Groupe la Francaise Decreases Stake in T-Mobile US, Inc. $TMUS

Key Points

• Groupe la Francaise cut its T-Mobile US stake by 48.7% in the second quarter, selling 139,535 shares and retaining 146,711 shares valued at approximately $24.6 million. Institutional investors collectively own 42.49% of the company.
• T-Mobile reported quarterly EPS of $2.99, beating expectations of $2.59, while revenue rose 7.9% year over year to $22.79 billion. The company also declared a quarterly dividend of $1.02 per share, representing a 2.2% annualized yield.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $252.08 versus the stock’s recent price near $181.52. Recent targets were lowered by several firms, while T-Mobile prepares for CFO designate Jessica Uhl to join in September ahead of a planned 2027 leadership transition.

Groupe la Francaise reduced its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 48.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 146,711 shares of the Wireless communications provider's stock after selling 139,535 shares during the quarter. Groupe la Francaise's holdings in T-Mobile US were worth $24,622,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Main Street Group LTD bought a new stake in shares of T-Mobile US in the 1st quarter worth approximately $25,000. Paladin Partners LLC bought a new stake in shares of T-Mobile US during the 2nd quarter valued at $25,000. Dunhill Financial LLC purchased a new stake in shares of T-Mobile US in the second quarter worth about $27,000. Swiss RE Ltd. purchased a new stake in T-Mobile US in the 4th quarter worth approximately $29,000. Finally, Highland Investment Advisors LLC bought a new position in T-Mobile US in the 2nd quarter valued at $30,000. Institutional investors own 42.49% of the company's stock.

T-Mobile US Stock Performance

Shares of TMUS stock opened at $181.52 on Monday. The firm has a market capitalization of $194.71 billion, a price-to-earnings ratio of 19.01, a PEG ratio of 1.17 and a beta of 0.34. The stock has a fifty day moving average of $181.32 and a 200 day moving average of $192.31. T-Mobile US, Inc. has a 52 week low of $165.66 and a 52 week high of $255.74. 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 - Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, topping the consensus estimate 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 period in the prior year, the business earned $2.84 EPS. The company's revenue for the quarter was up 7.9% on a year-over-year basis. As a group, research analysts expect that T-Mobile US, Inc. will post 10.82 earnings per share for the current year.

T-Mobile US Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be paid a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US's dividend payout ratio is presently 42.72%.

Wall Street Analyst Weigh In

TMUS has been the subject of several recent analyst reports. JPMorgan Chase & Co. reissued a "buy" rating on shares of T-Mobile US in a report on Tuesday, May 19th. Bank of America upgraded shares of T-Mobile US from a "neutral" rating to a "buy" rating and set a $220.00 price target for the company in a research report on Monday, July 6th. Scotiabank cut their target price on shares of T-Mobile US from $263.00 to $243.00 and set a "sector outperform" rating on the stock in a report on Wednesday, July 15th. KeyCorp dropped their target price on shares of T-Mobile US from $260.00 to $250.00 and set an "overweight" rating for the company in a report on Friday, July 24th. Finally, UBS Group cut their target price on T-Mobile US from $255.00 to $235.00 and set a "buy" rating on the stock in a research note on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $252.08.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: Activist investor Elliott Investment Management reportedly opposes a potential merger involving Deutsche Telekom and is urging the parent company to pursue alternative ways to increase shareholder value. The report could support T-Mobile’s investment case by reducing merger-related uncertainty and keeping the focus on shareholder returns. T-Mobile Stock Rises on Report Elliott Opposes Deutsche Telekom Merger
• Positive Sentiment: Jessica Uhl will join T-Mobile as CFO designate in mid-September and brings senior finance experience from Shell and GE Vernova. Her global operating background may strengthen the company’s financial leadership as T-Mobile continues investing in its wireless network and growth initiatives. T-Mobile US Sets Up CFO Handover With Jessica Uhl Joining In September
• Neutral Sentiment: The transition is planned well in advance: current CFO Peter Osvaldik will remain in the role until February 2027 and work with Uhl during an extended handover. The overlap reduces execution risk, although investors may still be evaluating how Uhl’s priorities will differ from the current finance strategy. T-Mobile CFO Peter Osvaldik to Step Down in February 2027
• Negative Sentiment: The CFO succession announcement may be contributing to near-term pressure on TMUS, as leadership changes can create uncertainty around capital allocation, financial targets and the company’s longer-term strategy, even when the transition is orderly. This comes despite T-Mobile’s recent earnings beat and year-over-year revenue growth. T-Mobile Announces Planned Chief Financial Officer Transition

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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