T-Mobile US, Inc. $TMUS Stock Holdings Lessened by Public Sector Pension Investment Board

Public Sector Pension Investment Board cut its holdings in T-Mobile US, Inc. (NASDAQ:TMUS) by 80.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 138,123 shares of the Wireless communications provider’s stock after selling 559,838 shares during the period. Public Sector Pension Investment Board’s holdings in T-Mobile US were worth $33,064,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the business. Norges Bank acquired a new position in T-Mobile US in the second quarter valued at approximately $1,477,780,000. Marshall Wace LLP lifted its holdings in shares of T-Mobile US by 2,303.2% in the 2nd quarter. Marshall Wace LLP now owns 1,797,086 shares of the Wireless communications provider’s stock worth $428,174,000 after purchasing an additional 1,878,654 shares during the last quarter. Viking Global Investors LP lifted its holdings in shares of T-Mobile US by 81.7% in 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 purchasing an additional 1,279,422 shares during the last quarter. State Street Corp boosted its position in T-Mobile US by 4.5% during the 2nd quarter. State Street Corp now owns 23,141,316 shares of the Wireless communications provider’s stock valued at $5,513,650,000 after purchasing an additional 994,740 shares during the period. Finally, Crake Asset Management LLP bought a new position in T-Mobile US during the 2nd quarter worth $160,945,000. Institutional investors own 42.49% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Royal Bank Of Canada reduced their price target on shares of T-Mobile US from $270.00 to $255.00 and set an “outperform” rating for the company in a report on Friday, January 16th. Argus reduced their target price on shares of T-Mobile US from $275.00 to $245.00 and set a “buy” rating for the company in a research note on Tuesday, December 9th. The Goldman Sachs Group upped their target price on shares of T-Mobile US from $233.00 to $254.00 and gave the stock a “buy” rating in a research report on Thursday. HSBC raised T-Mobile US from a “hold” rating to a “buy” rating and set a $285.00 price target on the stock in a report on Friday, October 24th. Finally, Morgan Stanley decreased their price objective on T-Mobile US from $280.00 to $260.00 and set an “overweight” rating for the company in a report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, T-Mobile US has a consensus rating of “Moderate Buy” and an average price target of $256.22.

Insider Transactions at T-Mobile US

In other news, Director Letitia A. Long sold 1,457 shares of the company’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $210.32, for a total value of $306,436.24. Following the completion of the sale, the director owned 5,438 shares in the company, valued at $1,143,720.16. This represents a 21.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Michael J. Katz sold 2,500 shares of T-Mobile US stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $215.91, for a total value of $539,775.00. Following the transaction, the insider directly owned 156,203 shares in the company, valued at approximately $33,725,789.73. The trade was a 1.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 51,457 shares of company stock valued at $11,149,636. Corporate insiders own 0.37% of the company’s stock.

T-Mobile US News Roundup

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

T-Mobile US Trading Up 2.5%

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

T-Mobile US Dividend Announcement

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

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.