TSG Advice Partners LLC purchased a new position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,426 shares of the Wireless communications provider’s stock, valued at approximately $575,000.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Main Street Group LTD acquired a new stake in T-Mobile US in the 1st quarter worth about $25,000. Paladin Partners LLC acquired a new position in shares of T-Mobile US during the second quarter valued at approximately $25,000. Sachetta LLC raised its holdings in shares of T-Mobile US by 52.9% during the first quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock valued at $33,000 after acquiring an additional 55 shares during the last quarter. Dunhill Financial LLC purchased a new position in shares of T-Mobile US in the second quarter valued at approximately $27,000. Finally, Cornerstone Planning Group LLC lifted its position in shares of T-Mobile US by 112.2% in the first quarter. Cornerstone Planning Group LLC now owns 174 shares of the Wireless communications provider’s stock valued at $34,000 after acquiring an additional 92 shares in the last quarter. 42.49% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting T-Mobile US
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: T-Mobile reported substantial cybersecurity gains, including a more than 99% reduction in successful SIM-swap attacks since 2022, a 99% decline in employee phishing-related credential compromises, and the blocking of millions of online threats and billions of scam texts. The progress could strengthen customer trust, reduce regulatory and reputational risks, and support enterprise growth. T-Mobile Opens Up on Its Cybersecurity Transformation in New Report
- Positive Sentiment: The company launched a 5-gigabit T-Mobile Fiber plan for $90 per month with AutoPay and a 10-year price guarantee. The offering could help T-Mobile attract higher-value broadband customers and deepen its bundled wireless and home-internet relationships. T-Mobile Fiber Unveils Its Fastest Plan Yet
- Positive Sentiment: T-Mobile appointed Anomaly as its brand-transformation partner, selected Highdive as its lead creative agency and expanded AI-enabled production through T-Studios. The investment is intended to improve marketing effectiveness and reinforce the company’s differentiated brand. T-Mobile Doubles Down on the Power of Brand
- Neutral Sentiment: Analyst coverage remains supportive, with reports citing an average price target of $238.25 and a recent upgrade. Such views may bolster sentiment, although they do not change the company’s underlying fundamentals. T-Mobile Shares Up Following Analyst Upgrade
- Negative Sentiment: SpaceX is reportedly considering acquiring Boost Mobile, potentially creating a satellite-terrestrial competitor with more than seven million customers. A stronger Boost-Starlink offering could increase competitive pressure on T-Mobile, particularly in rural and underserved markets, though network-lease and regulatory hurdles remain. SpaceX Reportedly Wants to Buy Boost Mobile
- Negative Sentiment: A separate analysis warned that T-Mobile’s weaker share performance over the past year reflects margin pressure, debt and reduced earnings estimates, despite strong 5G leadership and broadband growth. These concerns could limit valuation expansion.
T-Mobile US Stock Performance
T-Mobile US (NASDAQ:TMUS – Get Free Report) last posted its earnings results on Wednesday, October 28th. The Wireless communications provider reported $3.22 earnings per share for the quarter, beating the consensus estimate of $2.89 by $0.33. The firm had revenue of $23.58 billion during the quarter, compared to the consensus estimate of $23.15 billion. T-Mobile US had a net margin of 12.05% and a return on equity of 21.39%. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. During the same quarter last year, the firm earned $2.41 EPS. Equities research analysts forecast that T-Mobile US, Inc. will post 11.36 EPS for the current year.
T-Mobile US Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Wednesday, November 25th will be given a dividend of $1.17 per share. This is an increase from T-Mobile US’s previous quarterly dividend of $1.02. This represents a $4.68 annualized dividend and a dividend yield of 2.9%. The ex-dividend date is Wednesday, November 25th. T-Mobile US’s dividend payout ratio (DPR) is 39.38%.
Insider Buying and Selling at T-Mobile US
In other news, CAO Daniel James Drobac sold 772 shares of T-Mobile US stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $178.33, for a total value of $137,670.76. Following the completion of the sale, the chief accounting officer directly owned 35,118 shares of the company’s stock, valued at approximately $6,262,592.94. The trade was a 2.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.32% of the company’s stock.
Analysts Set New Price Targets
TMUS has been the topic of a number of research analyst reports. Citigroup lowered their price target on T-Mobile US from $225.00 to $165.00 and set a “neutral” rating on the stock in a research note on Thursday, October 29th. Benchmark reduced their price objective on T-Mobile US from $295.00 to $280.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Scotiabank raised their price objective on T-Mobile US from $212.00 to $214.00 and gave the company a “sector outperform” rating in a report on Thursday, October 29th. Wolfe Research cut shares of T-Mobile US from an “outperform” rating to a “peer perform” rating in a research note on Friday, August 14th. Finally, Morgan Stanley dropped their target price on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating for the company in a report on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $238.25.
Check Out Our Latest Stock Analysis on TMUS
T-Mobile US Company Profile
T-Mobile US, Inc (NASDAQ: TMUS) is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States, Puerto Rico and the U.S. Virgin Islands. Its offerings include postpaid and prepaid wireless plans, connected devices, broadband internet and other communications services.
The company operates a nationwide wireless network, including 5G services, and sells smartphones, tablets, connected devices and related accessories through retail stores, online channels and third-party distributors.
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