Freemont Management S.A. Has $239,000 Stake in T-Mobile US, Inc. $TMUS

Freemont Management S.A. lessened its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 88.8% during the third quarter, HoldingsChannel.com reports. The firm owned 1,000 shares of the Wireless communications provider’s stock after selling 7,900 shares during the quarter. Freemont Management S.A.’s holdings in T-Mobile US were worth $239,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the business. Norges Bank bought a new stake in shares of T-Mobile US in the second quarter valued at approximately $1,477,780,000. Marshall Wace LLP raised its holdings in T-Mobile US by 2,303.2% in the 2nd quarter. Marshall Wace LLP now owns 1,797,086 shares of the Wireless communications provider’s stock valued at $428,174,000 after acquiring an additional 1,878,654 shares in the last quarter. Viking Global Investors LP lifted its position in shares of T-Mobile US by 81.7% during the 2nd quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider’s stock valued at $677,925,000 after acquiring an additional 1,279,422 shares during the period. State Street Corp grew its holdings in shares of T-Mobile US by 4.5% during the 2nd quarter. State Street Corp now owns 23,141,316 shares of the Wireless communications provider’s stock worth $5,513,650,000 after purchasing an additional 994,740 shares in the last quarter. Finally, Crake Asset Management LLP acquired a new stake in shares of T-Mobile US during the 2nd quarter worth $160,945,000. 42.49% of the stock is owned by institutional investors.

T-Mobile US Price Performance

TMUS stock opened at $214.68 on Friday. The stock has a market cap of $240.12 billion, a price-to-earnings ratio of 22.11, a P/E/G ratio of 1.16 and a beta of 0.44. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.00 and a quick ratio of 0.80. The company has a 50 day simple moving average of $196.66 and a 200 day simple moving average of $219.08. T-Mobile US, Inc. has a 1 year low of $181.36 and a 1 year high of $276.49.

T-Mobile US Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Friday, February 27th will be issued a dividend of $1.02 per share. The ex-dividend date is Friday, February 27th. This represents a $4.08 annualized dividend and a dividend yield of 1.9%. T-Mobile US’s dividend payout ratio is 39.23%.

Insider Activity

In other news, insider Michael J. Katz sold 2,500 shares of T-Mobile US stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $215.91, for a total transaction of $539,775.00. Following the sale, the insider directly owned 156,203 shares of the company’s stock, valued at approximately $33,725,789.73. This trade represents a 1.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director G Michael Sievert sold 22,500 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $216.97, for a total value of $4,881,825.00. Following the sale, the director owned 308,696 shares in the company, valued at approximately $66,977,771.12. This trade represents a 6.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 51,457 shares of company stock worth $11,149,636. Insiders own 0.37% of the company’s stock.

Key Headlines Impacting T-Mobile US

Here are the key news stories impacting T-Mobile US this week:

• Positive Sentiment: T‑Mobile raised its multi‑year growth outlook at its Capital Markets Day — management lifted its 2027 service‑revenue and adjusted free cash flow targets (higher long‑term growth and cash generation supports valuation and buybacks). T-Mobile Raises the Bar — Business Wire
• Positive Sentiment: Quarterly results showed revenue beat and strong customer growth (robust postpaid and broadband additions), giving credibility to the growth story even though some profit metrics were mixed — supports revenue momentum and recurring cash flow. TMUS Q4 Earnings Beat — Zacks
• Positive Sentiment: Analysts largely stayed constructive: Goldman Sachs and Barclays raised price targets and maintained buy/overweight stances, providing fresh upward earnings/valuation support. Goldman Sachs Adjusts PT — MarketScreener
• Positive Sentiment: Strategic wins: T‑Mobile touted real‑time agentic AI in‑network and emphasized 5G FWA broadband as a competitive alternative to rivals’ fiber focus — product differentiation that can sustain ARPU and share gains. Agentic AI Platform — MobileWorldLive
• Neutral Sentiment: T‑Mobile agreed to sell €2.5 billion of euro‑denominated senior notes (completed allocation across 2032/2035/2038 maturities). Proceeds are earmarked for general corporate purposes (could fund buybacks/dividends but increases leverage). Euro‑denominated Senior Notes — Business Wire
• Neutral Sentiment: Analyst actions were mixed: a few price‑target trims (TD Cowen, Scotiabank) offset some raises — net effect keeps consensus upside but signals differing views on near‑term subscriber momentum. TD Cowen Adjusts PT — MarketScreener
• Negative Sentiment: Subscriber adds disappointed some investors — net postpaid phone adds were strong historically but below some Wall Street expectations, and adjusted EPS metrics were mixed/varied by reporting standard, prompting short‑term caution. Subscriber Growth Miss — Reuters
• Negative Sentiment: BBB/NAD recommended T‑Mobile modify or discontinue certain in‑flight Wi‑Fi advertising claims after a Verizon challenge — a reputational/marketing headwind (likely limited financial impact but a negative signal). NAD Advertising Recommendation — GlobeNewsWire

Analyst Ratings Changes

A number of research analysts recently commented on TMUS shares. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of T-Mobile US in a research note on Tuesday, February 3rd. Wells Fargo & Company dropped their target price on shares of T-Mobile US from $260.00 to $225.00 and set an “overweight” rating for the company in a research report on Monday, January 26th. HSBC upgraded shares of T-Mobile US from a “hold” rating to a “buy” rating and set a $285.00 price target on the stock in a research report on Friday, October 24th. KeyCorp raised shares of T-Mobile US from an “underweight” rating to a “sector weight” rating in a research note on Tuesday, December 2nd. Finally, Citigroup cut their target price on T-Mobile US from $268.00 to $220.00 and set a “neutral” rating for the company in a research note on Friday, December 19th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $256.22.

T-Mobile US Profile

T-Mobile US is a national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands. The company operates a nationwide mobile network and offers device sales, equipment financing and support services through retail stores, online channels and distribution partners. T-Mobile positions its products around bundled service plans, device offerings and value-added features for both individual and enterprise customers.

Product offerings include postpaid and prepaid wireless plans under the T-Mobile and Metro by T-Mobile brands, as well as connectivity solutions for small and large businesses.