T-Mobile US (NASDAQ:TMUS) Stock Gets Price Target Cut from KeyCorp

T-Mobile US (NASDAQ:TMUS) had its target price reduced by KeyCorp from $250.00 to $240.00 in a report issued on Thursday,Benzinga reports. They currently have an overweight rating on the Wireless communications provider’s stock.

Several other equities research analysts also recently commented on TMUS. JPMorgan Chase & Co. reduced their target price on T-Mobile US from $275.00 to $260.00 and set an “overweight” rating for the company in a report on Monday, September 21st. UBS Group dropped their price target on T-Mobile US from $255.00 to $235.00 and set a “buy” rating on the stock in a research note on Friday, July 24th. Scotiabank dropped their price target on T-Mobile US from $217.00 to $212.00 and set a “sector outperform” rating on the stock in a research note on Friday, October 9th. Weiss Ratings restated a “hold (c)” rating on shares of T-Mobile US in a report on Friday, September 11th. Finally, Bank of America upgraded T-Mobile US from a “neutral” rating to a “buy” rating and set a $220.00 price objective on the stock in a report on Monday, July 6th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $238.25.

T-Mobile US Price Performance

Shares of NASDAQ:TMUS opened at $156.44 on Thursday. The company has a market capitalization of $165.71 billion, a PE ratio of 15.10, a price-to-earnings-growth ratio of 0.99 and a beta of 0.33. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.83 and a current ratio of 0.91. The stock has a fifty day moving average of $167.13 and a 200-day moving average of $186.92. T-Mobile US has a one year low of $143.75 and a one year high of $224.75.

T-Mobile US (NASDAQ:TMUS) last issued its earnings results on Wednesday, October 28th. The Wireless communications provider reported $3.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.89 by $0.33. The business had revenue of $23.58 billion for the quarter, compared to analysts’ expectations of $23.15 billion. T-Mobile US had a return on equity of 21.47% and a net margin of 12.05%. The company’s quarterly revenue was up 7.4% on a year-over-year basis. During the same period in the previous year, the firm posted $2.41 EPS. As a group, equities analysts anticipate that T-Mobile US will post 11.36 EPS for the current fiscal year.

T-Mobile US Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Wednesday, November 25th will be paid a dividend of $1.17 per share. This is an increase 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 annualized dividend and a yield of 3.0%. T-Mobile US’s dividend payout ratio (DPR) is presently 39.38%.

Insider Activity

In other news, CAO Daniel James Drobac sold 772 shares of the stock in a transaction on 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 owned 35,118 shares in the company, valued at $6,262,592.94. This represents a 2.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.32% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. BlackRock Inc. bought a new position in T-Mobile US in the second quarter worth $6,625,275,000. Bank of New York Mellon Corp bought a new stake in shares of T-Mobile US in the 2nd quarter valued at approximately $839,194,000. Amundi grew its stake in shares of T-Mobile US by 40.6% in the 1st quarter. Amundi now owns 3,679,795 shares of the Wireless communications provider’s stock valued at $772,867,000 after purchasing an additional 1,062,643 shares during the period. Bank of America Corp DE bought a new stake in shares of T-Mobile US in the 2nd quarter valued at approximately $758,977,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of T-Mobile US by 1.1% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 4,076,380 shares of the Wireless communications provider’s stock worth $683,731,000 after buying an additional 43,783 shares in the last quarter. Hedge funds and other institutional investors own 42.49% of the company’s stock.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: Strong Q3 performance and raised guidance: T-Mobile reported $3.22 in quarterly EPS, above expectations, while net income increased approximately 27%. Growth in service revenue, premium-plan adoption, account additions and average revenue per account helped drive the beat. Management raised its 2026 earnings, EBITDA and free-cash-flow outlook, providing a positive catalyst for TMUS. TMUS Q3 Earnings Beat Estimates on Strong Service Revenue Growth
• Positive Sentiment: SpaceX may face a costly challenge: Estimates that SpaceX could need an additional $120 billion to $130 billion to build a nationwide wireless rival support the competitive position of established carriers, including T-Mobile. This reduces near-term fears that SpaceX can quickly replicate TMUS’s network and customer scale. SpaceX’s $28 Billion Spectrum Deals May Not Be Enough
• Neutral Sentiment: Analyst views remain mixed: JPMorgan, KeyCorp, Deutsche Bank and Citi reduced their price targets, while maintaining ratings ranging from neutral to overweight. Scotiabank raised its target modestly and TD Cowen retained a buy rating, indicating substantial long-term upside but less near-term consensus confidence.
• Negative Sentiment: Customer and spending risks: Postpaid account churn rose to 1.09% from 0.97%, and free-cash-flow growth partly reflected lower capital spending that is expected to increase in the fourth quarter. High debt, intense competition and rising costs could constrain future shareholder returns. T-Mobile Profit Up 27% as Account Churn Rises
• Negative Sentiment: Merger uncertainty and SpaceX strategy: Reports that Deutsche Telekom has put a potential $300 billion transaction on hold remove a possible strategic catalyst. Separately, T-Mobile’s CEO said there is no room for an MVNO partnership with SpaceX, leaving the company exposed if SpaceX proceeds with a direct terrestrial wireless offering. Historic T-Mobile Deutsche Telekom Merger Put on Ice

T-Mobile US Company Profile

T-Mobile US, Inc (NASDAQ: TMUS) is a wireless communications company that provides mobile voice, messaging and data services to consumers, businesses and government customers in the United States, Puerto Rico and the U.S. Virgin Islands. Its offerings include postpaid and prepaid wireless plans, connected devices, broadband internet and other communications services.

The company operates a nationwide wireless network, including 5G services, and sells smartphones, tablets, connected devices and related accessories through retail stores, online channels and third-party distributors.