Other institutional investors also adjusted their positions in American Tower, while analysts have a "Moderate Buy" consensus rating with an average price target of $218.79 for the stock.
21,280 Shares in American Tower Corporation $AMT Acquired by ABC Arbitrage SA
ABC Arbitrage SA recently acquired a new position of 21,280 shares in American Tower Corporation (NYSE:AMT) during the third quarter, valued at approximately $4.09 million. Several other institutional investors also adjusted their holdings in AMT, with significant increases from JPMorgan Chase & Co. and Viking Global Investors LP. The article also details insider selling, recent stock performance metrics, dividend announcements, and analyst ratings for American Tower.
Crown Castle Refocuses On Towers While Balancing Debt Cuts And Payouts
Crown Castle (NYSE:CCI) plans a major strategic shift, selling its fiber and small cell businesses to focus on its core tower assets. This refocusing also includes significant workforce reductions and a target of US$7 billion in debt reduction, alongside maintaining dividends and share buybacks. The company aims for a leaner, tower-centric model to improve cash flows, capital needs, and risk profile, despite a guided net loss of US$780 million for 2026.
AST SpaceMobile Successfully Completes Unfolding of BlueBird 6, the Largest Commercial Communications Array Antenna Ever Deployed in Low Earth Orbit
AST SpaceMobile has successfully unfolded its BlueBird 6 satellite, featuring the largest commercial communications array antenna ever deployed in Low Earth Orbit. This massive antenna, spanning 2,400 square feet, is designed to provide cellular broadband services directly to unmodified smartphones with peak data speeds up to 120 Mbps. The company aims to launch 45-60 satellites by the end of 2026 and has agreements with over 50 mobile network operators globally.
Crown Castle Refocuses On Towers While Balancing Debt Cuts And Payouts
Crown Castle (NYSE:CCI) is re-strategizing its business by divesting its fiber and small cell operations to focus solely on its core tower assets. This move, accompanied by significant workforce reductions and debt cutting goals, aims to reshape the company's financial and operational profile. While aiming for debt reduction and a leaner model, Crown Castle also plans to maintain its dividend payouts and share buybacks, signaling a delicate balance of capital allocation priorities for its shareholders.
