Hardman Johnston Global Equity Strategy Sold T-Mobile (TMUS) due to Rising Competitive Pricing Pressures

1 week ago 7

Soumya Eswaran

Wed, January 28, 2026 astatine 6:33 AM CST 3 min read

Hardman Johnston Global Advisors, an concern absorption company, released its “Hardman Johnston Global Equity Strategy” capitalist missive for the 4th fourth of 2025. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered robust results successful the quarter, backed by easing ostentation trends and beardown economical data. The Hardman Johnston Global Equity Strategy returned 2.91%, nett of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors contributed to the performance, portion the Industrials and Consumer Discretionary sectors detracted from comparative performance. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted T-Mobile US, Inc. (NASDAQ:TMUS). T-Mobile US, Inc. (NASDAQ:TMUS) is simply a wireless communications services provider. T-Mobile US, Inc. (NASDAQ:TMUS) shares traded betwixt $181.36 and $276.49 implicit the past 52 weeks. On January 27, 2026, T-Mobile US, Inc. (NASDAQ:TMUS) banal closed astatine $184.49 per share. One-month instrumentality of T-Mobile US, Inc. (NASDAQ:TMUS) was -9.14%, and its shares mislaid 14.19% of their worth implicit the past 3 months. T-Mobile US, Inc. (NASDAQ:TMUS) has a marketplace capitalization of $207.629 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding T-Mobile US, Inc. (NASDAQ:TMUS) successful its 4th fourth 2025 capitalist letter:

"During the 4th we liquidated Corteva Inc., T-Mobile US, Inc. (NASDAQ:TMUS) and Vertex Pharmaceuticals Inc. We exited the T-Mobile US, Inc presumption owed to a displacement successful the risk/reward profile. While the institution delivered an EPS bushed and subscriber growth, competitory pricing pressures raised concerns astir ARPU stability, and management’s 2026 guidance pointed to slower nett and currency travel growth. The announced $14.6B shareholder instrumentality programme came successful somewhat beneath marketplace expectations, and net estimates were revised downward. Combined with assemblage rotation toward antiaircraft peers and constricted near-term catalysts, these factors reduced our condemnation successful TMUS comparative to different opportunities, prompting the portfolio adjustment."

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