PFA Pension Forsikringsaktieselskab Makes New Investment in T-Mobile US, Inc. $TMUS

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position in T-Mobile US, buying 364,122 shares in Q4 valued at roughly $74.2 million.
• T‑Mobile is accelerating its broadband expansion—including two fiber joint ventures (~$2.7B)—and launched a 5G–Starlink hybrid for nationwide enterprise connectivity to broaden its addressable market and differentiate its 5G offering.
• The company recently beat quarterly EPS expectations ($2.27 vs. $2.01) with revenue up 10.6% year‑over‑year, analysts are largely positive (average target ~$258.83), and T‑Mobile announced a $1.02 quarterly dividend (2.1% yield).

PFA Pension Forsikringsaktieselskab bought a new position in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 364,122 shares of the Wireless communications provider's stock, valued at approximately $74,208,000.

A number of other large investors have also recently modified their holdings of the company. United Community Bank raised its position in T-Mobile US by 131.1% during the 3rd 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 in the last quarter. Turning Point Benefit Group Inc. grew its position in shares of T-Mobile US by 3,825.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider's stock worth $32,000 after buying an additional 153 shares in the last quarter. City Holding Co. increased its stake in shares of T-Mobile US by 48.4% during the third 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 purchased a new position in shares of T-Mobile US during the third quarter valued at $38,000. Finally, Ares Financial Consulting LLC bought a new stake in shares of T-Mobile US in the fourth quarter valued at about $38,000. Hedge funds and other institutional investors own 42.49% of the company's stock.

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

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. JPMorgan Chase & Co. dropped their target price on shares of T-Mobile US from $300.00 to $275.00 and set an "overweight" rating on the stock in a report on Wednesday. BNP Paribas Exane lowered their price target on shares of T-Mobile US from $300.00 to $275.00 and set an "outperform" rating for the company in a research report on Friday, January 16th. Deutsche Bank Aktiengesellschaft dropped their price objective on shares of T-Mobile US from $300.00 to $285.00 and set a "buy" rating on the stock in a research note on Thursday. The Goldman Sachs Group reissued a "buy" rating on shares of T-Mobile US in a report on Wednesday. Finally, Citigroup boosted their price objective on shares of T-Mobile US from $220.00 to $225.00 and gave the stock a "neutral" rating in a research note on Tuesday, March 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, T-Mobile US currently has an average rating of "Moderate Buy" and an average target price of $258.83.

Insider Transactions at T-Mobile US

In related news, insider Mark Wolfe Nelson sold 2,329 shares of the business's 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 transaction, 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Srikant M. Datar sold 3,291 shares of the firm's stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $221.10, for a total value of $727,640.10. Following the completion of the sale, the director directly owned 1,038 shares of the company's stock, valued at approximately $229,501.80. This represents a 76.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 694,134 shares of company stock worth $150,847,799. 0.37% of the stock is currently owned by corporate insiders.

T-Mobile US Stock Performance

Shares of T-Mobile US stock opened at $196.06 on Friday. The company has a market capitalization of $212.18 billion, a PE ratio of 20.86, a P/E/G ratio of 1.20 and a beta of 0.33. The company has a 50-day simple moving average of $206.12 and a two-hundred day simple moving average of $205.26. T-Mobile US, Inc. has a one year low of $181.36 and a one year high of $261.56. The company has a debt-to-equity ratio of 1.58, a quick ratio of 0.90 and a current ratio of 1.09.

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

T-Mobile US Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Friday, May 29th will be issued 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 is Friday, May 29th. T-Mobile US's dividend payout ratio is currently 43.40%.

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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