T-Mobile US, Inc. $TMUS Shares Acquired by Amundi

Key Points

• Amundi increased its T-Mobile US stake by 2.6% in the second quarter, adding 95,650 shares for a total holding of 3.78 million shares valued at approximately $633.3 million. Institutional investors and hedge funds collectively own 42.49% of the company.
• T-Mobile US reported quarterly EPS of $2.99, exceeding the $2.59 consensus estimate, while revenue rose 7.9% year over year to $22.79 billion. The company also declared a quarterly dividend of $1.02, equivalent to a 2.2% annualized yield.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $252.08, despite several recent target-price reductions. Shares recently opened at $181.52, well below their 52-week high of $255.74.

Amundi grew its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 2.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,775,445 shares of the Wireless communications provider's stock after buying an additional 95,650 shares during the period. Amundi owned 0.35% of T-Mobile US worth $633,255,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Sei Investments Co. raised its stake in shares of T-Mobile US by 6.3% during the second quarter. Sei Investments Co. now owns 142,587 shares of the Wireless communications provider's stock valued at $33,972,000 after purchasing an additional 8,491 shares in the last quarter. Diversify Advisory Services LLC grew its position in T-Mobile US by 315.7% in the 2nd quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider's stock valued at $1,147,000 after buying an additional 3,454 shares in the last quarter. Darwin Wealth Management LLC acquired a new position in T-Mobile US during the 2nd quarter valued at about $375,000. Raymond James Financial Inc. raised its position in shares of T-Mobile US by 0.5% during the 2nd quarter. Raymond James Financial Inc. now owns 2,054,144 shares of the Wireless communications provider's stock worth $489,420,000 after buying an additional 9,568 shares in the last quarter. Finally, Viking Global Investors LP raised its position in shares of T-Mobile US by 81.7% during the 2nd quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider's stock worth $677,925,000 after buying an additional 1,279,422 shares in the last quarter. 42.49% of the stock is currently owned by institutional investors and hedge funds.

T-Mobile US Price Performance

Shares of T-Mobile US stock opened at $181.52 on Monday. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83. The stock has a 50-day simple moving average of $181.32 and a 200-day simple moving average of $192.31. The firm has a market cap of $194.71 billion, a price-to-earnings ratio of 19.01, a P/E/G ratio of 1.17 and a beta of 0.34. T-Mobile US, Inc. has a 52-week low of $165.66 and a 52-week high of $255.74.

T-Mobile US (NASDAQ:TMUS - Get Free Report) last announced its earnings results on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, topping the consensus estimate of $2.59 by $0.40. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. The firm had revenue of $22.79 billion for the quarter, compared to the consensus estimate of $22.95 billion. During the same quarter last year, the firm posted $2.84 EPS. The business's quarterly revenue was up 7.9% on a year-over-year basis. On average, equities research analysts expect that T-Mobile US, Inc. will post 10.82 earnings per share for the current fiscal year.

T-Mobile US Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be issued a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US's payout ratio is 42.72%.

Key T-Mobile US News

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

• Positive Sentiment: Activist investor Elliott Investment Management reportedly opposes a potential merger involving Deutsche Telekom and is urging the parent company to pursue alternative ways to increase shareholder value. The report could support T-Mobile’s investment case by reducing merger-related uncertainty and keeping the focus on shareholder returns. T-Mobile Stock Rises on Report Elliott Opposes Deutsche Telekom Merger
• Positive Sentiment: Jessica Uhl will join T-Mobile as CFO designate in mid-September and brings senior finance experience from Shell and GE Vernova. Her global operating background may strengthen the company’s financial leadership as T-Mobile continues investing in its wireless network and growth initiatives. T-Mobile US Sets Up CFO Handover With Jessica Uhl Joining In September
• Neutral Sentiment: The transition is planned well in advance: current CFO Peter Osvaldik will remain in the role until February 2027 and work with Uhl during an extended handover. The overlap reduces execution risk, although investors may still be evaluating how Uhl’s priorities will differ from the current finance strategy. T-Mobile CFO Peter Osvaldik to Step Down in February 2027
• Negative Sentiment: The CFO succession announcement may be contributing to near-term pressure on TMUS, as leadership changes can create uncertainty around capital allocation, financial targets and the company’s longer-term strategy, even when the transition is orderly. This comes despite T-Mobile’s recent earnings beat and year-over-year revenue growth. T-Mobile Announces Planned Chief Financial Officer Transition

Wall Street Analyst Weigh In

TMUS has been the subject of several recent analyst reports. KeyCorp decreased their price objective on shares of T-Mobile US from $260.00 to $250.00 and set an "overweight" rating for the company in a report on Friday, July 24th. UBS Group dropped their target price on T-Mobile US from $255.00 to $235.00 and set a "buy" rating on the stock in a report on Friday, July 24th. Morgan Stanley decreased their price target on T-Mobile US from $260.00 to $230.00 and set an "overweight" rating for the company in a research note on Tuesday, July 7th. Wolfe Research reiterated a "peer perform" rating on shares of T-Mobile US in a research report on Friday, August 14th. Finally, TD Cowen dropped their price target on shares of T-Mobile US from $261.00 to $260.00 and set a "buy" rating on the stock in a research report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $252.08.

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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