Kornitzer Capital Management Inc. KS Has $1.60 Million Stake in T-Mobile US, Inc. $TMUS

Key Points

• Kornitzer Capital Management boosted its stake in T‑Mobile by 298.8% in Q4, now owning 7,868 shares valued at about $1.60 million.
• T‑Mobile is accelerating growth — unveiling a SuperBroadband 5G–Starlink hybrid, committing roughly $2.7bn to fiber joint ventures, and beating quarterly EPS estimates ($2.27 vs. $2.01) amid analyst upgrades.
• The company announced a quarterly dividend of $1.02/share (annualized $4.08, ~2.1% yield), but insiders sold about 694,134 shares (~$150.8M) last quarter, presenting mixed signals for investors.

Kornitzer Capital Management Inc. KS boosted its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 298.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,868 shares of the Wireless communications provider's stock after purchasing an additional 5,895 shares during the period. Kornitzer Capital Management Inc. KS's holdings in T-Mobile US were worth $1,598,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. United Community Bank increased its stake in shares of T-Mobile US by 131.1% in the 3rd quarter. United Community Bank now owns 104 shares of the Wireless communications provider's stock valued at $25,000 after buying an additional 59 shares during the period. Turning Point Benefit Group Inc. increased its stake in shares of T-Mobile US by 3,825.0% in the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider's stock valued at $32,000 after buying an additional 153 shares during the period. City Holding Co. increased its stake in shares of T-Mobile US by 48.4% in the 3rd quarter. City Holding Co. now owns 141 shares of the Wireless communications provider's stock valued at $34,000 after buying an additional 46 shares during the period. Cloud Capital Management LLC acquired a new stake in shares of T-Mobile US in the 3rd quarter valued at $38,000. Finally, Ares Financial Consulting LLC acquired a new stake in shares of T-Mobile US in the 4th quarter valued at $38,000. 42.49% of the stock is owned by institutional investors and hedge funds.

T-Mobile US News Summary

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

• Positive Sentiment: T‑Mobile announced a new SuperBroadband 5G–Starlink hybrid aimed at nationwide enterprise connectivity — a product that expands enterprise addressable market and differentiates its 5G offering. T-Mobile US bets on 5G–Starlink hybrid to deliver nationwide enterprise connectivity
• Positive Sentiment: T‑Mobile is accelerating broadband growth: definitive agreements for two strategic fiber joint ventures and a reported $2.7bn investment in fiber JVs broaden its fixed‑broadband footprint and aim to make its broadband push capital‑efficient versus cable incumbents. T-Mobile US covers its broadband bases, invests $2.7bn in fibre JVs
• Positive Sentiment: Oppenheimer upgraded T‑Mobile, and UBS reaffirmed its “buy” rating — analyst endorsements that support investor confidence in the company’s growth and cash returns. Oppenheimer upgrades T-Mobile US (TMUS) UBS reiterates buy
• Positive Sentiment: Erste Group nudged up its FY2027 EPS estimate for T‑Mobile, signaling continued analyst recognition of durable earnings growth. Erste raises FY2027 EPS estimate
• Positive Sentiment: Company metrics and strategy headlines — a high NPS score and commentary that T‑Mobile’s broadband push is pressuring cable — reinforce the narrative of better customer economics and market share opportunity. T-Mobile boasts of ‘industry-leading’ NPS score T-Mobile's Broadband Blitz Puts Cable on Notice
• Neutral Sentiment: Broader coverage compares T‑Mobile to rivals (Verizon) and examines valuation and volatility — useful context for investors but not an immediate catalyst. T-Mobile vs. Verizon: Which Big Phone Carrier Works Best for You?
• Neutral Sentiment: Some pieces encourage reassessing valuation after recent volatility; these frame risk/reward rather than introduce new company‑level catalysts. Is It Time To Reassess T-Mobile US (TMUS)?
• Negative Sentiment: Deutsche Bank trimmed its price target from $300 to $285 (while keeping a buy rating), and JPMorgan lowered its target to $275 — these cuts cap upside in some models and introduce short‑term pressure despite buy/overweight stances. Deutsche Bank adjusts price target JPMorgan lowers target

T-Mobile US Price Performance

Shares of T-Mobile US stock opened at $196.06 on Monday. The company has a quick ratio of 0.97, a current ratio of 1.09 and a debt-to-equity ratio of 1.58. T-Mobile US, Inc. has a 12 month low of $181.36 and a 12 month high of $261.56. The business has a fifty day simple moving average of $206.12 and a 200 day simple moving average of $205.09. The stock has a market cap of $212.18 billion, a PE ratio of 20.86, a price-to-earnings-growth ratio of 1.16 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, topping analysts' consensus estimates of $2.01 by $0.26. T-Mobile US had a return on equity of 19.47% and a net margin of 11.65%.The business had revenue of $23.11 billion during the quarter, compared to analysts' expectations of $22.98 billion. During the same period in the previous year, the firm earned $2.58 earnings per share. The firm's quarterly revenue was up 10.6% compared to the same quarter last year. Research analysts predict that T-Mobile US, Inc. will post 10.66 EPS for the current year.

T-Mobile US Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors 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 43.40%.

Analyst Upgrades and Downgrades

Several research firms have recently commented on TMUS. KeyCorp raised T-Mobile US from a "sector weight" rating to an "overweight" rating and set a $260.00 target price for the company in a research note on Monday, April 13th. Weiss Ratings reissued a "hold (c+)" rating on shares of T-Mobile US in a research note on Friday, April 10th. JPMorgan Chase & Co. lowered their target price on T-Mobile US from $300.00 to $275.00 and set an "overweight" rating for the company in a research note on Wednesday, April 29th. The Goldman Sachs Group reissued a "buy" rating on shares of T-Mobile US in a research note on Wednesday, April 29th. Finally, Wells Fargo & Company lifted their target price on T-Mobile US from $225.00 to $235.00 and gave the company an "overweight" rating in a research note on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, T-Mobile US presently has a consensus rating of "Moderate Buy" and an average target price of $258.83.

Insider Buying and Selling at T-Mobile US

In related news, insider Mark Wolfe Nelson sold 2,329 shares of T-Mobile US stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $222.38, for a total transaction of $517,923.02. Following the completion of 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Peter Osvaldik sold 27,000 shares of T-Mobile US stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $214.86, for a total value of $5,801,220.00. Following the sale, the chief financial officer directly owned 51,573 shares of the company's stock, valued at approximately $11,080,974.78. This trade represents a 34.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 694,134 shares of company stock valued at $150,847,799 over the last quarter. 0.37% of the stock is owned by corporate insiders.

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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