Walled Lake Planning & Wealth Management LLC boosted its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 955.4% in the third quarter, HoldingsChannel reports. The firm owned 16,749 shares of the Wireless communications provider’s stock after acquiring an additional 15,162 shares during the period. Walled Lake Planning & Wealth Management LLC’s holdings in T-Mobile US were worth $2,731,000 at the end of the most recent reporting period.
Several other institutional investors have also recently bought and sold shares of TMUS. BlackRock Inc. acquired a new position in T-Mobile US in the second quarter worth $6,625,275,000. Bank of New York Mellon Corp bought a new stake in shares of T-Mobile US during the second quarter worth $839,194,000. Bank of America Corp DE acquired a new stake in shares of T-Mobile US in the second quarter valued at $758,977,000. Legal & General Group Plc acquired a new stake in shares of T-Mobile US in the second quarter valued at $583,675,000. Finally, Deutsche Bank AG bought a new position in shares of T-Mobile US in the second quarter valued at about $349,928,000. Institutional investors own 42.49% of the company’s stock.
Key T-Mobile US News
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: Strong Q3 performance and raised guidance: T-Mobile reported $3.22 in quarterly EPS, above expectations, while net income increased approximately 27%. Growth in service revenue, premium-plan adoption, account additions and average revenue per account helped drive the beat. Management raised its 2026 earnings, EBITDA and free-cash-flow outlook, providing a positive catalyst for TMUS. TMUS Q3 Earnings Beat Estimates on Strong Service Revenue Growth
- Positive Sentiment: SpaceX may face a costly challenge: Estimates that SpaceX could need an additional $120 billion to $130 billion to build a nationwide wireless rival support the competitive position of established carriers, including T-Mobile. This reduces near-term fears that SpaceX can quickly replicate TMUS’s network and customer scale. SpaceX’s $28 Billion Spectrum Deals May Not Be Enough
- Neutral Sentiment: Analyst views remain mixed: JPMorgan, KeyCorp, Deutsche Bank and Citi reduced their price targets, while maintaining ratings ranging from neutral to overweight. Scotiabank raised its target modestly and TD Cowen retained a buy rating, indicating substantial long-term upside but less near-term consensus confidence.
- Negative Sentiment: Customer and spending risks: Postpaid account churn rose to 1.09% from 0.97%, and free-cash-flow growth partly reflected lower capital spending that is expected to increase in the fourth quarter. High debt, intense competition and rising costs could constrain future shareholder returns. T-Mobile Profit Up 27% as Account Churn Rises
- Negative Sentiment: Merger uncertainty and SpaceX strategy: Reports that Deutsche Telekom has put a potential $300 billion transaction on hold remove a possible strategic catalyst. Separately, T-Mobile’s CEO said there is no room for an MVNO partnership with SpaceX, leaving the company exposed if SpaceX proceeds with a direct terrestrial wireless offering. Historic T-Mobile Deutsche Telekom Merger Put on Ice
Insider Transactions at T-Mobile US
In other news, CAO Daniel James Drobac sold 772 shares of the business’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $178.33, for a total transaction of $137,670.76. Following the completion of the transaction, the chief accounting officer directly owned 35,118 shares in the company, valued at approximately $6,262,592.94. The trade was a 2.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.32% of the company’s stock.
Wall Street Analyst Weigh In
TMUS has been the topic of several research reports. Sanford C. Bernstein reiterated a “neutral” rating on shares of T-Mobile US in a research report on Monday, September 28th. The Goldman Sachs Group lowered their price objective on shares of T-Mobile US from $230.00 to $211.00 and set a “buy” rating for the company in a research report on Friday, September 25th. KeyCorp dropped their target price on shares of T-Mobile US from $250.00 to $240.00 and set an “overweight” rating for the company in a research note on Thursday. Citigroup reduced their target price on shares of T-Mobile US from $225.00 to $165.00 and set a “neutral” rating on the stock in a research report on Thursday. Finally, Morgan Stanley decreased their price target on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $238.25.
Get Our Latest Analysis on TMUS
T-Mobile US Stock Performance
TMUS stock opened at $156.44 on Monday. The business’s fifty day moving average is $167.13 and its 200-day moving average is $186.92. The company has a quick ratio of 0.78, a current ratio of 0.91 and a debt-to-equity ratio of 1.45. The company has a market cap of $165.71 billion, a P/E ratio of 15.10, a price-to-earnings-growth ratio of 0.91 and a beta of 0.33. T-Mobile US, Inc. has a twelve month low of $143.75 and a twelve month high of $224.75.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last announced its quarterly earnings data on Wednesday, October 28th. The Wireless communications provider reported $3.22 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.33. The business had revenue of $23.58 billion during the quarter, compared to analysts’ expectations of $23.15 billion. T-Mobile US had a return on equity of 21.47% and a net margin of 12.05%. The firm’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.41 earnings per share. Equities research analysts forecast that T-Mobile US, Inc. will post 11.36 EPS for the current year.
T-Mobile US Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Wednesday, November 25th will be issued a dividend of $1.17 per share. This represents a $4.68 dividend on an annualized basis and a yield of 3.0%. This is an increase from T-Mobile US’s previous quarterly dividend of $1.02. The ex-dividend date is Wednesday, November 25th. T-Mobile US’s dividend payout ratio (DPR) is 45.17%.
T-Mobile US 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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