T-Mobile US, Inc. $TMUS Shares Acquired by Munich Reinsurance Co Stock Corp in Munich

Key Points

• Munich Reinsurance Co more than doubled its position in T‑Mobile in Q4, boosting its stake by 104.1% to 396,790 shares worth about $80.87 million, roughly 2.0% of its portfolio and its 10th-largest holding.
• Large insider selling has occurred recently: Raul Marcelo Claure sold 550,000 shares (a 38.16% reduction) and insiders have sold 694,134 shares worth $150.85 million over the last 90 days, leaving corporate insiders with 0.37% ownership.
• T‑Mobile announced a quarterly dividend of $1.02 per share (annualized $4.08, ~2.1% yield) payable June 11 with an ex-dividend date of May 29 and a payout ratio of about 42%.

Munich Reinsurance Co Stock Corp in Munich lifted its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 104.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 396,790 shares of the Wireless communications provider's stock after buying an additional 202,410 shares during the period. T-Mobile US makes up approximately 2.0% of Munich Reinsurance Co Stock Corp in Munich's investment portfolio, making the stock its 10th biggest holding. Munich Reinsurance Co Stock Corp in Munich's holdings in T-Mobile US were worth $80,866,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. United Community Bank lifted its position in T-Mobile US by 131.1% during 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 period. City Holding Co. lifted its position in 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 purchasing an additional 46 shares during the period. Cloud Capital Management LLC acquired a new position in T-Mobile US during the third quarter valued at $38,000. First Horizon Corp acquired a new position in T-Mobile US during the third quarter valued at $42,000. Finally, Wealth Watch Advisors INC acquired a new position in T-Mobile US during the third quarter valued at $45,000. 42.49% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at T-Mobile US

In other news, Director G Michael Sievert sold 1,089 shares of the business's stock in a transaction dated Tuesday, February 24th. The shares were 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 of the company's stock, valued at $27,885,657.60. The trade was a 0.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Raul Marcelo Claure sold 550,000 shares of the business's stock in a transaction dated Thursday, February 12th. The stock was 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 694,134 shares of company stock valued at $150,847,799. Corporate insiders own 0.37% of the company's stock.

Analyst Upgrades and Downgrades

TMUS has been the subject of a number of research reports. Wolfe Research restated an "outperform" rating and set a $255.00 target price on shares of T-Mobile US in a research report on Thursday, February 12th. KeyCorp raised shares of T-Mobile US from a "sector weight" rating to an "overweight" rating and set a $260.00 price objective for the company in a report on Monday, April 13th. BNP Paribas Exane cut their price objective on shares of T-Mobile US from $300.00 to $275.00 and set an "outperform" rating for the company in a report on Friday, January 16th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of T-Mobile US in a report on Friday, April 10th. Finally, Royal Bank Of Canada cut their price objective on shares of T-Mobile US from $270.00 to $255.00 and set an "outperform" rating for the company in a report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $260.91.

T-Mobile US Stock Down 2.2%

TMUS stock opened at $189.80 on Friday. The stock has a market capitalization of $209.13 billion, a P/E ratio of 19.55, a P/E/G ratio of 1.27 and a beta of 0.43. The firm has a 50-day simple moving average of $208.21 and a 200-day simple moving average of $206.42. 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 $261.56.

T-Mobile US Dividend Announcement

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

Trending Headlines about T-Mobile US

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

• Positive Sentiment: Major brokerages reaffirmed confidence in TMUS with Barclays and JPMorgan both reiterating "buy" ratings, supporting demand for the shares despite recent volatility. Read More. Read More.
• Positive Sentiment: Analysts and research notes (Zacks) expect T-Mobile to potentially top Q1 earnings estimates as continued 5G rollout, fiber and AI-driven demand boost telecom revenue drivers—a near-term fundamental upside ahead of the quarter. Read More.
• Positive Sentiment: Product/service expansion: T‑Mobile is piloting same‑day DoorDash deliveries of 5G home internet equipment, highlighting incremental customer‑acquisition and distribution initiatives. Read More.
• Neutral Sentiment: Sanford C. Bernstein reaffirmed a "Neutral" rating—indicative of mixed views within the Street and signaling some divergence in conviction despite buy-side support. Read More.
• Neutral Sentiment: Wall Street previews and countdown pieces outline key Q1 metrics investors should watch (ARPU, postpaid adds, service revenue and margin), keeping focus on the upcoming earnings print for directional clarity. Read More.
• Neutral Sentiment: Market commentary has labeled TMUS as "oversold" among communication-services names, suggesting technical bounce potential if news flow stabilizes. Read More.
• Negative Sentiment: Merger/takeover speculation: reports that Deutsche Telekom is exploring a full merger or takeover of T‑Mobile have driven large intraday moves—introducing regulatory uncertainty, potential deal complexity and valuation questions that appear to be the primary source of today's downside pressure. Read More.
• Negative Sentiment: Broad media coverage and analytical pieces discussing a possible $200–$400B+ transaction have amplified volatility and selling by investors seeking to avoid takeover/regulatory risk before clearer guidance emerges. Read More.

T-Mobile US 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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