T-Mobile US, Inc. $TMUS Stock: James Investment Research Inc. Decreases Stake

James Investment Research Inc. lessened its position in T-Mobile US, Inc. (NASDAQ:TMUS) by 16.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,418 shares of the Wireless communications provider’s stock after selling 3,505 shares during the quarter. James Investment Research Inc.’s holdings in T-Mobile US were worth $3,004,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently bought and sold shares of TMUS. BlackRock Inc. bought a new position in shares of T-Mobile US during the 2nd quarter worth approximately $6,625,275,000. Bank of New York Mellon Corp acquired a new stake in shares of T-Mobile US in the second quarter valued at approximately $839,194,000. Amundi raised its holdings in shares of T-Mobile US by 40.6% in the first quarter. Amundi now owns 3,679,795 shares of the Wireless communications provider’s stock valued at $772,867,000 after purchasing an additional 1,062,643 shares during the last quarter. Bank of America Corp DE bought a new stake in shares of T-Mobile US in the second quarter worth $758,977,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of T-Mobile US by 1.1% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,076,380 shares of the Wireless communications provider’s stock worth $683,731,000 after purchasing an additional 43,783 shares in the last quarter. Institutional investors own 42.49% of the company’s stock.

Key T-Mobile US News

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

• Positive Sentiment: Erste Group Bank modestly increased its fiscal 2027 EPS forecast for T-Mobile US to $13.81 from $13.79, signaling slightly improved confidence in the company’s longer-term earnings outlook. Erste Group Bank raises T-Mobile EPS estimate
• Neutral Sentiment: T-Mobile’s third-quarter results are due October 28. Analysts expect subscriber additions, broadband growth and device promotions to support revenue, although higher expenses and aggressive competition could limit profitability. T-Mobile third-quarter earnings preview
• Negative Sentiment: SpaceX is reportedly negotiating with cellular infrastructure providers for thousands of tower locations after acquiring additional mobile spectrum. Its potential launch of a fourth national wireless carrier could increase pricing pressure, customer-acquisition costs and network investment requirements for T-Mobile. Why T-Mobile US stock dropped
• Negative Sentiment: Citigroup reportedly sees further valuation pressure for established wireless carriers, while tower operators could benefit from SpaceX leasing network infrastructure. This relative advantage for tower companies reinforced concerns about T-Mobile’s competitive position. Citi commentary on SpaceX wireless expansion

Insiders Place Their Bets

In related news, CAO Daniel James Drobac sold 772 shares of the business’s stock in a transaction 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 transaction, the chief accounting officer directly owned 35,118 shares in the company, valued at approximately $6,262,592.94. The trade was a 2.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.32% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on the stock. 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. Morgan Stanley lowered their price target on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 7th. Barclays cut their price target on shares of T-Mobile US from $215.00 to $200.00 and set an “overweight” rating on the stock in a research report on Tuesday, September 29th. TD Cowen reduced their price objective on shares of T-Mobile US from $261.00 to $260.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Finally, Scotiabank decreased their price objective on T-Mobile US from $217.00 to $212.00 and set a “sector outperform” rating for the company in a report on Friday, October 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $242.21.

T-Mobile US Stock Down 7.7%

NASDAQ:TMUS opened at $146.54 on Friday. The firm has a market capitalization of $157.19 billion, a price-to-earnings ratio of 15.34, a price-to-earnings-growth ratio of 0.99 and a beta of 0.33. T-Mobile US, Inc. has a twelve month low of $146.32 and a twelve month high of $224.75. The stock’s 50 day moving average price is $170.37 and its two-hundred day moving average price is $180.61. 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 announced its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.40. The company had revenue of $22.79 billion for the quarter, compared to analysts’ expectations of $22.95 billion. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%. The business’s revenue was up 7.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.84 EPS. Equities research analysts expect that T-Mobile US, Inc. will post 11.17 earnings per share for the current fiscal year.

T-Mobile US Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Wednesday, November 25th will be paid a $1.17 dividend. This is a boost from T-Mobile US’s previous quarterly dividend of $1.02. This represents a $4.68 annualized dividend and a dividend yield of 3.2%. The ex-dividend date of this dividend is Wednesday, November 25th. T-Mobile US’s dividend payout ratio (DPR) is 49.01%.

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.