Oppenheimer & Co. Inc. Reduces Stake in T-Mobile US, Inc. $TMUS

Oppenheimer & Co. Inc. reduced its holdings in T-Mobile US, Inc. (NASDAQ:TMUS) by 26.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 63,365 shares of the Wireless communications provider’s stock after selling 22,492 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in T-Mobile US were worth $12,866,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. United Community Bank increased its stake in T-Mobile US by 131.1% in the 3rd quarter. United Community Bank now owns 104 shares of the Wireless communications provider’s stock worth $25,000 after acquiring an additional 59 shares during the last quarter. Turning Point Benefit Group Inc. increased its stake in T-Mobile US by 3,825.0% in the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock worth $32,000 after acquiring an additional 153 shares during the last quarter. City Holding Co. increased its stake in T-Mobile US by 48.4% in the 3rd quarter. City Holding Co. now owns 141 shares of the Wireless communications provider’s stock worth $34,000 after acquiring an additional 46 shares during the last quarter. Cloud Capital Management LLC bought a new position in T-Mobile US in the 3rd quarter worth about $38,000. Finally, Ares Financial Consulting LLC bought a new position in T-Mobile US in the 4th quarter worth about $38,000. 42.49% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on TMUS shares. Sanford C. Bernstein restated a “neutral” rating on shares of T-Mobile US in a research note on Wednesday, April 22nd. Wells Fargo & Company upped their target price on T-Mobile US from $225.00 to $235.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Morgan Stanley started coverage on T-Mobile US in a research note on Thursday, April 16th. They issued an “overweight” rating and a $260.00 target price on the stock. TD Cowen upped their target price on T-Mobile US from $252.00 to $261.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, JPMorgan Chase & Co. decreased their target price on T-Mobile US from $300.00 to $275.00 and set an “overweight” rating on the stock in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $259.46.

Insider Buying and Selling at T-Mobile US

In other news, Director Srikant M. Datar sold 3,291 shares of T-Mobile US stock in a transaction that occurred 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 sale, the director directly owned 1,038 shares in the company, valued at approximately $229,501.80. This trade represents a 76.02% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Peter Osvaldik sold 27,000 shares of T-Mobile US stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $214.86, for a total value of $5,801,220.00. Following the completion of the sale, the chief financial officer owned 51,573 shares in the company, valued at approximately $11,080,974.78. This represents a 34.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 694,134 shares of company stock worth $150,847,799 over the last quarter. Company insiders own 0.37% of the company’s stock.

Key T-Mobile US News

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

• Positive Sentiment: Q1 beat, raised 2026 guidance and big buybacks — Q1 showed stronger service revenue and profitability, management raised postpaid additions and FCF outlook, and the company expanded its 2026 shareholder-return authorization (heavy buybacks underway), which supports near-term shareholder value. Q1 beat & guidance (Quiver)
• Positive Sentiment: Strategic fiber expansion — T‑Mobile announced two 50/50 fiber joint ventures to acquire regional fiber providers and extend broadband reach (targeting >1M additional homes), diversifying growth beyond wireless. Fiber JV (Yahoo)
• Positive Sentiment: Analyst upgrades & reaffirmations — Oppenheimer upgraded to Outperform ($260 PT) and other firms (Goldman Sachs, UBS) reiterated buys, highlighting AI pricing/cost opportunities and confidence in the growth trajectory. Oppenheimer upgrade Goldman buy reaffirm (MarketScreener) UBS reiterates buy (MarketScreener)
• Neutral Sentiment: Customer experience & retention — Management cites an “industry‑leading” NPS and deeper customer relationships, supporting sustainable ARPU and lower churn, though benefits are medium‑term. NPS article
• Neutral Sentiment: Mixed analyst target moves — Several firms raised ratings/targets while others trimmed price targets (JPM lowered $300→$275 but stayed overweight; TD Cowen raised to $261). The cross‑currents leave consensus upside but add short‑term volatility. JPMorgan price target note
• Negative Sentiment: Merger-related costs and execution questions — Q1 GAAP EPS was impacted by merger-related charges; investors may be cautious on near-term EPS volatility and integration execution (also some commentary about low satellite usage). Satellite usage article
• Negative Sentiment: Regulatory/operational risk — Proposed robocall legislation could change telco compliance/marketing operations; heavy insider selling noted in public filings may also concern some investors. Robocall bill (QuiverQuant)

T-Mobile US Price Performance

TMUS opened at $195.50 on Friday. The stock’s 50 day simple moving average is $206.12 and its 200 day simple moving average is $205.40. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.09 and a quick ratio of 0.90. T-Mobile US, Inc. has a 1 year low of $181.36 and a 1 year high of $261.56. The firm has a market cap of $211.57 billion, a price-to-earnings ratio of 20.80, a PEG ratio of 1.29 and a beta of 0.43.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.01 by $0.26. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The business had revenue of $23.11 billion for the quarter, compared to analyst estimates of $22.98 billion. During the same period last year, the company earned $2.58 EPS. T-Mobile US’s revenue for the quarter was up 10.6% compared to the same quarter last year. As a group, analysts predict that T-Mobile US, Inc. will post 10.52 earnings per share for the current year.

T-Mobile US Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be given a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US’s dividend payout ratio (DPR) is presently 42.02%.

T-Mobile US Company 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.