T-Mobile US, Inc. $TMUS Shares Sold by California State Teachers Retirement System

California State Teachers Retirement System reduced its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 2.9% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 785,248 shares of the Wireless communications provider’s stock after selling 23,646 shares during the quarter. California State Teachers Retirement System’s holdings in T-Mobile US were worth $164,926,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD boosted its stake in shares of T-Mobile US by 30.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 27,795,065 shares of the Wireless communications provider’s stock worth $5,643,511,000 after acquiring an additional 6,516,968 shares in the last quarter. State Street Corp grew its holdings in shares of T-Mobile US by 4.3% in the 4th quarter. State Street Corp now owns 25,281,709 shares of the Wireless communications provider’s stock worth $5,133,198,000 after acquiring an additional 1,047,624 shares during the period. Capital International Investors increased its stake in T-Mobile US by 8.2% in the 4th quarter. Capital International Investors now owns 14,847,697 shares of the Wireless communications provider’s stock valued at $3,014,754,000 after purchasing an additional 1,121,409 shares in the last quarter. Invesco Ltd. increased its stake in T-Mobile US by 10.5% in the 4th quarter. Invesco Ltd. now owns 8,730,485 shares of the Wireless communications provider’s stock valued at $1,772,638,000 after purchasing an additional 827,381 shares in the last quarter. Finally, Norges Bank acquired a new position in T-Mobile US during the fourth quarter worth $1,335,918,000. 42.49% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at T-Mobile US

In other news, insider Andre Almeida bought 5,097 shares of T-Mobile US stock in a transaction that occurred on Friday, May 1st. The shares were purchased at an average price of $196.18 per share, for a total transaction of $999,929.46. Following the completion of the acquisition, the insider owned 44,850 shares of the company’s stock, valued at $8,798,673. The trade was a 12.82% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Michael J. Katz sold 5,000 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $195.81, for a total value of $979,050.00. Following the sale, the insider directly owned 181,930 shares of the company’s stock, valued at approximately $35,623,713.30. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.32% of the stock is owned by insiders.

Key Headlines Impacting T-Mobile US

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

T-Mobile US Trading Up 2.9%

Shares of T-Mobile US stock opened at $182.39 on Wednesday. T-Mobile US, Inc. has a fifty-two week low of $165.66 and a fifty-two week high of $261.56. The business’s fifty day moving average is $184.04 and its two-hundred day moving average is $195.37. The company has a quick ratio of 0.83, a current ratio of 0.92 and a debt-to-equity ratio of 1.48. The firm has a market cap of $195.64 billion, a PE ratio of 19.10, a P/E/G ratio of 1.01 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS) last released its earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.59 by $0.40. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. The firm had revenue of $22.79 billion during the quarter, compared to the consensus estimate of $22.95 billion. During the same period in the previous year, the firm earned $2.84 earnings per share. T-Mobile US’s revenue was up 7.9% compared to the same quarter last year. Analysts anticipate that T-Mobile US, Inc. will post 10.56 earnings per share for the current year.

T-Mobile US Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be given a $1.02 dividend. This represents a $4.08 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s dividend payout ratio (DPR) is 42.72%.

Wall Street Analyst Weigh In

TMUS has been the topic of a number of research analyst reports. DZ Bank reiterated a “buy” rating on shares of T-Mobile US in a research report on Wednesday, May 6th. Barclays dropped their price target on T-Mobile US from $230.00 to $215.00 and set an “overweight” rating for the company in a research report on Friday, July 24th. Wall Street Zen raised T-Mobile US from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Oppenheimer upgraded shares of T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 price objective on the stock in a research report on Wednesday, April 29th. Finally, JPMorgan Chase & Co. reiterated a “buy” rating on shares of T-Mobile US in a research report on Tuesday, May 19th. 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 has an average rating of “Moderate Buy” and an average target price of $252.08.

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.