T-Mobile US, Inc. $TMUS Shares Sold by Munich Reinsurance Co Stock Corp in Munich

Munich Reinsurance Co Stock Corp in Munich decreased its holdings in T-Mobile US, Inc. (NASDAQ:TMUS) by 6.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 380,129 shares of the Wireless communications provider’s stock after selling 24,405 shares during the quarter. T-Mobile US comprises 1.5% of Munich Reinsurance Co Stock Corp in Munich’s investment portfolio, making the stock its 25th largest holding. Munich Reinsurance Co Stock Corp in Munich’s holdings in T-Mobile US were worth $63,759,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of TMUS. Sei Investments Co. grew its holdings in shares of T-Mobile US by 6.3% during the second quarter. Sei Investments Co. now owns 142,587 shares of the Wireless communications provider’s stock worth $33,972,000 after buying an additional 8,491 shares during the last quarter. Diversify Advisory Services LLC raised its stake in 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 valued at $1,147,000 after acquiring an additional 3,454 shares during the last quarter. Darwin Wealth Management LLC purchased a new stake in T-Mobile US during the 2nd quarter valued at approximately $375,000. Raymond James Financial Inc. lifted its position in T-Mobile US by 0.5% during 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 during the period. Finally, Viking Global Investors LP lifted its position in 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 acquiring an additional 1,279,422 shares during the period. Institutional investors and hedge funds own 42.49% of the company’s stock.

T-Mobile US Stock Down 3.5%

TMUS opened at $181.52 on Friday. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83. T-Mobile US, Inc. has a 12 month low of $165.66 and a 12 month high of $255.74. The stock has a market capitalization of $194.71 billion, a P/E ratio of 19.01, a P/E/G ratio of 1.21 and a beta of 0.34. The business has a 50 day simple moving average of $181.32 and a 200-day simple moving average of $192.50.

T-Mobile US (NASDAQ:TMUS) last announced its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share for the quarter, topping analysts’ consensus estimates of $2.59 by $0.40. The firm had revenue of $22.79 billion for the quarter, compared to analyst estimates of $22.95 billion. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%.During the same quarter in the prior year, the company posted $2.84 earnings per share. T-Mobile US’s quarterly revenue was up 7.9% on a year-over-year basis. On average, equities analysts anticipate that T-Mobile US, Inc. will post 10.82 earnings per share for the current fiscal 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 dividend of $1.02 per share. The ex-dividend date of this dividend is Friday, August 28th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.2%. T-Mobile US’s dividend payout ratio is 42.72%.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: Activist investor Elliott Investment Management reportedly opposes a potential merger involving Deutsche Telekom and is urging the parent company to pursue alternative ways to increase shareholder value. The report could support T-Mobile’s investment case by reducing merger-related uncertainty and keeping the focus on shareholder returns. T-Mobile Stock Rises on Report Elliott Opposes Deutsche Telekom Merger
• Positive Sentiment: Jessica Uhl will join T-Mobile as CFO designate in mid-September and brings senior finance experience from Shell and GE Vernova. Her global operating background may strengthen the company’s financial leadership as T-Mobile continues investing in its wireless network and growth initiatives. T-Mobile US Sets Up CFO Handover With Jessica Uhl Joining In September
• Neutral Sentiment: The transition is planned well in advance: current CFO Peter Osvaldik will remain in the role until February 2027 and work with Uhl during an extended handover. The overlap reduces execution risk, although investors may still be evaluating how Uhl’s priorities will differ from the current finance strategy. T-Mobile CFO Peter Osvaldik to Step Down in February 2027
• Negative Sentiment: The CFO succession announcement may be contributing to near-term pressure on TMUS, as leadership changes can create uncertainty around capital allocation, financial targets and the company’s longer-term strategy, even when the transition is orderly. This comes despite T-Mobile’s recent earnings beat and year-over-year revenue growth. T-Mobile Announces Planned Chief Financial Officer Transition

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on TMUS shares. Royal Bank Of Canada lowered their target price on T-Mobile US from $240.00 to $230.00 and set an “outperform” rating on the stock in a research note on Monday, July 20th. TD Cowen decreased their price target on T-Mobile US from $261.00 to $260.00 and set a “buy” rating for the company in a report on Friday, July 24th. Weiss Ratings lowered shares of T-Mobile US from a “hold (c+)” rating to a “hold (c)” rating in a research report on Monday, June 15th. Bank of America raised shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective on the stock in a research note on Monday, July 6th. Finally, Wolfe Research restated a “peer perform” rating on shares of T-Mobile US in a research report on Friday, August 14th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, T-Mobile US has a consensus rating of “Moderate Buy” and a consensus price target of $252.08.

About T-Mobile US

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.