SEB Asset Management AB Acquires New Position in T-Mobile US, Inc. $TMUS

SEB Asset Management AB acquired a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 108,344 shares of the Wireless communications provider’s stock, valued at approximately $22,755,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Main Street Group LTD purchased a new stake in shares of T-Mobile US during the 1st quarter valued at approximately $25,000. JDM Financial Group LLC grew its stake in T-Mobile US by 114.0% in the 4th quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock valued at $25,000 after buying an additional 65 shares in the last quarter. Swiss RE Ltd. purchased a new position in T-Mobile US in the 4th quarter valued at approximately $29,000. Turning Point Benefit Group Inc. raised its holdings in T-Mobile US by 3,825.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock valued at $32,000 after acquiring an additional 153 shares during the period. Finally, Sachetta LLC raised its holdings in T-Mobile US by 52.9% during the 1st quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock valued at $33,000 after acquiring an additional 55 shares during the period. Institutional investors own 42.49% of the company’s stock.

T-Mobile US Price Performance

Shares of NASDAQ:TMUS opened at $192.43 on Monday. The firm has a fifty day moving average price of $184.93 and a two-hundred day moving average price of $196.20. The company has a market cap of $208.25 billion, a price-to-earnings ratio of 20.47, a PEG ratio of 1.14 and a beta of 0.33. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.09 and a quick ratio of 0.97. T-Mobile US, Inc. has a one year low of $165.66 and a one year high of $261.56.

T-Mobile US (NASDAQ:TMUS) last released 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 net margin of 11.65% and a return on equity of 19.47%. The firm had revenue of $23.11 billion for the quarter, compared to analysts’ expectations of $22.98 billion. During the same quarter in the prior year, the firm posted $2.58 earnings per share. The business’s quarterly revenue was up 10.6% on a year-over-year basis. Analysts anticipate that T-Mobile US, Inc. will post 10.53 EPS for the current fiscal year.

T-Mobile US Announces Dividend

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 given a dividend of $1.02 per share. The ex-dividend date is Friday, August 28th. This represents a $4.08 annualized dividend and a yield of 2.1%. T-Mobile US’s payout ratio is presently 43.40%.

Insider Transactions at T-Mobile US

In other T-Mobile US news, insider Michael J. Katz sold 5,000 shares of the stock in a transaction that occurred 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 transaction, the insider directly owned 181,930 shares in the company, valued at $35,623,713.30. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Jon Freier sold 4,799 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were 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 directly owned 217,168 shares of the company’s stock, valued at $41,261,920. This trade represents a 2.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.32% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the company. DZ Bank reaffirmed a “buy” rating on shares of T-Mobile US in a report on Wednesday, May 6th. Royal Bank Of Canada decreased their price objective on T-Mobile US from $255.00 to $240.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 29th. Scotiabank dropped their price objective on T-Mobile US from $263.00 to $243.00 and set a “sector outperform” rating on the stock in a report on Wednesday, July 15th. Sanford C. Bernstein restated a “neutral” rating on shares of T-Mobile US in a research note on Wednesday, April 22nd. Finally, JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of T-Mobile US in a report on Tuesday, May 19th. One equities 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 data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $254.96.

Key Stories Impacting T-Mobile US

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

• Positive Sentiment: TMUS still screens as an earnings-growth story, with Erste Group Bank’s FY2027 EPS estimate at $13.52, well above the current full-year consensus of $10.53, suggesting solid longer-term profit potential.
• Neutral Sentiment: Analysts continue to focus on upcoming earnings, with several previews noting that T-Mobile may not have the usual setup for a clear beat, keeping investor expectations cautious ahead of the report.
• Neutral Sentiment: One valuation update trimmed T-Mobile’s fair value estimate to $253.88 from $259.08, reflecting a modestly more conservative view tied to competitive concerns around Starlink and spectrum strategy. T Mobile (TMUS) Stock Sees Modest Fair Value Cut As Starlink Risks Shape Analyst Views
• Neutral Sentiment: Erste Group also slightly cut FY2026 EPS to $10.45 from $10.47, a small reduction that does not materially change the outlook but adds to the cautious tone.
• Negative Sentiment: The main pressure on the stock appears to be pre-earnings caution, as investors weigh whether growth can match expectations and whether competitive threats could limit upside.

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.