Third View Private Wealth LLC Takes Position in T-Mobile US, Inc. $TMUS

Key Points

• Third View Private Wealth LLC acquired a new stake of 17,525 shares of T‑Mobile in Q4, valued at about $3.56 million, while institutional investors now own roughly 42.49% after additional buys by large funds like Vanguard, State Street, Capital International, Wellington and Invesco.
• T‑Mobile declared a quarterly dividend of $1.02 (annualized $4.08) for a yield of 2.1%, with an ex‑dividend date of May 29 and a payment date of June 11.
• Company insiders have been net sellers — including director G. Michael Sievert (80,000 shares) and Srikant Datar — with 694,134 shares sold in the last three months totaling about $150.85 million, even as analysts' consensus is a Moderate Buy with a $260.91 price target.

Third View Private Wealth LLC acquired a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 17,525 shares of the Wireless communications provider's stock, valued at approximately $3,558,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of T-Mobile US by 1.5% during the third quarter. Vanguard Group Inc. now owns 42,797,074 shares of the Wireless communications provider's stock valued at $10,244,764,000 after acquiring an additional 636,192 shares in the last quarter. State Street Corp increased its holdings in shares of T-Mobile US by 4.7% during the third quarter. State Street Corp now owns 24,234,085 shares of the Wireless communications provider's stock valued at $5,801,155,000 after acquiring an additional 1,092,769 shares in the last quarter. Capital International Investors increased its holdings in shares of T-Mobile US by 5.5% during the third quarter. Capital International Investors now owns 13,726,288 shares of the Wireless communications provider's stock valued at $3,285,608,000 after acquiring an additional 711,278 shares in the last quarter. Wellington Management Group LLP increased its holdings in shares of T-Mobile US by 47.5% during the third quarter. Wellington Management Group LLP now owns 13,461,669 shares of the Wireless communications provider's stock valued at $3,222,454,000 after acquiring an additional 4,335,368 shares in the last quarter. Finally, Invesco Ltd. increased its holdings in shares of T-Mobile US by 6.1% during the third quarter. Invesco Ltd. now owns 7,903,104 shares of the Wireless communications provider's stock valued at $1,891,845,000 after acquiring an additional 453,096 shares in the last quarter. Institutional investors own 42.49% of the company's stock.

T-Mobile US Stock Down 1.7%

Shares of NASDAQ:TMUS opened at $192.43 on Tuesday. The company has a market capitalization of $212.03 billion, a PE ratio of 19.82, 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 current ratio of 1.00 and a quick ratio of 0.90. The business has a fifty day moving average price of $210.17 and a two-hundred day moving average price of $208.56. T-Mobile US, Inc. has a 1 year low of $181.36 and a 1 year high of $267.96.

T-Mobile US Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Friday, May 29th will be paid a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US's dividend payout ratio is 42.02%.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the company. The Goldman Sachs Group decreased their price objective on T-Mobile US from $254.00 to $253.00 and set a "buy" rating for the company in a report on Wednesday, March 25th. Sanford C. Bernstein reissued a "neutral" rating on shares of T-Mobile US in a research report on Thursday, February 19th. Scotiabank lowered their price target on T-Mobile US from $270.50 to $266.00 and set a "sector outperform" rating for the company in a research report on Thursday, February 12th. Barclays increased their price target on T-Mobile US from $240.00 to $245.00 and gave the company an "overweight" rating in a research report on Thursday, February 12th. Finally, Weiss Ratings reissued a "hold (c+)" rating on shares of T-Mobile US in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $260.91.

Insider Transactions at T-Mobile US

In other news, Director Srikant M. Datar sold 3,291 shares of the stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $221.10, for a total transaction of $727,640.10. Following the completion of the transaction, the director owned 1,038 shares in the company, valued at approximately $229,501.80. This represents a 76.02% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director G Michael Sievert sold 80,000 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $214.94, for a total value of $17,195,200.00. Following the transaction, the director owned 140,696 shares of the company's stock, valued at $30,241,198.24. The trade was a 36.25% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 694,134 shares of company stock worth $150,847,799. Company insiders own 0.37% of the company's stock.

T-Mobile US News Roundup

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

• Positive Sentiment: KeyBanc/KeyCorp upgraded TMUS to "Overweight" and set a $260 price target, highlighting T‑Mobile's network advantage and compressed valuation — the call implies meaningful upside from current levels. KeyBanc Upgrades T-Mobile to Overweight, Citing Network Advantage and Compressed Valuation
• Positive Sentiment: KeyCorp raised longer‑range profitability expectations — issuing a FY2027 EPS forecast of $12.53 and lifting its Q4‑2026 estimate — signaling confidence in multi‑quarter recovery and longer‑term earnings growth. KeyCorp research note and estimates
• Neutral Sentiment: Some intra‑quarter adjustments are immaterial in size (e.g., a one‑cent trim to the Q3‑2026 EPS estimate), suggesting minor modelling tweaks rather than a large structural change. KeyCorp research note and estimates
• Negative Sentiment: KeyCorp reduced near‑term guidance: FY2026 EPS was cut (from $10.67 to $10.05) and Q2‑2026/Q3‑2026 estimates were trimmed — a sign the firm expects weaker 2026 results, which can pressure the stock in the short term. KeyCorp research note and estimates

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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