Zacks Research Has Negative View of T-Mobile US Q2 Earnings

T-Mobile US, Inc. (NASDAQ:TMUS) – Stock analysts at Zacks Research lowered their Q2 2025 earnings estimates for T-Mobile US in a report issued on Wednesday, November 13th. Zacks Research analyst A. Chatterjee now anticipates that the Wireless communications provider will post earnings per share of $2.55 for the quarter, down from their prior forecast of $2.56. The consensus estimate for T-Mobile US’s current full-year earnings is $9.38 per share. Zacks Research also issued estimates for T-Mobile US’s Q4 2025 earnings at $2.46 EPS, FY2025 earnings at $10.10 EPS, Q1 2026 earnings at $2.94 EPS, Q2 2026 earnings at $2.85 EPS, Q3 2026 earnings at $2.83 EPS and FY2026 earnings at $11.72 EPS.

T-Mobile US (NASDAQ:TMUS) last released its quarterly earnings results on Wednesday, October 23rd. The Wireless communications provider reported $2.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.32 by $0.29. The business had revenue of $20.16 billion during the quarter, compared to the consensus estimate of $20.01 billion. T-Mobile US had a return on equity of 16.35% and a net margin of 12.96%. The company’s quarterly revenue was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.82 EPS.

TMUS has been the topic of a number of other reports. Tigress Financial raised their price target on shares of T-Mobile US from $205.00 to $235.00 and gave the company a “buy” rating in a research report on Monday, August 12th. Benchmark increased their price objective on shares of T-Mobile US from $250.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, October 24th. Morgan Stanley boosted their target price on T-Mobile US from $209.00 to $239.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 29th. The Goldman Sachs Group increased their price target on T-Mobile US from $220.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, October 24th. Finally, JPMorgan Chase & Co. boosted their price objective on T-Mobile US from $230.00 to $250.00 and gave the stock an “overweight” rating in a research report on Thursday, October 24th. Three analysts have rated the stock with a hold rating, seventeen have given a buy rating and two have assigned a strong buy rating to the stock. According to data from MarketBeat.com, T-Mobile US currently has a consensus rating of “Moderate Buy” and a consensus price target of $241.83.

T-Mobile US Trading Up 0.6 %

NASDAQ TMUS opened at $237.03 on Monday. The company has a current ratio of 1.08, a quick ratio of 0.99 and a debt-to-equity ratio of 1.23. The business has a fifty day simple moving average of $216.71 and a 200 day simple moving average of $193.34. T-Mobile US has a 12 month low of $147.24 and a 12 month high of $242.43. The firm has a market capitalization of $275.07 billion, a P/E ratio of 27.03, a PEG ratio of 1.20 and a beta of 0.50.

Institutional Investors Weigh In On T-Mobile US

A number of hedge funds and other institutional investors have recently modified their holdings of TMUS. Wellington Management Group LLP lifted its position in T-Mobile US by 4.0% in the third quarter. Wellington Management Group LLP now owns 15,524,529 shares of the Wireless communications provider’s stock valued at $3,203,642,000 after purchasing an additional 602,786 shares during the last quarter. FMR LLC raised its holdings in T-Mobile US by 13.4% during the 3rd quarter. FMR LLC now owns 12,893,770 shares of the Wireless communications provider’s stock valued at $2,660,758,000 after buying an additional 1,522,394 shares during the last quarter. Legal & General Group Plc boosted its position in T-Mobile US by 6.8% during the 2nd quarter. Legal & General Group Plc now owns 4,751,007 shares of the Wireless communications provider’s stock valued at $837,032,000 after buying an additional 303,582 shares during the period. Dimensional Fund Advisors LP grew its holdings in T-Mobile US by 4.3% in the 2nd quarter. Dimensional Fund Advisors LP now owns 4,459,130 shares of the Wireless communications provider’s stock worth $785,667,000 after acquiring an additional 184,059 shares during the last quarter. Finally, Barclays PLC increased its position in shares of T-Mobile US by 38.3% in the third quarter. Barclays PLC now owns 3,165,153 shares of the Wireless communications provider’s stock valued at $653,160,000 after acquiring an additional 876,182 shares during the period. Institutional investors own 42.49% of the company’s stock.

Insider Transactions at T-Mobile US

In other T-Mobile US news, Director Raul Marcelo Claure sold 2,706 shares of the business’s stock in a transaction on Monday, August 26th. The shares were sold at an average price of $200.11, for a total value of $541,497.66. Following the completion of the sale, the director now directly owns 1,826,204 shares of the company’s stock, valued at $365,441,682.44. The trade was a 0.15 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Michael J. Katz sold 3,000 shares of the firm’s stock in a transaction dated Tuesday, October 1st. The shares were sold at an average price of $205.30, for a total value of $615,900.00. Following the transaction, the insider now directly owns 119,687 shares in the company, valued at $24,571,741.10. This trade represents a 2.45 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 455,338 shares of company stock worth $95,539,866. 0.67% of the stock is currently owned by corporate insiders.

T-Mobile US Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 12th. Shareholders of record on Wednesday, November 27th will be paid a dividend of $0.88 per share. The ex-dividend date is Wednesday, November 27th. This represents a $3.52 annualized dividend and a yield of 1.49%. This is a positive change from T-Mobile US’s previous quarterly dividend of $0.65. T-Mobile US’s payout ratio is 40.14%.

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.