Banco Santander S.A. Has $20.79 Million Position in T-Mobile US, Inc. $TMUS

Banco Santander S.A. lifted its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 4.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 86,839 shares of the Wireless communications provider’s stock after purchasing an additional 4,087 shares during the quarter. Banco Santander S.A.’s holdings in T-Mobile US were worth $20,788,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in TMUS. Howard Hughes Medical Institute bought a new stake in shares of T-Mobile US during the second quarter worth $25,000. United Community Bank grew its position in T-Mobile US by 131.1% during the 3rd 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 last quarter. Elevation Wealth Partners LLC increased its holdings in T-Mobile US by 190.0% in the 3rd quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider’s stock worth $28,000 after purchasing an additional 76 shares in the last quarter. Aspect Partners LLC raised its position in T-Mobile US by 112.1% in the second quarter. Aspect Partners LLC now owns 123 shares of the Wireless communications provider’s stock valued at $29,000 after purchasing an additional 65 shares during the last quarter. Finally, CoreFirst Bank & Trust bought a new position in T-Mobile US in the second quarter valued at about $31,000. Institutional investors own 42.49% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on TMUS. Sanford C. Bernstein reiterated a “neutral” rating on shares of T-Mobile US in a report on Thursday, February 19th. KeyCorp raised shares of T-Mobile US from an “underweight” rating to a “sector weight” rating in a research note on Tuesday, December 2nd. Wells Fargo & Company boosted their price objective on shares of T-Mobile US from $225.00 to $235.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Wolfe Research restated an “outperform” rating and issued a $255.00 price objective on shares of T-Mobile US in a report on Thursday, February 12th. Finally, Citigroup cut their target price on T-Mobile US from $268.00 to $220.00 and set a “neutral” rating on the stock in a report on Friday, December 19th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $257.09.

T-Mobile US Price Performance

Shares of NASDAQ TMUS opened at $213.15 on Friday. The firm has a market capitalization of $234.86 billion, a P/E ratio of 21.95, a P/E/G ratio of 1.41 and a beta of 0.44. The firm’s 50-day moving average price is $200.29 and its 200-day moving average price is $217.51. The company has a current ratio of 1.00, a quick ratio of 0.90 and a debt-to-equity ratio of 1.45. T-Mobile US, Inc. has a 1-year low of $181.36 and a 1-year high of $276.49.

T-Mobile US Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Friday, February 27th will be issued a dividend of $1.02 per share. The ex-dividend date is Friday, February 27th. This represents a $4.08 annualized dividend and a dividend yield of 1.9%. T-Mobile US’s payout ratio is currently 42.02%.

Insider Activity at T-Mobile US

In related news, Director Letitia A. Long sold 1,457 shares of the stock in a transaction on Friday, December 5th. The stock was sold at an average price of $210.32, for a total value of $306,436.24. Following the transaction, the director directly owned 5,438 shares in the company, valued at $1,143,720.16. This trade represents a 21.13% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director G Michael Sievert sold 80,000 shares of the business’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 sale, the director owned 140,696 shares of the company’s stock, valued at $30,241,198.24. This trade represents a 36.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 692,300 shares of company stock valued at $150,426,595 over the last three months. 0.37% of the stock is currently owned by company insiders.

T-Mobile US News Summary

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

• Positive Sentiment: T‑Mobile launched Samsung Galaxy S26 “on Us” upgrade offers emphasizing 5G Advanced features exclusive to T‑Mobile’s network — a near‑term catalyst for device sales and retention. T‑Mobile Galaxy S26 launch
• Positive Sentiment: Dividend and capital returns: T‑Mobile recently declared a quarterly dividend (record/ex‑dividend timing noted in filings) and buyback commentary remains a part of the bull narrative, supporting income/total‑return expectations. MarketBeat TMUS summary
• Positive Sentiment: Small institutional buying reported (Brucke Financial increased its stake), a modest signal of investor interest. Brucke Financial stake increase
• Neutral Sentiment: Management visibility: CEO Srini Gopalan guesting on a T. Rowe Price podcast about connectivity/AI and T‑Mobile’s presentation at the Morgan Stanley TMT conference (March 4) give management opportunities to reset guidance or address churn/ARPU concerns. CEO podcast
• Neutral Sentiment: Industry context items (e.g., new loyalty platforms, broader telecom comparisons) are circulating but are not immediate company‑specific catalysts. FUZE Member Benefit
• Negative Sentiment: Insider/director selling: Multiple filings show Director G. Michael Sievert and insider Mark Wolfe Nelson sold material blocks of shares over Feb. 19–24 (large cumulative disposals). Such sales often pressure near‑term sentiment even if done for diversification or tax reasons. Insider selling alert
• Negative Sentiment: Competitive pricing/retention risk: Charter’s Spectrum aggressive switch offers and reporting of softer loyalty metrics at T‑Mobile raise concerns about churn and the need for promotional spending to defend share. Spectrum switch savings
• Negative Sentiment: Analyst/peer pressure: Articles highlighting TMUS underperformance vs. peers (and some downward target adjustments) add a valuation headwind and reinforce cautious positioning by some investors. Reassess TMUS article

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.