Groupama Asset Managment Sells 291,713 Shares of T-Mobile US, Inc. $TMUS

Groupama Asset Managment trimmed its holdings in T-Mobile US, Inc. (NASDAQ:TMUS) by 88.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,319 shares of the Wireless communications provider’s stock after selling 291,713 shares during the period. Groupama Asset Managment’s holdings in T-Mobile US were worth $8,258,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in TMUS. JDM Financial Group LLC increased its holdings in T-Mobile US by 114.0% in the 4th quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock valued at $25,000 after buying an additional 65 shares during the period. Main Street Group LTD bought a new stake in shares of T-Mobile US during the 1st quarter worth approximately $25,000. Swiss RE Ltd. bought a new stake in shares of T-Mobile US during the 4th quarter worth approximately $29,000. Turning Point Benefit Group Inc. boosted its position in shares of T-Mobile US by 3,825.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock worth $32,000 after acquiring an additional 153 shares in the last quarter. Finally, Sachetta LLC boosted its position in shares of T-Mobile US by 52.9% during the 1st quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock worth $33,000 after acquiring an additional 55 shares in the last quarter. Institutional investors and hedge funds own 42.49% of the company’s stock.

Trending Headlines about T-Mobile US

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 Stock Down 0.4%

Shares of NASDAQ:TMUS opened at $172.71 on Friday. The company has a fifty day moving average of $183.14 and a 200-day moving average of $194.90. The company has a market capitalization of $185.26 billion, a PE ratio of 18.08, a price-to-earnings-growth ratio of 0.98 and a beta of 0.33. The company has a debt-to-equity ratio of 1.48, a quick ratio of 0.83 and a current ratio of 0.92. T-Mobile US, Inc. has a 52-week low of $165.66 and a 52-week high of $261.56.

T-Mobile US (NASDAQ:TMUS) last released 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. The company had revenue of $22.79 billion for the quarter, compared to the consensus estimate of $22.95 billion. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%.T-Mobile US’s revenue for the quarter was up 7.9% on a year-over-year basis. During the same quarter last year, the business posted $2.84 EPS. On average, equities analysts predict that T-Mobile US, Inc. will post 10.69 EPS 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. Shareholders of record on Friday, August 28th will be given a $1.02 dividend. The ex-dividend date is Friday, August 28th. This represents a $4.08 annualized dividend and a yield of 2.4%. T-Mobile US’s dividend payout ratio (DPR) is currently 42.72%.

Insider Activity at T-Mobile US

In other news, COO Jon Freier sold 4,799 shares of T-Mobile US stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $190.00, for a total transaction of $911,810.00. Following 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.32% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Wall Street Zen raised T-Mobile US from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Morgan Stanley dropped their price objective on T-Mobile US from $260.00 to $230.00 and set an “overweight” rating for the company in a research report on Tuesday, July 7th. Freedom Capital raised T-Mobile US from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 17th. Bank of America raised T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective on the stock in a research note on Monday, July 6th. Finally, UBS Group lowered their target price on T-Mobile US from $255.00 to $235.00 and set a “buy” rating for the company in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $252.08.

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.