AMT AMERICAN TOWER CORP /MA/

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed May 21, 2026 Processed 24d 13h ago SEC 0001053507-26-000116
8-K context-dependent: Items 5.02, 8.01
Latest settled — T+5d
AMT ▲ +1.74% at T+5d
NEUTRAL call ✓ call won +1.74% · α vs SPY +0.08% · entry $183.73 → $186.93
Next anchor: T+20d in 7d
Last close $187.18 (close Jun 12) · +1.88% from $183.73 entry
Entry anchored
May 21, 2026
via day open
T+1d
+0.62%
call +0.62% · α +0.03%
$184.87
settled 24d ago
T+5d
+1.74%
call +1.74% · α +0.08%
$186.93
settled 17d ago
T+20d
call — · α —
in 7d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

American Tower stockholders approved the 2026 Equity Incentive Plan at the annual meeting, authorizing up to 12 million new shares plus rollover from the prior plan. The Board also declared a quarterly cash distribution of $1.79 per share, payable July 13, 2026. All 11 director nominees were elected, and the advisory say-on-pay proposal passed with 93.6% support. These are routine governance and capital allocation actions with no material financial impact.

Actionable Insight

Routine annual meeting and dividend declaration — no trading catalyst. Monitor future equity grant activity under the new plan for potential dilution; the $1.79 quarterly dividend is unchanged and provides a ~3.3% yield at current prices. No immediate action warranted.

Key Facts

  • Stockholders approved the 2026 Equity Incentive Plan, authorizing 12,000,000 new shares plus up to 1,778,230 additional shares from prior plan forfeitures and any remaining shares under the 2007 plan.
  • Board declared a quarterly cash distribution of $1.79 per share on common stock, payable July 13, 2026 to holders of record June 12, 2026.
  • All 11 director nominees were elected; the advisory say-on-pay proposal passed with 377,995,948 votes for (93.6% of votes cast).
  • Ratification of Deloitte & Touche as independent auditor for 2026 passed with 394,729,619 votes for (92.5% of votes cast).
  • The 2026 Equity Plan replaces the 2007 Equity Incentive Plan and allows grants of options, RSUs, PSUs, and cash awards to employees, directors, and consultants.

Financial Impact

Quarterly distribution of $1.79 per share; no change from prior quarter. Equity plan authorizes up to ~13.8M new shares (including rollover), representing ~2.8% dilution at current share count.

dilutiondividend

Risk Factors

  • Potential dilution from up to 13.8M new shares authorized under the 2026 Equity Plan over time.
  • No change in dividend — any future cut or suspension would be a negative signal.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
72% bullish (29 analysts)

Documents Analyzed

This report is based on 11 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001053507-26-000116
Exhibit: exhibit106formofnoticeofgr.htm0001053507-26-000116
Exhibit: exhibit103formofnoticeofgr.htm0001053507-26-000116
Exhibit: exhibit102formofnoticeofgr.htm0001053507-26-000116
Exhibit: exhibit104formofnoticeofgr.htm0001053507-26-000116
Exhibit: exhibit105formofnoticeofgr.htm0001053507-26-000116
Exhibit: exhibit9912026q2dividend.htm0001053507-26-000116
Document: amt-20260520.htm0001053507-26-000116
Document: 0001053507-26-000116-index-headers.html0001053507-26-000116
Document: 0001053507-26-000116-index.html0001053507-26-000116
Document: 0001053507-26-000116.txt0001053507-26-000116
12 reports for AMT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for AMT — sortable, filterable
Type Now
Jun 4, 2026
10d ago
8-K
NEUTRAL ★ 3/10
$193.98 awaiting T+5awaiting T+5$187.18 (−3.51%)
May 27, 2026
18d ago
8-K
NEUTRAL ★ 3/10
$184.86 $182.05▼ −1.52%▼ −1.99%$187.18 (+1.26%)
May 21, 2026
24d ago
8-K
NEUTRAL ★ 3/10
$183.73 $186.93▲ +1.74%▲ +0.08%$187.18 (+1.88%)
May 19, 2026
27d ago
424B5
NEUTRAL ★ 4/10
$182.23 $184.86▲ +1.44%▼ −0.85%$187.18 (+2.72%)
May 7, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$176.43 $170.50▼ −3.36%▼ −4.82%$187.18 (+6.09%)
Apr 28, 2026
6w ago
8-K
MIXED ★ 6/10
$178.23 $178.05▼ −0.10%▼ −1.79%$187.18 (+5.02%)
Apr 8, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$176.07 $176.87▲ +0.45%▼ −3.06%$187.18 (+6.31%)
Mar 5, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$188.45 $184.32▼ −2.19%▼ −0.66%$187.18 (−0.67%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 8/10
$190.16 $186.51▼ −1.92%▼ −0.71%$187.18 (−1.57%)
Feb 27, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$191.85 $188.45▼ −1.77%▲ +0.21%$187.18 (−2.43%)
Showing 10 of 12

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