KeyCorp Analysts Increase Earnings Estimates for T-Mobile US

T-Mobile US, Inc. (NASDAQ:TMUS) – KeyCorp boosted their Q2 2026 EPS estimates for shares of T-Mobile US in a note issued to investors on Sunday, July 5th. KeyCorp analyst B. Nispel now expects that the Wireless communications provider will post earnings of $2.64 per share for the quarter, up from their prior forecast of $2.56. 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 $10.65 per share. KeyCorp also issued estimates for T-Mobile US’s Q3 2026 earnings at $2.78 EPS, FY2026 earnings at $10.38 EPS, Q2 2027 earnings at $3.28 EPS, Q4 2027 earnings at $3.29 EPS and FY2027 earnings at $12.84 EPS.

T-Mobile US (NASDAQ:TMUS) last announced its quarterly earnings data on Tuesday, April 28th. The Wireless communications provider reported $2.27 EPS for the quarter, beating the consensus estimate of $2.01 by $0.26. The company had revenue of $23.11 billion for the quarter, compared to the consensus estimate of $22.98 billion. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. T-Mobile US’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period in the prior year, the firm posted $2.58 EPS.

A number of other equities analysts have also weighed in on the stock. Barclays decreased their price objective on shares of T-Mobile US from $245.00 to $230.00 and set an “overweight” rating for the company in a report on Wednesday, July 8th. Wall Street Zen upgraded T-Mobile US from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. Sanford C. Bernstein reissued a “neutral” rating on shares of T-Mobile US in a report on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft decreased their price target on T-Mobile US from $300.00 to $285.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Finally, Bank of America raised T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective on the stock in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $255.76.

T-Mobile US Stock Down 0.7%

Shares of T-Mobile US stock opened at $187.13 on Wednesday. The company has a 50-day simple moving average of $185.09 and a two-hundred day simple moving average of $196.42. The stock has a market capitalization of $202.51 billion, a PE ratio of 19.91, a price-to-earnings-growth ratio of 1.11 and a beta of 0.33. T-Mobile US has a 52-week low of $165.66 and a 52-week high of $261.56. The company has a debt-to-equity ratio of 1.58, a quick ratio of 0.97 and a current ratio of 1.09.

Institutional Trading of T-Mobile US

Large investors have recently modified their holdings of the company. Sei Investments Co. lifted its stake in shares of T-Mobile US by 6.3% in the 2nd quarter. Sei Investments Co. now owns 142,587 shares of the Wireless communications provider’s stock worth $33,972,000 after purchasing an additional 8,491 shares during the period. Diversify Advisory Services LLC increased its holdings in T-Mobile US by 315.7% during the second quarter. Diversify Advisory Services LLC now owns 4,548 shares of the Wireless communications provider’s stock valued at $1,147,000 after buying an additional 3,454 shares during the last quarter. Darwin Wealth Management LLC purchased a new stake in T-Mobile US during the second quarter valued at approximately $375,000. Raymond James Financial Inc. raised its position in T-Mobile US by 0.5% in the second quarter. Raymond James Financial Inc. now owns 2,054,144 shares of the Wireless communications provider’s stock worth $489,420,000 after acquiring an additional 9,568 shares during the period. Finally, Viking Global Investors LP raised its position in T-Mobile US by 81.7% in the second quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider’s stock worth $677,925,000 after acquiring an additional 1,279,422 shares during the period. Institutional investors own 42.49% of the company’s stock.

Insider Buying and Selling

In other news, insider Michael J. Katz sold 5,000 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $195.81, for a total transaction of $979,050.00. Following the transaction, the insider directly owned 181,930 shares of the company’s stock, valued at $35,623,713.30. This represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Jon Freier sold 4,799 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $190.00, for a total value of $911,810.00. Following the completion of the transaction, the chief operating officer owned 217,168 shares in the company, valued at approximately $41,261,920. This trade represents a 2.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.32% of the stock is currently owned by corporate insiders.

T-Mobile US Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Friday, August 28th will be issued a $1.02 dividend. The ex-dividend date is Friday, August 28th. This represents a $4.08 annualized dividend and a yield of 2.2%. T-Mobile US’s dividend payout ratio (DPR) is currently 43.40%.

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.