American Tower Corporation $AMT Shares Sold by SWS Partners

SWS Partners trimmed its holdings in shares of American Tower Corporation (NYSE:AMT) by 89.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,530 shares of the real estate investment trust’s stock after selling 77,250 shares during the quarter. SWS Partners’ holdings in American Tower were worth $1,689,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Abound Wealth Management boosted its holdings in American Tower by 137.3% in the third quarter. Abound Wealth Management now owns 140 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 81 shares during the last quarter. Triumph Capital Management purchased a new stake in American Tower during the 3rd quarter worth approximately $29,000. Holos Integrated Wealth LLC acquired a new position in shares of American Tower in the 4th quarter valued at approximately $27,000. Root Financial Partners LLC purchased a new position in shares of American Tower during the 3rd quarter valued at approximately $32,000. Finally, Westside Investment Management Inc. boosted its stake in shares of American Tower by 103.6% during the 3rd quarter. Westside Investment Management Inc. now owns 169 shares of the real estate investment trust’s stock valued at $33,000 after buying an additional 86 shares during the last quarter. Institutional investors and hedge funds own 92.69% of the company’s stock.

Insider Activity

In other news, COO Eugene M. Noel sold 41,209 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $191.05, for a total transaction of $7,872,979.45. Following the sale, the chief operating officer directly owned 29,592 shares in the company, valued at approximately $5,653,551.60. This represents a 58.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Rajesh Kalathur purchased 2,671 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was bought at an average cost of $185.30 per share, for a total transaction of $494,936.30. Following the acquisition, the director owned 4,936 shares in the company, valued at approximately $914,640.80. The trade was a 117.92% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.17% of the stock is owned by corporate insiders.

American Tower Price Performance

Shares of NYSE AMT opened at $171.16 on Thursday. The company has a current ratio of 0.60, a quick ratio of 0.60 and a debt-to-equity ratio of 3.27. The company has a market capitalization of $79.77 billion, a price-to-earnings ratio of 31.75, a price-to-earnings-growth ratio of 0.72 and a beta of 0.92. American Tower Corporation has a twelve month low of $165.08 and a twelve month high of $234.33. The business has a 50 day simple moving average of $181.18 and a 200-day simple moving average of $181.98.

American Tower (NYSE:AMT) last released its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.75 EPS for the quarter, missing analysts’ consensus estimates of $2.54 by ($0.79). American Tower had a return on equity of 24.36% and a net margin of 23.76%.The business had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.69 billion. During the same period in the prior year, the firm earned $2.62 EPS. The business’s revenue for the quarter was up 7.5% compared to the same quarter last year. American Tower has set its FY 2026 guidance at 10.780-10.950 EPS. As a group, equities research analysts expect that American Tower Corporation will post 10.14 earnings per share for the current year.

American Tower Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 28th. Investors of record on Tuesday, April 14th will be given a dividend of $1.79 per share. The ex-dividend date of this dividend is Tuesday, April 14th. This represents a $7.16 dividend on an annualized basis and a dividend yield of 4.2%. This is a boost from American Tower’s previous quarterly dividend of $1.70. American Tower’s payout ratio is currently 132.84%.

Key Headlines Impacting American Tower

Here are the key news stories impacting American Tower this week:

• Positive Sentiment: Truist initiated coverage with a Buy and a $205 price target, calling towers a high-quality business with long-term upside — this gives investors a near?term analyst catalyst and implied ~20% upside from current levels. Truist Financial Initiates American Tower Corporation (AMT) with Buy, Sees Long-Term Upside
• Positive Sentiment: Zacks/Zacks-linked reports upgraded AMT to a strong?buy, reinforcing the bullish analyst flow and supporting demand in the stock. Zacks.com
• Positive Sentiment: Management signaled a 2026 strategic refocus at the Media, Internet & Telecom Conference: targeted expansion in Europe and a multi?year cost?saving plan intended to lift margins and enforce more disciplined operations — a structural positive for profitability if execution sticks. American Tower Refocuses On Europe As Cost Plan Targets Margin Gains
• Neutral Sentiment: Company set its Q1 2026 earnings release and conference call for April 28 (7:00 a.m. ET release; 8:30 a.m. call) — an upcoming event that could produce fresh guidance/metrics and move the stock. American Tower Plans First Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Recent market commentary noted the stock rose modestly on a recent session but lagged broader market gains — suggests limited immediate upside absent fresh fundamental news. American Tower (AMT) Increases Yet Falls Behind Market: What Investors Need to Know
• Negative Sentiment: Management flagged continued challenges in Latin America and specified Dish Network is not part of its near?term growth framework — these regional headwinds and the lack of a large new tenant opportunity could limit revenue/occupancy upside in the near term. American Tower Refocuses On Europe As Cost Plan Targets Margin Gains

Wall Street Analyst Weigh In

A number of analysts recently issued reports on AMT shares. JPMorgan Chase & Co. dropped their price target on shares of American Tower from $250.00 to $245.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Truist Financial initiated coverage on shares of American Tower in a research note on Tuesday. They set a “buy” rating and a $205.00 price objective on the stock. Royal Bank Of Canada decreased their price objective on shares of American Tower from $220.00 to $195.00 and set a “sector perform” rating for the company in a report on Monday, January 12th. Sanford C. Bernstein initiated coverage on shares of American Tower in a research report on Thursday, March 5th. They issued a “market perform” rating and a $205.00 target price for the company. Finally, UBS Group cut their target price on shares of American Tower from $254.00 to $248.00 and set a “buy” rating on the stock in a research note on Wednesday, February 25th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $216.76.

American Tower Profile

American Tower (NYSE: AMT) is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. The company’s core business is leasing space on communications sites — including towers, rooftops and other structures — to wireless carriers, broadcasters, government agencies and enterprise customers. Its business model centers on long-term site leases and contracts that provide recurring revenue tied to the footprint and density of wireless networks.

Beyond traditional tower assets, American Tower offers a range of infrastructure and network services to support mobile, broadband and broadcast connectivity.