T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) – Research analysts at KeyCorp dropped their Q1 2026 EPS estimates for T-Mobile US in a report issued on Sunday, April 12th. KeyCorp analyst B. Nispel now forecasts that the Wireless communications provider will post earnings of $1.91 per share for the quarter, down from their previous estimate of $2.47. KeyCorp has a “Overweight” rating and a $260.00 price target on the stock. The consensus estimate for T-Mobile US’s current full-year earnings is $10.37 per share.
A number of other research firms also recently weighed in on TMUS. Scotiabank dropped their target price on T-Mobile US from $270.50 to $266.00 and set a “sector outperform” rating for the company in a research report on Thursday, February 12th. Benchmark reiterated a “buy” rating on shares of T-Mobile US in a research report on Thursday, February 12th. Sanford C. Bernstein reissued a “neutral” rating on shares of T-Mobile US in a research note on Thursday, February 19th. JPMorgan Chase & Co. restated a “buy” rating on shares of T-Mobile US in a report on Thursday, February 12th. Finally, The Goldman Sachs Group cut their price objective on shares of T-Mobile US from $254.00 to $253.00 and set a “buy” rating for the company in a research note on Wednesday, March 25th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $260.91.
T-Mobile US Price Performance
TMUS opened at $190.19 on Wednesday. The company has a current ratio of 1.00, a quick ratio of 0.90 and a debt-to-equity ratio of 1.45. The stock has a market capitalization of $209.56 billion, a P/E ratio of 19.59, a PEG ratio of 1.22 and a beta of 0.43. The stock has a 50-day moving average price of $209.78 and a 200-day moving average price of $208.10. T-Mobile US has a 12-month low of $181.36 and a 12-month high of $267.27.
Institutional Trading of T-Mobile US
Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of T-Mobile US by 4.5% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 450,679 shares of the Wireless communications provider’s stock valued at $107,884,000 after acquiring an additional 19,486 shares during the last quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in T-Mobile US by 7.8% during the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 204,754 shares of the Wireless communications provider’s stock worth $49,014,000 after acquiring an additional 14,800 shares during the last quarter. Quilter Plc increased its stake in T-Mobile US by 7.8% during the fourth quarter. Quilter Plc now owns 465,838 shares of the Wireless communications provider’s stock worth $94,584,000 after acquiring an additional 33,813 shares during the last quarter. Varma Mutual Pension Insurance Co raised its position in T-Mobile US by 8.8% during the third quarter. Varma Mutual Pension Insurance Co now owns 82,917 shares of the Wireless communications provider’s stock valued at $19,849,000 after purchasing an additional 6,700 shares during the period. Finally, CI Investments Inc. raised its position in T-Mobile US by 37.8% during the third quarter. CI Investments Inc. now owns 77,630 shares of the Wireless communications provider’s stock valued at $18,583,000 after purchasing an additional 21,307 shares during the period. Hedge funds and other institutional investors own 42.49% of the company’s stock.
Insider Activity at T-Mobile US
In other news, Director G Michael Sievert sold 80,000 shares of T-Mobile US stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $214.94, for a total value of $17,195,200.00. Following the sale, the director directly owned 140,696 shares in the company, valued at approximately $30,241,198.24. This trade represents a 36.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Raul Marcelo Claure sold 550,000 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $217.57, for a total value of $119,663,500.00. Following the transaction, the director directly owned 891,204 shares in the company, valued at $193,899,254.28. This trade represents a 38.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 694,134 shares of company stock worth $150,847,799 over the last 90 days. 0.37% of the stock is owned by insiders.
T-Mobile US Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be paid a $1.02 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.08 annualized dividend and a dividend yield of 2.1%. T-Mobile US’s dividend payout ratio (DPR) is presently 42.02%.
Trending Headlines about T-Mobile US
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: KeyCorp reiterated an Overweight stance and set a lofty $260 price target for TMUS, a bullish signal that supports longer‑term upside despite near‑term estimate changes. KeyCorp Upgrades T-Mobile US
- Positive Sentiment: Analyst and press coverage highlights T‑Mobile’s partnerships (including with Nvidia) as key to executing 5G growth plans and services expansion — a tailwind for long‑term revenue and network monetization. T-Mobile To Fulfill Its 5G Ambitions Together With Nvidia
- Neutral Sentiment: REALLY Wireless (an MVNO operating on T‑Mobile’s network) announced an AI‑native “Clone” feature that can answer/place calls in a subscriber’s voice — a proof point for T‑Mobile’s network capabilities but an uncertain competitive factor for retail subscriber/ARPU dynamics. REALLY Wireless Becomes World’s First AI-Native Cell Carrier
- Neutral Sentiment: Brand and public affairs initiatives — T‑Mobile named a Gold Cosponsor for SBA National Small Business Week and launched the “Do Not Disturb Season” with the National Park Foundation — support customer loyalty and corporate profile but have limited near‑term financial impact. T-Mobile and the National Park Foundation Declare America’s First-Ever Do Not Disturb Season
- Negative Sentiment: KeyCorp lowered several near‑term EPS estimates (including Q1 and FY2026 cuts), reducing short‑term earnings expectations even as it keeps a bullish long‑term view — a source of downward pressure on near‑term sentiment and valuation.
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.
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