T-Mobile US, Inc. $TMUS Shares Bought by Graphene Investments SAS

Graphene Investments SAS raised its stake in T-Mobile US, Inc. (NASDAQ:TMUS) by 31.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 17,100 shares of the Wireless communications provider’s stock after buying an additional 4,100 shares during the quarter. T-Mobile US comprises about 2.2% of Graphene Investments SAS’s portfolio, making the stock its 12th biggest holding. Graphene Investments SAS’s holdings in T-Mobile US were worth $3,472,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors also recently bought and sold shares of TMUS. Sei Investments Co. lifted its position in T-Mobile US by 6.3% in the second quarter. Sei Investments Co. now owns 142,587 shares of the Wireless communications provider’s stock valued at $33,972,000 after buying an additional 8,491 shares during the last quarter. Diversify Advisory Services LLC lifted its position in T-Mobile US by 315.7% in the second quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider’s stock valued at $1,147,000 after buying an additional 3,454 shares during the last quarter. Darwin Wealth Management LLC acquired a new position in T-Mobile US in the second quarter valued at about $375,000. Raymond James Financial Inc. lifted its position in T-Mobile US by 0.5% in the second quarter. Raymond James Financial Inc. now owns 2,054,144 shares of the Wireless communications provider’s stock valued at $489,420,000 after buying an additional 9,568 shares during the last quarter. Finally, Viking Global Investors LP lifted its position in T-Mobile US by 81.7% in the second quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider’s stock valued at $677,925,000 after buying an additional 1,279,422 shares during the last quarter. Institutional investors and hedge funds own 42.49% of the company’s stock.

T-Mobile US Stock Up 0.3%

Shares of NASDAQ:TMUS opened at $197.67 on Friday. The firm’s 50 day moving average price is $209.70 and its 200 day moving average price is $207.52. The stock has a market cap of $217.80 billion, a price-to-earnings ratio of 20.36, a price-to-earnings-growth ratio of 1.27 and a beta of 0.43. T-Mobile US, Inc. has a fifty-two week low of $181.36 and a fifty-two week high of $263.79. The company has a quick ratio of 0.90, a current ratio of 1.00 and a debt-to-equity ratio of 1.45.

T-Mobile US Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Friday, May 29th will be paid a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US’s dividend payout ratio is currently 42.02%.

Analysts Set New Price Targets

Several analysts have recently issued reports on the stock. Wolfe Research reissued an “outperform” rating and set a $255.00 price target on shares of T-Mobile US in a research report on Thursday, February 12th. Morgan Stanley assumed coverage on shares of T-Mobile US in a research report on Thursday. They set an “overweight” rating and a $260.00 price target on the stock. KeyCorp raised shares of T-Mobile US from a “sector weight” rating to an “overweight” rating and set a $260.00 price target on the stock in a research report on Monday, April 13th. Barclays increased their price target on shares of T-Mobile US from $240.00 to $245.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Benchmark reissued a “buy” rating on shares of T-Mobile US in a research report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $260.91.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: KeyBanc upgraded TMUS to Overweight and raised its price target to $260, citing an approaching earnings catalyst that could re-rate the stock; this upgrade drove buy-side interest. KeyBanc Turn Bullish on T-Mobile
• Positive Sentiment: Morgan Stanley initiated coverage with an Overweight rating, $260 PT and Top Pick designation, highlighting T‑Mobile’s favorable pricing dynamics and positioning for wireless service revenue growth — a meaningful endorsement from a large institutional shop. Morgan Stanley Initiates Coverage
• Positive Sentiment: Mint Mobile (owned by T‑Mobile) launched a bundled 5G home + unlimited wireless offer, and T‑Mobile continues to expand 5G edge/partner programs — moves that could increase ARPU and stickiness if customer uptake is strong. Mint 5G Home-Wireless Bundle
• Positive Sentiment: New small‑business promotions (activation credits for multi-line SuperMobile sign-ups and related workshops) are geared to accelerate commercial customer adds and could support near-term subscriber growth. T-Mobile Small Business Promotion
• Positive Sentiment: Rogers expanded satellite‑to‑mobile coverage in the U.S. via a T‑Mobile partnership (T‑Satellite), extending reach in roaming/satellite-capable areas — a potential incremental revenue and capability benefit as satellite services scale. Rogers Expands U.S. Satellite-to-Mobile
• Neutral Sentiment: KeyCorp published Q1 estimates for TMUS (modeling detail that investors will weigh ahead of reported results); estimates themselves have limited immediate impact absent a surprise. KeyCorp Q1 Estimates
• Neutral Sentiment: T‑Mobile executive Michael Fitz joined the board of Arrive AI, reflecting executive-level partnerships in AI/edge use cases but with limited direct near-term earnings impact. Michael Fitz Appointed to Arrive AI Board
• Neutral Sentiment: Press pieces on customer perks (Hilton/Hertz) and analyst commentary provide color on retention and competitive positioning; these are supportive long-term but mixed versus recent price increases. Customer Perks Article
• Negative Sentiment: KeyCorp issued a negative outlook for T‑Mobile’s Q2 earnings — this cautionary view on near‑term results is a clear risk that could pressure the stock if management’s upcoming guidance or reported metrics disappoint. KeyCorp Negative Outlook for Q2

Insider Buying and Selling

In other T-Mobile US news, Director Raul Marcelo Claure sold 550,000 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $217.57, for a total value of $119,663,500.00. Following the transaction, the director directly owned 891,204 shares in the company, valued at $193,899,254.28. This represents a 38.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Mark Wolfe Nelson sold 10,240 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $220.80, for a total transaction of $2,260,992.00. Following the completion of the transaction, the insider owned 74,280 shares in the company, valued at $16,401,024. This represents a 12.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 694,134 shares of company stock valued at $150,847,799 over the last three months. 0.37% of the stock is currently owned by insiders.

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.