DNB Asset Management AS Raises Stake in T-Mobile US, Inc. $TMUS

DNB Asset Management AS raised its position in T-Mobile US, Inc. (NASDAQ:TMUS) by 27.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 715,202 shares of the Wireless communications provider’s stock after purchasing an additional 155,260 shares during the period. T-Mobile US accounts for 0.6% of DNB Asset Management AS’s investment portfolio, making the stock its 28th largest holding. DNB Asset Management AS owned approximately 0.06% of T-Mobile US worth $171,205,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Howard Hughes Medical Institute purchased a new position in T-Mobile US in the second quarter valued at $25,000. United Community Bank boosted its position in shares of T-Mobile US by 131.1% during the 3rd 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. Elevation Wealth Partners LLC increased its holdings in shares of T-Mobile US by 190.0% in the 3rd quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider’s stock valued at $28,000 after acquiring an additional 76 shares during the last quarter. Aspect Partners LLC raised its position in shares of T-Mobile US by 112.1% during the 2nd quarter. Aspect Partners LLC now owns 123 shares of the Wireless communications provider’s stock worth $29,000 after acquiring an additional 65 shares in the last quarter. Finally, CoreFirst Bank & Trust acquired a new stake in shares of T-Mobile US during the 2nd quarter worth about $31,000. 42.49% of the stock is currently owned by institutional investors and hedge funds.

T-Mobile US Price Performance

Shares of NASDAQ:TMUS opened at $213.15 on Friday. T-Mobile US, Inc. has a one year low of $181.36 and a one year high of $276.49. The stock has a market capitalization of $234.86 billion, a price-to-earnings ratio of 21.95, a PEG ratio of 1.41 and a beta of 0.44. The company has a 50-day simple moving average of $200.29 and a 200-day simple moving average of $217.51. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.90 and a current ratio of 1.00.

T-Mobile US Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Friday, February 27th will be issued a $1.02 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.9%. T-Mobile US’s payout ratio is presently 42.02%.

T-Mobile US News Roundup

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

• Positive Sentiment: T‑Mobile launched Samsung Galaxy S26 “on Us” upgrade offers emphasizing 5G Advanced features exclusive to T‑Mobile’s network — a near‑term catalyst for device sales and retention. T‑Mobile Galaxy S26 launch
• Positive Sentiment: Dividend and capital returns: T‑Mobile recently declared a quarterly dividend (record/ex‑dividend timing noted in filings) and buyback commentary remains a part of the bull narrative, supporting income/total‑return expectations. MarketBeat TMUS summary
• Positive Sentiment: Small institutional buying reported (Brucke Financial increased its stake), a modest signal of investor interest. Brucke Financial stake increase
• Neutral Sentiment: Management visibility: CEO Srini Gopalan guesting on a T. Rowe Price podcast about connectivity/AI and T‑Mobile’s presentation at the Morgan Stanley TMT conference (March 4) give management opportunities to reset guidance or address churn/ARPU concerns. CEO podcast
• Neutral Sentiment: Industry context items (e.g., new loyalty platforms, broader telecom comparisons) are circulating but are not immediate company‑specific catalysts. FUZE Member Benefit
• Negative Sentiment: Insider/director selling: Multiple filings show Director G. Michael Sievert and insider Mark Wolfe Nelson sold material blocks of shares over Feb. 19–24 (large cumulative disposals). Such sales often pressure near‑term sentiment even if done for diversification or tax reasons. Insider selling alert
• Negative Sentiment: Competitive pricing/retention risk: Charter’s Spectrum aggressive switch offers and reporting of softer loyalty metrics at T‑Mobile raise concerns about churn and the need for promotional spending to defend share. Spectrum switch savings
• Negative Sentiment: Analyst/peer pressure: Articles highlighting TMUS underperformance vs. peers (and some downward target adjustments) add a valuation headwind and reinforce cautious positioning by some investors. Reassess TMUS article

Insider Buying and Selling at T-Mobile US

In other news, Director Letitia A. Long sold 1,457 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $210.32, for a total value of $306,436.24. Following the completion of the sale, the director owned 5,438 shares in the company, valued at approximately $1,143,720.16. This trade represents a 21.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Mark Wolfe Nelson sold 2,329 shares of T-Mobile US stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $222.38, for a total transaction of $517,923.02. Following the completion of the sale, the insider directly owned 65,677 shares in the company, valued at approximately $14,605,251.26. The trade was a 3.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 692,300 shares of company stock valued at $150,426,595. Corporate insiders own 0.37% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have commented on TMUS. Weiss Ratings lowered shares of T-Mobile US from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, January 12th. Zacks Research raised shares of T-Mobile US from a “strong sell” rating to a “hold” rating in a research report on Wednesday, November 26th. Benchmark reissued a “buy” rating on shares of T-Mobile US in a research report on Thursday, February 12th. Barclays upped their price objective on shares of T-Mobile US from $240.00 to $245.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Finally, Wells Fargo & Company lifted their target price on T-Mobile US from $225.00 to $235.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $257.09.

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.