The Manufacturers Life Insurance Company trimmed its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 1.1% during the first quarter, HoldingsChannel reports. The institutional investor owned 693,469 shares of the Wireless communications provider’s stock after selling 7,911 shares during the period. The Manufacturers Life Insurance Company’s holdings in T-Mobile US were worth $145,649,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Main Street Group LTD purchased a new stake in T-Mobile US in the first quarter valued at $25,000. JDM Financial Group LLC grew its holdings in shares of T-Mobile US by 114.0% during the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock worth $25,000 after purchasing an additional 65 shares during the last quarter. Swiss RE Ltd. acquired a new stake in shares of T-Mobile US during the fourth quarter worth about $29,000. Turning Point Benefit Group Inc. increased its position in shares of T-Mobile US by 3,825.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock worth $32,000 after purchasing an additional 153 shares in the last quarter. Finally, Sachetta LLC lifted its holdings in shares of T-Mobile US by 52.9% in the 1st quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock valued at $33,000 after purchasing an additional 55 shares during the last quarter. 42.49% of the stock is currently owned by institutional investors and hedge funds.
T-Mobile US Stock Up 2.9%
T-Mobile US stock opened at $182.39 on Wednesday. The stock has a 50 day moving average of $184.04 and a two-hundred day moving average of $195.37. T-Mobile US, Inc. has a twelve month low of $165.66 and a twelve month high of $261.56. The stock has a market capitalization of $195.64 billion, a price-to-earnings ratio of 19.10, a PEG ratio of 1.01 and a beta of 0.33. The company has a current ratio of 0.92, a quick ratio of 0.83 and a debt-to-equity ratio of 1.48.
T-Mobile US Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be paid a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s payout ratio is currently 42.72%.
T-Mobile US News Roundup
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: UBS lowered its price target from $255 to $235 but maintained a “Buy” rating, implying substantial potential upside from the recent trading level. The target cut reflects a more cautious outlook rather than a change to UBS’s positive investment stance. Benzinga
- Positive Sentiment: T-Mobile’s CEO is continuing to reduce free-phone promotions after elevated postpaid churn showed signs of improving. Fewer giveaways could support margins and cash flow, although the strategy risks making the carrier less attractive to price-sensitive customers. T-Mobile cuts free phone deals
- Neutral Sentiment: Customer experience is emerging as an important competitive differentiator for T-Mobile and Verizon, but analysts caution that customer-experience scores should not be treated as a direct forecast of subscriber or financial growth. Customer experience competition
- Neutral Sentiment: The broader 5G market remains a long-term growth opportunity, with global subscriptions expected to expand significantly through 2031. However, North American penetration is already high, shifting the industry’s focus from coverage expansion to customer retention, pricing and service quality. Telecom stocks comparison
- Negative Sentiment: Investment commentary questioned whether T-Mobile’s unusually strong returns on assets can persist as competition intensifies. Starlink’s push into home broadband could limit T-Mobile’s ability to raise prices and pressure its broadband growth and profitability assumptions. Emerging network competition concerns
- Negative Sentiment: A service outage affected thousands of T-Mobile customers across the United States. Although the company said resources were focused on restoring service, the incident could damage customer satisfaction and increase churn concerns. T-Mobile outage
Insider Buying and Selling at T-Mobile US
In other T-Mobile US news, insider Michael J. Katz sold 5,000 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $195.81, for a total transaction of $979,050.00. Following the completion of the transaction, the insider owned 181,930 shares in the company, valued at approximately $35,623,713.30. This represents a 2.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Jon Freier sold 4,799 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $190.00, for a total transaction of $911,810.00. Following the completion of the sale, the chief operating officer owned 217,168 shares of the company’s stock, valued at $41,261,920. This trade represents a 2.16% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.32% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades
A number of analysts recently issued reports on TMUS shares. Sanford C. Bernstein reissued a “neutral” rating on shares of T-Mobile US in a research report on Wednesday, April 22nd. Arete Research lifted their price target on T-Mobile US from $295.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Freedom Capital upgraded T-Mobile US from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 17th. TD Cowen decreased their price objective on T-Mobile US from $261.00 to $260.00 and set a “buy” rating for the company in a report on Friday, July 24th. Finally, UBS Group lowered their target price on shares of T-Mobile US from $255.00 to $235.00 and set a “buy” rating on the stock in a research report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, T-Mobile US presently has a consensus rating of “Moderate Buy” and an average target price of $252.08.
Read Our Latest Stock Analysis on T-Mobile US
About T-Mobile US
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.
Further Reading
- Five stocks we like better than T-Mobile US
- These 3 Stocks Have Soared in 2026—Can They Keep Climbing?
- Hasbro’s Earnings Beat Shows Why This Is No Longer Just a Toy Story
- Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction
- Chips & Clips: Memory Tariffs Rewire Tech Supply Chains
Want to see what other hedge funds are holding TMUS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for T-Mobile US, Inc. (NASDAQ:TMUS – Free Report).
Receive News & Ratings for T-Mobile US Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for T-Mobile US and related companies with MarketBeat.com's FREE daily email newsletter.
