New York State Teachers Retirement System Sells 11,006 Shares of T-Mobile US, Inc. $TMUS

New York State Teachers Retirement System reduced its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 2.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 390,414 shares of the Wireless communications provider’s stock after selling 11,006 shares during the period. New York State Teachers Retirement System’s holdings in T-Mobile US were worth $79,270,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. United Community Bank boosted its stake in shares of T-Mobile US by 131.1% in the third quarter. United Community Bank now owns 104 shares of the Wireless communications provider’s stock worth $25,000 after acquiring an additional 59 shares during the period. Turning Point Benefit Group Inc. grew its holdings in shares of T-Mobile US by 3,825.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock valued at $32,000 after purchasing an additional 153 shares in the last quarter. City Holding Co. increased its position in T-Mobile US by 48.4% in the third quarter. City Holding Co. now owns 141 shares of the Wireless communications provider’s stock worth $34,000 after purchasing an additional 46 shares during the last quarter. Cloud Capital Management LLC bought a new position in T-Mobile US during the third quarter valued at $38,000. Finally, Ares Financial Consulting LLC purchased a new stake in shares of T-Mobile US during the 4th quarter valued at about $38,000. 42.49% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Royal Bank Of Canada dropped their price target on T-Mobile US from $255.00 to $240.00 and set an “outperform” rating for the company in a research report on Wednesday. The Goldman Sachs Group restated a “buy” rating on shares of T-Mobile US in a research report on Wednesday. JPMorgan Chase & Co. dropped their price objective on shares of T-Mobile US from $300.00 to $275.00 and set an “overweight” rating for the company in a research note on Wednesday. Weiss Ratings reiterated a “hold (c+)” rating on shares of T-Mobile US in a research report on Friday, April 10th. Finally, Freedom Capital raised shares of T-Mobile US from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $259.46.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: Q1 beat, raised 2026 guidance and big buybacks — Q1 showed stronger service revenue and profitability, management raised postpaid additions and FCF outlook, and the company expanded its 2026 shareholder-return authorization (heavy buybacks underway), which supports near-term shareholder value. Q1 beat & guidance (Quiver)
• Positive Sentiment: Strategic fiber expansion — T‑Mobile announced two 50/50 fiber joint ventures to acquire regional fiber providers and extend broadband reach (targeting >1M additional homes), diversifying growth beyond wireless. Fiber JV (Yahoo)
• Positive Sentiment: Analyst upgrades & reaffirmations — Oppenheimer upgraded to Outperform ($260 PT) and other firms (Goldman Sachs, UBS) reiterated buys, highlighting AI pricing/cost opportunities and confidence in the growth trajectory. Oppenheimer upgrade Goldman buy reaffirm (MarketScreener) UBS reiterates buy (MarketScreener)
• Neutral Sentiment: Customer experience & retention — Management cites an “industry‑leading” NPS and deeper customer relationships, supporting sustainable ARPU and lower churn, though benefits are medium‑term. NPS article
• Neutral Sentiment: Mixed analyst target moves — Several firms raised ratings/targets while others trimmed price targets (JPM lowered $300→$275 but stayed overweight; TD Cowen raised to $261). The cross‑currents leave consensus upside but add short‑term volatility. JPMorgan price target note
• Negative Sentiment: Merger-related costs and execution questions — Q1 GAAP EPS was impacted by merger-related charges; investors may be cautious on near-term EPS volatility and integration execution (also some commentary about low satellite usage). Satellite usage article
• Negative Sentiment: Regulatory/operational risk — Proposed robocall legislation could change telco compliance/marketing operations; heavy insider selling noted in public filings may also concern some investors. Robocall bill (QuiverQuant)

Insider Activity

In other T-Mobile US news, insider Mark Wolfe Nelson sold 10,240 shares of the stock in a transaction that occurred 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 completion of the transaction, the insider owned 74,280 shares of the company’s stock, valued at $16,401,024. This represents a 12.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Raul Marcelo Claure sold 550,000 shares of the company’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $217.57, for a total transaction of $119,663,500.00. Following the sale, the director directly owned 891,204 shares of the company’s stock, valued at $193,899,254.28. The trade was a 38.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 694,134 shares of company stock worth $150,847,799. Company insiders own 0.37% of the company’s stock.

T-Mobile US Trading Down 1.3%

NASDAQ:TMUS opened at $195.50 on Friday. T-Mobile US, Inc. has a one year low of $181.36 and a one year high of $261.56. The company has a debt-to-equity ratio of 1.58, a quick ratio of 0.90 and a current ratio of 1.09. The firm has a market cap of $211.57 billion, a P/E ratio of 20.80, a P/E/G ratio of 1.29 and a beta of 0.43. The firm has a 50-day simple moving average of $206.12 and a 200-day simple moving average of $205.40.

T-Mobile US (NASDAQ:TMUS) last issued its quarterly earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share for the quarter, topping the consensus estimate of $2.01 by $0.26. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The business had revenue of $23.11 billion during the quarter, compared to the consensus estimate of $22.98 billion. During the same quarter last year, the company earned $2.58 earnings per share. The company’s quarterly revenue was up 10.6% on a year-over-year basis. Equities analysts anticipate that T-Mobile US, Inc. will post 10.52 EPS for the current fiscal year.

T-Mobile US Dividend Announcement

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

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.