American Tower Corporation (AMT) has faced major portfolio rearrangements from several asset management companies. American Assets Capital Advisers LLC currently has AMT as their 3rd largest position. There has been notable movement in shareholdings including Sterling Capital Management LLC with $13.48M; Trillium Asset Management LLC with $19.16M; and Bank of New York Mellon Corp with $616.64M stake. Several companies have also reduced their shareholdings: Aviva PLC, Middleton & Co. Inc. MA, Motley Fool Wealth Management LLC and Oppenheimer Asset Management Inc. being notable sellers. Retirements from senior positions at AMT include Chief Accounting Officer and a Senior VP. Despite the earlier announcement by Argus of a lowered price target amid tariff uncertainty, AMT's Q3 2025 earnings outperformed expectations. Growth strategy presentations by AMT at Citi's Global Technology, Media and Telecommunications Conference and the Goldman Sachs Communicopia + Technology Conference depict a future sustainable growth strategy. AMT's earnings call transcript indicates a raise in guidance due to AI-driven data center demand. However, AMT's stock value fell despite a beat in AFFO & revenue and a raised prediction for 2025.
American Tower Corporation AMT News Analytics from Mon, 12 May 2025 07:00:00 GMT to Sat, 08 Nov 2025 13:56:51 GMT -
Rating -3
- Innovation -2
- Information 7
- Rumor -2
