Vanguard Group Inc. Acquires 19,294 Shares of T-Mobile US, Inc. $TMUS

Vanguard Group Inc. raised its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 0.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 42,816,368 shares of the Wireless communications provider’s stock after purchasing an additional 19,294 shares during the period. Vanguard Group Inc.’s holdings in T-Mobile US were worth $8,693,435,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Munich Reinsurance Co Stock Corp in Munich boosted its position in shares of T-Mobile US by 104.1% during the fourth quarter. Munich Reinsurance Co Stock Corp in Munich now owns 396,790 shares of the Wireless communications provider’s stock valued at $80,866,000 after buying an additional 202,410 shares during the last quarter. Riverbend Wealth Management LLC lifted its stake in T-Mobile US by 21.2% during the 4th quarter. Riverbend Wealth Management LLC now owns 1,136 shares of the Wireless communications provider’s stock valued at $231,000 after acquiring an additional 199 shares during the period. Broadway Wealth Solutions Inc. boosted its holdings in shares of T-Mobile US by 8.1% during the 4th quarter. Broadway Wealth Solutions Inc. now owns 1,389 shares of the Wireless communications provider’s stock valued at $282,000 after acquiring an additional 104 shares during the last quarter. Concurrent Investment Advisors LLC grew its stake in shares of T-Mobile US by 1.5% in the fourth quarter. Concurrent Investment Advisors LLC now owns 11,896 shares of the Wireless communications provider’s stock worth $2,415,000 after acquiring an additional 172 shares during the period. Finally, China Universal Asset Management Co. Ltd. grew its stake in shares of T-Mobile US by 6.5% in the fourth quarter. China Universal Asset Management Co. Ltd. now owns 31,652 shares of the Wireless communications provider’s stock worth $6,427,000 after acquiring an additional 1,942 shares during the period. Institutional investors own 42.49% of the company’s stock.

T-Mobile US News Summary

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

• Positive Sentiment: Major brokerages reaffirmed confidence in TMUS with Barclays and JPMorgan both reiterating “buy” ratings, supporting demand for the shares despite recent volatility. Read More. Read More.
• Positive Sentiment: Analysts and research notes (Zacks) expect T-Mobile to potentially top Q1 earnings estimates as continued 5G rollout, fiber and AI-driven demand boost telecom revenue drivers—a near-term fundamental upside ahead of the quarter. Read More.
• Positive Sentiment: Product/service expansion: T‑Mobile is piloting same‑day DoorDash deliveries of 5G home internet equipment, highlighting incremental customer‑acquisition and distribution initiatives. Read More.
• Neutral Sentiment: Sanford C. Bernstein reaffirmed a “Neutral” rating—indicative of mixed views within the Street and signaling some divergence in conviction despite buy-side support. Read More.
• Neutral Sentiment: Wall Street previews and countdown pieces outline key Q1 metrics investors should watch (ARPU, postpaid adds, service revenue and margin), keeping focus on the upcoming earnings print for directional clarity. Read More.
• Neutral Sentiment: Market commentary has labeled TMUS as “oversold” among communication-services names, suggesting technical bounce potential if news flow stabilizes. Read More.
• Negative Sentiment: Merger/takeover speculation: reports that Deutsche Telekom is exploring a full merger or takeover of T‑Mobile have driven large intraday moves—introducing regulatory uncertainty, potential deal complexity and valuation questions that appear to be the primary source of today’s downside pressure. Read More.
• Negative Sentiment: Broad media coverage and analytical pieces discussing a possible $200–$400B+ transaction have amplified volatility and selling by investors seeking to avoid takeover/regulatory risk before clearer guidance emerges. Read More.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. KeyCorp upgraded shares of T-Mobile US from a “sector weight” rating to an “overweight” rating and set a $260.00 price objective on the stock in a research report on Monday, April 13th. TD Cowen cut their target price on shares of T-Mobile US from $263.00 to $252.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Wall Street Zen cut T-Mobile US from a “hold” rating to a “sell” rating in a report on Saturday, March 14th. Daiwa Securities Group upgraded T-Mobile US from a “neutral” rating to an “outperform” rating and set a $240.00 price target on the stock in a research note on Thursday, February 19th. Finally, Morgan Stanley began coverage on T-Mobile US in a report on Thursday, April 16th. They issued an “overweight” rating and a $260.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $260.91.

T-Mobile US Stock Performance

Shares of NASDAQ TMUS opened at $189.80 on Monday. The firm has a 50 day moving average of $208.21 and a 200 day moving average of $206.12. The company has a current ratio of 1.00, a quick ratio of 0.90 and a debt-to-equity ratio of 1.45. The firm has a market capitalization of $209.13 billion, a price-to-earnings ratio of 19.55, a price-to-earnings-growth ratio of 1.24 and a beta of 0.43. T-Mobile US, Inc. has a 12-month low of $181.36 and a 12-month high of $261.56.

T-Mobile US Announces Dividend

The firm 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. This represents a $4.08 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US’s dividend payout ratio (DPR) is currently 42.02%.

Insider Activity

In other news, Director Srikant M. Datar sold 3,291 shares of the company’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $221.10, for a total value of $727,640.10. Following the completion of the sale, the director directly owned 1,038 shares in the company, valued at $229,501.80. This represents a 76.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Raul Marcelo Claure sold 550,000 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $217.57, for a total value of $119,663,500.00. Following the completion of the transaction, the director directly owned 891,204 shares in the company, valued at approximately $193,899,254.28. This represents a 38.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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.

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.