Erste Group Bank Expects Reduced Earnings for T-Mobile US

T-Mobile US, Inc. (NASDAQ:TMUS) – Analysts at Erste Group Bank dropped their FY2026 EPS estimates for shares of T-Mobile US in a report released on Tuesday, March 24th. Erste Group Bank analyst H. Engel now expects that the Wireless communications provider will post earnings of $10.28 per share for the year, down from their prior estimate of $10.32. The consensus estimate for T-Mobile US’s current full-year earnings is $10.37 per share.

Several other brokerages have also recently issued reports on TMUS. Wall Street Zen cut T-Mobile US from a “hold” rating to a “sell” rating in a research report on Saturday, March 14th. Daiwa Securities Group raised T-Mobile US from a “neutral” rating to an “outperform” rating and set a $240.00 target price for the company in a research note on Thursday, February 19th. DZ Bank reiterated a “buy” rating on shares of T-Mobile US in a research report on Friday, February 13th. Barclays upped their price target on shares of T-Mobile US from $240.00 to $245.00 and gave the company an “overweight” rating in a report on Thursday, February 12th. Finally, Sanford C. Bernstein restated a “neutral” rating on shares of T-Mobile US in a research report on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, T-Mobile US currently has an average rating of “Moderate Buy” and a consensus target price of $257.30.

T-Mobile US Stock Performance

TMUS opened at $211.59 on Thursday. The business has a 50 day moving average price of $206.71 and a two-hundred day moving average price of $212.14. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.00 and a quick ratio of 0.90. The company has a market capitalization of $233.14 billion, a price-to-earnings ratio of 21.79, a price-to-earnings-growth ratio of 1.38 and a beta of 0.43. T-Mobile US has a 1-year low of $181.36 and a 1-year high of $272.60.

Hedge Funds Weigh In On T-Mobile US

Several institutional investors and hedge funds have recently added to or reduced their stakes in TMUS. Magnetar Financial LLC raised its stake in T-Mobile US by 25.8% during the 2nd quarter. Magnetar Financial LLC now owns 1,798 shares of the Wireless communications provider’s stock valued at $428,000 after purchasing an additional 369 shares during the period. Global Retirement Partners LLC acquired a new stake in shares of T-Mobile US in the second quarter worth $2,353,000. CreativeOne Wealth LLC grew its holdings in shares of T-Mobile US by 17.1% during the second quarter. CreativeOne Wealth LLC now owns 4,700 shares of the Wireless communications provider’s stock valued at $1,120,000 after buying an additional 686 shares in the last quarter. Laurel Wealth Advisors LLC grew its holdings in shares of T-Mobile US by 24,119.2% during the second quarter. Laurel Wealth Advisors LLC now owns 117,463 shares of the Wireless communications provider’s stock valued at $27,987,000 after buying an additional 116,978 shares in the last quarter. Finally, Manchester Capital Management LLC raised its position in T-Mobile US by 5.4% during the second quarter. Manchester Capital Management LLC now owns 979 shares of the Wireless communications provider’s stock valued at $233,000 after buying an additional 50 shares during the period. 42.49% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at T-Mobile US

In other T-Mobile US news, CFO Peter Osvaldik sold 27,000 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $214.86, for a total value of $5,801,220.00. Following the completion of the transaction, the chief financial officer directly owned 51,573 shares in the company, valued at $11,080,974.78. This trade represents a 34.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Srikant M. Datar sold 3,291 shares of T-Mobile US stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $221.10, for a total transaction of $727,640.10. Following the completion of the transaction, the director directly owned 1,038 shares in the company, valued at approximately $229,501.80. This trade represents a 76.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 694,134 shares of company stock worth $150,847,799 in the last three months. Insiders own 0.37% of the company’s stock.

T-Mobile US Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be given a $1.02 dividend. The ex-dividend date is Friday, May 29th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.9%. T-Mobile US’s dividend payout ratio (DPR) is 42.02%.

Key Headlines Impacting T-Mobile US

Here are the key news stories impacting T-Mobile US this week:

• Positive Sentiment: T-Mobile expanded its Hometown Grants program, taking total investment to more than $21.5M across 475 small towns — a PR and regulatory goodwill play that supports rural growth and brand perception. T-Mobile’s Hometown Grants Top $21.5M, Empowering 475 Small Towns Nationwide
• Positive Sentiment: T-Mobile partnered with McGraw Hill to help school districts bridge the digital divide — a commercial opportunity to sell connectivity and education-focused services to public-sector buyers. McGraw Hill and T-Mobile Team Up to Help School Districts Bridge the Digital Divide and Improve Learning Outcomes
• Neutral Sentiment: T-Mobile set its Q1 2026 earnings call for April 28 — an upcoming volatility event. Investors should watch subscriber growth, churn, and guidance for catalysts. T-Mobile to Host Q1 2026 Earnings Call on April 28, 2026
• Neutral Sentiment: Coverage noting Nokia’s work on AI/5G references a T‑Mobile collaboration on distributed AI over 5G — signals ecosystem partnerships but no direct near-term revenue detail for TMUS. Assessing Nokia Oyj (HLSE:NOKIA) Valuation After New AI Networking Products And 5G AI Collaboration
• Neutral Sentiment: An analyst note asks whether TMUS is worth reconsidering after recent share weakness — helpful context on valuation and sentiment but not new company-specific data. Is It Time To Reconsider T-Mobile US (TMUS) After Recent Share Price Weakness?
• Negative Sentiment: Erste Group slightly cut FY2026 EPS estimates for TMUS (from $10.32 to $10.28) — a small downgrade but signals analyst caution on near-term profit trajectory. Analyst Estimate Cut (Erste Group) Summary
• Negative Sentiment: Press coverage reports customer anger as T‑Mobile expands a “major device fee” — could weigh on customer satisfaction, retention and ARPU if competitors capitalize or churn rises. Monitor churn trends and any company response. T-Mobile angers customers as it quietly expands major device fee

T-Mobile US Company Profile

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.