PensionDanmark Pensionsforsikringsaktieselskab boosted its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 6.6% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 112,976 shares of the Wireless communications provider’s stock after purchasing an additional 6,959 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in T-Mobile US were worth $18,949,000 at the end of the most recent quarter.
Other institutional investors also recently made changes to their positions in the company. JDM Financial Group LLC increased its stake in shares of T-Mobile US by 114.0% in the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock worth $25,000 after buying an additional 65 shares during the last quarter. Main Street Group LTD bought a new position in T-Mobile US during the 1st quarter valued at $25,000. Swiss RE Ltd. acquired a new position in T-Mobile US during the 4th quarter worth $29,000. Turning Point Benefit Group Inc. grew its holdings in T-Mobile US by 3,825.0% during 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 in the last quarter. Finally, Sachetta LLC grew its holdings in T-Mobile US by 52.9% during the 1st quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock worth $33,000 after acquiring an additional 55 shares in the last quarter. 42.49% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
A number of equities research analysts have recently issued reports on TMUS shares. Deutsche Bank Aktiengesellschaft cut their target price on shares of T-Mobile US from $300.00 to $285.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Arete Research boosted their price objective on T-Mobile US from $295.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Oppenheimer upgraded T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 price objective on the stock in a research note on Wednesday, April 29th. TD Cowen reduced their target price on T-Mobile US from $261.00 to $260.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Finally, Bank of America upgraded T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 target price for the company in a research report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $252.08.
Key T-Mobile US News
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: CEO Srini Gopalan said the competitive threat from Starlink and other satellite connectivity providers is overstated, arguing that traditional wireless operators remain better positioned to meet most customers’ needs. The comments may ease concerns about satellite companies taking share from T-Mobile. T-Mobile CEO Says Starlink’s Competitive Threat to Mobile Networks Is Overstated
- Positive Sentiment: A valuation analysis described TMUS as fairly valued after its recent pullback, while highlighting longer-term gains, premium-plan adoption and network investments—including AI-supported customer-service tools—as potential supports for future performance. Zacks also classified T-Mobile as a highly ranked value stock. T Mobile Stock Looks Fairly Valued Despite Recent Pressure T-Mobile Is a Top-Ranked Value Stock
- Neutral Sentiment: T-Mobile is expanding its Friday Night 5G Lights community program, offering more than $8.4 million in prizes. The initiative may strengthen brand awareness but is unlikely to materially affect near-term earnings. Friday Night 5G Lights Returns
- Neutral Sentiment: Higher dividend yields across AT&T, Verizon and T-Mobile reflect declines in telecom shares and could attract income-focused investors, but also underscore weaker recent sector sentiment. Best Telecom Dividends
- Negative Sentiment: T-Mobile is changing its device-upgrade financing model and moving away from some free-phone subsidies. While this could improve long-term margins, reduced promotions may make customer acquisition and retention more difficult. T-Mobile Changes Phone Financing
- Negative Sentiment: VoIP-Pal received permission to amend an antitrust complaint naming T-Mobile, AT&T and Verizon. The litigation remains an overhang, although the report does not establish liability or quantify potential damages. VoIP-Pal Antitrust Complaint
T-Mobile US Stock Down 1.5%
Shares of NASDAQ:TMUS opened at $177.19 on Friday. The company’s fifty day moving average is $181.84 and its two-hundred day moving average is $194.41. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.83 and a current ratio of 0.92. T-Mobile US, Inc. has a 1-year low of $165.66 and a 1-year high of $261.56. The stock has a market capitalization of $190.07 billion, a price-to-earnings ratio of 18.55, a price-to-earnings-growth ratio of 1.01 and a beta of 0.33.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, beating the consensus estimate of $2.59 by $0.40. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. The business had revenue of $22.79 billion during the quarter, compared to analyst estimates of $22.95 billion. During the same period in the previous year, the business posted $2.84 EPS. The company’s quarterly revenue was up 7.9% on a year-over-year basis. Equities analysts anticipate that T-Mobile US, Inc. will post 10.72 EPS for the current year.
T-Mobile US Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be issued a $1.02 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $4.08 dividend on an annualized basis and a yield of 2.3%. T-Mobile US’s dividend payout ratio (DPR) is currently 42.72%.
Insider Buying and Selling
In other news, COO Jon Freier sold 4,799 shares of the company’s 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 completion of the transaction, the chief operating officer directly owned 217,168 shares of the company’s stock, valued at approximately $41,261,920. This represents a 2.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.32% of the stock is currently owned by insiders.
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.
Further Reading
- Five stocks we like better than T-Mobile US
- Datadog’s Drop Says More About Expectations Than Earnings
- D-Wave’s Quantum Breakthrough Couldn’t Save QBTS From a Sell-Off
- Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus
- Solventum Nears Inflection Point As It Begins to Unlock Value
Want to see what other hedge funds are holding TMUS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for T-Mobile US, Inc. (NASDAQ:TMUS – Free Report).
Receive News & Ratings for T-Mobile US Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for T-Mobile US and related companies with MarketBeat.com's FREE daily email newsletter.
