State Street Corp grew its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 4.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 25,281,709 shares of the Wireless communications provider’s stock after purchasing an additional 1,047,624 shares during the period. State Street Corp’s holdings in T-Mobile US were worth $5,133,198,000 as of its most recent SEC filing.
Several other large investors have also modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in shares of T-Mobile US by 1.5% in the 3rd quarter. Vanguard Group Inc. now owns 42,797,074 shares of the Wireless communications provider’s stock valued at $10,244,764,000 after buying an additional 636,192 shares in the last quarter. Capital International Investors boosted its holdings in shares of 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 buying an additional 1,121,409 shares in the last quarter. Wellington Management Group LLP raised its position in T-Mobile US by 47.5% in the 3rd quarter. Wellington Management Group LLP now owns 13,461,669 shares of the Wireless communications provider’s stock valued at $3,222,454,000 after purchasing an additional 4,335,368 shares during the last quarter. Invesco Ltd. boosted its stake in T-Mobile US by 6.1% during the 3rd quarter. Invesco Ltd. now owns 7,903,104 shares of the Wireless communications provider’s stock worth $1,891,845,000 after purchasing an additional 453,096 shares during the period. Finally, Norges Bank acquired a new stake in T-Mobile US during the 4th quarter worth $1,335,918,000. Institutional investors and hedge funds own 42.49% of the company’s stock.
Key Headlines Impacting T-Mobile US
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: T-Mobile launched Dynamic CX, an AI-powered network optimization tool designed to automatically adjust capacity in near real time for large events and high-density areas, which could improve network performance and customer experience. T-Mobile US (TMUS) Launches AI-Powered Dynamic CX Network Optimization
- Positive Sentiment: Analysts highlighted T-Mobile as a top long-term value stock, reinforcing investor confidence in its valuation and growth profile. Why T-Mobile (TMUS) is a Top Value Stock for the Long-Term
- Positive Sentiment: Commentary around T-Mobile’s continued customer growth momentum, rising ARPA, and improved 2026 guidance suggests fundamentals remain solid despite telecom competition. Can T-Mobile Sustain Its Strong Customer Growth Momentum?
- Positive Sentiment: Reports that Deutsche Telekom may pursue a merger with T-Mobile US have put TMUS’s valuation in focus and could raise speculation about a strategic premium. Deutsche Telekom Merger Talks Put T-Mobile US Valuation In Focus
- Neutral Sentiment: Erste Group slightly trimmed FY2027 EPS estimates for T-Mobile, but the revision was modest and does not materially change the earnings outlook. T-Mobile US stock analyst estimate update
T-Mobile US Stock Up 1.8%
T-Mobile US (NASDAQ:TMUS – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, topping analysts’ consensus estimates of $2.01 by $0.26. The company had revenue of $23.11 billion during the quarter, compared to the consensus estimate of $22.98 billion. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. T-Mobile US’s quarterly revenue was up 10.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.58 EPS. On average, analysts forecast that T-Mobile US, Inc. will post 10.65 earnings per share for the current year.
T-Mobile US Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Friday, May 29th were issued a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Friday, May 29th. T-Mobile US’s dividend payout ratio (DPR) is currently 43.40%.
Wall Street Analyst Weigh In
A number of analysts recently weighed in on TMUS shares. Moffett Nathanson upgraded shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price target for the company in a research note on Wednesday, April 8th. UBS Group reiterated a “buy” rating on shares of T-Mobile US in a research note on Wednesday, April 29th. Daiwa Securities Group upgraded shares of T-Mobile US from a “neutral” rating to an “outperform” rating and set a $240.00 price target for the company in a research note on Thursday, February 19th. TD Cowen increased their price target on shares of T-Mobile US from $252.00 to $261.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Finally, Wall Street Zen upgraded shares of T-Mobile US from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, T-Mobile US has an average rating of “Moderate Buy” and an average target price of $260.48.
Check Out Our Latest Analysis on T-Mobile US
Insider Activity
In other news, insider Michael J. Katz sold 5,000 shares of the 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 completion of the transaction, the insider owned 181,930 shares in the company, valued at $35,623,713.30. This trade represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Jon Freier sold 4,799 shares of the 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 owned 217,168 shares of the company’s stock, valued at $41,261,920. This represents a 2.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.32% of the company’s stock.
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.
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