Cardinal Capital Management Inc. Raises Position in T-Mobile US, Inc. $TMUS

Key Points

• Cardinal Capital Management increased its stake in T‑Mobile by 3.3% in Q4 to 176,744 shares, valued at about $35.89 million.
• Wall Street leans bullish with a consensus rating of Moderate Buy and a consensus price target of $258.30, backed by recent upgrades from firms like MoffettNathanson and Wells Fargo.
• T‑Mobile announced a quarterly dividend of $1.02 per share (annualized $4.08, yield 2.1%) and is piloting AI/5G products, but faces competitive pressure from SpaceX's Starlink expansion and stronger moves by Verizon.

Cardinal Capital Management Inc. increased its holdings in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 3.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 176,744 shares of the Wireless communications provider's stock after purchasing an additional 5,673 shares during the quarter. Cardinal Capital Management Inc.'s holdings in T-Mobile US were worth $35,886,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in TMUS. SVB Wealth LLC purchased a new position in T-Mobile US in the 2nd quarter worth $381,000. iSAM Funds UK Ltd purchased a new position in T-Mobile US in the 2nd quarter worth $287,000. Dearborn Partners LLC raised its position in T-Mobile US by 0.7% in the 2nd quarter. Dearborn Partners LLC now owns 132,893 shares of the Wireless communications provider's stock worth $31,663,000 after purchasing an additional 897 shares during the period. Sei Investments Co. grew its holdings in 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 worth $33,972,000 after acquiring an additional 8,491 shares during the last quarter. Finally, Glenview Trust co grew its holdings in T-Mobile US by 12.3% in the 2nd quarter. Glenview Trust co now owns 78,219 shares of the Wireless communications provider's stock worth $18,636,000 after acquiring an additional 8,538 shares during the last quarter. Hedge funds and other institutional investors own 42.49% of the company's stock.

T-Mobile US News Roundup

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

• Positive Sentiment: MoffettNathanson upgraded T‑Mobile to a Buy with a $254 price target, signaling stronger Wall Street conviction and a sizable implied upside from current levels. T-Mobile Just Got a Wall Street Upgrade
• Positive Sentiment: Erste Group tweaked up its FY2026 EPS for TMUS to $10.30 (from $10.28), a small analyst lift that supports near‑term earnings outlook stability. MarketBeat TMUS Report
• Positive Sentiment: T‑Mobile is launching an AI Live Translation trial — a product-level innovation that could differentiate its consumer/enterprise offerings and showcase AI/edge use of its network. T-Mobile US readies AI Live Translation trial
• Positive Sentiment: Serve Robotics unveiled “Maggie,” an AI conversational robot built on T‑Mobile’s 5G Advanced and edge compute — a commercialization example that highlights revenue and enterprise use‑case potential for T‑Mobile’s 5G platform. The Bull Case For Serve Robotics
• Neutral Sentiment: Broader telecom sector momentum — driven by dividend plays and macro uncertainty — is supporting multiple carriers; this helps sector sentiment but is a mixed signal for TMUS, which is not a high‑dividend name. Global Chaos, AI Fears Help Tech’s Dividend Stocks
• Negative Sentiment: SpaceX expanded Starlink coverage via a US Mobile partnership — a runway for satellite broadband to become a competitive alternative in certain markets, posing potential pressure on wireless data pricing and market share. What SpaceX's expanded Starlink coverage means for the IPO
• Negative Sentiment: Coverage and commentary (Fool) frame Starlink as a competitive threat to major carriers, reinforcing investor concern that non‑traditional players could disrupt wireless economics. SpaceX Just Gave Bad News to AT&T, Verizon, and T-Mobile Investors
• Negative Sentiment: T‑Mobile lost a Fast‑Track SWIFT challenge over Verizon’s pricing disclosures (NAD found Verizon’s disclosures adequate), a setback in competitive marketing that could reduce regulatory leverage in ad disputes. In Fast-Track SWIFT Challenge, National Advertising Division Finds Verizon Wireless Pricing Disclosures Adequate
• Negative Sentiment: Verizon’s recent strength (fiber growth, Frontier deal, bundling) is cited as a catalyst for its share gains — intensifying competition that could pressure TMUS on margins and subscriber adds. Verizon Shares Rise 20.6% in Three Months

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Wall Street Zen lowered shares of T-Mobile US from a "hold" rating to a "sell" rating in a report on Saturday, March 14th. Wells Fargo & Company raised their price target on shares of T-Mobile US from $225.00 to $235.00 and gave the stock an "overweight" rating in a report on Friday, February 13th. DZ Bank reissued a "buy" rating on shares of T-Mobile US in a report on Friday, February 13th. Weiss Ratings lowered shares of T-Mobile US from a "buy (b-)" rating to a "hold (c+)" rating in a report on Monday, January 12th. Finally, Benchmark reissued a "buy" rating on shares of T-Mobile US in a report on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $258.30.

T-Mobile US Price Performance

Shares of T-Mobile US stock opened at $197.54 on Friday. The company's fifty day simple moving average is $210.25 and its two-hundred day simple moving average is $209.59. The firm has a market cap of $217.66 billion, a PE ratio of 20.34, a price-to-earnings-growth ratio of 1.26 and a beta of 0.43. The company has a quick ratio of 0.90, a current ratio of 1.00 and a debt-to-equity ratio of 1.45. T-Mobile US, Inc. has a 12-month low of $181.36 and a 12-month high of $267.96.

T-Mobile US Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Friday, May 29th will be paid 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 dividend yield of 2.1%. T-Mobile US's payout ratio is presently 42.02%.

Insider Activity

In other news, Director G Michael Sievert sold 1,089 shares of T-Mobile US stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $221.85, for a total transaction of $241,594.65. Following the sale, the director owned 125,696 shares of the company's stock, valued at approximately $27,885,657.60. The trade was a 0.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Mark Wolfe Nelson sold 2,329 shares of T-Mobile US stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $222.38, for a total transaction of $517,923.02. Following the sale, the insider directly owned 65,677 shares in the company, valued at $14,605,251.26. The trade was a 3.42% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 694,134 shares of company stock worth $150,847,799. 0.37% of the stock is owned by company insiders.

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.

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