Gould Capital LLC increased its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 79.7% during the first quarter, HoldingsChannel reports. The institutional investor owned 7,644 shares of the Wireless communications provider’s stock after acquiring an additional 3,390 shares during the period. Gould Capital LLC’s holdings in T-Mobile US were worth $1,605,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in TMUS. Lansforsakringar Fondforvaltning AB publ raised its holdings in shares of T-Mobile US by 14.6% during the 1st quarter. Lansforsakringar Fondforvaltning AB publ now owns 187,373 shares of the Wireless communications provider’s stock valued at $39,354,000 after purchasing an additional 23,836 shares in the last quarter. Quilter Plc lifted its stake in shares of T-Mobile US by 7.8% in the 4th quarter. Quilter Plc now owns 465,838 shares of the Wireless communications provider’s stock valued at $94,584,000 after purchasing an additional 33,813 shares during the last quarter. Thrivent Financial for Lutherans boosted its holdings in T-Mobile US by 16.7% in the fourth quarter. Thrivent Financial for Lutherans now owns 98,469 shares of the Wireless communications provider’s stock worth $20,010,000 after purchasing an additional 14,110 shares in the last quarter. Los Angeles Capital Management LLC boosted its holdings in T-Mobile US by 32.7% in the fourth quarter. Los Angeles Capital Management LLC now owns 296,083 shares of the Wireless communications provider’s stock worth $62,370,000 after purchasing an additional 72,922 shares in the last quarter. Finally, Entropy Technologies LP increased its position in T-Mobile US by 105.9% during the fourth quarter. Entropy Technologies LP now owns 36,117 shares of the Wireless communications provider’s stock worth $7,333,000 after buying an additional 18,573 shares during the last quarter. Institutional investors own 42.49% of the company’s stock.
Insider Transactions at T-Mobile US
In other news, COO Jon Freier sold 4,799 shares of the firm’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $190.00, for a total transaction of $911,810.00. Following the completion of the transaction, the chief operating officer directly owned 217,168 shares of the company’s stock, valued at approximately $41,261,920. This trade represents a 2.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Andre Almeida bought 5,097 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was acquired at an average cost of $196.18 per share, for a total transaction of $999,929.46. Following the purchase, the insider owned 44,850 shares of the company’s stock, valued at $8,798,673. This trade represents a 12.82% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.32% of the stock is owned by insiders.
T-Mobile US Stock Performance
T-Mobile US (NASDAQ:TMUS – Get Free Report) last issued its earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, beating analysts’ consensus estimates of $2.59 by $0.40. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%.The business had revenue of $22.79 billion during the quarter, compared to analyst estimates of $22.95 billion. During the same period in the prior year, the company posted $2.84 earnings per share. T-Mobile US’s revenue was up 7.9% on a year-over-year basis. Sell-side analysts forecast that T-Mobile US, Inc. will post 10.56 EPS for the current year.
T-Mobile US Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be paid a $1.02 dividend. The ex-dividend date 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 currently 42.72%.
T-Mobile US News Roundup
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: UBS lowered its price target from $255 to $235 but maintained a “Buy” rating, implying substantial potential upside from the recent trading level. The target cut reflects a more cautious outlook rather than a change to UBS’s positive investment stance. Benzinga
- Positive Sentiment: T-Mobile’s CEO is continuing to reduce free-phone promotions after elevated postpaid churn showed signs of improving. Fewer giveaways could support margins and cash flow, although the strategy risks making the carrier less attractive to price-sensitive customers. T-Mobile cuts free phone deals
- Neutral Sentiment: Customer experience is emerging as an important competitive differentiator for T-Mobile and Verizon, but analysts caution that customer-experience scores should not be treated as a direct forecast of subscriber or financial growth. Customer experience competition
- Neutral Sentiment: The broader 5G market remains a long-term growth opportunity, with global subscriptions expected to expand significantly through 2031. However, North American penetration is already high, shifting the industry’s focus from coverage expansion to customer retention, pricing and service quality. Telecom stocks comparison
- Negative Sentiment: Investment commentary questioned whether T-Mobile’s unusually strong returns on assets can persist as competition intensifies. Starlink’s push into home broadband could limit T-Mobile’s ability to raise prices and pressure its broadband growth and profitability assumptions. Emerging network competition concerns
- Negative Sentiment: A service outage affected thousands of T-Mobile customers across the United States. Although the company said resources were focused on restoring service, the incident could damage customer satisfaction and increase churn concerns. T-Mobile outage
Analysts Set New Price Targets
TMUS has been the topic of several recent research reports. Wall Street Zen upgraded T-Mobile US from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Freedom Capital raised T-Mobile US from a “hold” rating to a “strong-buy” rating in a report on Friday, April 17th. TD Cowen cut their price objective on T-Mobile US from $261.00 to $260.00 and set a “buy” rating on the stock in a research note on Friday, July 24th. Wells Fargo & Company reduced their target price on T-Mobile US from $170.00 to $169.00 and set an “equal weight” rating for the company in a report on Friday, July 24th. Finally, KeyCorp decreased their target price on T-Mobile US from $260.00 to $250.00 and set an “overweight” rating for the company in a research report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, T-Mobile US currently has a consensus rating of “Moderate Buy” and an average price target of $252.08.
Read Our Latest Report on TMUS
T-Mobile US 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.
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