12,083 T-Mobile US, Inc. $TMUS Shares Acquired by Vest Financial LLC

Key Points

• Vest Financial increased its T-Mobile US stake by 21% in the third quarter, acquiring 12,083 shares and bringing its total holdings to 69,572 shares valued at approximately $11.35 million.
• T-Mobile reported quarterly EPS of $2.99, beating estimates of $2.59, while revenue rose 7.9% year over year to $22.79 billion. The company also raised its quarterly dividend to $1.17, representing a 2.9% annualized yield.
• T-Mobile’s AI-RAN collaboration with NVIDIA and Nokia highlights potential long-term network monetization opportunities, although the stock has faced broader wireless-sector pressure and competition concerns from satellite connectivity providers.

Vest Financial LLC increased its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 21.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 69,572 shares of the Wireless communications provider's stock after acquiring an additional 12,083 shares during the period. Vest Financial LLC's holdings in T-Mobile US were worth $11,346,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of TMUS. BlackRock Inc. acquired a new stake in shares of T-Mobile US during the 2nd quarter valued at about $6,625,275,000. Bank of New York Mellon Corp acquired a new position in T-Mobile US in the second quarter worth approximately $839,194,000. Bank of America Corp DE bought a new position in T-Mobile US during the second quarter valued at approximately $758,977,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in 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 acquiring an additional 43,783 shares in the last quarter. Finally, Amundi increased its stake in shares of T-Mobile US by 2.6% during the 2nd quarter. Amundi now owns 3,775,445 shares of the Wireless communications provider's stock worth $633,255,000 after purchasing an additional 95,650 shares during the last quarter. Institutional investors and hedge funds own 42.49% of the company's stock.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: T-Mobile and NVIDIA reported the first AI Radio Access Network (AI-RAN) call on a commercial mobile network, conducted with Nokia. The demonstration highlights T-Mobile’s potential to use NVIDIA technology to make wireless networks more intelligent and create new revenue opportunities as AI infrastructure expands. How Is NVIDIA Expanding AI-Powered Telecom Networks Following T-Mobile’s First AI-RAN Call?
• Positive Sentiment: NVIDIA CEO Jensen Huang described a potential 100-gigawatt distributed data-center opportunity across roughly 100,000 telecom sites, and identified T-Mobile and Nokia as companies already advancing this concept. The comments increase visibility around T-Mobile’s longer-term AI and network monetization opportunity. NVIDIA’s Jensen Huang Sees 100GW AI Opportunity In Telecom Networks
• Neutral Sentiment: A Zacks commentary characterized TMUS as a potentially attractive long-term value stock, but it was an analytical opinion rather than a new company announcement or forecast change. Why T-Mobile Is a Top Value Stock for the Long-Term
• Neutral Sentiment: T-Mobile is supporting First Responders Children’s Foundation events and scholarships. The initiative may benefit brand reputation but is unlikely to materially affect near-term earnings. T-Mobile and First Responders Children’s Foundation Celebrate National First Responders Day Nationwide
• Negative Sentiment: Wireless stocks, including T-Mobile, declined amid broader sector pressure despite AT&T’s quarterly beat, suggesting industry-wide sentiment is weighing on TMUS independently of its fundamentals. AT&T Sinks Despite Q3 Beat
• Negative Sentiment: Elon Musk’s renewed promotion of SpaceX’s Starlink highlights potential long-term competition from satellite connectivity, particularly in underserved markets. Elon Musk Says Starlink Is Rewriting Telecom

T-Mobile US Price Performance

NASDAQ:TMUS opened at $158.79 on Friday. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83. T-Mobile US, Inc. has a one year low of $147.90 and a one year high of $225.93. The company has a fifty day moving average price of $171.10 and a 200 day moving average price of $180.85. The stock has a market cap of $170.33 billion, a P/E ratio of 16.63, a PEG ratio of 0.96 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS - Get Free Report) last announced its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, beating analysts' consensus estimates 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 business had revenue of $22.79 billion during the quarter, compared to analyst estimates of $22.95 billion. During the same quarter in the prior year, the business earned $2.84 earnings per share. The firm's revenue for the quarter was up 7.9% on a year-over-year basis. Analysts anticipate that T-Mobile US, Inc. will post 11.17 earnings per share for the current year.

T-Mobile US Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Wednesday, November 25th will be issued a $1.17 dividend. This represents a $4.68 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Wednesday, November 25th. This is an increase from T-Mobile US's previous quarterly dividend of $1.02. T-Mobile US's dividend payout ratio (DPR) is presently 42.72%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on TMUS shares. Raymond James Financial upgraded shares of T-Mobile US from a "market perform" rating to an "outperform" rating and set a $170.00 price target on the stock in a report on Monday, October 12th. KeyCorp lowered their price objective on T-Mobile US from $260.00 to $250.00 and set an "overweight" rating on the stock in a report on Friday, July 24th. Benchmark cut their price objective on T-Mobile US from $295.00 to $280.00 and set a "buy" rating on the stock in a research note on Friday, July 24th. TD Cowen reduced their target price on T-Mobile US from $261.00 to $260.00 and set a "buy" rating for the company in a report on Friday, July 24th. Finally, UBS Group dropped their price target on shares of T-Mobile US from $255.00 to $235.00 and set a "buy" rating on the stock in a research report on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $244.65.

Insider Activity

In other news, CAO Daniel James Drobac sold 772 shares of the company's stock in a transaction that occurred 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. This represents a 2.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.32% of the stock is owned by corporate insiders.

About T-Mobile US

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.

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