Massachusetts Financial Services Co. MA increased its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 13.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 222,843 shares of the Wireless communications provider’s stock after purchasing an additional 27,230 shares during the period. Massachusetts Financial Services Co. MA’s holdings in T-Mobile US were worth $45,246,000 as of its most recent SEC filing.
A number of other institutional investors have also added to or reduced their stakes in the company. Wellington Management Group LLP increased its position in T-Mobile US by 47.5% during the third 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 increased its position in T-Mobile US by 81.7% during the second quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider’s stock worth $677,925,000 after buying an additional 1,279,422 shares during the last quarter. Amundi increased its position in T-Mobile US by 44.6% during the third quarter. Amundi now owns 4,109,084 shares of the Wireless communications provider’s stock worth $924,380,000 after buying an additional 1,266,808 shares during the last quarter. State Street Corp increased its position in T-Mobile US by 4.7% during the third quarter. State Street Corp now owns 24,234,085 shares of the Wireless communications provider’s stock worth $5,801,155,000 after buying an additional 1,092,769 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its position in T-Mobile US by 33.7% during the third quarter. Ameriprise Financial Inc. now owns 3,477,553 shares of the Wireless communications provider’s stock worth $832,438,000 after buying an additional 877,384 shares during the last quarter. 42.49% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other news, Director Raul Marcelo Claure sold 550,000 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $217.57, for a total value of $119,663,500.00. Following the transaction, the director owned 891,204 shares of the company’s stock, valued at approximately $193,899,254.28. This represents a 38.16% 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 this link. Also, CFO Peter Osvaldik sold 27,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief financial officer directly 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. The disclosure for this sale is available in the SEC filing. Insiders have sold 694,134 shares of company stock valued at $150,847,799 in the last ninety days. 0.37% of the stock is currently owned by company insiders.
Wall Street Analysts Forecast Growth
Check Out Our Latest Report on TMUS
T-Mobile US News Summary
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: KeyBanc upgraded T‑Mobile to Overweight with a $260 price target, pointing to its network advantage and compressed valuation — a call that supports upside potential if execution continues. KeyBanc Upgrade
- Positive Sentiment: MoffettNathanson (coverage note cited in press) upgraded T‑Mobile on its strategic partnerships with Nvidia to accelerate 5G/AI use cases — a narrative that could drive longer‑term service and edge compute revenue upside. T‑Mobile & Nvidia
- Positive Sentiment: Analyst and investor commentary highlights T‑Mobile’s shareholder return capacity (dividend growth and planned buybacks), framing the current weakness as a potential buying opportunity for income/total‑return investors. Dividend/Growth Thesis
- Neutral Sentiment: Marketing and CSR activity: T‑Mobile launched a “Do Not Disturb Season” with the National Park Foundation and was named an SBA Gold Cosponsor for National Small Business Week — positive brand/PR but limited direct near‑term financial impact. National Park Campaign SBA Gold Cosponsor
- Neutral Sentiment: T‑Mobile executive Michael Fitz joined the board of Arrive AI — a networking/industry tie that’s strategically relevant but not material to near‑term financials. Arrive AI Board Appointment
- Negative Sentiment: KeyCorp trimmed several near‑term EPS estimates (Q2/FY2026) and lowered its FY2026 number, signaling slightly weaker near‑term earnings expectations even though it retains an Overweight stance and a $260 target — a factor that can weigh on short‑term sentiment. KeyCorp Estimates
- Negative Sentiment: Analyses and valuation pieces note a notable share price pullback over the past month and year; technicals (below the 50‑ and 200‑day averages) and compressed multiples are keeping investor caution high. Valuation/Pullback Analysis
T-Mobile US Price Performance
T-Mobile US stock opened at $190.00 on Wednesday. T-Mobile US, Inc. has a 12 month low of $181.36 and a 12 month high of $267.96. The stock’s 50 day moving average is $210.02 and its 200-day moving average is $208.23. The company has a current ratio of 1.00, a quick ratio of 0.90 and a debt-to-equity ratio of 1.45. The company has a market capitalization of $209.35 billion, a price-to-earnings ratio of 19.57, a PEG ratio of 1.23 and a beta of 0.43.
T-Mobile US Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Friday, May 29th will be given a $1.02 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.08 annualized dividend and a dividend yield of 2.1%. T-Mobile US’s dividend payout ratio is presently 42.02%.
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.
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