Erste Asset Management GmbH Sells 7,869 Shares of T-Mobile US, Inc. $TMUS

Erste Asset Management GmbH lessened its holdings in T-Mobile US, Inc. (NASDAQ:TMUS) by 5.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 132,416 shares of the Wireless communications provider’s stock after selling 7,869 shares during the quarter. Erste Asset Management GmbH’s holdings in T-Mobile US were worth $31,510,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of TMUS. Haven Private LLC boosted its stake in T-Mobile US by 1.3% in the second quarter. Haven Private LLC now owns 3,186 shares of the Wireless communications provider’s stock valued at $759,000 after buying an additional 42 shares in the last quarter. Cetera Trust Company N.A lifted its holdings in shares of T-Mobile US by 0.4% in the second quarter. Cetera Trust Company N.A now owns 12,018 shares of the Wireless communications provider’s stock worth $2,863,000 after acquiring an additional 45 shares during the last quarter. L2 Asset Management LLC boosted its stake in shares of T-Mobile US by 2.2% in the 2nd quarter. L2 Asset Management LLC now owns 2,082 shares of the Wireless communications provider’s stock valued at $496,000 after purchasing an additional 45 shares in the last quarter. City Holding Co. boosted its stake in shares of T-Mobile US by 48.4% in the 3rd quarter. City Holding Co. now owns 141 shares of the Wireless communications provider’s stock valued at $34,000 after purchasing an additional 46 shares in the last quarter. Finally, PAX Financial Group LLC grew its holdings in shares of T-Mobile US by 4.1% during the 2nd quarter. PAX Financial Group LLC now owns 1,190 shares of the Wireless communications provider’s stock valued at $284,000 after purchasing an additional 47 shares during the last quarter. Institutional investors own 42.49% of the company’s stock.

Key T-Mobile US News

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 T-Mobile US news, Director Raul Marcelo Claure sold 550,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $217.57, for a total transaction of $119,663,500.00. Following the completion of the transaction, the director owned 891,204 shares in the company, valued at approximately $193,899,254.28. This trade represents a 38.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Peter Osvaldik sold 27,000 shares of the business’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 transaction of $5,801,220.00. Following the completion of the transaction, the chief financial officer owned 51,573 shares in the company, valued at $11,080,974.78. This trade represents a 34.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 692,300 shares of company stock worth $150,426,595. Company insiders own 0.37% of the company’s stock.

T-Mobile US Stock Down 2.5%

Shares of NASDAQ:TMUS opened at $213.15 on Friday. The firm has a market cap of $234.86 billion, a P/E ratio of 21.95, a P/E/G ratio of 1.41 and a beta of 0.44. T-Mobile US, Inc. has a 12-month low of $181.36 and a 12-month high of $276.49. The business has a fifty day simple moving average of $200.29 and a 200 day simple moving average of $217.51. The company has a quick ratio of 0.90, a current ratio of 1.00 and a debt-to-equity ratio of 1.45.

T-Mobile US Dividend Announcement

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

Analyst Upgrades and Downgrades

TMUS has been the subject of several research reports. Royal Bank Of Canada dropped their price objective on shares of T-Mobile US from $270.00 to $255.00 and set an “outperform” rating for the company in a research note on Friday, January 16th. The Goldman Sachs Group increased their price target on T-Mobile US from $233.00 to $254.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Barclays boosted their price objective on T-Mobile US from $240.00 to $245.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Weiss Ratings cut T-Mobile US from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, January 12th. Finally, JPMorgan Chase & Co. reissued a “buy” rating on shares of T-Mobile US in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, T-Mobile US has an average rating of “Moderate Buy” and a consensus target price of $257.09.

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.