KeyCorp Weighs in on T-Mobile US's Q2 Earnings (NASDAQ:TMUS)

Key Points

• KeyCorp cut its Q2 2026 EPS estimate for T-Mobile to $2.56 from $2.80 while maintaining an "Overweight" rating and a $260 target, and it forecasts FY2026 EPS of $10.05 and FY2027 EPS of $12.53.
• T-Mobile shares are trading well below their 52-week high (opened at $192.43 vs. a high of $267.96), with a market cap of $212B and a P/E of 19.82, and the company declared a quarterly dividend of $1.02 (annualized $4.08, yield ~2.1%) payable June 11.
• Significant insider selling has occurred recently, including 80,000 shares sold by director G. Michael Sievert, with insiders selling a total of 694,134 shares (≈$150.8M) over the past three months while insiders now own 0.37% of the stock.

T-Mobile US, Inc. (NASDAQ:TMUS - Free Report) - Investment analysts at KeyCorp lowered their Q2 2026 earnings estimates for shares of T-Mobile US in a research note issued on Sunday, April 12th. KeyCorp analyst B. Nispel now forecasts that the Wireless communications provider will earn $2.56 per share for the quarter, down from their previous estimate of $2.80. KeyCorp currently has a "Overweight" rating and a $260.00 target price on the stock. The consensus estimate for T-Mobile US's current full-year earnings is $10.37 per share. KeyCorp also issued estimates for T-Mobile US's Q3 2026 earnings at $2.88 EPS, Q4 2026 earnings at $2.70 EPS, FY2026 earnings at $10.05 EPS, Q1 2027 earnings at $2.86 EPS, Q2 2027 earnings at $3.23 EPS, Q3 2027 earnings at $3.31 EPS, Q4 2027 earnings at $3.14 EPS and FY2027 earnings at $12.53 EPS.

Other research analysts have also issued research reports about the stock. BNP Paribas Exane reduced their price objective on shares of T-Mobile US from $300.00 to $275.00 and set an "outperform" rating for the company in a research note on Friday, January 16th. DZ Bank reiterated a "buy" rating on shares of T-Mobile US in a research note on Friday, February 13th. Barclays boosted their price objective on shares of T-Mobile US from $240.00 to $245.00 and gave the stock an "overweight" rating in a research note on Thursday, February 12th. Benchmark reiterated a "buy" rating on shares of T-Mobile US in a research note on Thursday, February 12th. Finally, Sanford C. Bernstein reiterated a "neutral" rating on shares of T-Mobile US in a research note on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $260.91.

T-Mobile US Price Performance

Shares of TMUS opened at $192.43 on Tuesday. The company has a 50 day moving average price of $210.17 and a 200-day moving average price of $208.56. T-Mobile US has a fifty-two week low of $181.36 and a fifty-two week high of $267.96. The stock has a market capitalization of $212.03 billion, a PE ratio of 19.82, a PEG ratio of 1.25 and a beta of 0.43. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.90 and a current ratio of 1.00.

T-Mobile US Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Friday, May 29th will be paid a dividend of $1.02 per share. The ex-dividend date is Friday, May 29th. This represents a $4.08 dividend on an annualized basis and a yield of 2.1%. T-Mobile US's dividend payout ratio is presently 42.02%.

Insider Buying and Selling at T-Mobile US

In other T-Mobile US news, Director G Michael Sievert sold 80,000 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $214.94, for a total transaction of $17,195,200.00. Following the transaction, the director owned 140,696 shares in the company, valued at approximately $30,241,198.24. This represents a 36.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Srikant M. Datar sold 3,291 shares of the company's stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $221.10, for a total transaction of $727,640.10. Following the transaction, the director owned 1,038 shares in the company, valued at $229,501.80. The trade was a 76.02% decrease in their position. 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. 0.37% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of TMUS. United Community Bank boosted 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 acquiring an additional 59 shares during the last quarter. Elevation Wealth Partners LLC boosted its holdings in 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 worth $28,000 after buying an additional 76 shares in the last quarter. JDM Financial Group LLC boosted its holdings in 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 worth $25,000 after buying an additional 65 shares in the last quarter. City Holding Co. boosted its holdings in T-Mobile US by 48.4% during the third quarter. City Holding Co. now owns 141 shares of the Wireless communications provider's stock worth $34,000 after buying an additional 46 shares in the last quarter. Finally, Swiss RE Ltd. purchased a new stake in T-Mobile US during the fourth quarter worth $29,000. Institutional investors and hedge funds own 42.49% of the company's stock.

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.

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