Illinois Municipal Retirement Fund Lowers Position in T-Mobile US, Inc. $TMUS

Illinois Municipal Retirement Fund decreased its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 14.7% in the 1st quarter, HoldingsChannel.com reports. The firm owned 95,311 shares of the Wireless communications provider’s stock after selling 16,474 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in T-Mobile US were worth $20,018,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. Sei Investments Co. raised its position in shares of T-Mobile US by 6.3% in the 2nd 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 period. Diversify Advisory Services LLC boosted its holdings in T-Mobile US by 315.7% in the second 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 second quarter valued at about $375,000. Raymond James Financial Inc. increased its stake in T-Mobile US by 0.5% during the second 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 last quarter. Finally, Viking Global Investors LP increased its stake 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 acquiring an additional 1,279,422 shares during the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.

Trending Headlines about T-Mobile US

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

• Positive Sentiment: KeyCorp raised multiple earnings estimates for T-Mobile US, including Q2 2026 EPS to $2.64, FY2026 EPS to $10.38, and FY2027 EPS to $12.84, reflecting improving profit expectations. KeyCorp estimate updates for T-Mobile US
• Positive Sentiment: Analysts continue to view TMUS favorably, with KeyCorp keeping an Overweight rating and a $260 price target, while other reports highlighted the stock as a cheap blue-chip name with upside potential. Yahoo Finance article on TMUS valuation and analyst support
• Positive Sentiment: Recent coverage suggests investors are looking past the Starlink competitive threat, pointing instead to T-Mobile’s spectrum strategy, SpaceX partnership, and enterprise growth as reasons the stock can keep its premium valuation. MarketBeat article on TMUS and Starlink threat
• Neutral Sentiment: Scotiabank lowered its price target on TMUS to $243 from $263, but still kept a Sector Outperform rating, which signals reduced upside expectations rather than a bearish stance. Scotiabank price target update
• Neutral Sentiment: A Zacks feature said TMUS screens as a strong value stock, but the piece was more about style-score methodology than a new company-specific catalyst. Zacks value stock article

T-Mobile US Trading Up 0.3%

Shares of TMUS opened at $187.62 on Thursday. T-Mobile US, Inc. has a 12 month low of $165.66 and a 12 month high of $261.56. The stock’s 50-day moving average is $184.98 and its two-hundred day moving average is $196.34. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.09 and a quick ratio of 0.97. The stock has a market cap of $203.04 billion, a PE ratio of 19.96, a P/E/G ratio of 1.10 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS) last posted its earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.01 by $0.26. The business had revenue of $23.11 billion during the quarter, compared to analyst estimates of $22.98 billion. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The company’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same quarter last year, the firm earned $2.58 earnings per share. Equities analysts forecast that T-Mobile US, Inc. will post 10.68 earnings per share for the current fiscal year.

T-Mobile US Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be given a $1.02 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $4.08 annualized dividend and a yield of 2.2%. T-Mobile US’s dividend payout ratio (DPR) is 43.40%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on TMUS shares. UBS Group reduced their price objective on T-Mobile US from $300.00 to $255.00 and set a “buy” rating on the stock in a research note on Monday, June 22nd. The Goldman Sachs Group reissued a “buy” rating on shares of T-Mobile US in a research report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft cut their price target on shares of T-Mobile US from $300.00 to $285.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Arete Research lifted their price target on shares of T-Mobile US from $295.00 to $300.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Sanford C. Bernstein reiterated a “neutral” rating on shares of T-Mobile US in a research note on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $254.96.

Insider Buying and Selling at T-Mobile US

In other news, COO Jon Freier sold 4,799 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $190.00, for a total value of $911,810.00. Following the completion of the transaction, the chief operating officer directly owned 217,168 shares in the company, valued at approximately $41,261,920. This represents a 2.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michael J. Katz sold 5,000 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $195.81, for a total transaction of $979,050.00. Following the completion of the transaction, the insider owned 181,930 shares of the company’s stock, valued at $35,623,713.30. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.32% of the stock is owned by corporate insiders.

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.