Sumitomo Mitsui Trust Group Inc. Sells 23,147 Shares of T-Mobile US, Inc. $TMUS

Key Points

• Sumitomo Mitsui Trust Group reduced its T‑Mobile (NASDAQ: TMUS) holding by 1.6% in Q4, selling 23,147 shares and leaving a 1,394,617‑share position worth about $283.2 million.
• Company insiders executed large sales this quarter—Director Raul Marcelo Claure sold 550,000 shares for roughly $119.7 million—and insiders sold a total of 694,134 shares (~$150.8 million), representing 0.37% insider ownership.
• Wall Street sentiment is mixed: several firms upgraded or reiterated buys and T‑Mobile is pursuing AI/5G partnerships (e.g., with Nvidia) as growth catalysts, but short interest jumped ~78% and peer gains increase competitive and margin pressure.

Sumitomo Mitsui Trust Group Inc. decreased its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 1.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,394,617 shares of the Wireless communications provider's stock after selling 23,147 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.12% of T-Mobile US worth $283,163,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. City Holding Co. grew its stake in shares of T-Mobile US by 48.4% during the 3rd quarter. City Holding Co. now owns 141 shares of the Wireless communications provider's stock worth $34,000 after acquiring an additional 46 shares during the period. New Republic Capital LLC grew its stake in shares of T-Mobile US by 4.7% during the 3rd quarter. New Republic Capital LLC now owns 1,073 shares of the Wireless communications provider's stock worth $257,000 after acquiring an additional 48 shares during the period. CYBER HORNET ETFs LLC grew its stake in shares of T-Mobile US by 3.8% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,319 shares of the Wireless communications provider's stock worth $316,000 after acquiring an additional 48 shares during the period. Appleton Partners Inc. MA grew its stake in shares of T-Mobile US by 5.3% during the 3rd quarter. Appleton Partners Inc. MA now owns 971 shares of the Wireless communications provider's stock worth $232,000 after acquiring an additional 49 shares during the period. Finally, MJP Associates Inc. ADV grew its stake in shares of T-Mobile US by 2.7% during the 3rd quarter. MJP Associates Inc. ADV now owns 1,886 shares of the Wireless communications provider's stock worth $452,000 after acquiring an additional 49 shares during the period. Institutional investors own 42.49% of the company's stock.

Key T-Mobile US News

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

• Positive Sentiment: Moffett Nathanson upgraded TMUS to Buy, signaling analyst conviction in the company's subscriber and cash‑flow trajectory; upgrades can support price upside if sentiment turns. T-Mobile US NASDAQ: TMUS Raised to Buy at Moffett Nathanson
• Positive Sentiment: T-Mobile is partnering with Nvidia (and Nokia) to integrate AI workloads onto AI‑RAN infrastructure — a potential long‑term revenue/margin tailwind from AI‑enabled network services. T-Mobile (TMUS), Nvidia (NVDA) Integrate AI Applications on AI-RAN Infrastructure
• Positive Sentiment: T‑Mobile is trialing AI live translation and other 5G Advanced/edge use cases (including Serve Robotics demos), supporting future service monetization beyond core wireless plans. T-Mobile US readies AI Live Translation trial
• Positive Sentiment: Serve Robotics and other partners demonstrating 5G‑enabled robots on T‑Mobile’s network highlight incremental commercial opportunities for edge/IoT revenue. The Bull Case For Serve Robotics (SERV) Could Change Following Launch Of 5G Conversational Robot Maggie
• Neutral Sentiment: Top research roundups flag both growth drivers (5G/AI) and rising costs/competitive pressure — mixed analyst views mean stock reaction depends on which narrative dominates. Top Research Reports for Bank of America, GE Aerospace & T-Mobile
• Neutral Sentiment: Expanded Starlink/partner moves in wireless/edge services are worth watching as a potential competitive or complementary force but are not an immediate earnings driver for TMUS. What SpaceX's expanded Starlink coverage means for the IPO
• Negative Sentiment: Insiders sold roughly US$151M of TMUS stock, a sizable delegation of insider exits that often spooks investors and can signal near‑term management or confidence concerns. Insiders At T-Mobile US Sold US$151m In Stock, Alluding To Potential Weakness
• Negative Sentiment: Short interest jumped ~78% to ~21.36M shares as of March 31, raising the proportion of shares bet against TMUS and increasing downward pressure or volatility if negative news persists.
• Negative Sentiment: Peer strength (Verizon’s recent gains tied to fiber and bundling) underscores competitive intensity and margin pressure in the sector — a reminder TMUS faces near‑term tradeoffs between growth spend and margins. Verizon Shares Rise 20.6% in Three Months: How to Play the Stock

Insider Transactions at T-Mobile US

In other T-Mobile US news, Director Raul Marcelo Claure sold 550,000 shares of the firm's stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $217.57, for a total value of $119,663,500.00. Following the sale, the director owned 891,204 shares of the company's stock, valued at $193,899,254.28. This trade represents a 38.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director G Michael Sievert sold 1,089 shares of the firm's stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $221.85, for a total value of $241,594.65. Following the completion of 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 position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 694,134 shares of company stock worth $150,847,799. 0.37% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on TMUS. Moffett Nathanson raised T-Mobile US from a "neutral" rating to a "buy" rating and set a $254.00 price objective on the stock in a report on Wednesday. JPMorgan Chase & Co. reissued a "buy" rating on shares of T-Mobile US in a report on Thursday, February 12th. Wells Fargo & Company increased their price objective on T-Mobile US from $225.00 to $235.00 and gave the stock an "overweight" rating in a report on Friday, February 13th. DZ Bank reissued a "buy" rating on shares of T-Mobile US in a report on Friday, February 13th. Finally, Weiss Ratings cut T-Mobile US from a "buy (b-)" rating to a "hold (c+)" rating in a report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $258.30.

T-Mobile US Stock Performance

Shares of TMUS opened at $195.71 on Friday. The stock's 50-day simple moving average is $210.22 and its 200 day simple moving average is $209.09. The stock has a market capitalization of $215.65 billion, a price-to-earnings ratio of 20.16, a price-to-earnings-growth ratio of 1.25 and a beta of 0.43. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.90 and a current ratio of 1.00. T-Mobile US, Inc. has a 52-week low of $181.36 and a 52-week high of $267.96.

T-Mobile US Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Friday, May 29th will be issued a $1.02 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.08 annualized dividend and a dividend yield of 2.1%. T-Mobile US's dividend payout ratio (DPR) 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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