Mariner LLC lowered its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 15.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,010,988 shares of the Wireless communications provider’s stock after selling 188,578 shares during the period. Mariner LLC’s holdings in T-Mobile US were worth $205,276,000 as of its most recent filing with the SEC.
Several other hedge funds have also added to or reduced their stakes in TMUS. Sei Investments Co. boosted its holdings in 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 valued at $33,972,000 after acquiring an additional 8,491 shares during the period. Diversify Advisory Services LLC grew its position in T-Mobile US by 315.7% during the 2nd quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider’s stock worth $1,147,000 after acquiring an additional 3,454 shares during the last quarter. Darwin Wealth Management LLC purchased a new position in T-Mobile US in the 2nd quarter worth approximately $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 purchasing 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 purchasing an additional 1,279,422 shares during the last quarter. 42.49% of the stock is owned by institutional investors.
T-Mobile US News Summary
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: T-Mobile launched Dynamic CX, an AI-powered network optimization tool designed to automatically adjust capacity in near real time for large events and high-density areas, which could improve network performance and customer experience. T-Mobile US (TMUS) Launches AI-Powered Dynamic CX Network Optimization
- Positive Sentiment: Analysts highlighted T-Mobile as a top long-term value stock, reinforcing investor confidence in its valuation and growth profile. Why T-Mobile (TMUS) is a Top Value Stock for the Long-Term
- Positive Sentiment: Commentary around T-Mobile’s continued customer growth momentum, rising ARPA, and improved 2026 guidance suggests fundamentals remain solid despite telecom competition. Can T-Mobile Sustain Its Strong Customer Growth Momentum?
- Positive Sentiment: Reports that Deutsche Telekom may pursue a merger with T-Mobile US have put TMUS’s valuation in focus and could raise speculation about a strategic premium. Deutsche Telekom Merger Talks Put T-Mobile US Valuation In Focus
- Neutral Sentiment: Erste Group slightly trimmed FY2027 EPS estimates for T-Mobile, but the revision was modest and does not materially change the earnings outlook. T-Mobile US stock analyst estimate update
T-Mobile US Price Performance
T-Mobile US (NASDAQ:TMUS – Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, topping the consensus estimate of $2.01 by $0.26. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. The business had revenue of $23.11 billion during the quarter, compared to analyst estimates of $22.98 billion. During the same period in the prior year, the business earned $2.58 EPS. The company’s revenue for the quarter was up 10.6% on a year-over-year basis. As a group, equities research analysts forecast that T-Mobile US, Inc. will post 10.65 earnings per share for the current year.
T-Mobile US Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Friday, May 29th were paid a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Friday, May 29th. T-Mobile US’s dividend payout ratio is presently 43.40%.
Analyst Ratings Changes
TMUS has been the topic of several recent analyst reports. The Goldman Sachs Group restated a “buy” rating on shares of T-Mobile US in a report on Wednesday, April 29th. Daiwa Securities Group upgraded shares of T-Mobile US from a “neutral” rating to an “outperform” rating and set a $240.00 price target for the company in a report on Thursday, February 19th. JPMorgan Chase & Co. reissued a “buy” rating on shares of T-Mobile US in a research report on Tuesday, May 19th. TD Cowen raised their price target on shares of T-Mobile US from $252.00 to $261.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, Freedom Capital upgraded shares of T-Mobile US from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, T-Mobile US currently has an average rating of “Moderate Buy” and an average price target of $260.48.
Check Out Our Latest Research Report on TMUS
Insider Buying and Selling
In related news, insider Andre Almeida acquired 5,097 shares of the stock in a transaction on Friday, May 1st. The stock was acquired at an average cost of $196.18 per share, for a total transaction of $999,929.46. Following the completion of the acquisition, the insider directly owned 44,850 shares of the company’s stock, valued at approximately $8,798,673. This represents a 12.82% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Jon Freier sold 4,799 shares of T-Mobile US stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $190.00, for a total value of $911,810.00. Following the sale, the chief operating officer directly owned 217,168 shares in the company, valued at approximately $41,261,920. The trade was a 2.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.32% of the stock is owned by insiders.
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.
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