T-Mobile US (NASDAQ:TMUS) Upgraded to Outperform at Oppenheimer

Oppenheimer upgraded shares of T-Mobile US (NASDAQ:TMUS) from a market perform rating to an outperform rating in a research report sent to investors on Wednesday, Marketbeat reports. They currently have $260.00 target price on the Wireless communications provider’s stock.

Other research analysts have also recently issued reports about the company. Sanford C. Bernstein reaffirmed a “neutral” rating on shares of T-Mobile US in a research report on Wednesday, April 22nd. Benchmark reaffirmed a “buy” rating on shares of T-Mobile US in a research report on Thursday, February 12th. Wolfe Research reaffirmed an “outperform” rating and set a $255.00 price objective on shares of T-Mobile US in a research report on Thursday, February 12th. Moffett Nathanson raised T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price objective for the company in a research report on Wednesday, April 8th. Finally, KeyCorp raised T-Mobile US from a “sector weight” rating to an “overweight” rating and set a $260.00 price objective for the company in a research report on Monday, April 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $259.46.

T-Mobile US Trading Up 6.1%

TMUS opened at $198.17 on Wednesday. T-Mobile US has a 12 month low of $181.36 and a 12 month high of $261.56. The stock has a market capitalization of $218.36 billion, a price-to-earnings ratio of 20.41, a PEG ratio of 1.19 and a beta of 0.43. 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 business has a fifty day moving average price of $206.52 and a 200 day moving average price of $205.47.

T-Mobile US (NASDAQ:TMUS) last released its earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, topping the consensus estimate of $2.06 by $0.21. T-Mobile US had a return on equity of 19.00% and a net margin of 12.45%.The firm had revenue of $23.11 billion during the quarter, compared to analysts’ expectations of $22.97 billion. During the same period in the previous year, the firm posted $2.58 EPS. T-Mobile US’s revenue for the quarter was up 10.6% on a year-over-year basis. Sell-side analysts expect that T-Mobile US will post 10.52 earnings per share for the current fiscal year.

T-Mobile US Dividend Announcement

The firm 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 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, May 29th. T-Mobile US’s dividend payout ratio is currently 42.02%.

Insiders Place Their Bets

In other news, Director Srikant M. Datar sold 3,291 shares of the business’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $221.10, for a total value of $727,640.10. Following the completion of the sale, the director directly owned 1,038 shares of the company’s stock, valued at approximately $229,501.80. The trade was a 76.02% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Mark Wolfe Nelson sold 2,329 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $222.38, for a total value of $517,923.02. Following the completion of the sale, the insider directly owned 65,677 shares of the company’s stock, valued at $14,605,251.26. The trade was a 3.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 694,134 shares of company stock worth $150,847,799. Corporate insiders own 0.37% of the company’s stock.

Institutional Trading of T-Mobile US

Institutional investors and hedge funds have recently made changes to their positions in the company. United Community Bank lifted its holdings in shares of T-Mobile US by 131.1% in the 3rd quarter. United Community Bank now owns 104 shares of the Wireless communications provider’s stock valued at $25,000 after purchasing an additional 59 shares during the last quarter. JDM Financial Group LLC lifted its holdings in shares of T-Mobile US by 114.0% in the 4th quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock valued at $25,000 after purchasing an additional 65 shares during the last quarter. City Holding Co. lifted its holdings in shares of T-Mobile US by 48.4% in the 3rd quarter. City Holding Co. now owns 141 shares of the Wireless communications provider’s stock valued at $34,000 after purchasing an additional 46 shares during the last quarter. Swiss RE Ltd. purchased a new stake in shares of T-Mobile US in the 4th quarter valued at about $29,000. Finally, Turning Point Benefit Group Inc. lifted its holdings in shares of T-Mobile US by 3,825.0% in the 4th quarter. Turning Point Benefit Group Inc. now owns 157 shares of the Wireless communications provider’s stock valued at $32,000 after purchasing an additional 153 shares during the last quarter. 42.49% of the stock is owned by hedge funds and other institutional investors.

Key T-Mobile US News

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

• Positive Sentiment: Q1 beat and raised guidance — TMUS reported EPS of $2.27 (above estimates) and ~ $23.1B revenue, and raised 2026 ranges (postpaid additions and free cash flow), which underpins the stock rally. Read More.
• Positive Sentiment: Bigger shareholder returns — management expanded the 2026 return authorization (to about $18.2B) and repurchased billions in Q1, supporting earnings-per-share accretion and investor yield. Read More.
• Positive Sentiment: Broadband/fiber growth strategy — T‑Mobile announced two 50/50 fiber joint ventures (Oak Hill, Wren House) to add ~1–1.8M+ home passings and launched “SuperBroadband” (5G + Starlink backup) to push enterprise broadband growth, giving a clear growth runway beyond wireless. Read More.
• Positive Sentiment: Analyst upgrades/affirmations — Oppenheimer upgraded to Outperform ($260 PT), Goldman reaffirmed Buy and several firms raised or reiterated bullish views, adding momentum to shares. Read More.
• Neutral Sentiment: Mixed price-target moves — brokers issued both raises and cuts (TD Cowen raised to $261; JPMorgan trimmed its PT to $275 but kept Overweight; others trimmed modestly), leaving consensus mid‑$200s and signaling varied views on long‑term upside. Read More.
• Negative Sentiment: Merger-related and margin pressure — GAAP net income and operating profit were down (merger-related costs and accelerated depreciation tied to the UScellular deal), which trimmed reported profits despite the adjusted beat. Read More.
• Negative Sentiment: Regulatory & execution risks — a recent robocall bill and broader regulation could force marketing/practice changes; execution on fiber JVs and Starlink integrations will be monitored for cost and churn impacts. Read More.
• Negative Sentiment: Insider/institutional flows — notable insider and institutional sell activity noted in filings (offset by small insider buys), which could add selling pressure if sustained. Read More.

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.