T-Mobile US, Inc. $TMUS Stock Position Lowered by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. cut its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 2.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,269,960 shares of the Wireless communications provider’s stock after selling 36,842 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.12% of T-Mobile US worth $207,105,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in TMUS. Main Street Group LTD bought a new position in T-Mobile US in the first quarter worth about $25,000. Paladin Partners LLC bought a new position in shares of T-Mobile US in the 2nd quarter worth approximately $25,000. Dunhill Financial LLC purchased a new position in shares of T-Mobile US in the 2nd quarter valued at approximately $27,000. Highland Investment Advisors LLC purchased a new position in shares of T-Mobile US in the 2nd quarter valued at approximately $30,000. Finally, Sachetta LLC boosted its position in shares of T-Mobile US by 52.9% during the first quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock valued at $33,000 after purchasing an additional 55 shares in the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.

Insider Activity at T-Mobile US

In related news, CAO Daniel James Drobac sold 772 shares of the stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $178.33, for a total transaction of $137,670.76. Following the completion of the transaction, the chief accounting officer owned 35,118 shares of the company’s stock, valued at approximately $6,262,592.94. This trade represents a 2.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.32% of the company’s stock.

Key T-Mobile US News

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

• Positive Sentiment: Strong Q3 performance and raised guidance: T-Mobile reported $3.22 in quarterly EPS, above expectations, while net income increased approximately 27%. Growth in service revenue, premium-plan adoption, account additions and average revenue per account helped drive the beat. Management raised its 2026 earnings, EBITDA and free-cash-flow outlook, providing a positive catalyst for TMUS. TMUS Q3 Earnings Beat Estimates on Strong Service Revenue Growth
• Positive Sentiment: SpaceX may face a costly challenge: Estimates that SpaceX could need an additional $120 billion to $130 billion to build a nationwide wireless rival support the competitive position of established carriers, including T-Mobile. This reduces near-term fears that SpaceX can quickly replicate TMUS’s network and customer scale. SpaceX’s $28 Billion Spectrum Deals May Not Be Enough
• Neutral Sentiment: Analyst views remain mixed: JPMorgan, KeyCorp, Deutsche Bank and Citi reduced their price targets, while maintaining ratings ranging from neutral to overweight. Scotiabank raised its target modestly and TD Cowen retained a buy rating, indicating substantial long-term upside but less near-term consensus confidence.
• Negative Sentiment: Customer and spending risks: Postpaid account churn rose to 1.09% from 0.97%, and free-cash-flow growth partly reflected lower capital spending that is expected to increase in the fourth quarter. High debt, intense competition and rising costs could constrain future shareholder returns. T-Mobile Profit Up 27% as Account Churn Rises
• Negative Sentiment: Merger uncertainty and SpaceX strategy: Reports that Deutsche Telekom has put a potential $300 billion transaction on hold remove a possible strategic catalyst. Separately, T-Mobile’s CEO said there is no room for an MVNO partnership with SpaceX, leaving the company exposed if SpaceX proceeds with a direct terrestrial wireless offering. Historic T-Mobile Deutsche Telekom Merger Put on Ice

Analysts Set New Price Targets

TMUS has been the subject of a number of recent research reports. Benchmark lowered their price target on shares of T-Mobile US from $295.00 to $280.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Raymond James Financial upgraded shares of T-Mobile US from a “market perform” rating to an “outperform” rating and set a $170.00 target price for the company in a report on Monday, October 12th. TD Cowen cut their price target on T-Mobile US from $260.00 to $258.00 and set a “buy” rating on the stock in a research note on Thursday. Barclays lowered their price objective on T-Mobile US from $215.00 to $200.00 and set an “overweight” rating for the company in a research note on Tuesday, September 29th. Finally, Scotiabank lifted their target price on shares of T-Mobile US from $212.00 to $214.00 and gave the stock a “sector outperform” rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, T-Mobile US presently has an average rating of “Moderate Buy” and a consensus price target of $238.25.

T-Mobile US Stock Performance

NASDAQ:TMUS opened at $156.44 on Monday. T-Mobile US, Inc. has a 52 week low of $143.75 and a 52 week high of $224.75. The firm has a 50 day moving average of $167.13 and a 200 day moving average of $186.92. The company has a quick ratio of 0.78, a current ratio of 0.91 and a debt-to-equity ratio of 1.45. The stock has a market capitalization of $165.71 billion, a price-to-earnings ratio of 15.10, a PEG ratio of 0.91 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS) last released its earnings results on Wednesday, October 28th. The Wireless communications provider reported $3.22 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $0.33. T-Mobile US had a return on equity of 21.47% and a net margin of 12.05%. The firm had revenue of $23.58 billion during the quarter, compared to the consensus estimate of $23.15 billion. During the same quarter in the previous year, the company posted $2.41 earnings per share. The company’s revenue was up 7.4% compared to the same quarter last year. As a group, sell-side analysts anticipate that T-Mobile US, Inc. will post 11.36 earnings per share for the current fiscal year.

T-Mobile US Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Wednesday, November 25th will be issued a $1.17 dividend. The ex-dividend date is Wednesday, November 25th. This represents a $4.68 annualized dividend and a dividend yield of 3.0%. This is an increase from T-Mobile US’s previous quarterly dividend of $1.02. T-Mobile US’s dividend payout ratio (DPR) is currently 45.17%.

T-Mobile US Company Profile

T-Mobile US, Inc (NASDAQ: TMUS) is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States, Puerto Rico and the U.S. Virgin Islands. Its offerings include postpaid and prepaid wireless plans, connected devices, broadband internet and other communications services.

The company operates a nationwide wireless network, including 5G services, and sells smartphones, tablets, connected devices and related accessories through retail stores, online channels and third-party distributors.