Talon Private Wealth LLC Makes New Investment in T-Mobile US, Inc. $TMUS

Talon Private Wealth LLC bought a new position in T-Mobile US, Inc. (NASDAQ:TMUS) during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 8,646 shares of the Wireless communications provider’s stock, valued at approximately $1,816,000.

Other institutional investors also recently modified their holdings of the company. Price T Rowe Associates Inc. MD grew its stake in T-Mobile US by 30.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 27,795,065 shares of the Wireless communications provider’s stock valued at $5,643,511,000 after purchasing an additional 6,516,968 shares during the period. State Street Corp increased its position in shares of T-Mobile US by 4.3% during the 4th quarter. State Street Corp now owns 25,281,709 shares of the Wireless communications provider’s stock valued at $5,133,198,000 after purchasing an additional 1,047,624 shares during the last quarter. Capital International Investors raised its stake in shares of T-Mobile US by 8.2% during the 4th quarter. Capital International Investors now owns 14,847,697 shares of the Wireless communications provider’s stock worth $3,014,754,000 after purchasing an additional 1,121,409 shares during the period. Invesco Ltd. raised its stake in shares of T-Mobile US by 10.5% during the 4th quarter. Invesco Ltd. now owns 8,730,485 shares of the Wireless communications provider’s stock worth $1,772,638,000 after purchasing an additional 827,381 shares during the period. Finally, Norges Bank purchased a new position in shares of T-Mobile US in the 4th quarter worth about $1,335,918,000. 42.49% of the stock is owned by institutional investors.

T-Mobile US News Summary

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

• Positive Sentiment: UBS lowered its price target from $255 to $235 but maintained a “Buy” rating, implying substantial potential upside from the recent trading level. The target cut reflects a more cautious outlook rather than a change to UBS’s positive investment stance. Benzinga
• Positive Sentiment: T-Mobile’s CEO is continuing to reduce free-phone promotions after elevated postpaid churn showed signs of improving. Fewer giveaways could support margins and cash flow, although the strategy risks making the carrier less attractive to price-sensitive customers. T-Mobile cuts free phone deals
• Neutral Sentiment: Customer experience is emerging as an important competitive differentiator for T-Mobile and Verizon, but analysts caution that customer-experience scores should not be treated as a direct forecast of subscriber or financial growth. Customer experience competition
• Neutral Sentiment: The broader 5G market remains a long-term growth opportunity, with global subscriptions expected to expand significantly through 2031. However, North American penetration is already high, shifting the industry’s focus from coverage expansion to customer retention, pricing and service quality. Telecom stocks comparison
• Negative Sentiment: Investment commentary questioned whether T-Mobile’s unusually strong returns on assets can persist as competition intensifies. Starlink’s push into home broadband could limit T-Mobile’s ability to raise prices and pressure its broadband growth and profitability assumptions. Emerging network competition concerns
• Negative Sentiment: A service outage affected thousands of T-Mobile customers across the United States. Although the company said resources were focused on restoring service, the incident could damage customer satisfaction and increase churn concerns. T-Mobile outage

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on TMUS shares. Barclays decreased their price target on shares of T-Mobile US from $230.00 to $215.00 and set an “overweight” rating for the company in a research note on Friday, July 24th. Moffett Nathanson raised T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price objective for the company in a report on Wednesday, April 8th. The Goldman Sachs Group reissued a “buy” rating on shares of T-Mobile US in a research report on Wednesday, April 29th. Royal Bank Of Canada lowered their target price on T-Mobile US from $240.00 to $230.00 and set an “outperform” rating on the stock in a research note on Monday, July 20th. Finally, Sanford C. Bernstein reaffirmed a “neutral” rating on shares of T-Mobile US in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $252.08.

T-Mobile US Price Performance

Shares of NASDAQ TMUS opened at $182.39 on Wednesday. The stock’s 50-day simple moving average is $184.04 and its two-hundred day simple moving average is $195.37. T-Mobile US, Inc. has a twelve month low of $165.66 and a twelve month high of $261.56. The firm has a market capitalization of $195.64 billion, a P/E ratio of 19.10, a P/E/G ratio of 1.01 and a beta of 0.33. The company has a quick ratio of 0.83, a current ratio of 0.92 and a debt-to-equity ratio of 1.48.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $22.79 billion for the quarter, compared to analysts’ expectations of $22.95 billion. During the same quarter last year, the company posted $2.84 EPS. The business’s quarterly revenue was up 7.9% on a year-over-year basis. As a group, equities analysts anticipate that T-Mobile US, Inc. will post 10.56 EPS for the current fiscal year.

T-Mobile US Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be issued a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Friday, August 28th. T-Mobile US’s payout ratio is presently 42.72%.

Insider Transactions at T-Mobile US

In other T-Mobile US news, insider Michael J. Katz sold 5,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $195.81, for a total value of $979,050.00. Following the completion of the sale, the insider directly owned 181,930 shares of the company’s stock, valued at $35,623,713.30. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Jon Freier sold 4,799 shares of the business’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $190.00, for a total value 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 approximately $41,261,920. This trade represents a 2.16% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company 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.