T-Mobile’s $900M Volume Ranks 88th as Strong Earnings Clash with Leadership Uncertainty and Mixed Institutional Bets

On August 28, 2025, T-Mobile US (TMUS) traded with a volume of $0.90 billion, ranking 88th in market activity. The stock closed down 0.32%, reflecting mixed investor sentiment amid recent developments.

A key factor influencing the decline was uncertainty surrounding executive succession planning. In its Q2 2025 investor letter, the Carillon Eagle Growth & Income Fund noted that TMUS faced speculation about leadership changes, though the company denied reports of its CEO seeking to exit early. Despite this, TMUS remains a leading telecom operator, with the fund highlighting its strategic position in the 5G sector.

Contrasting the recent dip, TMUS reported strong Q2 financial results on August 21. The company exceeded earnings estimates with a $2.84 EPS (surpassing the $2.68 forecast) and revenue of $21.13 billion, up from $21.04 billion expected. Year-over-year, total service revenue grew 6%, driven by 5G expansion and product innovations like the T Satellite service. These fundamentals underscore TMUS’s dominance in the telecom industry.

Institutional activity also shaped TMUS’s stock dynamics. While Invesco Ltd. and Nuveen LLC increased holdings, Buffett’s Berkshire Hathaway sold its stake, and several funds trimmed positions. Notable transactions included Fjarde AP Fonden and Boston Partners reducing exposure, while others like S Bank Fund Management and Prudential PLC added shares. These mixed actions reflect divergent views on TMUS’s near-term prospects.

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