ClearBridge Investments' Dividend Strategy added T-Mobile US as a new position in the third quarter of 2026, according to the firm's quarterly investor letter. The strategy said T-Mobile continues to gain market share and enjoys the lowest cost structure of the major carriers, allowing it to deliver superior service at lower prices while still generating attractive returns. ClearBridge also noted that T-Mobile just raised its dividend roughly 15%. T-Mobile closed at $171.31 per share on October 08, 2026, down 6.04% over the past month and 25.12% over the past year, with a market capitalization of $183.76 billion and a 52-week range of $160.81 to $231.02. The ClearBridge Dividend Strategy reported modest gains in the quarter but underperformed the S&P 500, which rose 2.3%, due to mixed stock selection and stock-specific headwinds.
Franklin Resources Inc
MicroStrategy IncorporatedT-Mobile US IncClearBridge added T-Mobile citing continued market share gains and lowest cost structure among major carriers