ASR Vermogensbeheer N.V. Has $32.44 Million Stake in T-Mobile US, Inc. $TMUS

Key Points

• ASR Vermogensbeheer N.V. increased its stake in T‑Mobile by 10.6% to 159,761 shares, worth about $32.44 million after buying an additional 15,320 shares in the quarter.
• T‑Mobile beat Q1 estimates with EPS of $2.27 (vs. $2.01 expected) and revenue of $23.11 billion (up 10.6% YoY), and announced a quarterly dividend of $1.02 per share (annualized $4.08, yield 2.1%, ex‑dividend May 29).
• Insider activity has been notable: executives including G. Michael Sievert and Mark Wolfe Nelson sold shares recently, and insiders have sold a total of 699,134 shares valued at about $151.8 million over the past 90 days.

ASR Vermogensbeheer N.V. grew its holdings in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 10.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 159,761 shares of the Wireless communications provider's stock after purchasing an additional 15,320 shares during the period. ASR Vermogensbeheer N.V.'s holdings in T-Mobile US were worth $32,436,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in TMUS. Sei Investments Co. increased its holdings in shares of T-Mobile US by 6.3% in the 2nd quarter. Sei Investments Co. now owns 142,587 shares of the Wireless communications provider's stock valued at $33,972,000 after purchasing an additional 8,491 shares during the period. Diversify Advisory Services LLC increased its holdings in shares of T-Mobile US by 315.7% in the 2nd quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider's stock valued at $1,147,000 after purchasing an additional 3,454 shares during the period. Darwin Wealth Management LLC acquired a new position in shares of T-Mobile US in the 2nd quarter valued at about $375,000. Raymond James Financial Inc. increased its holdings in shares of T-Mobile US by 0.5% in the 2nd quarter. Raymond James Financial Inc. now owns 2,054,144 shares of the Wireless communications provider's stock valued at $489,420,000 after purchasing an additional 9,568 shares during the period. Finally, Viking Global Investors LP increased its holdings in shares of T-Mobile US by 81.7% in the 2nd quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider's stock valued at $677,925,000 after purchasing an additional 1,279,422 shares during the period. Institutional investors and hedge funds own 42.49% of the company's stock.

Insider Activity

In other T-Mobile US news, Director G Michael Sievert sold 1,089 shares of the company's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $221.85, for a total transaction of $241,594.65. Following the completion of the sale, the director owned 125,696 shares of the company's stock, valued at $27,885,657.60. This represents a 0.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Mark Wolfe Nelson sold 2,329 shares of the company's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $222.38, for a total value of $517,923.02. Following the sale, the insider directly owned 65,677 shares of the company's stock, valued at $14,605,251.26. The trade was a 3.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 699,134 shares of company stock valued at $151,826,849. Insiders own 0.37% of the company's stock.

T-Mobile US Stock Up 0.5%

Shares of T-Mobile US stock opened at $194.20 on Friday. The stock has a market capitalization of $210.16 billion, a P/E ratio of 20.66, a PEG ratio of 1.14 and a beta of 0.33. The company has a quick ratio of 0.97, a current ratio of 1.09 and a debt-to-equity ratio of 1.58. The stock has a 50 day moving average price of $204.61 and a two-hundred day moving average price of $204.38. T-Mobile US, Inc. has a 12-month low of $181.36 and a 12-month high of $261.56.

T-Mobile US (NASDAQ:TMUS - Get Free Report) last announced its earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.01 by $0.26. The firm had revenue of $23.11 billion during the quarter, compared to analysts' expectations of $22.98 billion. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The company's revenue was up 10.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.58 earnings per share. Equities analysts expect that T-Mobile US, Inc. will post 10.63 earnings per share for the current year.

T-Mobile US Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Friday, May 29th will be given a dividend of $1.02 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.08 dividend on an annualized basis and a yield of 2.1%. T-Mobile US's dividend payout ratio is presently 43.40%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on TMUS shares. Daiwa Securities Group upgraded T-Mobile US from a "neutral" rating to an "outperform" rating and set a $240.00 target price on the stock in a report on Thursday, February 19th. Morgan Stanley assumed coverage on T-Mobile US in a report on Thursday, April 16th. They issued an "overweight" rating and a $260.00 target price on the stock. Arete Research increased their price objective on T-Mobile US from $295.00 to $300.00 and gave the stock a "buy" rating in a report on Tuesday. Wolfe Research restated an "outperform" rating and issued a $255.00 price objective on shares of T-Mobile US in a report on Thursday, February 12th. Finally, Benchmark restated a "buy" rating on shares of T-Mobile US in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, T-Mobile US has a consensus rating of "Moderate Buy" and a consensus price target of $260.48.

Trending Headlines about T-Mobile US

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

• Positive Sentiment: Street remains bullish after T‑Mobile’s FQ1 2026 results (April 28) — revenue of $23.11B and an EPS beat have reinforced growth expectations and underpin analyst optimism. Here’s What the Street Thinks About ​T-Mobile (TMUS)
• Positive Sentiment: Insider/management confidence: T‑Mobile’s Broadband Chief bought ~$1.0M of shares, a signal executives view the stock as attractive at current levels. T-Mobile US (TMUS) Executive Buys $1.0M in Shares
• Positive Sentiment: Analyst support: DZ Bank reaffirmed a “buy” rating (and other outlets note ongoing Wall Street confidence), which can help sentiment and buying interest. T-Mobile US DZ Bank Keeps Its Buy Rating
• Positive Sentiment: Product/network tailwinds: T‑Mobile Prepaid launched a U.S. Pass eSIM for travelers, expanding short-term customer acquisition avenues ahead of peak travel season. Land. Tap. Connect: T-Mobile Prepaid Launches U.S. Pass eSIM for International Travelers
• Neutral Sentiment: Competitive response: T‑Mobile quietly revamped its internet plans to fend off competitors amid rising pricing/market pressure — a defensive move that supports retention but signals tougher competition in broadband. T-Mobile quietly revamps internet plans amid rising pressure
• Negative Sentiment: Valuation and recent underperformance: analysts and sites are flagging that TMUS has lagged broader market returns recently, prompting fresh scrutiny of valuation metrics despite solid fundamentals. That keeps downside risk if growth slows. T‑Mobile US (TMUS) Valuation Check After Recent Share Price Weakness

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.

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