FY2026 EPS Estimates for T-Mobile US Cut by Erste Group Bank

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

TMUS has been the subject of a number of other reports. BNP Paribas Exane decreased their price objective on T-Mobile US from $300.00 to $275.00 and set an “outperform” rating for the company in a report on Friday, January 16th. Royal Bank Of Canada reduced their price target on T-Mobile US from $270.00 to $255.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. TD Cowen decreased their price target on T-Mobile US from $263.00 to $252.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Argus lowered their price target on T-Mobile US from $275.00 to $245.00 and set a “buy” rating on the stock in a report on Tuesday, December 9th. Finally, JPMorgan Chase & Co. restated a “buy” rating on shares of T-Mobile US in a research note on Thursday, February 12th. One investment 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.com, T-Mobile US has a consensus rating of “Moderate Buy” and a consensus price target of $257.30.

T-Mobile US Stock Performance

TMUS opened at $211.36 on Thursday. 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 business’s 50 day moving average is $206.30 and its 200-day moving average is $212.14. The stock has a market cap of $232.89 billion, a PE ratio of 21.77, a price-to-earnings-growth ratio of 1.38 and a beta of 0.43. T-Mobile US has a twelve month low of $181.36 and a twelve month high of $272.60.

Institutional Trading of T-Mobile US

Institutional investors and hedge funds have recently bought and sold shares of the stock. Howard Hughes Medical Institute acquired a new position in shares of T-Mobile US in the second quarter worth about $25,000. United Community Bank increased its position in shares of T-Mobile US by 131.1% in the third quarter. United Community Bank now owns 104 shares of the Wireless communications provider’s stock worth $25,000 after acquiring an additional 59 shares in the last quarter. Elevation Wealth Partners LLC raised its holdings in shares of T-Mobile US by 190.0% during the third quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider’s stock valued at $28,000 after acquiring an additional 76 shares during the period. JDM Financial Group LLC raised its holdings in shares of T-Mobile US by 114.0% during the fourth quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock valued at $25,000 after acquiring an additional 65 shares during the period. Finally, CoreFirst Bank & Trust purchased a new stake in shares of T-Mobile US in the 2nd quarter valued at approximately $31,000. Institutional investors and hedge funds own 42.49% of the company’s stock.

Insider Buying and Selling at T-Mobile US

In related news, insider Mark Wolfe Nelson sold 2,329 shares of T-Mobile US stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $222.38, for a total value of $517,923.02. Following the transaction, the insider directly owned 65,677 shares in the company, valued at $14,605,251.26. The trade was a 3.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director G Michael Sievert sold 1,089 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $221.85, for a total value of $241,594.65. Following the sale, the director directly owned 125,696 shares in the company, valued at $27,885,657.60. This trade represents a 0.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 694,134 shares of company stock worth $150,847,799. 0.37% of the stock is owned by insiders.

T-Mobile US Announces Dividend

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

T-Mobile US News Summary

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

• Positive Sentiment: Partnership with McGraw Hill to close the digital divide — T‑Mobile will work with McGraw Hill to provide connectivity and integrated education solutions to school districts, a sign of revenue/PR upside from education-focused programs and government/local contracts. McGraw Hill and T-Mobile Team Up to Help School Districts Bridge the Digital Divide and Improve Learning Outcomes
• Positive Sentiment: Infobip integrates T‑Mobile Network APIs for stronger fraud protection — the tie‑up broadens enterprise API use cases (verification, anti‑fraud) and can boost API/service revenue and stickiness with business customers. Infobip Bolsters Fraud Protection for Enterprises with T-Mobile Network API Offerings
• Positive Sentiment: Mention in Nokia/NVIDIA 5G AI collaboration — Nokia’s announcement highlights a collaboration involving T‑Mobile on distributed physical AI over 5G, underscoring T‑Mobile’s role in advanced 5G/AI initiatives that could support future enterprise services. Assessing Nokia Oyj Valuation After New AI Networking Products And 5G AI Collaboration
• Neutral Sentiment: Valuation/deep‑dive pieces note recent share weakness and longer‑term gains — analysts and commentators are reassessing TMUS after recent pullbacks, reminding investors to weigh growth prospects vs. the stock’s current multiple. Is It Time To Reconsider T-Mobile US (TMUS) After Recent Share Price Weakness?
• Neutral Sentiment: Industry/service announcements (Twilio, AT&T/TGL) indirectly relevant — broader CPaaS and carrier ecosystem moves may shift competitive dynamics but are not direct TMUS drivers. Twilio Becomes the Only Cloud Communications Provider with Direct 10DLC and Toll-Free Connections Across All Major Carriers
• Neutral Sentiment: Short‑interest data in feeds appears to be a reporting glitch (zeros/NaN) and provides no actionable signal. No credible short squeeze/days‑to‑cover info is evident from the releases.
• Negative Sentiment: Customer backlash over expanded device fee — TheStreet reports T‑Mobile quietly expanded a major device fee, prompting customer anger; higher fees risk churn, negative PR and pressure on subscriber metrics if retention worsens. 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.