Insider Trading February 23, 2026

T-Mobile Director Sievert Disposes $17.2M in Shares; Analysts Split on Near-Term Prospects

Director G. Michael Sievert sold 80,000 T-Mobile shares on Feb. 19, 2026; analysts maintain mixed ratings after Q4 2025 results

By Leila Farooq TMUS
T-Mobile Director Sievert Disposes $17.2M in Shares; Analysts Split on Near-Term Prospects
TMUS

T-Mobile US director G. Michael Sievert sold 80,000 shares of the company's common stock on February 19, 2026, generating roughly $17.2 million. The transaction, disclosed in a Form 4 filing on February 23, 2026, left Sievert with 140,695.945 shares. The stock has traded higher since the sale and analysts remain divided over the carrier's outlook following fourth-quarter 2025 results.

Key Points

  • T-Mobile director G. Michael Sievert sold 80,000 shares on February 19, 2026, for about $17.2 million, with weighted average sale prices between $214.23 and $215.34.
  • After the sale, Sievert holds 140,695.945 shares; the sale was reported in a Form 4 filing on February 23, 2026.
  • Analyst reactions to T-Mobile's Q4 2025 results vary: price targets range from $240 to $300 and ratings include Buy and Outperform, reflecting mixed views on subscriber trends and growth outlooks.

T-Mobile US director G. Michael Sievert completed a sale of 80,000 shares of common stock on February 19, 2026, producing approximately $17.2 million in proceeds. The shares were sold at weighted average prices between $214.23 and $215.34, according to regulatory disclosure.

The transaction was reported to the Securities and Exchange Commission in a Form 4 filing dated February 23, 2026. After the disposition, Sievert directly holds 140,695.945 shares of T-Mobile US.

Since the director sale, the company's stock has moved higher and was trading at $219.95. Analysis available to investors suggested the company remained undervalued at current levels. At present valuation metrics, the wireless carrier trades at a price-to-earnings ratio of 22.6 and carries a market capitalization of $242.35 billion.


Analyst reaction following fourth-quarter 2025 results

In the wake of T-Mobile's fourth-quarter 2025 report, several brokerages updated their views and price targets. Wolfe Research adjusted its price target for the company to $255 from $253 and kept an Outperform rating, citing strong financial results despite weaker key performance indicators.

TD Cowen reduced its price target to $252 from $263 while maintaining a Buy rating, noting mixed outlooks tied to slightly lower-than-expected phone subscriber additions and higher customer churn rates. Daiwa Securities upgraded T-Mobile to Outperform from Neutral and raised its price target to $240, citing the firm's growth prospects.

UBS reiterated a Buy rating and kept a $300 price target, calling out management's positive outlook and potential for EBITDA expansion. Benchmark also reiterated a Buy rating with a $295 price target, citing T-Mobile's network advantages even as the company modestly missed expected postpaid mobile additions.


What this means

The insider sale and the subsequent analyst activity present a snapshot of investor and management behavior in the context of recent operating results. While the director's sale is a discrete transaction disclosed through required filings, analyst notes reflect a range of interpretations of the company's recent performance and growth prospects.

Note: The reporting above is based on the transaction details and analyst updates disclosed in filings and research summaries; it does not include additional commentary beyond those disclosures.

Risks

  • Weaker operating metrics - several analysts flagged weaker key performance indicators following fourth-quarter 2025 results, which could pressure near-term performance. (Impacted sectors: wireless telecommunications, equity markets)
  • Subscriber trends - slightly lower-than-expected phone additions and higher customer churn noted by some analysts create uncertainty around revenue growth. (Impacted sectors: wireless carriers, consumer mobile services)
  • Near-term growth expectations - a modest miss in expected postpaid mobile additions may weigh on sentiment even as network advantages are cited, leaving the stock sensitive to future subscriber and EBITDA outcomes. (Impacted sectors: wireless telecommunications, capital markets)

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