AIA Group Ltd Has $11.25 Million Stock Holdings in T-Mobile US, Inc. $TMUS

AIA Group Ltd lowered its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 24.3% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 53,556 shares of the Wireless communications provider’s stock after selling 17,207 shares during the period. AIA Group Ltd’s holdings in T-Mobile US were worth $11,248,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of TMUS. JDM Financial Group LLC raised its holdings in shares of T-Mobile US by 114.0% during the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock worth $25,000 after acquiring an additional 65 shares in the last quarter. Main Street Group LTD acquired a new position in T-Mobile US in the 1st quarter worth about $25,000. Swiss RE Ltd. acquired a new position in T-Mobile US in the 4th quarter worth about $29,000. Turning Point Benefit Group Inc. raised its stake in shares of T-Mobile US by 3,825.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock worth $32,000 after purchasing an additional 153 shares in the last quarter. Finally, Sachetta LLC lifted its holdings in shares of T-Mobile US by 52.9% during the 1st quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock valued at $33,000 after buying an additional 55 shares during the last quarter. Institutional investors and hedge funds own 42.49% of the company’s stock.

T-Mobile US News Roundup

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

• Positive Sentiment: TMUS still screens as an earnings-growth story, with Erste Group Bank’s FY2027 EPS estimate at $13.52, well above the current full-year consensus of $10.53, suggesting solid longer-term profit potential.
• Neutral Sentiment: Analysts continue to focus on upcoming earnings, with several previews noting that T-Mobile may not have the usual setup for a clear beat, keeping investor expectations cautious ahead of the report.
• Neutral Sentiment: One valuation update trimmed T-Mobile’s fair value estimate to $253.88 from $259.08, reflecting a modestly more conservative view tied to competitive concerns around Starlink and spectrum strategy. T Mobile (TMUS) Stock Sees Modest Fair Value Cut As Starlink Risks Shape Analyst Views
• Neutral Sentiment: Erste Group also slightly cut FY2026 EPS to $10.45 from $10.47, a small reduction that does not materially change the outlook but adds to the cautious tone.
• Negative Sentiment: The main pressure on the stock appears to be pre-earnings caution, as investors weigh whether growth can match expectations and whether competitive threats could limit upside.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Bank of America raised T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price target for the company in a research note on Monday, July 6th. Royal Bank Of Canada reduced their target price on shares of T-Mobile US from $255.00 to $240.00 and set an “outperform” rating for the company in a research note on Wednesday, April 29th. Weiss Ratings downgraded shares of T-Mobile US from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, June 15th. UBS Group reduced their price objective on shares of T-Mobile US from $300.00 to $255.00 and set a “buy” rating for the company in a research note on Monday, June 22nd. Finally, Wells Fargo & Company initiated coverage on shares of T-Mobile US in a research report on Wednesday, July 8th. They set an “equal weight” rating and a $170.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $254.96.

T-Mobile US Trading Down 0.2%

NASDAQ:TMUS opened at $192.43 on Friday. The company’s 50 day moving average is $184.93 and its 200-day moving average is $196.25. The company has a quick ratio of 0.97, a current ratio of 1.09 and a debt-to-equity ratio of 1.58. T-Mobile US, Inc. has a 12 month low of $165.66 and a 12 month high of $261.56. The firm has a market cap of $208.25 billion, a price-to-earnings ratio of 20.47, a P/E/G ratio of 1.14 and a beta of 0.33.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.01 by $0.26. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. The business had revenue of $23.11 billion during the quarter, compared to the consensus estimate of $22.98 billion. During the same period in the prior year, the firm earned $2.58 EPS. T-Mobile US’s quarterly revenue was up 10.6% compared to the same quarter last year. Equities analysts anticipate that T-Mobile US, Inc. will post 10.53 EPS for the current year.

T-Mobile US Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be paid a $1.02 dividend. The ex-dividend date is Friday, August 28th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 2.1%. T-Mobile US’s payout ratio is presently 43.40%.

Insider Buying and Selling

In other news, insider Michael J. Katz sold 5,000 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $195.81, for a total value of $979,050.00. Following the completion of the sale, the insider directly owned 181,930 shares of the company’s stock, valued at approximately $35,623,713.30. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Andre Almeida acquired 5,097 shares of the stock in a transaction dated Friday, May 1st. The stock was bought at an average price of $196.18 per share, for a total transaction of $999,929.46. Following the purchase, the insider owned 44,850 shares of the company’s stock, valued at $8,798,673. The trade was a 12.82% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.32% of the stock is owned by insiders.

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.