WESPAC Advisors SoCal LLC Has $7.28 Million Position in T-Mobile US, Inc. $TMUS

Key Points

• WESPAC Advisors SoCal LLC cut its stake in T‑Mobile by 35.1% in Q4 and now holds 35,847 shares worth $7.278 million, about 1.5% of its portfolio and the fund's 24th largest position.
• T‑Mobile declared a quarterly dividend of $1.02 per share (annualized $4.08, ~2.0% yield); the ex‑dividend and record date are listed as May 29 with payment on June 11.
• Significant insider selling occurred recently — including CFO Peter Osvaldik's sale of 27,000 shares — with insiders selling 694,134 shares (~$150.85 million) in the last quarter and owning about 0.37% of the stock.

WESPAC Advisors SoCal LLC lessened its holdings in T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) by 35.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,847 shares of the Wireless communications provider's stock after selling 19,368 shares during the quarter. T-Mobile US makes up approximately 1.5% of WESPAC Advisors SoCal LLC's investment portfolio, making the stock its 24th largest position. WESPAC Advisors SoCal LLC's holdings in T-Mobile US were worth $7,278,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in TMUS. Howard Hughes Medical Institute bought a new position in shares of T-Mobile US during the second quarter valued at $25,000. United Community Bank grew its stake 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 purchasing an additional 59 shares during the last quarter. Elevation Wealth Partners LLC increased its holdings in T-Mobile US by 190.0% in the third quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider's stock valued at $28,000 after purchasing an additional 76 shares during the period. CoreFirst Bank & Trust bought a new position in T-Mobile US during the 2nd quarter worth $31,000. Finally, Kilter Group LLC bought a new position in T-Mobile US during the 2nd quarter worth $34,000. 42.49% of the stock is owned by institutional investors.

T-Mobile US Price Performance

Shares of NASDAQ TMUS opened at $208.47 on Friday. The firm has a market capitalization of $229.70 billion, a P/E ratio of 21.47, a P/E/G ratio of 1.35 and a beta of 0.43. The firm's 50-day moving average price is $205.25 and its 200-day moving average price is $213.32. 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 1-year low of $181.36 and a 1-year high of $272.60.

T-Mobile US Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be paid a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Friday, May 29th. T-Mobile US's dividend payout ratio is 42.02%.

Insiders Place Their Bets

In other T-Mobile US news, CFO Peter Osvaldik sold 27,000 shares of the firm's stock in a transaction that occurred on Wednesday, February 18th. The stock was 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. This trade represents a 34.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Mark Wolfe Nelson sold 10,240 shares of the business's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $220.80, for a total transaction of $2,260,992.00. Following the sale, the insider owned 74,280 shares of the company's stock, valued at $16,401,024. This trade represents a 12.12% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 694,134 shares of company stock valued at $150,847,799. 0.37% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Oppenheimer lowered T-Mobile US from an "outperform" rating to a "market perform" rating in a research report on Friday, November 21st. Zacks Research raised T-Mobile US from a "strong sell" rating to a "hold" rating in a research note on Wednesday, November 26th. Benchmark reiterated a "buy" rating on shares of T-Mobile US in a report on Thursday, February 12th. Wells Fargo & Company increased their target price on shares of T-Mobile US from $225.00 to $235.00 and gave the company an "overweight" rating in a research report on Friday, February 13th. Finally, Daiwa Securities Group upgraded shares of T-Mobile US from a "neutral" rating to an "outperform" rating and set a $240.00 price target for the company in a report on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $257.30.

T-Mobile US Company 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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