PKO Investment Management Joint Stock Co raised its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 33.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 52,000 shares of the Wireless communications provider’s stock after purchasing an additional 13,000 shares during the quarter. T-Mobile US accounts for approximately 0.8% of PKO Investment Management Joint Stock Co’s holdings, making the stock its 26th biggest position. PKO Investment Management Joint Stock Co’s holdings in T-Mobile US were worth $10,558,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. United Community Bank grew its position in T-Mobile US by 131.1% during the third quarter. United Community Bank now owns 104 shares of the Wireless communications provider’s stock valued at $25,000 after buying an additional 59 shares during the period. Turning Point Benefit Group Inc. increased its holdings in T-Mobile US by 3,825.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock valued at $32,000 after buying an additional 153 shares during the last quarter. City Holding Co. raised its position in T-Mobile US by 48.4% in the third quarter. City Holding Co. now owns 141 shares of the Wireless communications provider’s stock worth $34,000 after acquiring an additional 46 shares during the period. Cloud Capital Management LLC purchased a new position in shares of T-Mobile US during the 3rd quarter worth $38,000. Finally, Ares Financial Consulting LLC purchased a new position in shares of T-Mobile US during the 4th quarter worth $38,000. Hedge funds and other institutional investors own 42.49% of the company’s stock.
Analyst Ratings Changes
Several research firms have recently commented on TMUS. TD Cowen upped their price objective on T-Mobile US from $252.00 to $261.00 and gave the stock a “buy” rating in a research note on Wednesday. Sanford C. Bernstein reiterated a “neutral” rating on shares of T-Mobile US in a research report on Wednesday, April 22nd. UBS Group reissued a “buy” rating on shares of T-Mobile US in a report on Wednesday. Royal Bank Of Canada reduced their price target on T-Mobile US from $255.00 to $240.00 and set an “outperform” rating for the company in a research report on Wednesday. Finally, Wall Street Zen raised T-Mobile US from a “sell” rating to a “hold” rating in a research note on Saturday. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $258.83.
Trending Headlines about T-Mobile US
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: T‑Mobile announced a new SuperBroadband 5G–Starlink hybrid aimed at nationwide enterprise connectivity — a product that expands enterprise addressable market and differentiates its 5G offering. T-Mobile US bets on 5G–Starlink hybrid to deliver nationwide enterprise connectivity
- Positive Sentiment: T‑Mobile is accelerating broadband growth: definitive agreements for two strategic fiber joint ventures and a reported $2.7bn investment in fiber JVs broaden its fixed‑broadband footprint and aim to make its broadband push capital‑efficient versus cable incumbents. T-Mobile US covers its broadband bases, invests $2.7bn in fibre JVs
- Positive Sentiment: Oppenheimer upgraded T‑Mobile, and UBS reaffirmed its “buy” rating — analyst endorsements that support investor confidence in the company’s growth and cash returns. Oppenheimer upgrades T-Mobile US (TMUS) UBS reiterates buy
- Positive Sentiment: Erste Group nudged up its FY2027 EPS estimate for T‑Mobile, signaling continued analyst recognition of durable earnings growth. Erste raises FY2027 EPS estimate
- Positive Sentiment: Company metrics and strategy headlines — a high NPS score and commentary that T‑Mobile’s broadband push is pressuring cable — reinforce the narrative of better customer economics and market share opportunity. T-Mobile boasts of ‘industry-leading’ NPS score T-Mobile’s Broadband Blitz Puts Cable on Notice
- Neutral Sentiment: Broader coverage compares T‑Mobile to rivals (Verizon) and examines valuation and volatility — useful context for investors but not an immediate catalyst. T-Mobile vs. Verizon: Which Big Phone Carrier Works Best for You?
- Neutral Sentiment: Some pieces encourage reassessing valuation after recent volatility; these frame risk/reward rather than introduce new company‑level catalysts. Is It Time To Reassess T-Mobile US (TMUS)?
- Negative Sentiment: Deutsche Bank trimmed its price target from $300 to $285 (while keeping a buy rating), and JPMorgan lowered its target to $275 — these cuts cap upside in some models and introduce short‑term pressure despite buy/overweight stances. Deutsche Bank adjusts price target JPMorgan lowers target
T-Mobile US Stock Performance
TMUS opened at $196.06 on Friday. The stock has a market capitalization of $212.18 billion, a price-to-earnings ratio of 20.86, a PEG ratio of 1.20 and a beta of 0.33. The company has a fifty day moving average of $206.12 and a 200 day moving average of $205.26. T-Mobile US, Inc. has a fifty-two week low of $181.36 and a fifty-two week high of $261.56. The company has a debt-to-equity ratio of 1.58, a quick ratio of 0.90 and a current ratio of 1.09.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, topping the consensus estimate of $2.01 by $0.26. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. The business had revenue of $23.11 billion for the quarter, compared to analysts’ expectations of $22.98 billion. During the same quarter in the previous year, the company earned $2.58 EPS. The business’s quarterly revenue was up 10.6% compared to the same quarter last year. As a group, sell-side analysts forecast that T-Mobile US, Inc. will post 10.66 earnings per share for the current fiscal year.
T-Mobile US Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be given a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US’s payout ratio is currently 43.40%.
Insider Buying and Selling
In related news, insider Mark Wolfe Nelson sold 2,329 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $222.38, for a total transaction of $517,923.02. Following the completion of the transaction, the insider directly owned 65,677 shares of the company’s stock, valued at approximately $14,605,251.26. This represents a 3.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Peter Osvaldik sold 27,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $214.86, for a total value of $5,801,220.00. Following the transaction, the chief financial officer owned 51,573 shares of the company’s stock, valued at $11,080,974.78. This represents a 34.36% 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 ninety days. Company insiders own 0.37% of the company’s stock.
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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