AT&T Inc. (T) Earnings Analysis

AT&T Inc. (T) delivered mixed results in Q2 FY2026 on revenue of $31.6B versus the $31.8B estimate (+2.3% YoY) and EPS of $0.65. The next AT&T Inc. (T) earnings date is Oct 28, 2026. Below is the full AT&T Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

AT&T Inc. (T) Earnings Analysis — key stats

Next earnings dateOct 28, 2026
Latest reported quarterQ2 FY2026
Earnings verdictMixed
EPS beat rate5 of last 8 (quarters above estimate)
Avg next-day move±4.4% (over the last 8 reports)
Post-earnings directionUp 7 / Down 1 (of the last 8 reports)
Implied move (next report)±14.7% (options-derived · into Oct 28, 2026)
Institutional ownership53.9% (13F as of 2026-06-30)
Top 10 holders31.9% (of shares outstanding)
Insider activity12 buys / 0 sells (recent Form 4 filings)
Revenue$31.6B (vs $31.8B est · -0.7% surprise · +2.3% YoY)
EPS$0.65 (vs $0.59 est · +10.2% surprise · +6.5% YoY)
Share price$24.88 (+1.2%)
Market cap$170.5B

AT&T Inc. (T) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q3 FY2026$31.6B vs $31.8B est$0.65 vs $0.59 est+10.2%+3.1%Mixed
Q2 FY2026$31.5B vs $31.2B est$0.57 vs $0.55 est+3.3%+2.8%Mixed
Q1 FY2026$33.5B vs $32.9B est$0.52 vs $0.46 est+12.4%+9.3%Mixed
Q4 FY2025$30.7B vs $30.9B est$0.54 vs $0.54 est+0.6%-5.5%In line
Q3 FY2025$30.8B vs $30.5B est$0.54 vs $0.53 est+1.9%+1.8%In line
Q2 FY2025$30.6B vs $30.4B est$0.51 vs $0.51 est+0.2%+2.1%In line
Q1 FY2025$32.3B vs $32.0B est$0.54 vs $0.50 est+8.4%+7.4%Mixed
Q4 FY2024$30.2B vs $30.4B est$0.60 vs $0.57 est+5.4%+3.3%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.8.0%559.4M$11.6B-0.3%
Vanguard Capital Management LLC6.5%453.6M$9.4B-0.3%
State Street Corp4.8%334.3M$6.9B+5.8%
Newport Trust CO2.6%178.7M$3.7B-0.4%
Geode Capital Management, LLC2.5%177.0M$3.7B+1.2%
Undisclosed filer1.9%134.3M$2.8B+0.6%
Bank Of America Corp /De/1.6%111.6M$2.3B-10.8%
Morgan Stanley1.5%106.3M$2.2B+1.0%
Jpmorgan Chase & CO1.4%96.9M$2.1B-18.0%
Norges Bank1.1%79.3M$1.6B+100.0%

Recent insider transactions

InsiderRoleDateTypeSharesValue
STANKEY JOHN Tdirector, officer: CEO & President2026-07-31Buy928$21574
Desroches Pascalofficer: Sr. Exec VP and CFO2026-07-31Buy3K$81084
Lee Lori Mofficer: Global Mktg Ofr & SEVP Intl2026-07-31Buy500$11616
McElfresh Jeffery S.officer: Chief Operating Officer2026-07-31Buy3K$62544
Ubinas Luis Adirector2026-07-31Buy869
TAYLOR CINDY Bdirector2026-07-31Buy3K
ROSE MATTHEW Kdirector2026-07-31Buy4K
MOONEY BETH Edirector2026-07-31Buy2K

What you'll find

Frequently asked questions

When is AT&T Inc.'s next earnings date?
AT&T Inc.'s (T) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did AT&T Inc. (T) beat or miss earnings?
In Q2 FY2026, AT&T Inc. (T) posted mixed results — revenue of $31.6B versus the $31.8B estimate (-0.7% surprise) and EPS of $0.65 versus $0.59 expected (+10.2% surprise). Magnisto decodes every AT&T Inc. (T) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does AT&T Inc. beat earnings estimates?
Over its last 8 reported quarters, AT&T Inc. (T) beat Wall Street EPS estimates 5 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every AT&T Inc. (T) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does AT&T Inc. stock move after earnings?
Over its last 8 quarterly reports, AT&T Inc. (T) moved an average of ±4.4% the day after earnings — ranging from -5.5% (Q4 FY2025) to +9.3% (Q1 FY2026). The stock rose after 7 of those 8 reports and fell after 1. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±14.7% (derived). Magnisto tracks the realized post-earnings move for every AT&T Inc. (T) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of AT&T Inc.?
Institutions hold about 53.9% of AT&T Inc.'s (T) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.0%), Vanguard Capital Management LLC (6.5%), State Street Corp (4.8%). Magnisto lists AT&T Inc.'s (T) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling AT&T Inc. (T)?
In the most recent Form 4 filings Magnisto tracks, AT&T Inc. (T) insiders recorded 12 purchases and 0 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for AT&T Inc. (T) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for AT&T Inc. (T), anchored to the current $24.88 share price, so you can weigh the bull, base and bear cases for AT&T Inc. side by side.
Is AT&T Inc. (T) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether AT&T Inc. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.