American Tower management check
AMT · Real Estate · Telecom Tower REITs
Filings as of
2 good · 0 to watch · 2 flagged, across the seven questions below. Too few of them could be scored to rank this company.
- n/a
Have owners done well?
Not enough dataNo shareholder-return figures in the latest proxy.
- n/a
Does pay follow performance?
Not enough dataToo few years of pay and return figures to compare.
- n/a
What does the CEO cost owners?
Not enough dataNo pay or net income figure for the latest year.
- Good
Do they own the stock?
Insiders are buying2 insiders bought $524k on the open market in the last six months, with their own money, near the lows. Sales: $1.4m.
- Flag
Are owners being diluted?
Share count growingDiluted shares changed +0.2% a year over the last three fiscal years. Stock-based pay was 18.6% of revenue in the latest year.
- Flag
Is leadership stable?
17 leadership filings in 3 years17 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Real Estate.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | — | — | 45 |
| Pay for performance | — | — | 86 |
| CEO cost | — | — | 23 |
| Skin in the game | 80 | 32 | |
| Dilution | 20 | 23 | |
| Stable leadership | 40 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Telecom Tower REITs, by management score.
Pay versus performance
From the proxy statement filed April 8, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
The latest proxy carries no tagged pay-versus-performance table. Read it on EDGAR.
Insiders and the CEO's stake
2 insiders bought $524k on the open market in the last six months, with their own money, near the lows. Sales: $1.4m.
- BoughtRajesh KalathurDirector$501kAug 21, 2026
- BoughtTeresa Hillary ClarkeDirector$23kOct 20, 2026
- SoldRobert Joseph MeyerSVP & Advisor to the CFO$894kJul 29, 2026
- SoldRuth T DowlingEVP, Chief Admin Ofr, GC & Sec · 10b5-1 plan$483kJul 29, 2026
Leadership and governance on file
- Sep 18, 2026Leadership change8-K 5.02
- May 21, 2026Leadership change8-K 5.02
- Mar 10, 2026Leadership change8-K 5.02
- Feb 27, 2026Leadership change8-K 5.02
- Jan 29, 2026Leadership change8-K 5.02
- Nov 7, 2025Leadership change8-K 5.02
- Sep 18, 2025Leadership change8-K 5.02
- Aug 25, 2025Leadership change8-K 5.02
- Mar 20, 2025Leadership change8-K 5.02
- Mar 5, 2025Leadership change8-K 5.02
- Feb 5, 2025Leadership change8-K 5.02
- Jan 7, 2025Leadership change8-K 5.02
Latest shareholder vote results: May 21, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $14.6bn returned to owners in buybacks and dividends, and $862.3m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $717.2m | $840.7m | $747.3m | $774.6m | $935.9m |
| Net income | — | — | — | — | — |
| Stock-based pay | $119.5m | $169.3m | $195.7m | $203.6m | $174.2m |
| Buybacks | $0 | $18.8m | $0 | $0 | $364.6m |
| Dividends | $2.3bn | $2.7bn | $3.0bn | $3.0bn | $3.2bn |
| Diluted shares | 453m | 463m | 467m | 468m | 469m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.