Zacks Research Has Negative View of T-Mobile US Q4 Earnings

T-Mobile US, Inc. (NASDAQ:TMUS) – Analysts at Zacks Research lowered their Q4 2025 earnings per share (EPS) estimates for shares of T-Mobile US in a note issued to investors on Thursday, November 13th. Zacks Research analyst Team now anticipates that the Wireless communications provider will earn $2.11 per share for the quarter, down from their previous estimate of $2.21. Zacks Research has a “Strong Sell” 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 $2.58 EPS, Q2 2026 earnings at $2.81 EPS, Q4 2026 earnings at $3.04 EPS, FY2026 earnings at $11.27 EPS, Q1 2027 earnings at $3.39 EPS, Q2 2027 earnings at $3.35 EPS and FY2027 earnings at $13.56 EPS.

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

Several other equities research analysts have also weighed in on TMUS. Raymond James Financial raised T-Mobile US to a “hold” rating in a research note on Wednesday, October 1st. Benchmark lifted their target price on T-Mobile US from $275.00 to $295.00 and gave the stock a “buy” rating in a research report on Friday, October 10th. HSBC raised T-Mobile US from a “hold” rating to a “buy” rating and set a $285.00 price target on the stock in a research note on Friday, October 24th. Cowen reaffirmed a “buy” rating on shares of T-Mobile US in a report on Friday, October 24th. Finally, Hsbc Global Res raised shares of T-Mobile US from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 24th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, T-Mobile US has an average rating of “Moderate Buy” and a consensus price target of $266.83.

T-Mobile US Stock Up 0.3%

Shares of TMUS stock traded up $0.74 on Friday, hitting $215.31. The stock had a trading volume of 963,745 shares, compared to its average volume of 4,385,138. The firm has a market capitalization of $240.83 billion, a price-to-earnings ratio of 20.71, a P/E/G ratio of 1.51 and a beta of 0.57. The stock’s 50 day moving average is $227.14 and its 200-day moving average is $236.03. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.80 and a current ratio of 0.89. T-Mobile US has a 52-week low of $199.41 and a 52-week high of $276.49.

Hedge Funds Weigh In On T-Mobile US

Several institutional investors have recently added to or reduced their stakes in TMUS. Sirios Capital Management L P purchased a new position in T-Mobile US during the 3rd quarter worth $1,117,000. Mangrove Partners IM LLC purchased a new stake in shares of T-Mobile US in the third quarter worth $782,000. iSAM Funds UK Ltd grew its holdings in shares of T-Mobile US by 511.6% during the third quarter. iSAM Funds UK Ltd now owns 7,364 shares of the Wireless communications provider’s stock worth $1,763,000 after purchasing an additional 6,160 shares in the last quarter. Wellington Management Group LLP raised its position in shares of T-Mobile US by 47.5% during the 3rd quarter. Wellington Management Group LLP now owns 13,461,669 shares of the Wireless communications provider’s stock valued at $3,222,454,000 after buying an additional 4,335,368 shares in the last quarter. Finally, NorthRock Partners LLC lifted its stake in T-Mobile US by 25.4% during the third quarter. NorthRock Partners LLC now owns 8,039 shares of the Wireless communications provider’s stock worth $1,924,000 after purchasing an additional 1,630 shares during the last quarter. 42.49% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Telekom Ag Deutsche sold 69,840 shares of the company’s stock in a transaction that occurred on Wednesday, September 10th. The stock was sold at an average price of $240.08, for a total transaction of $16,767,187.20. Following the sale, the director owned 635,014,604 shares in the company, valued at $152,454,306,128.32. This represents a 0.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Insiders have sold a total of 1,971,041 shares of company stock valued at $470,946,486 over the last 90 days. Insiders own 0.37% of the company’s stock.

T-Mobile US Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Wednesday, November 26th will be issued a dividend of $1.02 per share. This is a boost from T-Mobile US’s previous quarterly dividend of $0.88. The ex-dividend date is Wednesday, November 26th. This represents a $4.08 annualized dividend and a dividend yield of 1.9%. T-Mobile US’s dividend payout ratio (DPR) is presently 39.23%.

T-Mobile US Company Profile

T-Mobile US, Inc, together with its subsidiaries, provides mobile communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data services to customers in the postpaid, prepaid, and wholesale and other services. It also provides wireless devices, including smartphones, wearables, tablets, home broadband routers, and other mobile communication devices, as well as wireless devices and accessories; financing through equipment installment plans; reinsurance for device insurance policies and extended warranty contracts; leasing through JUMP! On Demand; and High Speed Internet services.