T-Mobile US (NASDAQ:TMUS) Coverage Initiated by Analysts at Morgan Stanley

Morgan Stanley started coverage on shares of T-Mobile US (NASDAQ:TMUS) in a report published on Thursday. The firm issued an overweight rating and a $260.00 price target on the Wireless communications provider’s stock.

TMUS has been the subject of a number of other reports. Wells Fargo & Company boosted their price target 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. TD Cowen reduced their price target on shares of T-Mobile US from $263.00 to $252.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Royal Bank Of Canada reduced their price target on shares of T-Mobile US from $270.00 to $255.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. Scotiabank reduced their price target on shares of 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. Finally, DZ Bank restated a “buy” rating on shares of T-Mobile US in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $260.91.

T-Mobile US Stock Up 3.6%

T-Mobile US stock opened at $197.12 on Thursday. T-Mobile US has a 1-year low of $181.36 and a 1-year high of $265.40. The firm has a market capitalization of $217.20 billion, a price-to-earnings ratio of 20.30, a P/E/G ratio of 1.22 and a beta of 0.43. The company has a current ratio of 1.00, a quick ratio of 0.90 and a debt-to-equity ratio of 1.45. The firm has a 50 day simple moving average of $209.69 and a 200 day simple moving average of $208.02.

T-Mobile US Announces Dividend

The firm also recently declared 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. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.08 annualized dividend and a yield of 2.1%. T-Mobile US’s payout ratio is currently 42.02%.

Insiders Place Their Bets

In other T-Mobile US news, CFO Peter Osvaldik sold 27,000 shares of the business’s stock in a transaction on 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 directly owned 51,573 shares of the company’s stock, valued at $11,080,974.78. The trade was a 34.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Raul Marcelo Claure sold 550,000 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $217.57, for a total transaction of $119,663,500.00. Following the completion of the sale, the director directly owned 891,204 shares of the company’s stock, valued at $193,899,254.28. This represents a 38.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 694,134 shares of company stock valued at $150,847,799 over the last three months. 0.37% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On T-Mobile US

A number of hedge funds have recently modified their holdings of 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 valued at $25,000 after acquiring an additional 59 shares during the period. JDM Financial Group LLC increased its position in shares of T-Mobile US by 114.0% in the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock valued at $25,000 after acquiring an additional 65 shares during the period. Elevation Wealth Partners LLC increased its position in shares of 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 acquiring an additional 76 shares during the period. Swiss RE Ltd. purchased a new position in shares of T-Mobile US in the fourth quarter valued at about $29,000. Finally, Turning Point Benefit Group Inc. increased its position in shares of T-Mobile US by 3,825.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock valued at $32,000 after buying an additional 153 shares during the period. Hedge funds and other institutional investors own 42.49% of the company’s stock.

T-Mobile US News Summary

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

• Positive Sentiment: Morgan Stanley initiated coverage on TMUS with an “Overweight” rating and a $260 price target (roughly ~32% upside vs. current price), a clear buy-side catalyst that can attract inflows and support the rally. Morgan Stanley Initiates Coverage
• Positive Sentiment: Rogers expanded satellite-to-mobile coverage in the U.S. via a partnership citing T‑Satellite — adds ~1.3M sq km of roaming coverage and strengthens T‑Mobile’s satellite roaming footprint and wholesale/partner opportunities. This supports future roaming revenue and product differentiation. Rogers Expands Satellite-to-Mobile Coverage to the U.S.
• Positive Sentiment: T‑Mobile launched a SMB promotion for SuperMobile (activation credits of $100/line for 15+ lines) plus a small-business workshop program — a targeted sales push that can accelerate new business net adds and pipeline in the SMB channel. T-Mobile Fuels Small Businesses as they Grow
• Neutral Sentiment: Mint Mobile (T‑Mobile owned) launched a disruptive $45/mo bundle (yearly upfront) combining home 5G and premium mobile — may broaden reach and retention but could compress near-term ARPU depending on subsidization and uptake. Does Mint’s 5G Home‑Wireless Bundle Shift the Bull Case For T-Mobile US (TMUS)?
• Negative Sentiment: KeyCorp lowered its Q1 EPS estimate for TMUS to $1.91 from $2.47 (while keeping an Overweight rating and $260 PT) — the cut signals potential near-term operational pressure or timing issues that could weigh on quarterly results and near-term sentiment. KeyCorp Has Negative Outlook for T-Mobile US Q2 Earnings
• Negative Sentiment: REALLY Wireless, an MVNO on T‑Mobile’s network, unveiled AI “Clone” voicing that could change voice-service dynamics — while it runs on T‑Mobile infrastructure, aggressive MVNO innovation/pricing could pressure wholesale economics or churn. REALLY Wireless Becomes World’s First AI-Native Cell Carrier
• Negative Sentiment: FCC signals openness to Amazon’s Globalstar deal, accelerating competition in space-based internet (more suppliers vs. SpaceX) — increased satellite competition could pressure pricing/patability of satellite-to-mobile services over time. FCC Chair Gives Nod To Amazon-Globalstar Deal

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.