Danske Bank A S Acquires 82,571 Shares of T-Mobile US, Inc. $TMUS

Danske Bank A S lifted its holdings in T-Mobile US, Inc. (NASDAQ:TMUS) by 25.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 405,073 shares of the Wireless communications provider’s stock after buying an additional 82,571 shares during the period. Danske Bank A S’s holdings in T-Mobile US were worth $82,246,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in TMUS. United Community Bank grew its holdings in T-Mobile US by 131.1% during the 3rd 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 last quarter. Turning Point Benefit Group Inc. grew its holdings in 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 valued at $32,000 after purchasing an additional 153 shares during the last quarter. City Holding Co. grew its holdings in T-Mobile US by 48.4% during 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 during the last quarter. Cloud Capital Management LLC bought a new position in T-Mobile US during the 3rd quarter valued at about $38,000. Finally, Ares Financial Consulting LLC bought a new position in T-Mobile US during the 4th quarter valued at about $38,000. 42.49% of the stock is currently owned by institutional investors.

T-Mobile US News Summary

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

• Positive Sentiment: Q1 beat, raised 2026 guidance and big buybacks — Q1 showed stronger service revenue and profitability, management raised postpaid additions and FCF outlook, and the company expanded its 2026 shareholder-return authorization (heavy buybacks underway), which supports near-term shareholder value. Q1 beat & guidance (Quiver)
• Positive Sentiment: Strategic fiber expansion — T?Mobile announced two 50/50 fiber joint ventures to acquire regional fiber providers and extend broadband reach (targeting >1M additional homes), diversifying growth beyond wireless. Fiber JV (Yahoo)
• Positive Sentiment: Analyst upgrades & reaffirmations — Oppenheimer upgraded to Outperform ($260 PT) and other firms (Goldman Sachs, UBS) reiterated buys, highlighting AI pricing/cost opportunities and confidence in the growth trajectory. Oppenheimer upgrade Goldman buy reaffirm (MarketScreener) UBS reiterates buy (MarketScreener)
• Neutral Sentiment: Customer experience & retention — Management cites an “industry?leading” NPS and deeper customer relationships, supporting sustainable ARPU and lower churn, though benefits are medium?term. NPS article
• Neutral Sentiment: Mixed analyst target moves — Several firms raised ratings/targets while others trimmed price targets (JPM lowered $300?$275 but stayed overweight; TD Cowen raised to $261). The cross?currents leave consensus upside but add short?term volatility. JPMorgan price target note
• Negative Sentiment: Merger-related costs and execution questions — Q1 GAAP EPS was impacted by merger-related charges; investors may be cautious on near-term EPS volatility and integration execution (also some commentary about low satellite usage). Satellite usage article
• Negative Sentiment: Regulatory/operational risk — Proposed robocall legislation could change telco compliance/marketing operations; heavy insider selling noted in public filings may also concern some investors. Robocall bill (QuiverQuant)

Insiders Place Their Bets

In other news, Director Srikant M. Datar sold 3,291 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $221.10, for a total value of $727,640.10. Following the completion of the sale, the director owned 1,038 shares of the company’s stock, valued at approximately $229,501.80. This represents a 76.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director G Michael Sievert sold 80,000 shares of the company’s 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 sale, the director directly owned 140,696 shares of the company’s stock, valued at $30,241,198.24. The trade was a 36.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 694,134 shares of company stock worth $150,847,799. 0.37% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on TMUS shares. Citigroup upped their price target on shares of T-Mobile US from $220.00 to $225.00 and gave the company a “neutral” rating in a report on Tuesday, March 17th. Daiwa Securities Group upgraded shares of T-Mobile US from a “neutral” rating to an “outperform” rating and set a $240.00 price target on the stock in a report on Thursday, February 19th. Barclays reiterated a “buy” rating on shares of T-Mobile US in a report on Friday, April 24th. TD Cowen upped their price target on shares of T-Mobile US from $252.00 to $261.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Royal Bank Of Canada cut their price target on shares of T-Mobile US from $255.00 to $240.00 and set an “outperform” rating on the stock in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $259.46.

T-Mobile US Price Performance

Shares of TMUS stock opened at $195.50 on Friday. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.09 and a quick ratio of 0.90. The company has a market capitalization of $211.57 billion, a P/E ratio of 20.80, a P/E/G ratio of 1.29 and a beta of 0.43. The company’s 50-day simple moving average is $206.12 and its two-hundred day simple moving average is $205.40. T-Mobile US, Inc. has a one year low of $181.36 and a one year high of $261.56.

T-Mobile US (NASDAQ:TMUS) last issued its earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, topping analysts’ consensus estimates of $2.01 by $0.26. The business had revenue of $23.11 billion for the quarter, compared to the consensus estimate of $22.98 billion. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. The company’s revenue for the quarter was up 10.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.58 EPS. As a group, equities analysts anticipate that T-Mobile US, Inc. will post 10.52 EPS for the current year.

T-Mobile US Dividend Announcement

The business also recently announced 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. This represents a $4.08 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, May 29th. T-Mobile US’s dividend payout ratio is currently 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.