PKO Investment Management Joint Stock Co Increases Stake in T-Mobile US, Inc. $TMUS

Key Points

• PKO Investment Management Joint Stock Co increased its stake in T‑Mobile US by 33.3% in Q4 to 52,000 shares worth $10.558 million, representing 0.8% of its portfolio and its 26th-largest holding.
• T‑Mobile beat Q1 expectations with EPS $2.27 vs. $2.01 and revenue of $23.11 billion (+10.6% YoY), and analysts are largely bullish—consensus rating “Moderate Buy” with a $258.83 price target.
• The company declared a quarterly dividend of $1.02 per share (annualized $4.08, 2.1% yield) while accelerating broadband expansion through a 5G–Starlink enterprise product and roughly $2.7 billion in fiber joint ventures.

PKO Investment Management Joint Stock Co increased its stake in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 33.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,000 shares of the Wireless communications provider's stock after buying an additional 13,000 shares during the period. T-Mobile US accounts for 0.8% of PKO Investment Management Joint Stock Co's portfolio, making the stock its 26th largest position. PKO Investment Management Joint Stock Co's holdings in T-Mobile US were worth $10,558,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also bought and sold shares of the company. CX Institutional boosted its position in shares of T-Mobile US by 14.9% during the fourth quarter. CX Institutional now owns 39,646 shares of the Wireless communications provider's stock valued at $8,050,000 after purchasing an additional 5,141 shares in the last quarter. Benjamin Edwards Inc. raised its holdings in T-Mobile US by 1.5% in the fourth quarter. Benjamin Edwards Inc. now owns 218,846 shares of the Wireless communications provider's stock worth $44,440,000 after purchasing an additional 3,155 shares in the last quarter. Strs Ohio raised its holdings in T-Mobile US by 1.4% in the fourth quarter. Strs Ohio now owns 150,197 shares of the Wireless communications provider's stock worth $30,496,000 after purchasing an additional 2,141 shares in the last quarter. Sandro Wealth Management LLC purchased a new position in T-Mobile US during the fourth quarter valued at $2,147,000. Finally, Kornitzer Capital Management Inc. KS lifted its position in T-Mobile US by 298.8% during the fourth quarter. Kornitzer Capital Management Inc. KS now owns 7,868 shares of the Wireless communications provider's stock valued at $1,598,000 after buying an additional 5,895 shares during the period. 42.49% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on TMUS. Barclays reaffirmed a "buy" rating on shares of T-Mobile US in a research report on Friday, April 24th. The Goldman Sachs Group reissued a "buy" rating on shares of T-Mobile US in a research note on Wednesday. Oppenheimer upgraded shares of T-Mobile US from a "market perform" rating to an "outperform" rating and set a $260.00 price objective on the stock in a report on Wednesday. Freedom Capital raised shares of T-Mobile US from a "hold" rating to a "strong-buy" rating in a research note on Friday, April 17th. Finally, Weiss Ratings reiterated a "hold (c+)" rating on shares of T-Mobile US in a report on Friday, April 10th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $258.83.

Insider Transactions at T-Mobile US

In related news, Director Srikant M. Datar sold 3,291 shares of the stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $221.10, for a total transaction of $727,640.10. Following the transaction, the director owned 1,038 shares in the company, valued at $229,501.80. This represents a 76.02% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director G Michael Sievert sold 1,089 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $221.85, for a total transaction of $241,594.65. Following the completion of the sale, the director owned 125,696 shares in the company, valued at $27,885,657.60. This represents a 0.86% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 694,134 shares of company stock valued at $150,847,799. Company insiders own 0.37% of the company's stock.

T-Mobile US Trading Up 0.3%

Shares of NASDAQ:TMUS opened at $196.06 on Friday. The company has a market cap of $212.18 billion, a P/E ratio of 20.86, a PEG ratio of 1.20 and a beta of 0.33. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.09 and a quick ratio of 0.90. T-Mobile US, Inc. has a 1 year low of $181.36 and a 1 year high of $261.56. The stock's fifty day moving average price is $206.12 and its 200-day moving average price is $205.26.

T-Mobile US (NASDAQ:TMUS - Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, topping the consensus estimate 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 company had revenue of $23.11 billion during the quarter, compared to the consensus estimate of $22.98 billion. During the same period last year, the company earned $2.58 EPS. T-Mobile US's revenue for the quarter was up 10.6% on a year-over-year basis. Sell-side analysts expect that T-Mobile US, Inc. will post 10.66 earnings per share for the current year.

T-Mobile US Announces Dividend

The business also recently declared 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 dividend on an annualized basis 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 (DPR) is presently 43.40%.

Key Stories Impacting T-Mobile US

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 Company 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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