Wealthfront Advisers LLC boosted its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 21.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 77,195 shares of the Wireless communications provider’s stock after buying an additional 13,663 shares during the period. Wealthfront Advisers LLC’s holdings in T-Mobile US were worth $16,213,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also bought and sold shares of TMUS. Sei Investments Co. grew its position in T-Mobile US by 6.3% during the 2nd quarter. Sei Investments Co. now owns 142,587 shares of the Wireless communications provider’s stock worth $33,972,000 after purchasing an additional 8,491 shares during the period. Diversify Advisory Services LLC boosted its stake in shares of T-Mobile US by 315.7% during the 2nd quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider’s stock worth $1,147,000 after acquiring an additional 3,454 shares in the last quarter. Darwin Wealth Management LLC acquired a new stake in T-Mobile US in the second quarter valued at approximately $375,000. Raymond James Financial Inc. increased its holdings in T-Mobile US by 0.5% in the 2nd quarter. Raymond James Financial Inc. now owns 2,054,144 shares of the Wireless communications provider’s stock worth $489,420,000 after acquiring an additional 9,568 shares in the last quarter. Finally, Viking Global Investors LP raised 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 worth $677,925,000 after purchasing an additional 1,279,422 shares during the last quarter. 42.49% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
Several research firms have recently weighed in on TMUS. Arete Research raised their price target on shares of T-Mobile US from $295.00 to $300.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Wall Street Zen upgraded T-Mobile US from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Sanford C. Bernstein reissued a “neutral” rating on shares of T-Mobile US in a research note on Wednesday, April 22nd. Moffett Nathanson upgraded T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 target price for the company in a report on Wednesday, April 8th. Finally, UBS Group cut their target price on T-Mobile US from $300.00 to $255.00 and set a “buy” rating for the company in a research note on Monday, June 22nd. One equities 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 company’s stock. According to data from MarketBeat, T-Mobile US has an average rating of “Moderate Buy” and a consensus target price of $254.96.
Insider Activity
In related news, insider Andre Almeida acquired 5,097 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were purchased at an average cost of $196.18 per share, for a total transaction of $999,929.46. Following the acquisition, the insider owned 44,850 shares in the company, valued at $8,798,673. The trade was a 12.82% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Jon Freier sold 4,799 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $190.00, for a total transaction of $911,810.00. Following the transaction, the chief operating officer directly owned 217,168 shares of the company’s stock, valued at $41,261,920. The trade was 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.
Key Headlines Impacting T-Mobile US
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: KeyCorp raised several of its earnings estimates for T-Mobile US, including FY2026 and FY2027, and kept an Overweight rating with a $260 price target, signaling confidence in the company’s longer-term earnings power.
- Positive Sentiment: Earlier Wall Street commentary continues to frame T-Mobile as a relatively attractive value stock, which may be helping offset some near-term caution.
- Neutral Sentiment: Analysts and media reports note that T-Mobile is approaching its upcoming earnings release, with attention on subscriber trends, margins, and guidance rather than any single major new catalyst. Analysts Estimate T-Mobile (TMUS) to Report a Decline in Earnings: What to Look Out for
- Neutral Sentiment: Scotiabank trimmed its price target to $243 from $263 but maintained a Sector Outperform rating, suggesting only a modest reassessment rather than a bearish shift.
- Negative Sentiment: Some coverage flags the possibility of an earnings decline in the upcoming report, which could make investors more cautious ahead of results.
- Negative Sentiment: Analyst concerns around competitive pressure, including potential risks from Starlink and spectrum valuation debate, have led to a modest cut in fair value estimates and may be weighing on sentiment. T Mobile (TMUS) Stock Sees Modest Fair Value Cut As Starlink Risks Shape Analyst Views
T-Mobile US Stock Up 2.8%
Shares of NASDAQ:TMUS opened at $192.85 on Friday. The business has a 50-day moving average price of $184.95 and a 200 day moving average price of $196.28. The company has a current ratio of 1.09, a quick ratio of 0.97 and a debt-to-equity ratio of 1.58. The company has a market capitalization of $208.70 billion, a price-to-earnings ratio of 20.52, a PEG ratio of 1.11 and a beta of 0.33. T-Mobile US, Inc. has a 12-month low of $165.66 and a 12-month high of $261.56.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (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 period in the previous year, the firm earned $2.58 EPS. T-Mobile US’s revenue was up 10.6% on a year-over-year basis. Sell-side analysts expect that T-Mobile US, Inc. will post 10.53 EPS for the current year.
T-Mobile US Dividend Announcement
The business also recently declared 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 2.1%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s payout ratio is 43.40%.
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.
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