Analysts Issue Forecasts for T-Mobile US FY2026 Earnings

Key Points

• Erste Group nudged its FY2026 EPS estimate for T‑Mobile to $10.30 (consensus $10.37), and analysts overall rate the stock a Moderate Buy with an average target price of $258.30.
• T‑Mobile announced a quarterly dividend of $1.02 (annualized $4.08) yielding about 2.1%, with an ex‑dividend date and shareholder record date on May 29 and payment on June 11.
• Insiders have been net sellers recently — notably Director Raul Marcelo Claure sold 550,000 shares (~$119.7M) and insiders disposed of ~694,134 shares (~$150.8M) in the last quarter, leaving insiders owning 0.37% of the company.

T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) - Analysts at Erste Group Bank boosted their FY2026 earnings per share (EPS) estimates for T-Mobile US in a note issued to investors on Thursday, April 2nd. Erste Group Bank analyst H. Engel now expects that the Wireless communications provider will post earnings per share of $10.30 for the year, up from their prior forecast of $10.28. The consensus estimate for T-Mobile US's current full-year earnings is $10.37 per share.

Other research analysts have also issued research reports about the company. JPMorgan Chase & Co. restated a "buy" rating on shares of T-Mobile US in a research report on Thursday, February 12th. Wells Fargo & Company increased their price target on shares of T-Mobile US from $225.00 to $235.00 and gave the company an "overweight" rating in a report on Friday, February 13th. DZ Bank reaffirmed a "buy" rating on shares of T-Mobile US in a report on Friday, February 13th. Citigroup increased their price target on shares of T-Mobile US from $220.00 to $225.00 and gave the company a "neutral" rating in a report on Tuesday, March 17th. Finally, Scotiabank lowered their price target on shares of T-Mobile US from $270.50 to $266.00 and set a "sector outperform" rating for the company in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, T-Mobile US currently has an average rating of "Moderate Buy" and an average target price of $258.30.

T-Mobile US Trading Down 1.5%

Shares of T-Mobile US stock opened at $197.63 on Thursday. The firm has a market cap of $217.76 billion, a price-to-earnings ratio of 20.35, a PEG ratio of 1.32 and a beta of 0.43. The business has a 50-day moving average price of $210.09 and a 200-day moving average price of $209.67. The company has a quick ratio of 0.90, a current ratio of 1.00 and a debt-to-equity ratio of 1.45. T-Mobile US has a twelve month low of $181.36 and a twelve month high of $267.96.

T-Mobile US Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders 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 yield of 2.1%. T-Mobile US's dividend payout ratio (DPR) is presently 42.02%.

Insiders Place Their Bets

In other T-Mobile US news, insider Mark Wolfe Nelson sold 2,329 shares of the firm'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 owned 65,677 shares of the company's stock, valued at $14,605,251.26. This trade represents a 3.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Raul Marcelo Claure sold 550,000 shares of the firm's stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $217.57, for a total transaction of $119,663,500.00. Following the completion of the sale, the director directly owned 891,204 shares of the company's stock, valued at approximately $193,899,254.28. The trade was a 38.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 694,134 shares of company stock valued at $150,847,799 over the last quarter. Corporate insiders own 0.37% of the company's stock.

Institutional Trading of T-Mobile US

Several institutional investors have recently added to or reduced their stakes in TMUS. Norges Bank bought a new stake in T-Mobile US in the fourth quarter worth about $1,335,918,000. Price T Rowe Associates Inc. MD lifted its stake in T-Mobile US by 30.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 27,795,065 shares of the Wireless communications provider's stock worth $5,643,511,000 after purchasing an additional 6,516,968 shares during the last quarter. Wellington Management Group LLP lifted its stake in T-Mobile US by 47.5% in the third quarter. Wellington Management Group LLP now owns 13,461,669 shares of the Wireless communications provider's stock worth $3,222,454,000 after purchasing an additional 4,335,368 shares during the last quarter. Dodge & Cox lifted its stake in T-Mobile US by 65.2% in the fourth quarter. Dodge & Cox now owns 6,185,972 shares of the Wireless communications provider's stock worth $1,256,000,000 after purchasing an additional 2,442,450 shares during the last quarter. Finally, Viking Global Investors LP lifted its stake 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 purchasing an additional 1,279,422 shares during the last quarter. Institutional investors own 42.49% of the company's stock.

T-Mobile US News Summary

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

• Positive Sentiment: MoffettNathanson upgraded TMUS from Neutral to Buy and set a $254 price target, signaling analyst confidence and a potential catalyst for investor demand. T-Mobile Just Got a Wall Street Upgrade. Is This the Telecom Stock to Own Right Now?
• Positive Sentiment: T-Mobile expanded enterprise reach via a collaboration with Motorola Solutions to bring satellite connectivity (T-Satellite/T-Priority) to mission-critical radios — a revenue/enterprise-service play that leverages T‑Mobile’s network capabilities. Motorola Solutions Extends Resilient, Mission-Critical Communications and AI with T-Satellite from T-Mobile
• Positive Sentiment: Mint Mobile (a T‑Mobile brand) launched a $45 home internet + wireless bundle that could help consumer subscriber growth and reduce churn by bundling broadband + mobile under TMUS’s ecosystem. Mint Mobile Launches $45 Home Internet + Wireless Bundle to Help You Finally Break Up with Big Cable
• Neutral Sentiment: Serve Robotics debuted “Maggie,” an AI conversational robot using T‑Mobile’s 5G Advanced and edge compute — a proof point for 5G enterprise/edge use cases but still early-stage and speculative for meaningful revenue today. The Bull Case For Serve Robotics (SERV) Could Change Following Launch Of 5G Conversational Robot Maggie
• Neutral Sentiment: Industry-level note: Bloomberg highlights investor interest in dividend-rich telecoms as a safe-haven trade; the sector tailwind helps sentiment, though T‑Mobile is less dividend-focused than peers. Global Chaos, AI Fears Help Tech’s Dividend Stocks
• Negative Sentiment: SpaceX/Starlink developments are raising investor concerns that LEO/direct-to-cell satellite services could compete with or disrupt traditional carriers’ coverage/revenue — a strategic threat for TMUS if satellite carriers expand direct-to-consumer/mobile offerings. SpaceX Just Gave Bad News to AT&T, Verizon, and T-Mobile Investors
• Negative Sentiment: In a Fast-Track SWIFT challenge T‑Mobile brought against Verizon, the National Advertising Division found Verizon’s pricing disclosure adequate — a legal/competitive setback that could limit T‑Mobile’s claims in marketing disputes. In Fast-Track SWIFT Challenge, National Advertising Division Finds Verizon Wireless Pricing Disclosures Adequate

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.

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