Nwam LLC Raises Holdings in T-Mobile US, Inc. $TMUS

Nwam LLC boosted its stake in T-Mobile US, Inc. (NASDAQ:TMUS) by 227.8% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,729 shares of the Wireless communications provider’s stock after buying an additional 4,676 shares during the quarter. Nwam LLC’s holdings in T-Mobile US were worth $1,413,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the stock. CYBER HORNET ETFs LLC lifted its position in shares of T-Mobile US by 3.8% in the third quarter. CYBER HORNET ETFs LLC now owns 1,319 shares of the Wireless communications provider’s stock valued at $316,000 after acquiring an additional 48 shares in the last quarter. Tevis Investment Management increased its position in T-Mobile US by 3.0% during the 3rd quarter. Tevis Investment Management now owns 1,688 shares of the Wireless communications provider’s stock worth $404,000 after purchasing an additional 49 shares in the last quarter. Meeder Asset Management Inc. increased its position in T-Mobile US by 16.2% during the 4th quarter. Meeder Asset Management Inc. now owns 351 shares of the Wireless communications provider’s stock worth $71,000 after purchasing an additional 49 shares in the last quarter. Wellspring Financial Advisors LLC raised its stake in T-Mobile US by 4.3% in the 4th quarter. Wellspring Financial Advisors LLC now owns 1,273 shares of the Wireless communications provider’s stock valued at $259,000 after purchasing an additional 52 shares during the last quarter. Finally, Tcfg Wealth Management LLC raised its stake in T-Mobile US by 5.6% in the 3rd quarter. Tcfg Wealth Management LLC now owns 999 shares of the Wireless communications provider’s stock valued at $239,000 after purchasing an additional 53 shares during the last quarter. Institutional investors and hedge funds own 42.49% of the company’s stock.

T-Mobile US News Summary

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

• Positive Sentiment: KeyCorp raised multiple earnings estimates for T-Mobile US, including Q2 2026 EPS to $2.64, FY2026 EPS to $10.38, and FY2027 EPS to $12.84, reflecting improving profit expectations. KeyCorp estimate updates for T-Mobile US
• Positive Sentiment: Analysts continue to view TMUS favorably, with KeyCorp keeping an Overweight rating and a $260 price target, while other reports highlighted the stock as a cheap blue-chip name with upside potential. Yahoo Finance article on TMUS valuation and analyst support
• Positive Sentiment: Recent coverage suggests investors are looking past the Starlink competitive threat, pointing instead to T-Mobile’s spectrum strategy, SpaceX partnership, and enterprise growth as reasons the stock can keep its premium valuation. MarketBeat article on TMUS and Starlink threat
• Neutral Sentiment: Scotiabank lowered its price target on TMUS to $243 from $263, but still kept a Sector Outperform rating, which signals reduced upside expectations rather than a bearish stance. Scotiabank price target update
• Neutral Sentiment: A Zacks feature said TMUS screens as a strong value stock, but the piece was more about style-score methodology than a new company-specific catalyst. Zacks value stock article

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on TMUS shares. Oppenheimer raised shares of T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 price target on the stock in a research note on Wednesday, April 29th. Moffett Nathanson raised shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price objective on the stock in a research note on Wednesday, April 8th. Morgan Stanley decreased their target price on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft lowered their target price on shares of T-Mobile US from $300.00 to $285.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Finally, TD Cowen boosted their price target on T-Mobile US from $252.00 to $261.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $254.96.

T-Mobile US Stock Up 0.3%

Shares of NASDAQ:TMUS opened at $187.62 on Thursday. The stock has a 50-day simple moving average of $184.98 and a 200-day simple moving average of $196.34. The stock has a market capitalization of $203.04 billion, a P/E ratio of 19.96, a PEG ratio of 1.10 and a beta of 0.33. T-Mobile US, Inc. has a 1 year low of $165.66 and a 1 year high of $261.56. The company has a debt-to-equity ratio of 1.58, a quick ratio of 0.97 and a current ratio of 1.09.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, beating the consensus estimate of $2.01 by $0.26. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. The firm had revenue of $23.11 billion for the quarter, compared to analyst estimates of $22.98 billion. During the same quarter last year, the firm posted $2.58 earnings per share. T-Mobile US’s revenue for the quarter was up 10.6% compared to the same quarter last year. Equities analysts forecast that T-Mobile US, Inc. will post 10.68 earnings per share for the current year.

T-Mobile US Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be paid a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s dividend payout ratio (DPR) is currently 43.40%.

Insider Activity

In related news, insider Andre Almeida acquired 5,097 shares of the business’s stock in a transaction on Friday, May 1st. The shares were bought at an average cost of $196.18 per share, with a total value of $999,929.46. Following the completion of the transaction, the insider directly owned 44,850 shares of the company’s stock, valued at $8,798,673. This trade represents a 12.82% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Jon Freier sold 4,799 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $190.00, for a total value of $911,810.00. Following the transaction, the chief operating officer owned 217,168 shares in the company, valued at approximately $41,261,920. This represents a 2.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.32% of the company’s stock.

About T-Mobile US

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.