Andra AP fonden Sells 64,600 Shares of T-Mobile US, Inc. $TMUS

Andra AP fonden cut its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 36.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 111,500 shares of the Wireless communications provider’s stock after selling 64,600 shares during the period. Andra AP fonden’s holdings in T-Mobile US were worth $26,691,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Howard Hughes Medical Institute bought a new stake in shares of T-Mobile US in the 2nd quarter valued at about $25,000. United Community Bank grew its holdings 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 valued at $25,000 after purchasing an additional 59 shares during the period. Elevation Wealth Partners LLC grew its holdings 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 valued at $28,000 after purchasing an additional 76 shares during the period. Aspect Partners LLC increased its stake in T-Mobile US by 112.1% in the second quarter. Aspect Partners LLC now owns 123 shares of the Wireless communications provider’s stock valued at $29,000 after purchasing an additional 65 shares in the last quarter. Finally, CoreFirst Bank & Trust acquired a new stake in T-Mobile US in the second quarter worth $31,000. Institutional investors own 42.49% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on TMUS. UBS Group reaffirmed a “buy” rating on shares of T-Mobile US in a research note on Thursday, February 12th. Zacks Research upgraded T-Mobile US from a “strong sell” rating to a “hold” rating in a report on Wednesday, November 26th. Sanford C. Bernstein reaffirmed a “neutral” rating on shares of T-Mobile US in a research report on Thursday, February 19th. Weiss Ratings lowered T-Mobile US from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Finally, TD Cowen lowered their target price on T-Mobile US from $263.00 to $252.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $257.09.

Key Stories Impacting T-Mobile US

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 G Michael Sievert sold 80,000 shares of T-Mobile US stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $214.94, for a total transaction of $17,195,200.00. Following the completion of the transaction, the director directly owned 140,696 shares in the company, valued at approximately $30,241,198.24. The trade was a 36.25% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Raul Marcelo Claure sold 550,000 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $217.57, for a total value of $119,663,500.00. Following the transaction, the director directly owned 891,204 shares in the company, valued at $193,899,254.28. The trade was a 38.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 692,300 shares of company stock valued at $150,426,595 in the last three months. Corporate insiders own 0.37% of the company’s stock.

T-Mobile US Stock Performance

NASDAQ TMUS opened at $213.15 on Friday. The firm has a market capitalization of $234.86 billion, a P/E ratio of 21.95, a price-to-earnings-growth ratio of 1.41 and a beta of 0.44. 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’s fifty day moving average price is $200.29 and its two-hundred day moving average price is $217.51. T-Mobile US, Inc. has a 1 year low of $181.36 and a 1 year high of $276.49.

T-Mobile US Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Friday, February 27th will be paid a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 1.9%. The ex-dividend date is Friday, February 27th. T-Mobile US’s dividend payout ratio (DPR) is 42.02%.

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.