T-Mobile US, Inc. $TMUS Shares Sold by Hardman Johnston Global Advisors LLC

Key Points

• Hardman Johnston Global Advisors cut its T‑Mobile stake by 88.5% in Q4, selling 86,788 shares and leaving 11,255 shares valued at about $2.285 million.
• Corporate insiders have sold roughly 694,134 shares in the past 90 days (about $150.85 million), including Director G. Michael Sievert and CFO Peter Osvaldik, indicating significant insider exits.
• Analysts collectively rate TMUS a "Moderate Buy" with a consensus target of $258.30, driven by upgrades and optimism on 5G/AI opportunities but tempered by cost and competitive concerns.

Hardman Johnston Global Advisors LLC decreased its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 88.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,255 shares of the Wireless communications provider's stock after selling 86,788 shares during the period. Hardman Johnston Global Advisors LLC's holdings in T-Mobile US were worth $2,285,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of TMUS. United Community Bank grew its stake 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 worth $25,000 after buying an additional 59 shares during the period. Elevation Wealth Partners LLC grew its stake in T-Mobile US by 190.0% during the third quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider's stock worth $28,000 after buying an additional 76 shares during the period. City Holding Co. grew its stake 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 worth $34,000 after buying an additional 46 shares during the period. Cloud Capital Management LLC purchased a new stake in T-Mobile US during the third quarter worth approximately $38,000. Finally, First Horizon Corp purchased a new stake in T-Mobile US during the third quarter worth approximately $42,000. Institutional investors and hedge funds own 42.49% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on TMUS. JPMorgan Chase & Co. reiterated a "buy" rating on shares of T-Mobile US in a research note on Thursday, February 12th. Moffett Nathanson upgraded shares of T-Mobile US from a "neutral" rating to a "buy" rating and set a $254.00 price objective for the company in a research note on Wednesday, April 8th. BNP Paribas Exane decreased their target price on shares of T-Mobile US from $300.00 to $275.00 and set an "outperform" rating for the company in a research note on Friday, January 16th. Citigroup upped their target price on shares of T-Mobile US from $220.00 to $225.00 and gave the company a "neutral" rating in a research note on Tuesday, March 17th. Finally, Benchmark restated a "buy" rating on shares of T-Mobile US in a research note on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and nine have given a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $258.30.

Trending Headlines about T-Mobile US

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

T-Mobile US Price Performance

Shares of TMUS stock opened at $195.71 on Monday. The company has a market capitalization of $215.65 billion, a PE ratio of 20.16, a price-to-earnings-growth ratio of 1.25 and a beta of 0.43. The firm has a fifty day simple moving average of $210.22 and a 200-day simple moving average of $208.88. The company has a current ratio of 1.00, a quick ratio of 0.90 and a debt-to-equity ratio of 1.45. T-Mobile US, Inc. has a twelve month low of $181.36 and a twelve month high of $267.96.

T-Mobile US Announces Dividend

The company 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 $1.02 dividend. The ex-dividend date 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 is 42.02%.

Insiders Place Their Bets

In related news, Director G Michael Sievert sold 80,000 shares of the company's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $214.94, for a total value of $17,195,200.00. Following the sale, the director directly owned 140,696 shares of the company's stock, valued at $30,241,198.24. This represents a 36.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Peter Osvaldik sold 27,000 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $214.86, for a total transaction of $5,801,220.00. Following the completion of the sale, the chief financial officer directly owned 51,573 shares in the company, valued at $11,080,974.78. This represents a 34.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 694,134 shares of company stock valued at $150,847,799. Corporate insiders own 0.37% of the company's stock.

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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