622,067 Shares of T-Mobile US, Inc. $TMUS Acquired by Mirae Asset Global Investments Co. Ltd.

by · The Cerbat Gem

Mirae Asset Global Investments Co. Ltd. acquired a new position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 622,067 shares of the Wireless communications provider’s stock, valued at approximately $101,447,000.

Several other hedge funds have also recently bought and sold shares of TMUS. First National Bank of Mount Dora Trust Investment Services lifted its position in T-Mobile US by 34.8% in the first quarter. First National Bank of Mount Dora Trust Investment Services now owns 59,958 shares of the Wireless communications provider’s stock worth $12,593,000 after purchasing an additional 15,495 shares during the period. Perpetual Ltd boosted its stake in T-Mobile US by 140.1% during the 3rd quarter. Perpetual Ltd now owns 11,168 shares of the Wireless communications provider’s stock valued at $1,821,000 after purchasing an additional 6,517 shares in the last quarter. Liontrust Investment Partners LLP increased its position in shares of T-Mobile US by 46.0% during the 1st quarter. Liontrust Investment Partners LLP now owns 57,402 shares of the Wireless communications provider’s stock valued at $12,056,000 after purchasing an additional 18,075 shares during the period. Plato Investment Management Ltd acquired a new position in shares of T-Mobile US during the 2nd quarter valued at $5,870,000. Finally, Paralel Advisors LLC acquired a new position in shares of T-Mobile US during the 2nd quarter valued at $1,846,000. 42.49% of the stock is currently owned by institutional investors.

Key T-Mobile US News

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

  • Positive Sentiment: Strong Q3 performance and raised guidance: T-Mobile reported $3.22 in quarterly EPS, above expectations, while net income increased approximately 27%. Growth in service revenue, premium-plan adoption, account additions and average revenue per account helped drive the beat. Management raised its 2026 earnings, EBITDA and free-cash-flow outlook, providing a positive catalyst for TMUS. TMUS Q3 Earnings Beat Estimates on Strong Service Revenue Growth
  • Positive Sentiment: SpaceX may face a costly challenge: Estimates that SpaceX could need an additional $120 billion to $130 billion to build a nationwide wireless rival support the competitive position of established carriers, including T-Mobile. This reduces near-term fears that SpaceX can quickly replicate TMUS’s network and customer scale. SpaceX’s $28 Billion Spectrum Deals May Not Be Enough
  • Neutral Sentiment: Analyst views remain mixed: JPMorgan, KeyCorp, Deutsche Bank and Citi reduced their price targets, while maintaining ratings ranging from neutral to overweight. Scotiabank raised its target modestly and TD Cowen retained a buy rating, indicating substantial long-term upside but less near-term consensus confidence.
  • Negative Sentiment: Customer and spending risks: Postpaid account churn rose to 1.09% from 0.97%, and free-cash-flow growth partly reflected lower capital spending that is expected to increase in the fourth quarter. High debt, intense competition and rising costs could constrain future shareholder returns. T-Mobile Profit Up 27% as Account Churn Rises
  • Negative Sentiment: Merger uncertainty and SpaceX strategy: Reports that Deutsche Telekom has put a potential $300 billion transaction on hold remove a possible strategic catalyst. Separately, T-Mobile’s CEO said there is no room for an MVNO partnership with SpaceX, leaving the company exposed if SpaceX proceeds with a direct terrestrial wireless offering. Historic T-Mobile Deutsche Telekom Merger Put on Ice

T-Mobile US Trading Up 6.2%

T-Mobile US stock opened at $156.44 on Friday. The firm has a market cap of $165.71 billion, a price-to-earnings ratio of 15.10, a price-to-earnings-growth ratio of 0.99 and a beta of 0.33. T-Mobile US, Inc. has a 1 year low of $143.75 and a 1 year high of $224.75. The firm’s 50 day moving average price is $167.13 and its two-hundred day moving average price is $186.92. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.83 and a current ratio of 0.91.

T-Mobile US (NASDAQ:TMUS – Get Free Report) last announced its quarterly earnings data on Wednesday, October 28th. The Wireless communications provider reported $3.22 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $0.33. The company had revenue of $23.58 billion during the quarter, compared to the consensus estimate of $23.15 billion. T-Mobile US had a return on equity of 21.47% and a net margin of 12.05%. The company’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.41 EPS. On average, research analysts predict that T-Mobile US, Inc. will post 11.36 EPS for the current fiscal year.

T-Mobile US Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Wednesday, November 25th will be issued a dividend of $1.17 per share. This is a positive change from T-Mobile US’s previous quarterly dividend of $1.02. This represents a $4.68 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend is Wednesday, November 25th. T-Mobile US’s dividend payout ratio (DPR) is currently 39.38%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on TMUS shares. The Goldman Sachs Group cut their price objective on T-Mobile US from $230.00 to $211.00 and set a “buy” rating for the company in a report on Friday, September 25th. Sanford C. Bernstein reaffirmed a “neutral” rating on shares of T-Mobile US in a report on Monday, September 28th. UBS Group dropped their price target on shares of T-Mobile US from $255.00 to $235.00 and set a “buy” rating on the stock in a research report on Friday, July 24th. TD Cowen dropped their price target on shares of T-Mobile US from $260.00 to $258.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Scotiabank upped their price target on shares of T-Mobile US from $212.00 to $214.00 and gave the company a “sector outperform” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $238.25.

Get Our Latest Stock Analysis on T-Mobile US

Insider Activity at T-Mobile US

In related news, CAO Daniel James Drobac sold 772 shares of the stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $178.33, for a total value of $137,670.76. Following the completion of the transaction, the chief accounting officer owned 35,118 shares in the company, valued at $6,262,592.94. This trade represents a 2.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.32% of the stock is currently owned by corporate insiders.

T-Mobile US Company Profile

(Free Report)

T-Mobile US, Inc (NASDAQ: TMUS) is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States, Puerto Rico and the U.S. Virgin Islands. Its offerings include postpaid and prepaid wireless plans, connected devices, broadband internet and other communications services.

The company operates a nationwide wireless network, including 5G services, and sells smartphones, tablets, connected devices and related accessories through retail stores, online channels and third-party distributors.

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