Erste Asset Management GmbH Has $31.51 Million Stock Position in T-Mobile US, Inc. $TMUS

Erste Asset Management GmbH reduced its holdings in T-Mobile US, Inc. (NASDAQ:TMUS) by 5.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 132,416 shares of the Wireless communications provider’s stock after selling 7,869 shares during the quarter. Erste Asset Management GmbH’s holdings in T-Mobile US were worth $31,510,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. TIAA Trust National Association lifted its position in shares of T-Mobile US by 12.7% during the 3rd quarter. TIAA Trust National Association now owns 8,299 shares of the Wireless communications provider’s stock valued at $1,987,000 after acquiring an additional 934 shares during the period. Banco Santander S.A. increased its stake in T-Mobile US by 4.9% in the third quarter. Banco Santander S.A. now owns 86,839 shares of the Wireless communications provider’s stock valued at $20,788,000 after purchasing an additional 4,087 shares in the last quarter. Xponance Inc. increased its stake in T-Mobile US by 17.7% in the third quarter. Xponance Inc. now owns 80,749 shares of the Wireless communications provider’s stock valued at $19,330,000 after purchasing an additional 12,143 shares in the last quarter. Integrated Advisors Network LLC raised its holdings in shares of T-Mobile US by 24.1% during the third quarter. Integrated Advisors Network LLC now owns 5,152 shares of the Wireless communications provider’s stock valued at $1,233,000 after purchasing an additional 1,002 shares during the period. Finally, DNB Asset Management AS boosted its position in shares of T-Mobile US by 27.7% during the 3rd quarter. DNB Asset Management AS now owns 715,202 shares of the Wireless communications provider’s stock worth $171,205,000 after purchasing an additional 155,260 shares in the last quarter. 42.49% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

TMUS has been the topic of a number of research reports. Barclays upped their price target on T-Mobile US from $240.00 to $245.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. KeyCorp upgraded T-Mobile US from an “underweight” rating to a “sector weight” rating in a report on Tuesday, December 2nd. JPMorgan Chase & Co. reiterated a “buy” rating on shares of T-Mobile US in a report on Thursday, February 12th. TD Cowen decreased their price target on shares of T-Mobile US from $263.00 to $252.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Finally, Citigroup lowered their price objective on shares of T-Mobile US from $268.00 to $220.00 and set a “neutral” rating on the stock in a report on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, T-Mobile US presently has a consensus rating of “Moderate Buy” and a consensus target price of $257.09.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: T‑Mobile launched Samsung Galaxy S26 “on Us” upgrade offers emphasizing 5G Advanced features exclusive to T‑Mobile’s network — a near‑term catalyst for device sales and retention. T‑Mobile Galaxy S26 launch
• Positive Sentiment: Dividend and capital returns: T‑Mobile recently declared a quarterly dividend (record/ex‑dividend timing noted in filings) and buyback commentary remains a part of the bull narrative, supporting income/total‑return expectations. MarketBeat TMUS summary
• Positive Sentiment: Small institutional buying reported (Brucke Financial increased its stake), a modest signal of investor interest. Brucke Financial stake increase
• Neutral Sentiment: Management visibility: CEO Srini Gopalan guesting on a T. Rowe Price podcast about connectivity/AI and T‑Mobile’s presentation at the Morgan Stanley TMT conference (March 4) give management opportunities to reset guidance or address churn/ARPU concerns. CEO podcast
• Neutral Sentiment: Industry context items (e.g., new loyalty platforms, broader telecom comparisons) are circulating but are not immediate company‑specific catalysts. FUZE Member Benefit
• Negative Sentiment: Insider/director selling: Multiple filings show Director G. Michael Sievert and insider Mark Wolfe Nelson sold material blocks of shares over Feb. 19–24 (large cumulative disposals). Such sales often pressure near‑term sentiment even if done for diversification or tax reasons. Insider selling alert
• Negative Sentiment: Competitive pricing/retention risk: Charter’s Spectrum aggressive switch offers and reporting of softer loyalty metrics at T‑Mobile raise concerns about churn and the need for promotional spending to defend share. Spectrum switch savings
• Negative Sentiment: Analyst/peer pressure: Articles highlighting TMUS underperformance vs. peers (and some downward target adjustments) add a valuation headwind and reinforce cautious positioning by some investors. Reassess TMUS article

T-Mobile US Stock Performance

Shares of TMUS opened at $213.15 on Friday. The stock has a 50 day moving average of $200.29 and a 200 day moving average of $217.51. The company has a current ratio of 1.00, a quick ratio of 0.90 and a debt-to-equity ratio of 1.45. T-Mobile US, Inc. has a 12 month low of $181.36 and a 12 month high of $276.49. The company has a market capitalization of $234.86 billion, a price-to-earnings ratio of 21.95, a PEG ratio of 1.41 and a beta of 0.44.

T-Mobile US Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Friday, February 27th will be issued a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Friday, February 27th. T-Mobile US’s payout ratio is 42.02%.

Insider Activity at T-Mobile US

In other news, insider Mark Wolfe Nelson sold 10,240 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $220.80, for a total transaction of $2,260,992.00. Following the completion of the transaction, the insider directly owned 74,280 shares of the company’s stock, valued at $16,401,024. This represents a 12.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Peter Osvaldik sold 27,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $214.86, for a total transaction of $5,801,220.00. Following the sale, the chief financial officer owned 51,573 shares of the company’s stock, valued at approximately $11,080,974.78. The trade was a 34.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 692,300 shares of company stock valued at $150,426,595 in the last 90 days. 0.37% of the stock is currently owned by company insiders.

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.