OFI Invest Asset Management Boosts Holdings in T-Mobile US, Inc. $TMUS

Key Points

• OFI Invest Asset Management increased its stake in T‑Mobile by 59.3% in Q4, holding 161,887 shares worth about $32.87 million after adding 60,286 shares.
• Significant insider selling occurred recently: Director Raul Marcelo Claure sold 550,000 shares for ~$119.66 million, and insiders have sold 694,134 shares totaling ~$150.85 million over the past 90 days (insiders now own ~0.37%).
• T‑Mobile announced a quarterly dividend of $1.02 per share (annualized $4.08), a 2.1% yield, payable June 11 with record/ex‑dividend date on May 29.

OFI Invest Asset Management raised its holdings in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 59.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 161,887 shares of the Wireless communications provider's stock after purchasing an additional 60,286 shares during the quarter. OFI Invest Asset Management's holdings in T-Mobile US were worth $32,870,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in TMUS. United Community Bank boosted its holdings in T-Mobile US by 131.1% in the third quarter. United Community Bank now owns 104 shares of the Wireless communications provider's stock valued at $25,000 after purchasing an additional 59 shares during the last quarter. Elevation Wealth Partners LLC boosted its holdings in T-Mobile US by 190.0% in the third quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider's stock valued at $28,000 after purchasing an additional 76 shares during the last quarter. CoreFirst Bank & Trust purchased a new stake in T-Mobile US in the second quarter valued at $31,000. City Holding Co. boosted its holdings in T-Mobile US by 48.4% in the third quarter. City Holding Co. now owns 141 shares of the Wireless communications provider's stock valued at $34,000 after purchasing an additional 46 shares during the last quarter. Finally, Cloud Capital Management LLC purchased a new stake in T-Mobile US in the third quarter valued at $38,000. 42.49% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on TMUS shares. The Goldman Sachs Group lowered their price target on shares of T-Mobile US from $254.00 to $253.00 and set a "buy" rating on the stock in a report on Wednesday, March 25th. Daiwa Securities Group raised shares of T-Mobile US from a "neutral" rating to an "outperform" rating and set a $240.00 price target on the stock in a report on Thursday, February 19th. Sanford C. Bernstein reaffirmed a "neutral" rating on shares of T-Mobile US in a report on Thursday, February 19th. Wells Fargo & Company increased their target price on shares of T-Mobile US from $225.00 to $235.00 and gave the stock an "overweight" rating in a research note on Friday, February 13th. Finally, TD Cowen lowered their target price on shares of T-Mobile US from $263.00 to $252.00 and set a "buy" rating on the stock in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $258.30.

Insider Buying and Selling at T-Mobile US

In other news, Director Raul Marcelo Claure sold 550,000 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $217.57, for a total transaction of $119,663,500.00. Following the sale, the director directly owned 891,204 shares of the company's stock, valued at $193,899,254.28. This represents a 38.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director G Michael Sievert sold 1,089 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $221.85, for a total transaction of $241,594.65. Following the sale, the director directly owned 125,696 shares in the company, valued at approximately $27,885,657.60. The trade was a 0.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 694,134 shares of company stock worth $150,847,799. 0.37% of the stock is currently owned by company insiders.

Trending Headlines about T-Mobile US

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

• Positive Sentiment: MoffettNathanson upgraded TMUS from Neutral to Buy and set a $254 price target, signaling analyst confidence and a potential catalyst for investor demand. T-Mobile Just Got a Wall Street Upgrade. Is This the Telecom Stock to Own Right Now?
• Positive Sentiment: T-Mobile expanded enterprise reach via a collaboration with Motorola Solutions to bring satellite connectivity (T-Satellite/T-Priority) to mission-critical radios — a revenue/enterprise-service play that leverages T‑Mobile’s network capabilities. Motorola Solutions Extends Resilient, Mission-Critical Communications and AI with T-Satellite from T-Mobile
• Positive Sentiment: Mint Mobile (a T‑Mobile brand) launched a $45 home internet + wireless bundle that could help consumer subscriber growth and reduce churn by bundling broadband + mobile under TMUS’s ecosystem. Mint Mobile Launches $45 Home Internet + Wireless Bundle to Help You Finally Break Up with Big Cable
• Neutral Sentiment: Serve Robotics debuted “Maggie,” an AI conversational robot using T‑Mobile’s 5G Advanced and edge compute — a proof point for 5G enterprise/edge use cases but still early-stage and speculative for meaningful revenue today. The Bull Case For Serve Robotics (SERV) Could Change Following Launch Of 5G Conversational Robot Maggie
• Neutral Sentiment: Industry-level note: Bloomberg highlights investor interest in dividend-rich telecoms as a safe-haven trade; the sector tailwind helps sentiment, though T‑Mobile is less dividend-focused than peers. Global Chaos, AI Fears Help Tech’s Dividend Stocks
• Negative Sentiment: SpaceX/Starlink developments are raising investor concerns that LEO/direct-to-cell satellite services could compete with or disrupt traditional carriers’ coverage/revenue — a strategic threat for TMUS if satellite carriers expand direct-to-consumer/mobile offerings. SpaceX Just Gave Bad News to AT&T, Verizon, and T-Mobile Investors
• Negative Sentiment: In a Fast-Track SWIFT challenge T‑Mobile brought against Verizon, the National Advertising Division found Verizon’s pricing disclosure adequate — a legal/competitive setback that could limit T‑Mobile’s claims in marketing disputes. In Fast-Track SWIFT Challenge, National Advertising Division Finds Verizon Wireless Pricing Disclosures Adequate

T-Mobile US Trading Down 1.5%

TMUS stock opened at $197.63 on Thursday. The company's 50-day simple moving average is $210.09 and its 200-day simple moving average is $209.67. 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 52-week low of $181.36 and a 52-week high of $267.96. The firm has a market cap of $217.76 billion, a P/E ratio of 20.35, a PEG ratio of 1.32 and a beta of 0.43.

T-Mobile US Announces Dividend

The company 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. This represents a $4.08 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, May 29th. T-Mobile US's dividend payout ratio is presently 42.02%.

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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