TD Asset Management Inc Grows Stock Holdings in T-Mobile US, Inc. $TMUS

TD Asset Management Inc grew its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 1.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,201,025 shares of the Wireless communications provider’s stock after purchasing an additional 29,578 shares during the quarter. TD Asset Management Inc owned approximately 0.20% of T-Mobile US worth $526,881,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Allworth Financial LP increased its holdings in shares of T-Mobile US by 14.2% during the 2nd quarter. Allworth Financial LP now owns 6,530 shares of the Wireless communications provider’s stock worth $1,556,000 after buying an additional 810 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in T-Mobile US by 4.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 450,679 shares of the Wireless communications provider’s stock valued at $107,884,000 after acquiring an additional 19,486 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in T-Mobile US by 7.8% during the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 204,754 shares of the Wireless communications provider’s stock worth $49,014,000 after acquiring an additional 14,800 shares during the last quarter. Varma Mutual Pension Insurance Co raised its holdings in shares of T-Mobile US by 8.8% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 82,917 shares of the Wireless communications provider’s stock worth $19,849,000 after purchasing an additional 6,700 shares during the period. Finally, Longbow Finance SA lifted its stake in shares of T-Mobile US by 22.2% in the 3rd quarter. Longbow Finance SA now owns 31,948 shares of the Wireless communications provider’s stock valued at $7,648,000 after purchasing an additional 5,805 shares in the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. Barclays increased their target price on shares of T-Mobile US from $240.00 to $245.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Morgan Stanley reduced their target price on shares of T-Mobile US from $280.00 to $260.00 and set an “overweight” rating on the stock in a report on Wednesday, December 10th. UBS Group reiterated a “buy” rating on shares of T-Mobile US in a report on Thursday, February 12th. Oppenheimer cut T-Mobile US from an “outperform” rating to a “market perform” rating in a research note on Friday, November 21st. Finally, TD Cowen decreased their target price on T-Mobile US from $263.00 to $252.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, T-Mobile US presently has an average rating of “Moderate Buy” and an average target price of $257.09.

Key T-Mobile US News

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

• Positive Sentiment: Completed €1.5B euro bond offering that adds liquidity the company says it can use for general corporate purposes (debt refinancing, share repurchases or dividends), which could support capital returns and investor confidence. Will T-Mobile US’ (TMUS) €1.5 Billion Euro Bond Deal Shift Its Capital Return Story?
• Positive Sentiment: Analysis arguing recent share weakness is a buying opportunity for long-term dividend-growth investors — cites attractive forward valuation, strong revenue and broadband subscriber growth and management’s bullish 2026–27 outlook that underpins potential dividend/share buyback upside. T-Mobile: Recent Stock Weakness Is A Gift For Long-Term Dividend Growth Investors
• Neutral Sentiment: Brokerage and analyst coverage stays mixed-to-favorable (consensus “Moderate Buy”); some firms raised targets while others trimmed theirs — this keeps sentiment constructive but not uniformly bullish. T-Mobile US, Inc. (NASDAQ:TMUS) Given Average Rating of “Moderate Buy” by Brokerages
• Negative Sentiment: Comparative coverage favors Verizon (VZ) as the better 5G stock today — analysts highlight stronger recent price gains, rising 2026 estimates and a cheaper valuation versus TMUS, which could shift investor allocation away from T‑Mobile. Verizon vs. T-Mobile: Which 5G Stock is the Better Buy Today?
• Negative Sentiment: Spectrum rolled out a strong switch promotion guaranteeing up to $1,000 in first‑year savings for customers who leave the “Big 3,” directly increasing competitive pressure on T‑Mobile’s subscriber acquisition and retention. SPECTRUM GUARANTEES $1,000 SAVINGS IN THE FIRST YEAR FOR CUSTOMERS WHO FLEE THE BIG 3
• Negative Sentiment: Reports say T‑Mobile saw weakened customer loyalty late in 2025 and has launched a free offer to restore retention — this signals management is having to spend to defend churn, which could weigh on margins if uptake is substantial. T-Mobile hopes free offer will restore customer loyalty
• Negative Sentiment: Director G. Michael Sievert sold 80,000 shares (~$17.2M at the sale price) in a disclosed Form 4 — sizable insider selling can raise investor concern about near-term insider sentiment even though the remaining stake is still material. T-Mobile US (NASDAQ:TMUS) Director G Michael Sievert Sells 80,000 Shares

T-Mobile US Stock Up 0.9%

Shares of T-Mobile US stock opened at $221.98 on Wednesday. T-Mobile US, Inc. has a 1-year low of $181.36 and a 1-year high of $276.49. The company has a market capitalization of $244.59 billion, a PE ratio of 22.86, a P/E/G ratio of 1.42 and a beta of 0.44. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.00 and a quick ratio of 0.90. The business has a 50-day moving average of $199.64 and a 200-day moving average of $217.53.

T-Mobile US Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Friday, February 27th will be issued a $1.02 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $4.08 annualized dividend and a yield of 1.8%. T-Mobile US’s dividend payout ratio is currently 42.02%.

Insider Activity

In other T-Mobile US news, Director Raul Marcelo Claure sold 550,000 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $217.57, for a total transaction of $119,663,500.00. Following the completion of the transaction, the director directly owned 891,204 shares of the company’s stock, valued at $193,899,254.28. This trade represents a 38.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mark Wolfe Nelson sold 10,240 shares of T-Mobile US stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $220.80, for a total value of $2,260,992.00. Following the completion of the transaction, the insider owned 74,280 shares of the company’s stock, valued at $16,401,024. This trade represents a 12.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 674,971 shares of company stock worth $146,605,683 over the last ninety days. 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.