Erste Group Bank Forecasts T-Mobile US FY2027 Earnings

T-Mobile US, Inc. (NASDAQ:TMUS) – Stock analysts at Erste Group Bank issued their FY2027 earnings per share estimates for T-Mobile US in a research report issued to clients and investors on Wednesday, February 18th. Erste Group Bank analyst H. Engel expects that the Wireless communications provider will post earnings per share of $13.42 for the year. The consensus estimate for T-Mobile US’s current full-year earnings is $10.37 per share.

Several other equities analysts have also weighed in on the stock. Royal Bank Of Canada cut their price objective on shares of T-Mobile US from $270.00 to $255.00 and set an “outperform” rating on the stock in a report on Friday, January 16th. Tigress Financial increased their price target on T-Mobile US from $305.00 to $310.00 and gave the company a “buy” rating in a research note on Tuesday, November 11th. Daiwa Securities Group upgraded T-Mobile US from a “neutral” rating to an “outperform” rating and set a $240.00 price target on the stock in a research report on Thursday. The Goldman Sachs Group upped their price objective on T-Mobile US from $233.00 to $254.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, UBS Group restated a “buy” rating on shares of T-Mobile US in a report on Thursday, February 12th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat, T-Mobile US currently has a consensus rating of “Moderate Buy” and an average price target of $257.09.

T-Mobile US Stock Up 0.1%

Shares of NASDAQ TMUS opened at $215.46 on Monday. T-Mobile US has a 1 year low of $181.36 and a 1 year high of $276.49. The firm’s 50-day moving average is $198.69 and its 200-day moving average is $217.86. The company has a current ratio of 1.00, a quick ratio of 0.90 and a debt-to-equity ratio of 1.45. The firm has a market capitalization of $237.41 billion, a PE ratio of 22.19, a price-to-earnings-growth ratio of 1.38 and a beta of 0.44.

Hedge Funds Weigh In On T-Mobile US

A number of large investors have recently added to or reduced their stakes in TMUS. Howard Hughes Medical Institute bought a new position in shares of T-Mobile US during the second quarter worth about $25,000. United Community Bank boosted its position in T-Mobile US by 131.1% during the 3rd quarter. United Community Bank now owns 104 shares of the Wireless communications provider’s stock worth $25,000 after acquiring an additional 59 shares during the last quarter. JDM Financial Group LLC grew its stake in shares of T-Mobile US by 114.0% during the 4th quarter. JDM Financial Group LLC now owns 122 shares of the Wireless communications provider’s stock worth $25,000 after acquiring an additional 65 shares in the last quarter. Elevation Wealth Partners LLC grew its stake in shares of T-Mobile US by 190.0% during the 3rd quarter. Elevation Wealth Partners LLC now owns 116 shares of the Wireless communications provider’s stock worth $28,000 after acquiring an additional 76 shares in the last quarter. Finally, Aspect Partners LLC raised its holdings in shares of T-Mobile US by 112.1% in the second quarter. Aspect Partners LLC now owns 123 shares of the Wireless communications provider’s stock valued at $29,000 after purchasing an additional 65 shares during the last quarter. Institutional investors own 42.49% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Peter Osvaldik sold 27,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $214.86, for a total value of $5,801,220.00. Following the completion of the transaction, the chief financial officer owned 51,573 shares in the company, valued at $11,080,974.78. This represents a 34.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Raul Marcelo Claure sold 550,000 shares of the firm’s stock in a transaction on 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 sale, the director owned 891,204 shares in the company, valued at approximately $193,899,254.28. The trade was a 38.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 594,971 shares of company stock valued at $129,410,483 in the last quarter. 0.37% of the stock is owned by company insiders.

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 given a $1.02 dividend. The ex-dividend date is Friday, February 27th. This represents a $4.08 annualized dividend and a dividend yield of 1.9%. T-Mobile US’s payout ratio is currently 42.02%.

T-Mobile US News Roundup

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

• Positive Sentiment: Daiwa upgraded TMUS to “outperform” with a $240 price target, which supports upside expectations and likely helped buying interest. Daiwa Capital upgrade
• Positive Sentiment: T‑Mobile announced a quarterly dividend of $1.02/share (ex‑dividend Feb 27, payable Mar 12), which bolsters yield and shareholder return optics versus prior expectations.
• Positive Sentiment: Management publicly downplayed satellite providers as an imminent competitive threat, reducing a key perceived network risk and supporting long‑term market share stability. CEO statement on satellite competition
• Neutral Sentiment: Analysts remain divided: some firms trimmed price targets (Scotiabank, RBC) while others reaffirm buys — this keeps headline risk elevated as investors parse model revisions. Analysts conflicted on TMUS
• Neutral Sentiment: Sanford C. Bernstein reaffirmed a “neutral” view, underscoring mixed near‑term margin/cost dynamics despite solid subscriber metrics. Bernstein neutral rating
• Negative Sentiment: Insider selling accelerated this week: CFO Peter Osvaldik sold 27,000 shares (~$5.8M), which can sap sentiment and be interpreted as profit‑taking. CFO insider sale
• Negative Sentiment: Other insider sales include sizable transactions by director Raul M. Claure and additional sales by Mark Wolfe Nelson; the cluster of disclosures increases downside psychological pressure. Director and insider sales SEC filing (Mark Wolfe Nelson)

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.