Pacer Advisors Inc. increased its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 1,375.9% in the 1st quarter, HoldingsChannel reports. The firm owned 1,755,286 shares of the Wireless communications provider’s stock after acquiring an additional 1,636,359 shares during the quarter. Pacer Advisors Inc.’s holdings in T-Mobile US were worth $368,663,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of the company. Norges Bank bought a new position in T-Mobile US in the 4th quarter valued at about $1,335,918,000. Price T Rowe Associates Inc. MD lifted its holdings 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 during the period. Dodge & Cox lifted its holdings in shares of T-Mobile US by 65.2% during the 4th quarter. Dodge & Cox now owns 6,185,972 shares of the Wireless communications provider’s stock worth $1,256,000,000 after acquiring an additional 2,442,450 shares during the period. Viking Global Investors LP boosted its position in shares of T-Mobile US by 81.7% during the 2nd quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider’s stock worth $677,925,000 after acquiring an additional 1,279,422 shares in the last quarter. Finally, Amundi boosted its position in shares of T-Mobile US by 44.6% during the 3rd quarter. Amundi now owns 4,109,084 shares of the Wireless communications provider’s stock worth $924,380,000 after acquiring an additional 1,266,808 shares in the last quarter. 42.49% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
A number of brokerages recently issued reports on TMUS. Barclays decreased their price objective on shares of T-Mobile US from $230.00 to $215.00 and set an “overweight” rating on the stock in a research note on Friday, July 24th. Arete Research raised their target price on T-Mobile US from $295.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Deutsche Bank Aktiengesellschaft reduced their target price on T-Mobile US from $300.00 to $285.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Moffett Nathanson raised T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price target for the company in a report on Wednesday, April 8th. Finally, Oppenheimer upgraded T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 price objective for the company in a research report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $252.08.
T-Mobile US Stock Performance
NASDAQ:TMUS opened at $172.71 on Monday. The stock has a market cap of $185.26 billion, a P/E ratio of 18.08, a price-to-earnings-growth ratio of 0.97 and a beta of 0.33. The company has a current ratio of 0.92, a quick ratio of 0.83 and a debt-to-equity ratio of 1.48. The stock’s 50-day moving average is $183.14 and its 200-day moving average is $194.89. T-Mobile US, Inc. has a 1-year low of $165.66 and a 1-year high of $261.56.
T-Mobile US (NASDAQ:TMUS – Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.40. The company had revenue of $22.79 billion during the quarter, compared to the consensus estimate of $22.95 billion. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%.The firm’s revenue was up 7.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.84 earnings per share. Equities research analysts anticipate that T-Mobile US, Inc. will post 10.69 earnings per share for the current year.
T-Mobile US Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be given a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 2.4%. The ex-dividend date is Friday, August 28th. T-Mobile US’s dividend payout ratio is 42.72%.
Insider Activity at T-Mobile US
In other news, COO Jon Freier sold 4,799 shares of T-Mobile US stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $190.00, for a total transaction of $911,810.00. Following the transaction, the chief operating officer owned 217,168 shares in the company, valued at approximately $41,261,920. The trade was a 2.16% decrease in their ownership of the stock. The sale was disclosed in a document filed 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. Company insiders own 0.32% of the company’s stock.
Key Stories Impacting T-Mobile US
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: Analyst H. Engel of Erste Group Bank raised T-Mobile’s FY2026 EPS forecast to $10.82 from $10.45 and FY2027 expectations to $13.70 from $13.52, signaling improving earnings prospects. Erste Group Bank estimate revisions
- Positive Sentiment: A bullish investment analysis cited T-Mobile’s 7.9% year-over-year revenue growth, multiple guidance increases, aggressive share repurchases, a growing dividend and projected 2026 free cash flow of $18.4 billion to $18.8 billion. The report also highlighted the company’s relatively low leverage and discounted forward valuation. T-Mobile: The SpaceX Fear Is A Long-Term Buying Opportunity
- Neutral Sentiment: The broader consumer-stock sector traded mixed, providing little overall sector support or direction for TMUS. Consumer stocks sector update
- Neutral Sentiment: Investors remain focused on potential competition from SpaceX and Starlink, including possible spectrum-related activity or acquisitions that could challenge traditional wireless carriers over the longer term. SpaceX and wireless carrier competition
- Negative Sentiment: Semafor reported that T-Mobile’s U.S. leadership told Deutsche Telekom it no longer supports a proposed $300 billion merger. The apparent roadblock increases uncertainty around the transaction and was the clearest immediate catalyst weighing on TMUS sentiment. T-Mobile executives oppose Deutsche Telekom merger plan
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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