Latest AMT news

The Rate Shock That Didn't Break REITs

Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400

REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.

REITs Were Sold As Set-And-Forget Income, That Era May Be Over

Seeking Alpha · Wed, 23 Sep 2026 09:15:00 -0400

Many REITs are repriced to the downside and offer better yields. Yet this is just optics, as the underlying problem is very significant. The issue I see is that at the current valuations and market dynamics, REITs can't (or should not) be considered solid passive income investments.

Buy The Dip: 2 High-Yield Infrastructure Income Machines Getting Way Too Cheap

Seeking Alpha · Mon, 21 Sep 2026 13:05:00 -0400

Many infrastructure stocks have sold off recently. I detail two proven income-generating opportunities that I think are compelling buys on the dip. They yield 7-8% and pay out monthly dividends.

American Tower (AMT) Upgraded to Buy: What Does It Mean for the Stock?

Zacks Investment Research · Mon, 21 Sep 2026 13:00:34 -0400

American Tower (AMT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

The REIT Conundrum

Seeking Alpha · Sun, 20 Sep 2026 08:00:00 -0400

REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.

American Tower Corporation Announces Election of Kristen M. Ludgate to Board of Directors and Declares Quarterly Distribution

Business Wire · Fri, 18 Sep 2026 08:42:00 -0400

BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) announced that its Board of Directors has elected Kristen M. Ludgate as a director. Ms. Ludgate most recently served as Chief People Officer of HP Inc., a global technology company, from 2021 to 2025, where she led culture, talent and organizational strategies to accelerate the company's transformation and worked closely with HP's chief executive officer and board of directors on succession, compensation and corporate strategy. Pri.

American Tower: Why I'm Buying A Wide Moat REIT At A Decade High Yield

Seeking Alpha · Tue, 15 Sep 2026 04:40:01 -0400

American Tower is rated a Strong Buy, trading near 52-week lows with a dividend yield close to a decade high. AMT's resilient business model, long-term leases, and growing data center segment underpin reliable cash flow and strong dividend coverage. Temporary headwinds: higher rates, Dish lease exit, and refinancing costs are largely priced in, with growth expected to reaccelerate in 2027.

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