Nwam LLC Increases Stock Position in T-Mobile US, Inc. $TMUS

Nwam LLC boosted its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 227.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,729 shares of the Wireless communications provider’s stock after purchasing an additional 4,676 shares during the period. Nwam LLC’s holdings in T-Mobile US were worth $1,413,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Lansforsakringar Fondforvaltning AB publ raised its stake in shares of T-Mobile US by 14.6% in the 1st quarter. Lansforsakringar Fondforvaltning AB publ now owns 187,373 shares of the Wireless communications provider’s stock valued at $39,354,000 after purchasing an additional 23,836 shares in the last quarter. Quilter Plc increased its holdings in T-Mobile US by 7.8% in the fourth quarter. Quilter Plc now owns 465,838 shares of the Wireless communications provider’s stock valued at $94,584,000 after buying an additional 33,813 shares during the last quarter. Thrivent Financial for Lutherans increased its holdings in T-Mobile US by 16.7% in the fourth quarter. Thrivent Financial for Lutherans now owns 98,469 shares of the Wireless communications provider’s stock valued at $20,010,000 after buying an additional 14,110 shares during the last quarter. Los Angeles Capital Management LLC raised its stake in T-Mobile US by 32.7% during the fourth quarter. Los Angeles Capital Management LLC now owns 296,083 shares of the Wireless communications provider’s stock valued at $62,370,000 after buying an additional 72,922 shares in the last quarter. Finally, Entropy Technologies LP raised its stake in T-Mobile US by 105.9% during the fourth quarter. Entropy Technologies LP now owns 36,117 shares of the Wireless communications provider’s stock valued at $7,333,000 after buying an additional 18,573 shares in the last quarter. Institutional investors and hedge funds own 42.49% of the company’s stock.

Key Stories Impacting T-Mobile US

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

• Positive Sentiment: KeyCorp raised multiple earnings estimates for T-Mobile US, including Q2 2026 EPS to $2.64, FY2026 EPS to $10.38, and FY2027 EPS to $12.84, reflecting improving profit expectations. KeyCorp estimate updates for T-Mobile US
• Positive Sentiment: Analysts continue to view TMUS favorably, with KeyCorp keeping an Overweight rating and a $260 price target, while other reports highlighted the stock as a cheap blue-chip name with upside potential. Yahoo Finance article on TMUS valuation and analyst support
• Positive Sentiment: Recent coverage suggests investors are looking past the Starlink competitive threat, pointing instead to T-Mobile’s spectrum strategy, SpaceX partnership, and enterprise growth as reasons the stock can keep its premium valuation. MarketBeat article on TMUS and Starlink threat
• Neutral Sentiment: Scotiabank lowered its price target on TMUS to $243 from $263, but still kept a Sector Outperform rating, which signals reduced upside expectations rather than a bearish stance. Scotiabank price target update
• Neutral Sentiment: A Zacks feature said TMUS screens as a strong value stock, but the piece was more about style-score methodology than a new company-specific catalyst. Zacks value stock article

Wall Street Analyst Weigh In

TMUS has been the subject of several research reports. Oppenheimer upgraded T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 target price for the company in a research report on Wednesday, April 29th. Barclays dropped their price target on T-Mobile US from $245.00 to $230.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 8th. Arete Research lifted their price objective on shares of T-Mobile US from $295.00 to $300.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Weiss Ratings lowered shares of T-Mobile US from a “hold (c+)” rating to a “hold (c)” rating in a research note on Monday, June 15th. Finally, The Goldman Sachs Group reissued a “buy” rating on shares of T-Mobile US in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, T-Mobile US has an average rating of “Moderate Buy” and a consensus price target of $254.96.

T-Mobile US Stock Up 0.3%

Shares of T-Mobile US stock opened at $187.62 on Thursday. The stock has a market capitalization of $203.04 billion, a price-to-earnings ratio of 19.96, a PEG ratio of 1.10 and a beta of 0.33. T-Mobile US, Inc. has a twelve month low of $165.66 and a twelve month high of $261.56. The company has a current ratio of 1.09, a quick ratio of 0.97 and a debt-to-equity ratio of 1.58. The business’s 50 day simple moving average is $184.98 and its 200-day simple moving average is $196.34.

T-Mobile US (NASDAQ:TMUS) last released its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.01 by $0.26. The business had revenue of $23.11 billion during the quarter, compared to analyst estimates of $22.98 billion. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The business’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.58 EPS. Equities research analysts forecast that T-Mobile US, Inc. will post 10.68 earnings per share for the current year.

T-Mobile US Dividend Announcement

The business also recently announced 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 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Friday, August 28th. T-Mobile US’s dividend payout ratio (DPR) is presently 43.40%.

Insider Activity

In related news, insider Michael J. Katz sold 5,000 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $195.81, for a total value of $979,050.00. Following the sale, the insider owned 181,930 shares of the company’s stock, valued at $35,623,713.30. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Andre Almeida acquired 5,097 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The stock was purchased at an average price of $196.18 per share, for a total transaction of $999,929.46. Following the completion of the transaction, the insider owned 44,850 shares in the company, valued at $8,798,673. The trade was a 12.82% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.32% of the company’s stock.

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.