Impax Asset Management Group plc Takes Position in T-Mobile US, Inc. $TMUS

Impax Asset Management Group plc acquired a new position in T-Mobile US, Inc. (NASDAQ:TMUS) in the 3rd quarter, HoldingsChannel reports. The fund acquired 4,463 shares of the Wireless communications provider’s stock, valued at approximately $1,068,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in TMUS. Johnson Investment Counsel Inc. raised its position in shares of T-Mobile US by 10.9% in the second quarter. Johnson Investment Counsel Inc. now owns 2,102 shares of the Wireless communications provider’s stock valued at $501,000 after purchasing an additional 206 shares during the period. MGO One Seven LLC grew its stake in T-Mobile US by 13.0% in the 2nd quarter. MGO One Seven LLC now owns 5,760 shares of the Wireless communications provider’s stock valued at $1,372,000 after buying an additional 664 shares in the last quarter. RFG Advisory LLC grew its stake in T-Mobile US by 26.5% in the 2nd quarter. RFG Advisory LLC now owns 7,342 shares of the Wireless communications provider’s stock valued at $1,749,000 after buying an additional 1,537 shares in the last quarter. Wilmington Savings Fund Society FSB raised its holdings in T-Mobile US by 1.4% during the 2nd quarter. Wilmington Savings Fund Society FSB now owns 5,483 shares of the Wireless communications provider’s stock valued at $1,306,000 after acquiring an additional 75 shares during the period. Finally, Bayforest Capital Ltd lifted its position in shares of T-Mobile US by 118.8% during the second quarter. Bayforest Capital Ltd now owns 1,083 shares of the Wireless communications provider’s stock worth $258,000 after acquiring an additional 588 shares in the last quarter. 42.49% of the stock is currently owned by institutional investors.

T-Mobile US Stock Performance

Shares of TMUS opened at $214.68 on Friday. T-Mobile US, Inc. has a 12-month low of $181.36 and a 12-month high of $276.49. The company has a current ratio of 1.00, a quick ratio of 0.80 and a debt-to-equity ratio of 1.45. The company has a market cap of $240.12 billion, a PE ratio of 22.11, a price-to-earnings-growth ratio of 1.16 and a beta of 0.44. The stock has a 50-day moving average price of $196.66 and a 200-day moving average price of $219.08.

T-Mobile US Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Friday, February 27th will be paid a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Friday, February 27th. T-Mobile US’s payout ratio is currently 39.23%.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Argus reduced their price target on T-Mobile US from $275.00 to $245.00 and set a “buy” rating for the company in a research report on Tuesday, December 9th. Daiwa Securities Group reduced their target price on T-Mobile US from $240.00 to $230.00 and set a “neutral” rating for the company in a report on Tuesday, October 28th. Williams Trading set a $263.00 price target on T-Mobile US in a research report on Friday, October 24th. Morgan Stanley lowered their price target on shares of T-Mobile US from $280.00 to $260.00 and set an “overweight” rating on the stock in a report on Wednesday, December 10th. Finally, Citigroup reduced their price objective on shares of T-Mobile US from $268.00 to $220.00 and set a “neutral” rating for the company in a research note on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $256.22.

Key T-Mobile US News

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

• Positive Sentiment: T‑Mobile raised its multi‑year growth outlook at its Capital Markets Day — management lifted its 2027 service‑revenue and adjusted free cash flow targets (higher long‑term growth and cash generation supports valuation and buybacks). T-Mobile Raises the Bar — Business Wire
• Positive Sentiment: Quarterly results showed revenue beat and strong customer growth (robust postpaid and broadband additions), giving credibility to the growth story even though some profit metrics were mixed — supports revenue momentum and recurring cash flow. TMUS Q4 Earnings Beat — Zacks
• Positive Sentiment: Analysts largely stayed constructive: Goldman Sachs and Barclays raised price targets and maintained buy/overweight stances, providing fresh upward earnings/valuation support. Goldman Sachs Adjusts PT — MarketScreener
• Positive Sentiment: Strategic wins: T‑Mobile touted real‑time agentic AI in‑network and emphasized 5G FWA broadband as a competitive alternative to rivals’ fiber focus — product differentiation that can sustain ARPU and share gains. Agentic AI Platform — MobileWorldLive
• Neutral Sentiment: T‑Mobile agreed to sell €2.5 billion of euro‑denominated senior notes (completed allocation across 2032/2035/2038 maturities). Proceeds are earmarked for general corporate purposes (could fund buybacks/dividends but increases leverage). Euro‑denominated Senior Notes — Business Wire
• Neutral Sentiment: Analyst actions were mixed: a few price‑target trims (TD Cowen, Scotiabank) offset some raises — net effect keeps consensus upside but signals differing views on near‑term subscriber momentum. TD Cowen Adjusts PT — MarketScreener
• Negative Sentiment: Subscriber adds disappointed some investors — net postpaid phone adds were strong historically but below some Wall Street expectations, and adjusted EPS metrics were mixed/varied by reporting standard, prompting short‑term caution. Subscriber Growth Miss — Reuters
• Negative Sentiment: BBB/NAD recommended T‑Mobile modify or discontinue certain in‑flight Wi‑Fi advertising claims after a Verizon challenge — a reputational/marketing headwind (likely limited financial impact but a negative signal). NAD Advertising Recommendation — GlobeNewsWire

Insiders Place Their Bets

In other news, insider Michael J. Katz sold 2,500 shares of the stock in a transaction on Monday, November 17th. The shares were sold at an average price of $215.91, for a total value of $539,775.00. Following the transaction, the insider owned 156,203 shares of the company’s stock, valued at $33,725,789.73. This represents a 1.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director G Michael Sievert sold 22,500 shares of the firm’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $216.97, for a total transaction of $4,881,825.00. Following the sale, the director owned 308,696 shares in the company, valued at approximately $66,977,771.12. This trade represents a 6.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 51,457 shares of company stock valued at $11,149,636 in the last quarter. Corporate insiders own 0.37% of the company’s stock.

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.