Impax Asset Management Group plc Buys New Holdings in T-Mobile US, Inc. $TMUS

Impax Asset Management Group plc purchased a new position in T-Mobile US, Inc. (NASDAQ:TMUS) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,463 shares of the Wireless communications provider’s stock, valued at approximately $1,068,000.

A number of other hedge funds have also recently added to or reduced their stakes in TMUS. Howard Hughes Medical Institute acquired a new position in shares of T-Mobile US during the second quarter worth approximately $25,000. United Community Bank increased its stake in T-Mobile US by 131.1% during the 3rd quarter. United Community Bank now owns 104 shares of the Wireless communications provider’s stock valued at $25,000 after purchasing an additional 59 shares in the last quarter. Elevation Wealth Partners LLC raised its holdings in T-Mobile US by 190.0% during the third quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider’s stock worth $28,000 after buying an additional 76 shares during the last quarter. Aspect Partners LLC lifted its stake in shares of T-Mobile US by 112.1% in the second quarter. Aspect Partners LLC now owns 123 shares of the Wireless communications provider’s stock valued at $29,000 after buying an additional 65 shares in the last quarter. Finally, CoreFirst Bank & Trust acquired a new position in shares of T-Mobile US during the second quarter valued at about $31,000. Institutional investors and hedge funds own 42.49% of the company’s stock.

Key T-Mobile US News

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

• Positive Sentiment: T‑Mobile raised its multi‑year growth outlook at its Capital Markets Day — management lifted its 2027 service‑revenue and adjusted free cash flow targets (higher long‑term growth and cash generation supports valuation and buybacks). T-Mobile Raises the Bar — Business Wire
• Positive Sentiment: Quarterly results showed revenue beat and strong customer growth (robust postpaid and broadband additions), giving credibility to the growth story even though some profit metrics were mixed — supports revenue momentum and recurring cash flow. TMUS Q4 Earnings Beat — Zacks
• Positive Sentiment: Analysts largely stayed constructive: Goldman Sachs and Barclays raised price targets and maintained buy/overweight stances, providing fresh upward earnings/valuation support. Goldman Sachs Adjusts PT — MarketScreener
• Positive Sentiment: Strategic wins: T‑Mobile touted real‑time agentic AI in‑network and emphasized 5G FWA broadband as a competitive alternative to rivals’ fiber focus — product differentiation that can sustain ARPU and share gains. Agentic AI Platform — MobileWorldLive
• Neutral Sentiment: T‑Mobile agreed to sell €2.5 billion of euro‑denominated senior notes (completed allocation across 2032/2035/2038 maturities). Proceeds are earmarked for general corporate purposes (could fund buybacks/dividends but increases leverage). Euro‑denominated Senior Notes — Business Wire
• Neutral Sentiment: Analyst actions were mixed: a few price‑target trims (TD Cowen, Scotiabank) offset some raises — net effect keeps consensus upside but signals differing views on near‑term subscriber momentum. TD Cowen Adjusts PT — MarketScreener
• Negative Sentiment: Subscriber adds disappointed some investors — net postpaid phone adds were strong historically but below some Wall Street expectations, and adjusted EPS metrics were mixed/varied by reporting standard, prompting short‑term caution. Subscriber Growth Miss — Reuters
• Negative Sentiment: BBB/NAD recommended T‑Mobile modify or discontinue certain in‑flight Wi‑Fi advertising claims after a Verizon challenge — a reputational/marketing headwind (likely limited financial impact but a negative signal). NAD Advertising Recommendation — GlobeNewsWire

Insider Buying and Selling

In other T-Mobile US news, insider Michael J. Katz sold 2,500 shares of T-Mobile US stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $215.91, for a total value of $539,775.00. Following the sale, the insider owned 156,203 shares of the company’s stock, valued at approximately $33,725,789.73. The trade was a 1.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Letitia A. Long sold 1,457 shares of the stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $210.32, for a total transaction of $306,436.24. Following the transaction, the director directly owned 5,438 shares of the company’s stock, valued at $1,143,720.16. This represents a 21.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 51,457 shares of company stock valued at $11,149,636. 0.37% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on TMUS. Wolfe Research reissued an “outperform” rating and set a $255.00 target price on shares of T-Mobile US in a research report on Thursday. KeyCorp raised T-Mobile US from an “underweight” rating to a “sector weight” rating in a report on Tuesday, December 2nd. Barclays raised their target price on T-Mobile US from $240.00 to $245.00 and gave the company an “overweight” rating in a report on Thursday. JPMorgan Chase & Co. reiterated a “buy” rating on shares of T-Mobile US in a report on Tuesday, February 3rd. Finally, Weiss Ratings lowered T-Mobile US from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $256.22.

T-Mobile US Stock Performance

TMUS stock opened at $214.68 on Friday. The company has a quick ratio of 0.80, a current ratio of 1.00 and a debt-to-equity ratio of 1.45. The firm has a market cap of $240.12 billion, a PE ratio of 22.11, a P/E/G ratio of 1.16 and a beta of 0.44. The business has a 50 day moving average of $196.66 and a 200-day moving average of $219.08. T-Mobile US, Inc. has a 12-month low of $181.36 and a 12-month high of $276.49.

T-Mobile US Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Friday, February 27th will be paid a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Friday, February 27th. T-Mobile US’s payout ratio is presently 39.23%.

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.