T-Mobile US, Inc. $TMUS is First National Bank of Mount Dora Trust Investment Services’ 6th Largest Position

First National Bank of Mount Dora Trust Investment Services raised its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 34.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 59,958 shares of the Wireless communications provider’s stock after acquiring an additional 15,495 shares during the quarter. T-Mobile US makes up approximately 2.7% of First National Bank of Mount Dora Trust Investment Services’ holdings, making the stock its 6th largest position. First National Bank of Mount Dora Trust Investment Services’ holdings in T-Mobile US were worth $12,593,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. CYBER HORNET ETFs LLC boosted its position in shares of T-Mobile US by 3.8% during the third quarter. CYBER HORNET ETFs LLC now owns 1,319 shares of the Wireless communications provider’s stock valued at $316,000 after purchasing an additional 48 shares in the last quarter. Meeder Asset Management Inc. raised its holdings in T-Mobile US by 16.2% in the fourth quarter. Meeder Asset Management Inc. now owns 351 shares of the Wireless communications provider’s stock worth $71,000 after purchasing an additional 49 shares in the last quarter. Wellspring Financial Advisors LLC raised its holdings in T-Mobile US by 4.3% in the fourth quarter. Wellspring Financial Advisors LLC now owns 1,273 shares of the Wireless communications provider’s stock worth $259,000 after purchasing an additional 52 shares in the last quarter. Essex Financial Services Inc. lifted its position in T-Mobile US by 3.5% during the first quarter. Essex Financial Services Inc. now owns 1,551 shares of the Wireless communications provider’s stock valued at $326,000 after buying an additional 53 shares during the period. Finally, Tcfg Wealth Management LLC lifted its position in T-Mobile US by 5.6% during the third quarter. Tcfg Wealth Management LLC now owns 999 shares of the Wireless communications provider’s stock valued at $239,000 after buying an additional 53 shares during the period. Hedge funds and other institutional investors own 42.49% of the company’s stock.

T-Mobile US News Roundup

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

• Positive Sentiment: Analyst H. Engel of Erste Group Bank raised T-Mobile’s FY2026 EPS forecast to $10.82 from $10.45 and FY2027 expectations to $13.70 from $13.52, signaling improving earnings prospects. Erste Group Bank estimate revisions
• Positive Sentiment: A bullish investment analysis cited T-Mobile’s 7.9% year-over-year revenue growth, multiple guidance increases, aggressive share repurchases, a growing dividend and projected 2026 free cash flow of $18.4 billion to $18.8 billion. The report also highlighted the company’s relatively low leverage and discounted forward valuation. T-Mobile: The SpaceX Fear Is A Long-Term Buying Opportunity
• Neutral Sentiment: The broader consumer-stock sector traded mixed, providing little overall sector support or direction for TMUS. Consumer stocks sector update
• Neutral Sentiment: Investors remain focused on potential competition from SpaceX and Starlink, including possible spectrum-related activity or acquisitions that could challenge traditional wireless carriers over the longer term. SpaceX and wireless carrier competition
• Negative Sentiment: Semafor reported that T-Mobile’s U.S. leadership told Deutsche Telekom it no longer supports a proposed $300 billion merger. The apparent roadblock increases uncertainty around the transaction and was the clearest immediate catalyst weighing on TMUS sentiment. T-Mobile executives oppose Deutsche Telekom merger plan

T-Mobile US Price Performance

TMUS opened at $172.71 on Monday. The stock has a 50-day moving average price of $183.14 and a 200-day moving average price of $194.89. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83. The firm has a market cap of $185.26 billion, a PE ratio of 18.08, a P/E/G ratio of 0.97 and a beta of 0.33. T-Mobile US, Inc. has a 1 year low of $165.66 and a 1 year high of $261.56.

T-Mobile US (NASDAQ:TMUS) last announced its quarterly earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.40. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. The company had revenue of $22.79 billion for the quarter, compared to analysts’ expectations of $22.95 billion. During the same quarter in the previous year, the business posted $2.84 EPS. T-Mobile US’s revenue was up 7.9% compared to the same quarter last year. Sell-side analysts predict that T-Mobile US, Inc. will post 10.69 earnings per share for the current fiscal year.

T-Mobile US Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be paid a $1.02 dividend. This represents a $4.08 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Friday, August 28th. T-Mobile US’s dividend payout ratio is currently 42.72%.

Insider Activity

In other news, COO Jon Freier sold 4,799 shares of the stock in a transaction that occurred 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 sale, the chief operating officer owned 217,168 shares in the company, valued at $41,261,920. This represents a 2.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.32% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on TMUS shares. Benchmark reduced their target price on shares of T-Mobile US from $295.00 to $280.00 and set a “buy” rating on the stock in a research report on Friday, July 24th. Freedom Capital raised shares of T-Mobile US from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 17th. DZ Bank reissued a “buy” rating on shares of T-Mobile US in a research note on Wednesday, May 6th. JPMorgan Chase & Co. restated a “buy” rating on shares of T-Mobile US in a report on Tuesday, May 19th. Finally, Royal Bank Of Canada decreased their target price on shares of T-Mobile US from $240.00 to $230.00 and set an “outperform” rating for the company in a research note on Monday, July 20th. One investment 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.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $252.08.

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.