FY2026 EPS Estimates for T-Mobile US Cut by Erste Group Bank

T-Mobile US, Inc. (NASDAQ:TMUS) – Equities research analysts at Erste Group Bank lowered their FY2026 EPS estimates for T-Mobile US in a report released on Wednesday, July 15th. Erste Group Bank analyst H. Engel now expects that the Wireless communications provider will post earnings of $10.45 per share for the year, down from their prior forecast of $10.47. The consensus estimate for T-Mobile US’s current full-year earnings is $10.53 per share. Erste Group Bank also issued estimates for T-Mobile US’s FY2027 earnings at $13.52 EPS.

Other equities research analysts have also issued reports about the company. Wells Fargo & Company began coverage on T-Mobile US in a research note on Wednesday, July 8th. They set an “equal weight” rating and a $170.00 price target for the company. Moffett Nathanson raised shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 target price for the company in a research note on Wednesday, April 8th. UBS Group cut their price target on shares of T-Mobile US from $300.00 to $255.00 and set a “buy” rating on the stock in a report on Monday, June 22nd. Arete Research lifted their price objective on shares of T-Mobile US from $295.00 to $300.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Finally, Deutsche Bank Aktiengesellschaft lowered their price objective on shares of T-Mobile US from $300.00 to $285.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $254.96.

T-Mobile US Stock Down 0.2%

Shares of NASDAQ:TMUS opened at $192.43 on Friday. T-Mobile US has a 1 year low of $165.66 and a 1 year high of $261.56. The business has a 50 day simple moving average of $184.93 and a two-hundred day simple moving average of $196.25. The firm has a market capitalization of $208.25 billion, a PE ratio of 20.47, a price-to-earnings-growth ratio of 1.14 and a beta of 0.33. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.09 and a quick ratio of 0.97.

T-Mobile US (NASDAQ:TMUS) last released its earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.01 by $0.26. T-Mobile US had a net margin of 11.65% and a return on equity of 19.47%. The firm had revenue of $23.11 billion during the quarter, compared to analyst estimates of $22.98 billion. During the same quarter last year, the business earned $2.58 EPS. The business’s revenue was up 10.6% on a year-over-year basis.

T-Mobile US Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 28th will be paid a dividend of $1.02 per share. The ex-dividend date is Friday, August 28th. This represents a $4.08 annualized dividend and a dividend yield of 2.1%. T-Mobile US’s dividend payout ratio (DPR) is currently 43.40%.

Insider Activity at T-Mobile US

In other T-Mobile US news, insider Andre Almeida bought 5,097 shares of the business’s stock in a transaction on Friday, May 1st. The shares were acquired at an average price of $196.18 per share, with a total value of $999,929.46. Following the transaction, the insider owned 44,850 shares of the company’s stock, valued at approximately $8,798,673. This trade represents a 12.82% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Michael J. Katz sold 5,000 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $195.81, for a total transaction of $979,050.00. Following the completion of the sale, the insider owned 181,930 shares of the company’s stock, valued at approximately $35,623,713.30. This represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.32% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On T-Mobile US

Several institutional investors have recently bought and sold shares of TMUS. Price T Rowe Associates Inc. MD raised its position in shares of T-Mobile US by 30.6% in the 4th 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 acquiring an additional 6,516,968 shares in the last quarter. State Street Corp grew its stake in T-Mobile US by 4.3% in the fourth quarter. State Street Corp now owns 25,281,709 shares of the Wireless communications provider’s stock valued at $5,133,198,000 after purchasing an additional 1,047,624 shares during the last quarter. Capital International Investors grew its stake in T-Mobile US by 8.2% in the fourth quarter. Capital International Investors now owns 14,847,697 shares of the Wireless communications provider’s stock valued at $3,014,754,000 after purchasing an additional 1,121,409 shares during the last quarter. Invesco Ltd. raised its holdings in T-Mobile US by 10.5% in the fourth quarter. Invesco Ltd. now owns 8,730,485 shares of the Wireless communications provider’s stock worth $1,772,638,000 after purchasing an additional 827,381 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of T-Mobile US during the fourth quarter valued at about $1,335,918,000. 42.49% of the stock is owned by hedge funds and other institutional investors.

T-Mobile US News Summary

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

• Positive Sentiment: TMUS still screens as an earnings-growth story, with Erste Group Bank’s FY2027 EPS estimate at $13.52, well above the current full-year consensus of $10.53, suggesting solid longer-term profit potential.
• Neutral Sentiment: Analysts continue to focus on upcoming earnings, with several previews noting that T-Mobile may not have the usual setup for a clear beat, keeping investor expectations cautious ahead of the report.
• Neutral Sentiment: One valuation update trimmed T-Mobile’s fair value estimate to $253.88 from $259.08, reflecting a modestly more conservative view tied to competitive concerns around Starlink and spectrum strategy. T Mobile (TMUS) Stock Sees Modest Fair Value Cut As Starlink Risks Shape Analyst Views
• Neutral Sentiment: Erste Group also slightly cut FY2026 EPS to $10.45 from $10.47, a small reduction that does not materially change the outlook but adds to the cautious tone.
• Negative Sentiment: The main pressure on the stock appears to be pre-earnings caution, as investors weigh whether growth can match expectations and whether competitive threats could limit upside.

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.