T-Mobile US, Inc. $TMUS Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. cut its stake in T-Mobile US, Inc. (NASDAQ:TMUS) by 2.8% during the 3rd quarter, HoldingsChannel reports. The fund owned 1,269,960 shares of the Wireless communications provider’s stock after selling 36,842 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in T-Mobile US were worth $207,105,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of TMUS. BlackRock Inc. acquired a new position in shares of T-Mobile US during the second quarter valued at $6,625,275,000. Bank of New York Mellon Corp bought a new position in T-Mobile US during the second quarter valued at about $839,194,000. Amundi boosted 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 worth $772,867,000 after acquiring an additional 1,062,643 shares in 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 holdings 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 owned by institutional investors and hedge funds.

T-Mobile US Price Performance

Shares of TMUS stock opened at $156.44 on Monday. The firm’s 50 day moving average price is $167.13 and its two-hundred day moving average price is $186.92. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.78 and a current ratio of 0.91. The stock has a market cap of $165.71 billion, a PE ratio of 15.10, a PEG ratio of 0.91 and a beta of 0.33. T-Mobile US, Inc. has a 52-week low of $143.75 and a 52-week high of $224.75.

T-Mobile US (NASDAQ:TMUS) last released its earnings results on Wednesday, October 28th. The Wireless communications provider reported $3.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.33. T-Mobile US had a return on equity of 21.47% and a net margin of 12.05%. The firm had revenue of $23.58 billion during the quarter, compared to analysts’ expectations of $23.15 billion. During the same quarter in the prior year, the company earned $2.41 EPS. The company’s revenue was up 7.4% on a year-over-year basis. As a group, analysts forecast that T-Mobile US, Inc. will post 11.36 EPS for the current year.

T-Mobile US Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Wednesday, November 25th will be given a dividend of $1.17 per share. This represents a $4.68 dividend on an annualized basis and a dividend yield of 3.0%. This is a positive change from T-Mobile US’s previous quarterly dividend of $1.02. The ex-dividend date is Wednesday, November 25th. T-Mobile US’s dividend payout ratio is 45.17%.

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

Analyst Ratings Changes

TMUS has been the subject of several analyst reports. Citigroup reduced their target price on T-Mobile US from $225.00 to $165.00 and set a “neutral” rating for the company in a report on Thursday. Scotiabank lifted their price target on shares of T-Mobile US from $212.00 to $214.00 and gave the company a “sector outperform” rating in a research report on Thursday. Wells Fargo & Company dropped 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 report on Friday, July 24th. Royal Bank Of Canada reduced their price objective on shares of T-Mobile US from $240.00 to $230.00 and set an “outperform” rating for the company in a research note on Monday, July 20th. Finally, Morgan Stanley lowered 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 note on Tuesday, July 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $238.25.

Insider Buying and Selling at T-Mobile US

In other T-Mobile US news, CAO Daniel James Drobac sold 772 shares of T-Mobile US stock in a transaction 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 completion of the sale, the chief accounting officer directly owned 35,118 shares of the company’s stock, valued at approximately $6,262,592.94. The trade was a 2.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.32% of the company’s stock.

T-Mobile US Company Profile

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.