Erste Group Bank Predicts T-Mobile US FY2027 Earnings

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

A number of other brokerages have also recently commented on TMUS. Citigroup reduced their price objective on T-Mobile US from $268.00 to $220.00 and set a “neutral” rating on the stock in a research note on Friday, December 19th. Royal Bank Of Canada reduced their price target on T-Mobile US from $270.00 to $255.00 and set an “outperform” rating on the stock in a research report on Friday, January 16th. BNP Paribas Exane decreased their price target on T-Mobile US from $300.00 to $275.00 and set an “outperform” rating for the company in a report on Friday, January 16th. Barclays increased their price objective on shares of T-Mobile US from $240.00 to $245.00 and gave the company an “overweight” rating in a research report on Thursday, February 12th. Finally, Wolfe Research reiterated an “outperform” rating and set a $255.00 price objective on shares of T-Mobile US in a research note 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 company’s stock. According to data from MarketBeat.com, T-Mobile US currently has an average rating of “Moderate Buy” and a consensus price target of $257.09.

T-Mobile US Stock Up 0.9%

Shares of T-Mobile US stock opened at $221.98 on Monday. T-Mobile US has a twelve month low of $181.36 and a twelve month high of $276.49. The stock has a market cap of $244.59 billion, a price-to-earnings ratio of 22.86, a price-to-earnings-growth ratio of 1.42 and a beta of 0.44. 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 company has a fifty day moving average price of $199.64 and a 200 day moving average price of $217.53.

Institutional Investors Weigh In On T-Mobile US

A number of institutional investors have recently made changes to their positions in TMUS. Allworth Financial LP grew its holdings in T-Mobile US by 14.2% during the second quarter. Allworth Financial LP now owns 6,530 shares of the Wireless communications provider’s stock worth $1,556,000 after purchasing an additional 810 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its stake in T-Mobile US by 4.5% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 450,679 shares of the Wireless communications provider’s stock valued at $107,884,000 after buying an additional 19,486 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund raised its stake in T-Mobile US by 7.8% in the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 204,754 shares of the Wireless communications provider’s stock valued at $49,014,000 after buying an additional 14,800 shares during the period. Varma Mutual Pension Insurance Co lifted its position in shares of T-Mobile US by 8.8% in the third quarter. Varma Mutual Pension Insurance Co now owns 82,917 shares of the Wireless communications provider’s stock valued at $19,849,000 after buying an additional 6,700 shares during the last quarter. Finally, Longbow Finance SA boosted its stake in shares of T-Mobile US by 22.2% during the 3rd quarter. Longbow Finance SA now owns 31,948 shares of the Wireless communications provider’s stock worth $7,648,000 after acquiring an additional 5,805 shares during the period. 42.49% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, insider Mark Wolfe Nelson sold 6,274 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $219.69, for a total value of $1,378,335.06. Following the sale, the insider owned 68,006 shares in the company, valued at approximately $14,940,238.14. This represents a 8.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Raul Marcelo Claure sold 550,000 shares of the stock in a transaction dated 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 transaction, the director directly owned 891,204 shares in the company, valued at $193,899,254.28. The trade was a 38.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 674,971 shares of company stock worth $146,605,683. 0.37% of the stock is currently owned by insiders.

T-Mobile US Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Friday, February 27th will be issued a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Friday, February 27th. T-Mobile US’s dividend payout ratio (DPR) is currently 42.02%.

T-Mobile US News Roundup

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

• Positive Sentiment: Upcoming dividend and payout cadence: T‑Mobile disclosed a quarterly dividend ($1.02 per share, record Feb. 27; payable Mar. 12) and an annualized yield around 1.9%, supporting income-focused holders and signaling capital-return discipline. Read More.
• Positive Sentiment: Euro bond issuance expands buyback/dividend optionality: TMUS raised about €1.50B in new euro notes (part of ~€2.5B activity) and said proceeds will support general corporate purposes including repurchases/dividends — gives management flexibility to fund buybacks or refinance debt at attractive rates. Read More.
• Positive Sentiment: Analyst support and buy-side interest: Several analysts maintain Buy/Outperform stances and Goldman raised its target recently; consensus remains a “Moderate Buy,” which can underpin demand from institutional investors. Read More.
• Positive Sentiment: Long-term bull thesis highlighted by some analysts: Coverage (e.g., Seeking Alpha) frames recent weakness as a buying opportunity given management’s 2026 guidance, broadband growth targets and a path to double‑digit dividend growth — a positive narrative for long-term dividend-growth investors. Read More.
• Neutral Sentiment: Comparative analyst pieces (Verizon, AT&T vs. TMUS): Several write-ups compare valuations, 5G execution and subscriber trends — useful context for relative-value investors but not an immediate company-specific catalyst. Read More.
• Neutral Sentiment: Brokerage consensus still clustered around buy/hold: The street split (many Buys, several Holds) provides mixed near-term guidance; watch for any analyst revisions after upcoming results or subscriber disclosures. Read More.
• Negative Sentiment: Competitive pressure from cable/mobile bundles: Spectrum’s aggressive $1,000 switching guarantee for customers leaving the “Big 3” (incl. T‑Mobile) increases the risk of prepaid/postpaid churn and price competition in certain markets. Read More.
• Negative Sentiment: Customer-loyalty headwinds: Reports say T‑Mobile saw reduced loyalty late in 2025 and is rolling out free offers to shore up retention — an operational red flag that could pressure ARPU and churn metrics if offers widen. Read More.
• Negative Sentiment: Insider share sale: Director G. Michael Sievert sold 80,000 shares (~$17.2M) in mid‑Feb. Large insider selling can be read negatively by some investors even if explained as diversification or liquidity. Read More.

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.