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

T-Mobile US, Inc. (NASDAQ:TMUS) – Investment analysts at Erste Group Bank reduced their FY2026 earnings per share estimates for T-Mobile US in a report released on Thursday, October 8th. Erste Group Bank analyst H. Engel now expects that the Wireless communications provider will earn $10.88 per share for the year, down from their previous estimate of $10.90. The consensus estimate for T-Mobile US’s current full-year earnings is $11.09 per share. Erste Group Bank also issued estimates for T-Mobile US’s FY2027 earnings at $13.79 EPS.

A number of other research analysts also recently issued reports on TMUS. Scotiabank dropped their price target on shares of T-Mobile US from $217.00 to $212.00 and set a “sector outperform” rating on the stock in a research report on Friday, October 9th. KeyCorp reduced their price objective on shares of T-Mobile US from $260.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, July 24th. Bank of America upgraded shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective for the company in a research report on Monday, July 6th. JPMorgan Chase & Co. lowered their target price on shares of T-Mobile US from $275.00 to $260.00 and set an “overweight” rating for the company in a research note on Monday, September 21st. Finally, Barclays lowered their target price on shares of T-Mobile US from $215.00 to $200.00 and set an “overweight” rating for the company in a research note on Tuesday, September 29th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, T-Mobile US has a consensus rating of “Moderate Buy” and a consensus target price of $244.65.

T-Mobile US Stock Performance

Shares of TMUS stock opened at $157.79 on Tuesday. The stock has a market capitalization of $169.26 billion, a PE ratio of 16.52, a PEG ratio of 0.96 and a beta of 0.33. The business’s 50 day simple moving average is $173.74 and its 200 day simple moving average is $182.96. The company has a debt-to-equity ratio of 1.48, a current ratio of 0.92 and a quick ratio of 0.83. T-Mobile US has a one year low of $147.90 and a one year high of $230.54.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.40. The company had revenue of $22.79 billion for the quarter, compared to analyst estimates of $22.95 billion. T-Mobile US had a return on equity of 20.16% and a net margin of 11.45%. The firm’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period in the previous year, the firm earned $2.84 earnings per share.

T-Mobile US Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Wednesday, November 25th will be given a dividend of $1.17 per share. This is a boost from T-Mobile US’s previous quarterly dividend of $1.02. The ex-dividend date of this dividend is Wednesday, November 25th. This represents a $4.68 dividend on an annualized basis and a dividend yield of 3.0%. T-Mobile US’s payout ratio is currently 49.01%.

Insider Activity at T-Mobile US

In other news, CAO Daniel James Drobac sold 772 shares of the firm’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $178.33, for a total value of $137,670.76. Following the completion of the sale, the chief accounting officer directly owned 35,118 shares in the company, valued at $6,262,592.94. This trade represents a 2.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.32% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On T-Mobile US

Hedge funds have recently added to or reduced their stakes in the company. Essex Financial Services Inc. increased its position in shares of T-Mobile US by 3.5% during the 1st quarter. Essex Financial Services Inc. now owns 1,551 shares of the Wireless communications provider’s stock valued at $326,000 after purchasing an additional 53 shares during the last quarter. Wick Capital Partners LLC raised its stake in shares of T-Mobile US by 4.2% during the 4th quarter. Wick Capital Partners LLC now owns 1,355 shares of the Wireless communications provider’s stock worth $275,000 after purchasing an additional 55 shares during the period. Sachetta LLC raised its stake in shares of T-Mobile US by 52.9% during the 1st quarter. Sachetta LLC now owns 159 shares of the Wireless communications provider’s stock worth $33,000 after purchasing an additional 55 shares during the period. Legacy Wealth Asset Management LLC boosted its holdings in shares of T-Mobile US by 1.2% in the 2nd quarter. Legacy Wealth Asset Management LLC now owns 4,844 shares of the Wireless communications provider’s stock worth $812,000 after buying an additional 56 shares during the last quarter. Finally, Harbor Investment Advisory LLC boosted its holdings in shares of T-Mobile US by 2.6% in the 1st quarter. Harbor Investment Advisory LLC now owns 2,351 shares of the Wireless communications provider’s stock worth $494,000 after buying an additional 60 shares during the last quarter. Institutional investors and hedge funds own 42.49% of the company’s stock.

Key Stories Impacting T-Mobile US

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

• Positive Sentiment: Raymond James upgraded T-Mobile to Outperform from Market Perform, arguing that the recent sell-off may be excessive given the company’s strong earnings, cash flow and competitive position. Raymond James upgrades T-Mobile US
• Positive Sentiment: Analysts and income-focused investors view the decline as a potential buying opportunity. T-Mobile’s 15% dividend increase, comparatively low leverage and reasonable valuation improve the stock’s risk-reward profile for investors seeking income and long-term growth. BDCs Look Attractive, But I’d Consider These Four Stocks for Income Instead
• Positive Sentiment: T-Mobile’s chief technology officer pushed back on SpaceX’s efforts to expand its wireless business, while some analysts believe T-Mobile and Verizon retain advantages in network scale, customer relationships and service quality. T-Mobile pushes back on SpaceX’s wireless ambitions
• Neutral Sentiment: Erste Group made only modest changes to its forecasts, trimming fiscal 2026 EPS expectations to $10.88 from $10.90 while raising fiscal 2027 estimates to $13.79 from $13.76. The revisions suggest limited near-term earnings impact from current concerns.
• Neutral Sentiment: T-Mobile was recognized among Newsweek’s America’s Greenest Companies 2027, supporting its corporate sustainability profile but likely having limited immediate effect on earnings or valuation. America’s Greenest Companies 2027
• Negative Sentiment: SpaceX’s spectrum deal has intensified fears that Starlink could disrupt the U.S. wireless market. Morningstar raised uncertainty ratings for T-Mobile, Verizon and AT&T to “High,” creating a valuation overhang despite the recent recovery in the shares. Analysts see T-Mobile and Verizon holding the edge in Starlink’s wireless push

T-Mobile US Company Profile

T-Mobile US, Inc is a wireless communications company that provides mobile voice, messaging, and data services to consumers, businesses, and government customers in the United States. Its offerings include wireless plans, smartphones, connected devices, accessories, and related services, supported by a nationwide cellular network.

The company also provides fixed wireless broadband and other internet services for households, as well as wireless connectivity, networking, and communications solutions for businesses and public-sector organizations.