T at a glance
AT&T (T, SEC CIK 732717) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on July 22, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), AT&T (T) reported revenue of $125.6 billion (up 2.7% from FY2024) and net income of $22.0 billion. Diluted EPS was $3.04.
- As of June 30, 2026, 65 institutional investment managers tracked by SignalX reported holding AT&T (T) shares worth $48.8 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $125.6B
- +2.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 65 funds
- $48.8B · −3 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- FCC and state regulatory risks from broadband/wireless deployment rulings could impede cost recovery and lessen investment incentives
- Political instability and currency fluctuations in Mexico increase exposure in AT&T’s largest international market
- Supply chain reliance on key single-source suppliers risks equipment delays impacting product availability and customer demand
- Competition from cable providers’ fiber networks pressures AT&T’s broadband market share and margin sustainability
- Defined benefit pension plan funded status affected by inflation and market volatility with direct income statement impact
Management Discussion & Analysis
- Revenue $125.6B, up 2.7% YoY; Communications $120.9B (up 2.8%), Latin America $4.4B (up 3.5%)
- Operating margin 19.2% in 2025 vs 15.6% in 2024; operating income $24.2B up 26.8% YoY
- Best segment: Mobility operating income $27.2B, 3.4% growth; Worst: Business Wireline loss $(816)M vs $(88)M prior year
- Net income $23.4B, up 90.9% YoY; Other income gain $7.8B including $5.6B DIRECTV sale; Capex driven by fiber and 5G investments (amount not specified)
- 2026 outlook: revenue growth expected from wireless and fiber broadband; continued fiber rollout, 5G expansion, cost transformation, and legacy network phaseout
Business Overview
- Core business: Telecommunications services including wireless, broadband, and video entertainment delivery
- New segment emphasis: Sale of DIRECTV Entertainment Holdings LLC completed in 2024 per Securities Purchase Agreement
- Strategic shift: Divestiture of non-core pay-TV assets like DIRECTV to focus on wireless and fiber networks
- Notable metric: Allowance for credit losses increased to $650 million in 2025 from $553 million in 2024
- Unusual fact: Extensive reliance on incorporation by reference of Proxy Statement for key disclosures instead of direct filing
AI summary of the T 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Advanced Connectivity EBITDA $12,032M, up 8.0% YoY; EBITDA margin 42.0% vs 40.5%
- Advanced Connectivity operating income $7,345M, up 20.3% YoY; operating margin 25.7% vs 22.2%
- Legacy worst performer: operating income $523M, down 45.5% YoY; margin 32.0% vs 43.6%
- Latin America EBITDA $227M, up 12.9% YoY; EBITDA margin 18.5% vs 19.1%
Risk Factors
- No material risk-factor developments reported for second quarter 2026
- Principal risks carried forward from December 31, 2025 Form 10-K
- No new regulatory, legal, compliance, operational, competitive, market, or financial risks disclosed this quarter
AI summary of the T 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expansion from 10 to 11 directors effective September 8, 2026
- Fazal F. Merchant elected director to fill the new vacancy
Item 8.01: Other Events
- AT&T closed €1.2B and $1.1B floating-rate note offerings, increasing debt funding by 2028 maturity obligations
- Proceeds provide liquidity but expose AT&T to floating-rate interest expense through 2028
Item 8.01: Other Events
- AT&T closed issuance of €4.1B aggregate euro-denominated notes across maturities from 2030 to 2045
- Additional £550M notes issued at 7.050% maturity 2052
AI summaries of T 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for T
Don't miss the next T filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McElfresh Jeffery S. | A | Sep 30, 2026 | 512.296 | $24.40 |
| Sabrina Sanders S | A | Sep 30, 2026 | 144.549 | $24.40 |
| Desroches Pascal | A | Sep 30, 2026 | 1,835.724 | $24.40 |
| Lee Lori M | A | Sep 30, 2026 | 368.852 | $24.40 |
| Merchant Fazal F | A | Sep 30, 2026 | 10,707.95 | $24.40 |
| Sabrina Sanders S | F | Sep 1, 2026 | 9,248 | $25.89 |
| Desroches Pascal | A | Aug 31, 2026 | 1,730.076 | $25.89 |
| Sabrina Sanders S | A | Aug 31, 2026 | 126.535 | $25.89 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $122.4B | $122.3B | $125.6B |
| Operating Income | $23.5B | $19.0B | $24.2B |
| Net Income | $14.4B | $10.9B | $22.0B |
| Op. Margin | 19.2% | 15.6% | 19.2% |
| Net Margin | 11.8% | 8.9% | 17.5% |
| Balance Sheet | |||
| Total Assets | $407.1B | $394.8B | $420.2B |
| Equity | $117.4B | $118.2B | $126.5B |
| ROE | 12.3% | 9.3% | 17.4% |
| Per Share | |||
| EPS | - | $1.49 | $3.04 |
| Cash Flow | |||
| Operating CF | $38.3B | $38.8B | $40.3B |
Source: XBRL data in AT&T (T)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate T share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 65 | $48.84B |
| Q1 2026 | 68 | $69.62B |
| Q4 2025 | 64 | $60.91B |
| Q3 2025 | 69 | $72.94B |
| Q2 2025 | 68 | $71.47B |
| Q1 2025 | 68 | $52.00B |
| Q4 2024 | 61 | $33.95B |
| Q3 2024 | 53 | $16.28B |
- State Street Corp+18.47M (+6%)
- Citadel Advisors LLC+8.45M (+435%)
- Citigroup+5.86M (+79%)
- Dimensional Fund Advisors+5.25M (+10%)
- BNY Mellon+2.56M (+4%)
- JPMorgan Chase & Co−21.31M (-18%)
- FMR LLC (Fidelity)−17.35M (-30%)
- Bank of America Corp−13.55M (-11%)
- Ameriprise Financial−10.45M (-20%)
- Invesco Ltd−5.26M (-11%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 516 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
T filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
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T SEC filings: frequently asked questions
Which institutions hold T stock?
As of June 30, 2026, the largest AT&T (T) holders among the 13F filers tracked by SignalX were BlackRock ($11.6 billion), Vanguard Capital Management LLC ($9.4 billion), State Street Corp ($6.9 billion), Vanguard Portfolio Management LLC ($2.8 billion), Bank of America Corp ($2.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was T's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), AT&T (T) reported revenue of $125.6 billion (up 2.7% from FY2024) and net income of $22.0 billion. Diluted EPS was $3.04. The figures come from the XBRL data in the 10-K.
What are the main risks in T's latest 10-K?
In the 10-K filed February 9, 2026, AT&T (T) flagged: FCC and state regulatory risks from broadband/wireless deployment rulings could impede cost recovery and lessen investment incentives. Political instability and currency fluctuations in Mexico increase exposure in AT&T’s largest international market. (AI summary of the Risk Factors section.)
What did T report in its latest 8-K?
AT&T (T) filed an 8-K on September 9, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Board expansion from 10 to 11 directors effective September 8, 2026.
What are the latest T SEC filings?
AT&T (T) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on July 22, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on October 2, 2026.
What is T's SEC CIK number?
AT&T (T)'s SEC Central Index Key (CIK) is 732717. EDGAR lists every T filing under that number.
Ask anything about T
The research agent reads T's filings, financials, insider trades and 13F holders, then answers with sources.