Teacher Retirement System of Texas Raises Stock Position in T-Mobile US, Inc. $TMUS

Teacher Retirement System of Texas lifted its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 35.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 283,125 shares of the Wireless communications provider’s stock after acquiring an additional 73,688 shares during the quarter. Teacher Retirement System of Texas’ holdings in T-Mobile US were worth $57,486,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of TMUS. Sei Investments Co. lifted its position in shares of T-Mobile US by 6.3% during the 2nd quarter. Sei Investments Co. now owns 142,587 shares of the Wireless communications provider’s stock worth $33,972,000 after buying an additional 8,491 shares during the last quarter. Diversify Advisory Services LLC raised its position in T-Mobile US by 315.7% in the 2nd quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider’s stock valued at $1,147,000 after purchasing an additional 3,454 shares during the last quarter. Darwin Wealth Management LLC purchased a new stake in T-Mobile US in the 2nd quarter valued at $375,000. Raymond James Financial Inc. raised its position in T-Mobile US by 0.5% in the 2nd quarter. Raymond James Financial Inc. now owns 2,054,144 shares of the Wireless communications provider’s stock valued at $489,420,000 after purchasing an additional 9,568 shares during the last quarter. Finally, Viking Global Investors LP raised its position in 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 valued at $677,925,000 after purchasing an additional 1,279,422 shares during the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.

Analysts Set New Price Targets

TMUS has been the subject of several research reports. DZ Bank reiterated a “buy” rating on shares of T-Mobile US in a research report on Friday, February 13th. KeyCorp upgraded shares of T-Mobile US from a “sector weight” rating to an “overweight” rating and set a $260.00 price target for the company in a research report on Monday, April 13th. UBS Group reiterated a “buy” rating on shares of T-Mobile US in a research report on Thursday, February 12th. Wall Street Zen cut shares of T-Mobile US from a “hold” rating to a “sell” rating in a research note on Saturday, March 14th. Finally, The Goldman Sachs Group dropped their price objective on shares of T-Mobile US from $254.00 to $253.00 and set a “buy” rating on the stock in a research note on Wednesday, March 25th. Two analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $260.91.

Insider Buying and Selling at T-Mobile US

In other news, Director G Michael Sievert sold 80,000 shares of the company’s stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $214.94, for a total transaction of $17,195,200.00. Following the transaction, the director directly owned 140,696 shares of the company’s stock, valued at $30,241,198.24. This represents a 36.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Mark Wolfe Nelson sold 10,240 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $220.80, for a total transaction of $2,260,992.00. Following the transaction, the insider directly owned 74,280 shares in the company, valued at approximately $16,401,024. This trade represents a 12.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 694,134 shares of company stock worth $150,847,799. Company 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: Bloomberg and other outlets report Deutsche Telekom is exploring a full combination with T‑Mobile — a deal that could create the world’s largest telecom by market cap and potentially carry a takeover premium for TMUS shareholders; discussions are preliminary but have already pushed shares higher on speculation. Deutsche Telekom Weighs Full Combination With T‑Mobile
• Positive Sentiment: Analysts and trade press continue to highlight T‑Mobile’s favorable earnings setup — several pieces say TMUS is positioned to beat upcoming estimates, supporting expectations for sustained cash flow and valuation resilience. Why T‑Mobile Is Poised to Beat Earnings
• Positive Sentiment: T‑Mobile is expanding consumer services — e.g., same‑day DoorDash deliveries of 5G home internet equipment — which can boost customer experience and incremental adds, a constructive signal for subscriber trends and ARPU over time. T‑Mobile Begins DoorDashing 5G Internet
• Neutral Sentiment: Sanford C. Bernstein reaffirmed a “neutral” rating on TMUS, leaving explicit analyst conviction mixed — this reduces the likelihood of a clear analyst‑driven directional move absent new fundamentals. Bernstein Reaffirms Neutral on TMUS
• Neutral Sentiment: Industry writeups comparing AT&T, Verizon and T‑Mobile on yield and stability keep TMUS in the perennial telecom valuation debate — useful context but unlikely to move price materially by itself. AT&T vs. Verizon vs. T‑Mobile: Yield Comparison
• Negative Sentiment: T‑Mobile is trimming perks and has cut roughly 300 employees across states — cost saves could be positive longer term but the changes signal near‑term subscriber or margin pressure and contribute to investor caution. T‑Mobile Scales Back Perks
• Negative Sentiment: Any full combination with Deutsche Telekom faces heavy regulatory, political and structural scrutiny in the U.S. and Europe; reporting emphasizes these hurdles, which can cap upside and increase short‑term volatility. Explainer: How a Deutsche Telekom/T‑Mobile Deal Could Happen

T-Mobile US Stock Performance

NASDAQ:TMUS opened at $188.92 on Thursday. 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, Inc. has a fifty-two week low of $181.36 and a fifty-two week high of $263.79. The stock has a market cap of $208.16 billion, a PE ratio of 19.46, a price-to-earnings-growth ratio of 1.27 and a beta of 0.43. The firm’s fifty day simple moving average is $209.22 and its 200-day simple moving average is $206.75.

T-Mobile US Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Friday, May 29th will be paid a dividend of $1.02 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.2%. T-Mobile US’s dividend payout ratio is 42.02%.

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.