T-Mobile US, Inc. $TMUS Shares Bought by Intact Investment Management Inc.

Key Points

• Intact Investment Management boosted its stake in T‑Mobile by 46% in Q4 to 60,600 shares, valued at about $12.3 million according to its latest 13F filing.
• T‑Mobile topped quarterly estimates with $2.27 EPS (vs. $2.01 expected) and $23.11 billion in revenue (+10.6% YoY), and analysts remain mostly positive with a consensus price target of $258.83 despite some target cuts.
• The company announced a $1.02 quarterly dividend (annualized $4.08, yield 2.1%, payable June 11, ex‑dividend May 29), while insiders have sold roughly 694,134 shares (~$150.8 million) over the past three months.

Intact Investment Management Inc. lifted its holdings in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 46.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 60,600 shares of the Wireless communications provider's stock after acquiring an additional 19,100 shares during the period. Intact Investment Management Inc.'s holdings in T-Mobile US were worth $12,304,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in TMUS. United Community Bank increased its position in shares of T-Mobile US by 131.1% in the third quarter. United Community Bank now owns 104 shares of the Wireless communications provider's stock worth $25,000 after acquiring an additional 59 shares in the last quarter. Turning Point Benefit Group Inc. increased its position in shares of T-Mobile US by 3,825.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider's stock worth $32,000 after acquiring an additional 153 shares in the last quarter. City Holding Co. increased its position in shares of T-Mobile US by 48.4% in the third quarter. City Holding Co. now owns 141 shares of the Wireless communications provider's stock worth $34,000 after acquiring an additional 46 shares in the last quarter. Cloud Capital Management LLC acquired a new stake in shares of T-Mobile US in the third quarter worth $38,000. Finally, Ares Financial Consulting LLC acquired a new stake in shares of T-Mobile US in the fourth quarter worth $38,000. Institutional investors and hedge funds own 42.49% of the company's stock.

Trending Headlines about 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

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Scotiabank dropped their price target on shares of T-Mobile US from $266.00 to $263.00 and set a "sector outperform" rating on the stock in a research note on Wednesday, April 29th. DZ Bank reaffirmed a "buy" rating on shares of T-Mobile US in a research note on Friday, February 13th. Royal Bank Of Canada dropped their price target on shares of T-Mobile US from $255.00 to $240.00 and set an "outperform" rating on the stock in a research note on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft dropped their price target 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. Finally, TD Cowen lifted their price target on shares of T-Mobile US from $252.00 to $261.00 and gave the stock a "buy" rating in a research note on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat, T-Mobile US presently has an average rating of "Moderate Buy" and a consensus price target of $258.83.

Insider Buying and Selling

In other news, CFO Peter Osvaldik sold 27,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $214.86, for a total value of $5,801,220.00. Following the completion of the sale, the chief financial officer owned 51,573 shares of the company's stock, valued at approximately $11,080,974.78. The trade was a 34.36% decrease in their position. The transaction 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 business's stock in a transaction dated 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 directly owned 125,696 shares of the company's stock, valued at $27,885,657.60. The trade was a 0.86% decrease in their position. The SEC filing for this sale provides additional information. In 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 insiders.

T-Mobile US Stock Performance

T-Mobile US stock opened at $196.06 on Monday. T-Mobile US, Inc. has a 12-month low of $181.36 and a 12-month high of $261.56. The company has a market capitalization of $212.18 billion, a price-to-earnings ratio of 20.86, a price-to-earnings-growth ratio of 1.16 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 0.97. The firm's fifty day moving average price is $206.12 and its 200 day moving average price is $205.09.

T-Mobile US (NASDAQ:TMUS - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.01 by $0.26. The firm had revenue of $23.11 billion for the quarter, compared to the consensus estimate of $22.98 billion. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. The firm's quarterly revenue was up 10.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.58 EPS. On average, research analysts forecast that T-Mobile US, Inc. will post 10.66 EPS for the current fiscal year.

T-Mobile US Announces Dividend

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 given 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 payout ratio is presently 43.40%.

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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