WestEnd Advisors LLC Reduces Position in T-Mobile US, Inc. $TMUS

WestEnd Advisors LLC lessened its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 3.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 144,310 shares of the Wireless communications provider’s stock after selling 5,030 shares during the quarter. WestEnd Advisors LLC’s holdings in T-Mobile US were worth $29,301,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in TMUS. Wellington Management Group LLP grew its stake in T-Mobile US by 47.5% during the 3rd quarter. Wellington Management Group LLP now owns 13,461,669 shares of the Wireless communications provider’s stock worth $3,222,454,000 after buying an additional 4,335,368 shares during the last quarter. Viking Global Investors LP grew its stake in shares of T-Mobile US by 81.7% in 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 purchasing an additional 1,279,422 shares during the last quarter. Amundi grew its stake in shares of T-Mobile US by 44.6% in the 3rd quarter. Amundi now owns 4,109,084 shares of the Wireless communications provider’s stock valued at $924,380,000 after purchasing an additional 1,266,808 shares during the last quarter. State Street Corp grew its stake in shares of T-Mobile US by 4.7% in the 3rd quarter. State Street Corp now owns 24,234,085 shares of the Wireless communications provider’s stock valued at $5,801,155,000 after purchasing an additional 1,092,769 shares during the last quarter. Finally, Ameriprise Financial Inc. grew its stake in shares of T-Mobile US by 33.7% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,477,553 shares of the Wireless communications provider’s stock valued at $832,438,000 after purchasing an additional 877,384 shares during the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.

Insider Activity

In related news, CFO Peter Osvaldik sold 27,000 shares of T-Mobile US stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $214.86, for a total transaction of $5,801,220.00. Following the completion of the transaction, the chief financial officer directly owned 51,573 shares of the company’s stock, valued at approximately $11,080,974.78. The trade was a 34.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Srikant M. Datar sold 3,291 shares of T-Mobile US stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $221.10, for a total value of $727,640.10. Following the transaction, the director directly owned 1,038 shares of the company’s stock, valued at approximately $229,501.80. This represents a 76.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 694,134 shares of company stock valued at $150,847,799 in the last 90 days. Insiders own 0.37% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on TMUS shares. The Goldman Sachs Group lowered their target price on T-Mobile US from $254.00 to $253.00 and set a “buy” rating on the stock in a research note on Wednesday, March 25th. Barclays lifted their target price on T-Mobile US from $240.00 to $245.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Wall Street Zen downgraded T-Mobile US from a “hold” rating to a “sell” rating in a research note on Saturday, March 14th. Benchmark reiterated a “buy” rating on shares of T-Mobile US in a research note on Thursday, February 12th. Finally, Royal Bank Of Canada lowered their target price on T-Mobile US from $270.00 to $255.00 and set an “outperform” rating on the stock in a research note on Friday, January 16th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $260.91.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: KeyBanc upgraded TMUS to Overweight and raised its price target to $260, citing an approaching earnings catalyst that could re-rate the stock; this upgrade drove buy-side interest. KeyBanc Turn Bullish on T-Mobile
• Positive Sentiment: Morgan Stanley initiated coverage with an Overweight rating, $260 PT and Top Pick designation, highlighting T‑Mobile’s favorable pricing dynamics and positioning for wireless service revenue growth — a meaningful endorsement from a large institutional shop. Morgan Stanley Initiates Coverage
• Positive Sentiment: Mint Mobile (owned by T‑Mobile) launched a bundled 5G home + unlimited wireless offer, and T‑Mobile continues to expand 5G edge/partner programs — moves that could increase ARPU and stickiness if customer uptake is strong. Mint 5G Home-Wireless Bundle
• Positive Sentiment: New small‑business promotions (activation credits for multi-line SuperMobile sign-ups and related workshops) are geared to accelerate commercial customer adds and could support near-term subscriber growth. T-Mobile Small Business Promotion
• Positive Sentiment: Rogers expanded satellite‑to‑mobile coverage in the U.S. via a T‑Mobile partnership (T‑Satellite), extending reach in roaming/satellite-capable areas — a potential incremental revenue and capability benefit as satellite services scale. Rogers Expands U.S. Satellite-to-Mobile
• Neutral Sentiment: KeyCorp published Q1 estimates for TMUS (modeling detail that investors will weigh ahead of reported results); estimates themselves have limited immediate impact absent a surprise. KeyCorp Q1 Estimates
• Neutral Sentiment: T‑Mobile executive Michael Fitz joined the board of Arrive AI, reflecting executive-level partnerships in AI/edge use cases but with limited direct near-term earnings impact. Michael Fitz Appointed to Arrive AI Board
• Neutral Sentiment: Press pieces on customer perks (Hilton/Hertz) and analyst commentary provide color on retention and competitive positioning; these are supportive long-term but mixed versus recent price increases. Customer Perks Article
• Negative Sentiment: KeyCorp issued a negative outlook for T‑Mobile’s Q2 earnings — this cautionary view on near‑term results is a clear risk that could pressure the stock if management’s upcoming guidance or reported metrics disappoint. KeyCorp Negative Outlook for Q2

T-Mobile US Stock Up 0.3%

TMUS opened at $197.67 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.00 and a quick ratio of 0.90. The business has a 50 day simple moving average of $209.70 and a 200-day simple moving average of $207.52. The stock has a market capitalization of $217.80 billion, a P/E ratio of 20.36, a P/E/G ratio of 1.27 and a beta of 0.43. T-Mobile US, Inc. has a 12 month low of $181.36 and a 12 month high of $263.79.

T-Mobile US Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be issued a dividend of $1.02 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.08 annualized dividend and a yield of 2.1%. T-Mobile US’s payout ratio is currently 42.02%.

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.