Q4 EPS Estimates for T-Mobile US Reduced by Zacks Research

T-Mobile US, Inc. (NASDAQ:TMUS) – Equities researchers at Zacks Research cut their Q4 2025 EPS estimates for T-Mobile US in a research report issued on Monday, December 29th. Zacks Research analyst Team now anticipates that the Wireless communications provider will post earnings per share of $2.03 for the quarter, down from their previous forecast of $2.11. Zacks Research has a “Hold” rating on the stock. The consensus estimate for T-Mobile US’s current full-year earnings is $10.37 per share. Zacks Research also issued estimates for T-Mobile US’s Q1 2026 earnings at $2.53 EPS, Q2 2026 earnings at $2.77 EPS, Q4 2026 earnings at $2.98 EPS, FY2026 earnings at $11.05 EPS, Q1 2027 earnings at $3.34 EPS, Q2 2027 earnings at $3.30 EPS, Q3 2027 earnings at $3.14 EPS and FY2027 earnings at $13.35 EPS.

T-Mobile US (NASDAQ:TMUS) last released its earnings results on Thursday, October 23rd. The Wireless communications provider reported $2.41 EPS for the quarter, beating analysts’ consensus estimates of $2.40 by $0.01. T-Mobile US had a return on equity of 19.76% and a net margin of 13.83%.The firm had revenue of $21.96 billion for the quarter, compared to analysts’ expectations of $21.61 billion. During the same quarter in the prior year, the firm posted $2.61 earnings per share. The company’s quarterly revenue was up 8.9% on a year-over-year basis.

TMUS has been the subject of several other reports. Royal Bank Of Canada reiterated a “buy” rating on shares of T-Mobile US in a research report on Friday, October 24th. Wolfe Research reduced their target price on shares of T-Mobile US from $290.00 to $253.00 and set an “outperform” rating on the stock in a research report on Monday, December 15th. Scotiabank lifted their price target on shares of T-Mobile US from $271.50 to $278.00 and gave the company a “sector outperform” rating in a research note on Monday, October 6th. Oppenheimer cut T-Mobile US from an “outperform” rating to a “market perform” rating in a research note on Friday, November 21st. Finally, Argus decreased their target price on T-Mobile US from $275.00 to $245.00 and set a “buy” rating for the company in a research report on Tuesday, December 9th. Three research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, T-Mobile US presently has a consensus rating of “Moderate Buy” and an average target price of $260.17.

T-Mobile US Price Performance

TMUS opened at $203.04 on Wednesday. The business has a fifty day moving average of $206.10 and a 200 day moving average of $226.87. The stock has a market cap of $227.10 billion, a P/E ratio of 19.52, a PEG ratio of 1.32 and a beta of 0.45. The company has a quick ratio of 0.80, a current ratio of 0.89 and a debt-to-equity ratio of 1.37. T-Mobile US has a 52-week low of $194.01 and a 52-week high of $276.49.

T-Mobile US Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Friday, February 27th will be paid a $1.02 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $4.08 dividend on an annualized basis and a yield of 2.0%. T-Mobile US’s payout ratio is 39.23%.

Insider Buying and Selling at T-Mobile US

In related news, insider Michael J. Katz sold 2,500 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $215.91, for a total transaction of $539,775.00. Following the sale, the insider owned 156,203 shares of the company’s stock, valued at $33,725,789.73. This trade represents a 1.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director G Michael Sievert sold 22,500 shares of T-Mobile US stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $216.97, for a total value of $4,881,825.00. Following the completion of the transaction, the director owned 308,696 shares in the company, valued at $66,977,771.12. This trade represents a 6.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 721,749 shares of company stock worth $162,391,436. 0.37% of the stock is currently owned by company insiders.

Institutional Trading of T-Mobile US

A number of institutional investors have recently modified their holdings of the company. State of Wyoming raised its stake in shares of T-Mobile US by 36.5% during the 1st quarter. State of Wyoming now owns 807 shares of the Wireless communications provider’s stock worth $215,000 after acquiring an additional 216 shares in the last quarter. Magnetar Financial LLC purchased a new position in T-Mobile US in the first quarter worth $381,000. Calton & Associates Inc. acquired a new position in shares of T-Mobile US during the first quarter worth $215,000. Focus Partners Advisor Solutions LLC increased its position in shares of T-Mobile US by 18.3% during the first quarter. Focus Partners Advisor Solutions LLC now owns 3,435 shares of the Wireless communications provider’s stock worth $916,000 after purchasing an additional 532 shares in the last quarter. Finally, First Manhattan CO. LLC. lifted its holdings in shares of T-Mobile US by 9.8% during the 1st quarter. First Manhattan CO. LLC. now owns 26,705 shares of the Wireless communications provider’s stock valued at $7,122,000 after purchasing an additional 2,383 shares during the last quarter. 42.49% of the stock is currently owned by institutional investors.

Key T-Mobile US News

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

• Positive Sentiment: Network upgrade/PR supports customer experience and growth narrative — T‑Mobile boosted New York City’s 5G capacity for the holidays, reinforcing its customer‑focused strategy that can help churn, ARPU stability and long‑term competitive positioning. Read More.
• Neutral Sentiment: Zacks maintains a “Hold” rating on TMUS and the consensus full‑year EPS estimate (reported here as $10.37) remains a common reference point — the firm’s revisions are adjustments to models rather than a change in rating, which tempers immediate sell‑pressure.
• Negative Sentiment: Multiple downward EPS revisions from Zacks across near‑term quarters and fiscal years — examples include Q3 2026 cut from $2.83 to $2.77, FY2026 cut from $11.27 to $11.05, and FY2027 cut from $13.56 to $13.35 — signalling reduced near‑term earnings expectations and creating downward pressure on the stock.
• Negative Sentiment: Broad scope of cuts (Q4 2025, Q1‑Q3 2026, FY2026, and FY2027) increases investor uncertainty about margin/ARPU trends and may weigh on forward multiples; analysts’ lower EPS drives reduced valuation support and helps explain the share weakness.

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.