Fifth Third Bancorp Sells 2,669 Shares of T-Mobile US, Inc. $TMUS

Fifth Third Bancorp lowered its position in T-Mobile US, Inc. (NASDAQ:TMUS) by 0.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 292,188 shares of the Wireless communications provider’s stock after selling 2,669 shares during the period. Fifth Third Bancorp’s holdings in T-Mobile US were worth $59,326,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Danske Bank A S boosted its stake in T-Mobile US by 25.6% in the fourth quarter. Danske Bank A S now owns 405,073 shares of the Wireless communications provider’s stock valued at $82,246,000 after acquiring an additional 82,571 shares in the last quarter. Oppenheimer Asset Management Inc. lifted its holdings in shares of T-Mobile US by 2.8% during the 4th quarter. Oppenheimer Asset Management Inc. now owns 12,203 shares of the Wireless communications provider’s stock valued at $2,478,000 after purchasing an additional 334 shares during the last quarter. Activest Wealth Management grew its stake in T-Mobile US by 741.8% during the 4th quarter. Activest Wealth Management now owns 825 shares of the Wireless communications provider’s stock worth $168,000 after buying an additional 727 shares during the last quarter. Laurel Wealth Advisors LLC purchased a new position in T-Mobile US during the 4th quarter worth $80,000. Finally, Delta Investment Management LLC increased its position in T-Mobile US by 6.0% during the 4th quarter. Delta Investment Management LLC now owns 3,066 shares of the Wireless communications provider’s stock valued at $622,000 after buying an additional 174 shares in the last quarter. Institutional investors own 42.49% of the company’s stock.

T-Mobile US News Summary

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

• Positive Sentiment: Q1 beat, raised 2026 guidance and big buybacks — Q1 showed stronger service revenue and profitability, management raised postpaid additions and FCF outlook, and the company expanded its 2026 shareholder-return authorization (heavy buybacks underway), which supports near-term shareholder value. Q1 beat & guidance (Quiver)
• Positive Sentiment: Strategic fiber expansion — T‑Mobile announced two 50/50 fiber joint ventures to acquire regional fiber providers and extend broadband reach (targeting >1M additional homes), diversifying growth beyond wireless. Fiber JV (Yahoo)
• Positive Sentiment: Analyst upgrades & reaffirmations — Oppenheimer upgraded to Outperform ($260 PT) and other firms (Goldman Sachs, UBS) reiterated buys, highlighting AI pricing/cost opportunities and confidence in the growth trajectory. Oppenheimer upgrade Goldman buy reaffirm (MarketScreener) UBS reiterates buy (MarketScreener)
• Neutral Sentiment: Customer experience & retention — Management cites an “industry‑leading” NPS and deeper customer relationships, supporting sustainable ARPU and lower churn, though benefits are medium‑term. NPS article
• Neutral Sentiment: Mixed analyst target moves — Several firms raised ratings/targets while others trimmed price targets (JPM lowered $300→$275 but stayed overweight; TD Cowen raised to $261). The cross‑currents leave consensus upside but add short‑term volatility. JPMorgan price target note
• Negative Sentiment: Merger-related costs and execution questions — Q1 GAAP EPS was impacted by merger-related charges; investors may be cautious on near-term EPS volatility and integration execution (also some commentary about low satellite usage). Satellite usage article
• Negative Sentiment: Regulatory/operational risk — Proposed robocall legislation could change telco compliance/marketing operations; heavy insider selling noted in public filings may also concern some investors. Robocall bill (QuiverQuant)

T-Mobile US Trading Down 1.3%

NASDAQ TMUS opened at $195.50 on Friday. The company has a market capitalization of $211.57 billion, a PE ratio of 20.80, a P/E/G ratio of 1.29 and a beta of 0.43. The company has a fifty day moving average of $206.12 and a 200 day moving average of $205.40. T-Mobile US, Inc. has a 1 year low of $181.36 and a 1 year high of $261.56. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.09 and a quick ratio of 0.90.

T-Mobile US (NASDAQ:TMUS) last announced its quarterly earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share for the quarter, topping the consensus estimate of $2.01 by $0.26. The company had revenue of $23.11 billion for the quarter, compared to the consensus estimate of $22.98 billion. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The firm’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same period last year, the firm earned $2.58 EPS. Research analysts forecast that T-Mobile US, Inc. will post 10.52 earnings per share for the current year.

T-Mobile US Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be given a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US’s dividend payout ratio (DPR) is currently 42.02%.

Insider Activity at T-Mobile US

In other T-Mobile US news, CFO Peter Osvaldik sold 27,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $214.86, for a total value of $5,801,220.00. Following the completion of the transaction, the chief financial officer directly owned 51,573 shares of the company’s stock, valued at approximately $11,080,974.78. The trade was a 34.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Srikant M. Datar sold 3,291 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $221.10, for a total transaction of $727,640.10. Following the sale, the director directly owned 1,038 shares in the company, valued at $229,501.80. The trade was a 76.02% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 694,134 shares of company stock valued at $150,847,799 in the last 90 days. 0.37% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms have commented on TMUS. JPMorgan Chase & Co. decreased their price target on T-Mobile US from $300.00 to $275.00 and set an “overweight” rating for the company in a research note on Wednesday. Royal Bank Of Canada lowered their target price on shares of T-Mobile US from $255.00 to $240.00 and set an “outperform” rating for the company in a research note on Wednesday. Moffett Nathanson upgraded shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price target on the stock in a research note on Wednesday, April 8th. Citigroup lifted their price objective on shares of T-Mobile US from $220.00 to $225.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 17th. Finally, BNP Paribas Exane cut their target price on T-Mobile US from $300.00 to $275.00 and set an “outperform” rating on the stock in a research report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, T-Mobile US has an average rating of “Moderate Buy” and an average target price of $259.46.

T-Mobile US Company 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.