Lebenthal Global Advisors LLC Makes New Investment in T-Mobile US, Inc. $TMUS

Lebenthal Global Advisors LLC bought a new stake in T-Mobile US, Inc. (NASDAQ:TMUS) in the 3rd quarter, Holdings Channel.com reports. The fund bought 7,310 shares of the Wireless communications provider’s stock, valued at approximately $1,192,000.

Several other large investors have also recently added to or reduced their stakes in TMUS. BlackRock Inc. acquired a new stake in T-Mobile US in the 2nd quarter worth about $6,625,275,000. Bank of New York Mellon Corp purchased a new stake in T-Mobile US in the 2nd quarter valued at about $839,194,000. Amundi increased its stake in shares of T-Mobile US by 40.6% during the 1st quarter. Amundi now owns 3,679,795 shares of the Wireless communications provider’s stock valued at $772,867,000 after acquiring an additional 1,062,643 shares during the last quarter. Bank of America Corp DE acquired a new position in shares of T-Mobile US during the 2nd quarter valued at about $758,977,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of T-Mobile US by 1.1% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,076,380 shares of the Wireless communications provider’s stock valued at $683,731,000 after acquiring an additional 43,783 shares during the last quarter. 42.49% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at T-Mobile US

In related news, CAO Daniel James Drobac sold 772 shares of the firm’s stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $178.33, for a total value of $137,670.76. Following the transaction, the chief accounting officer owned 35,118 shares in the company, valued at approximately $6,262,592.94. This trade represents a 2.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.32% 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: Strong Q3 performance and raised guidance: T-Mobile reported $3.22 in quarterly EPS, above expectations, while net income increased approximately 27%. Growth in service revenue, premium-plan adoption, account additions and average revenue per account helped drive the beat. Management raised its 2026 earnings, EBITDA and free-cash-flow outlook, providing a positive catalyst for TMUS. TMUS Q3 Earnings Beat Estimates on Strong Service Revenue Growth
• Positive Sentiment: SpaceX may face a costly challenge: Estimates that SpaceX could need an additional $120 billion to $130 billion to build a nationwide wireless rival support the competitive position of established carriers, including T-Mobile. This reduces near-term fears that SpaceX can quickly replicate TMUS’s network and customer scale. SpaceX’s $28 Billion Spectrum Deals May Not Be Enough
• Neutral Sentiment: Analyst views remain mixed: JPMorgan, KeyCorp, Deutsche Bank and Citi reduced their price targets, while maintaining ratings ranging from neutral to overweight. Scotiabank raised its target modestly and TD Cowen retained a buy rating, indicating substantial long-term upside but less near-term consensus confidence.
• Negative Sentiment: Customer and spending risks: Postpaid account churn rose to 1.09% from 0.97%, and free-cash-flow growth partly reflected lower capital spending that is expected to increase in the fourth quarter. High debt, intense competition and rising costs could constrain future shareholder returns. T-Mobile Profit Up 27% as Account Churn Rises
• Negative Sentiment: Merger uncertainty and SpaceX strategy: Reports that Deutsche Telekom has put a potential $300 billion transaction on hold remove a possible strategic catalyst. Separately, T-Mobile’s CEO said there is no room for an MVNO partnership with SpaceX, leaving the company exposed if SpaceX proceeds with a direct terrestrial wireless offering. Historic T-Mobile Deutsche Telekom Merger Put on Ice

Analysts Set New Price Targets

Several equities research analysts recently issued reports on TMUS shares. Morgan Stanley decreased their target price on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of T-Mobile US in a research report on Friday, September 11th. Benchmark dropped their price target on shares of T-Mobile US from $295.00 to $280.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Wells Fargo & Company cut their price target on shares of T-Mobile US from $170.00 to $169.00 and set an “equal weight” rating on the stock in a research note on Friday, July 24th. Finally, Barclays decreased their price target on shares of T-Mobile US from $215.00 to $200.00 and set an “overweight” rating on the stock in a report on Tuesday, September 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $238.25.

T-Mobile US Stock Performance

Shares of NASDAQ:TMUS opened at $156.44 on Friday. The firm has a market capitalization of $165.71 billion, a PE ratio of 13.16, a P/E/G ratio of 0.93 and a beta of 0.33. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.91 and a quick ratio of 0.83. The business has a 50-day moving average of $167.13 and a two-hundred day moving average of $186.92. T-Mobile US, Inc. has a 12 month low of $143.75 and a 12 month high of $224.75.

T-Mobile US (NASDAQ:TMUS) last released its quarterly earnings data on Wednesday, October 28th. The Wireless communications provider reported $3.22 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.33. The company had revenue of $23.58 billion for the quarter, compared to the consensus estimate of $23.15 billion. T-Mobile US had a return on equity of 21.47% and a net margin of 12.05%. The company’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period last year, the business posted $2.41 EPS. As a group, research analysts forecast that T-Mobile US, Inc. will post 11.03 earnings per share for the current year.

T-Mobile US Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Wednesday, November 25th will be given a dividend of $1.17 per share. This is a boost from T-Mobile US’s previous quarterly dividend of $1.02. The ex-dividend date of this dividend is Wednesday, November 25th. This represents a $4.68 dividend on an annualized basis and a yield of 3.0%. T-Mobile US’s dividend payout ratio is currently 39.38%.

About T-Mobile US

T-Mobile US, Inc (NASDAQ: TMUS) is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States, Puerto Rico and the U.S. Virgin Islands. Its offerings include postpaid and prepaid wireless plans, connected devices, broadband internet and other communications services.

The company operates a nationwide wireless network, including 5G services, and sells smartphones, tablets, connected devices and related accessories through retail stores, online channels and third-party distributors.