T-Mobile US (NASDAQ:TMUS – Free Report) had its target price boosted by TD Cowen from $252.00 to $261.00 in a research report released on Wednesday,Benzinga reports. TD Cowen currently has a buy rating on the Wireless communications provider’s stock.
TMUS has been the topic of a number of other research reports. Daiwa Securities Group raised T-Mobile US from a “neutral” rating to an “outperform” rating and set a $240.00 price objective on the stock in a report on Thursday, February 19th. Benchmark restated a “buy” rating on shares of T-Mobile US in a research note on Thursday, February 12th. Sanford C. Bernstein reaffirmed a “neutral” rating on shares of T-Mobile US in a report on Wednesday, April 22nd. Oppenheimer upgraded T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 price objective for the company in a research report on Wednesday. Finally, Morgan Stanley assumed coverage on shares of T-Mobile US in a research note on Thursday, April 16th. They set an “overweight” rating and a $260.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, T-Mobile US has a consensus rating of “Moderate Buy” and a consensus price target of $259.46.
View Our Latest Report on TMUS
T-Mobile US Stock Up 6.1%
T-Mobile US (NASDAQ:TMUS – Get Free Report) last issued its earnings results on Tuesday, April 28th. The Wireless communications provider reported $2.27 earnings per share for the quarter, beating the consensus estimate of $2.06 by $0.21. T-Mobile US had a net margin of 12.45% and a return on equity of 19.00%. The business had revenue of $23.11 billion for the quarter, compared to the consensus estimate of $22.97 billion. The business’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.58 earnings per share. On average, analysts forecast that T-Mobile US will post 10.52 earnings per share for the current year.
T-Mobile US Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be issued a dividend of $1.02 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $4.08 annualized dividend and a yield of 2.1%. T-Mobile US’s payout ratio is currently 42.02%.
Insider Activity at T-Mobile US
In related news, insider Mark Wolfe Nelson sold 2,329 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $222.38, for a total value of $517,923.02. Following the sale, the insider directly owned 65,677 shares in the company, valued at $14,605,251.26. The trade was a 3.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director G Michael Sievert sold 1,089 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $221.85, for a total transaction of $241,594.65. Following the transaction, the director owned 125,696 shares of the company’s stock, valued at $27,885,657.60. This trade represents a 0.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 694,134 shares of company stock valued at $150,847,799 in the last 90 days. 0.37% of the stock is owned by corporate insiders.
Institutional Trading of T-Mobile US
Several large investors have recently modified their holdings of TMUS. City Holding Co. raised its position in shares of T-Mobile US by 48.4% during the 3rd quarter. City Holding Co. now owns 141 shares of the Wireless communications provider’s stock worth $34,000 after purchasing an additional 46 shares during the last quarter. New Republic Capital LLC grew its holdings in T-Mobile US by 4.7% during the 3rd quarter. New Republic Capital LLC now owns 1,073 shares of the Wireless communications provider’s stock valued at $257,000 after buying an additional 48 shares during the last quarter. CYBER HORNET ETFs LLC increased its position in T-Mobile US by 3.8% during the third quarter. CYBER HORNET ETFs LLC now owns 1,319 shares of the Wireless communications provider’s stock worth $316,000 after buying an additional 48 shares in the last quarter. Appleton Partners Inc. MA raised its holdings in shares of T-Mobile US by 5.3% in the third quarter. Appleton Partners Inc. MA now owns 971 shares of the Wireless communications provider’s stock worth $232,000 after acquiring an additional 49 shares during the last quarter. Finally, MJP Associates Inc. ADV raised its holdings in shares of T-Mobile US by 2.7% in the third quarter. MJP Associates Inc. ADV now owns 1,886 shares of the Wireless communications provider’s stock worth $452,000 after acquiring an additional 49 shares during the last quarter. 42.49% of the stock is currently owned by institutional investors and hedge funds.
T-Mobile US News Summary
Here are the key news stories impacting T-Mobile US this week:
- Positive Sentiment: Q1 beat and raised guidance — TMUS reported EPS of $2.27 (above estimates) and ~ $23.1B revenue, and raised 2026 ranges (postpaid additions and free cash flow), which underpins the stock rally. Read More.
- Positive Sentiment: Bigger shareholder returns — management expanded the 2026 return authorization (to about $18.2B) and repurchased billions in Q1, supporting earnings-per-share accretion and investor yield. Read More.
- Positive Sentiment: Broadband/fiber growth strategy — T?Mobile announced two 50/50 fiber joint ventures (Oak Hill, Wren House) to add ~1–1.8M+ home passings and launched “SuperBroadband” (5G + Starlink backup) to push enterprise broadband growth, giving a clear growth runway beyond wireless. Read More.
- Positive Sentiment: Analyst upgrades/affirmations — Oppenheimer upgraded to Outperform ($260 PT), Goldman reaffirmed Buy and several firms raised or reiterated bullish views, adding momentum to shares. Read More.
- Neutral Sentiment: Mixed price-target moves — brokers issued both raises and cuts (TD Cowen raised to $261; JPMorgan trimmed its PT to $275 but kept Overweight; others trimmed modestly), leaving consensus mid?$200s and signaling varied views on long?term upside. Read More.
- Negative Sentiment: Merger-related and margin pressure — GAAP net income and operating profit were down (merger-related costs and accelerated depreciation tied to the UScellular deal), which trimmed reported profits despite the adjusted beat. Read More.
- Negative Sentiment: Regulatory & execution risks — a recent robocall bill and broader regulation could force marketing/practice changes; execution on fiber JVs and Starlink integrations will be monitored for cost and churn impacts. Read More.
- Negative Sentiment: Insider/institutional flows — notable insider and institutional sell activity noted in filings (offset by small insider buys), which could add selling pressure if sustained. 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.
Further Reading
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