T-Mobile US, Inc. (NASDAQ:TMUS) Receives Consensus Recommendation of “Moderate Buy” from Analysts

T-Mobile US, Inc. (NASDAQ:TMUS) has earned a consensus rating of “Moderate Buy” from the thirty ratings firms that are presently covering the company, MarketBeat reports. Seven analysts have rated the stock with a hold rating, twenty-two have issued a buy rating and one has issued a strong buy rating on the company. The average 1 year price target among brokerages that have issued ratings on the stock in the last year is $252.08.

Several research analysts recently commented on the stock. Sanford C. Bernstein reaffirmed a “neutral” rating on shares of T-Mobile US in a research note on Wednesday, April 22nd. Bank of America raised shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 target price on the stock in a research report on Monday, July 6th. Morgan Stanley cut their price objective on shares of T-Mobile US from $260.00 to $230.00 and set an “overweight” rating on the stock in a report on Tuesday, July 7th. Oppenheimer raised T-Mobile US from a “market perform” rating to an “outperform” rating and set a $260.00 price target for the company in a research report on Wednesday, April 29th. Finally, Scotiabank cut their target price on T-Mobile US from $263.00 to $243.00 and set a “sector outperform” rating on the stock in a research note on Wednesday, July 15th.

Insider Activity at T-Mobile US

In related news, insider Michael J. Katz sold 5,000 shares of T-Mobile US stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $195.81, for a total value of $979,050.00. Following the completion of the sale, the insider directly owned 181,930 shares in the company, valued at $35,623,713.30. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Jon Freier sold 4,799 shares of T-Mobile US stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $190.00, for a total value of $911,810.00. Following the sale, the chief operating officer directly owned 217,168 shares of the company’s stock, valued at approximately $41,261,920. This represents a 2.16% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.32% of the stock is currently owned by insiders.

Institutional Trading of T-Mobile US

A number of hedge funds and other institutional investors have recently made changes to their positions in TMUS. Lansforsakringar Fondforvaltning AB publ raised its position in shares of T-Mobile US by 14.6% in the first quarter. Lansforsakringar Fondforvaltning AB publ now owns 187,373 shares of the Wireless communications provider’s stock worth $39,354,000 after acquiring an additional 23,836 shares during the period. Quilter Plc lifted its position in shares of T-Mobile US by 7.8% during the 4th quarter. Quilter Plc now owns 465,838 shares of the Wireless communications provider’s stock valued at $94,584,000 after buying an additional 33,813 shares in the last quarter. Thrivent Financial for Lutherans raised its position in T-Mobile US by 16.7% during the fourth quarter. Thrivent Financial for Lutherans now owns 98,469 shares of the Wireless communications provider’s stock worth $20,010,000 after acquiring an additional 14,110 shares during the period. Los Angeles Capital Management LLC lifted its holdings in T-Mobile US by 32.7% during the fourth quarter. Los Angeles Capital Management LLC now owns 296,083 shares of the Wireless communications provider’s stock valued at $62,370,000 after purchasing an additional 72,922 shares in the last quarter. Finally, Entropy Technologies LP lifted its stake in T-Mobile US by 105.9% in the 4th quarter. Entropy Technologies LP now owns 36,117 shares of the Wireless communications provider’s stock valued at $7,333,000 after buying an additional 18,573 shares in the last quarter. Institutional investors and hedge funds own 42.49% of the company’s stock.

T-Mobile US Stock Up 2.9%

Shares of TMUS opened at $182.39 on Friday. The business has a fifty day moving average of $184.04 and a 200 day moving average of $195.37. The company has a market cap of $195.64 billion, a PE ratio of 19.10, a P/E/G ratio of 1.01 and a beta of 0.33. The company has a quick ratio of 0.83, a current ratio of 0.92 and a debt-to-equity ratio of 1.48. T-Mobile US has a 52-week low of $165.66 and a 52-week high of $261.56.

T-Mobile US (NASDAQ:TMUS) last posted its quarterly earnings data on Thursday, July 23rd. The Wireless communications provider reported $2.99 earnings per share for the quarter, topping analysts’ consensus estimates of $2.59 by $0.40. T-Mobile US had a net margin of 11.45% and a return on equity of 20.16%. The company had revenue of $22.79 billion for the quarter, compared to analyst estimates of $22.95 billion. During the same period in the prior year, the company posted $2.84 EPS. The firm’s revenue for the quarter was up 7.9% on a year-over-year basis. On average, sell-side analysts expect that T-Mobile US will post 10.56 EPS for the current year.

T-Mobile US Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Friday, August 28th will be issued a $1.02 dividend. This represents a $4.08 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Friday, August 28th. T-Mobile US’s payout ratio is currently 42.72%.

Key Stories Impacting T-Mobile US

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

• Positive Sentiment: UBS lowered its price target from $255 to $235 but maintained a “Buy” rating, implying substantial potential upside from the recent trading level. The target cut reflects a more cautious outlook rather than a change to UBS’s positive investment stance. Benzinga
• Positive Sentiment: T-Mobile’s CEO is continuing to reduce free-phone promotions after elevated postpaid churn showed signs of improving. Fewer giveaways could support margins and cash flow, although the strategy risks making the carrier less attractive to price-sensitive customers. T-Mobile cuts free phone deals
• Neutral Sentiment: Customer experience is emerging as an important competitive differentiator for T-Mobile and Verizon, but analysts caution that customer-experience scores should not be treated as a direct forecast of subscriber or financial growth. Customer experience competition
• Neutral Sentiment: The broader 5G market remains a long-term growth opportunity, with global subscriptions expected to expand significantly through 2031. However, North American penetration is already high, shifting the industry’s focus from coverage expansion to customer retention, pricing and service quality. Telecom stocks comparison
• Negative Sentiment: Investment commentary questioned whether T-Mobile’s unusually strong returns on assets can persist as competition intensifies. Starlink’s push into home broadband could limit T-Mobile’s ability to raise prices and pressure its broadband growth and profitability assumptions. Emerging network competition concerns
• Negative Sentiment: A service outage affected thousands of T-Mobile customers across the United States. Although the company said resources were focused on restoring service, the incident could damage customer satisfaction and increase churn concerns. T-Mobile outage

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.