T-Mobile US (NASDAQ:TMUS) Upgraded at KeyCorp

KeyCorp upgraded shares of T-Mobile US (NASDAQ:TMUS) from a sector weight rating to an overweight rating in a research note published on Monday morning, Marketbeat reports. KeyCorp currently has $260.00 price target on the Wireless communications provider’s stock. KeyCorp also issued estimates for T-Mobile US’s Q1 2026 earnings at $1.91 EPS, Q2 2026 earnings at $2.56 EPS, Q3 2026 earnings at $2.88 EPS, Q4 2026 earnings at $2.70 EPS, FY2026 earnings at $10.05 EPS, Q1 2027 earnings at $2.86 EPS, Q2 2027 earnings at $3.23 EPS, Q3 2027 earnings at $3.31 EPS, Q4 2027 earnings at $3.14 EPS and FY2027 earnings at $12.53 EPS.

A number of other research analysts have also recently issued reports on the company. Wall Street Zen cut T-Mobile US from a “hold” rating to a “sell” rating in a report on Saturday, March 14th. Moffett Nathanson upgraded shares of T-Mobile US from a “neutral” rating to a “buy” rating and set a $254.00 price target on the stock in a research report on Wednesday, April 8th. Wolfe Research reiterated an “outperform” rating and set a $255.00 price target on shares of T-Mobile US in a research report on Thursday, February 12th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of T-Mobile US in a research report on Thursday, February 12th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of T-Mobile US in a research report on Friday, April 10th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, T-Mobile US currently has an average rating of “Moderate Buy” and an average target price of $260.91.

T-Mobile US Stock Up 0.1%

Shares of NASDAQ TMUS opened at $190.19 on Monday. The stock has a market cap of $209.56 billion, a PE ratio of 19.59, a PEG ratio of 1.22 and a beta of 0.43. The business has a fifty day moving average of $209.78 and a two-hundred day moving average of $208.10. T-Mobile US has a 52-week low of $181.36 and a 52-week high of $267.27. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.90 and a current ratio of 1.00.

T-Mobile US Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Friday, May 29th will be given a dividend of $1.02 per share. The ex-dividend date is Friday, May 29th. This represents a $4.08 annualized dividend and a yield of 2.1%. T-Mobile US’s dividend payout ratio is 42.02%.

Insider Buying and Selling at T-Mobile US

In other T-Mobile US news, insider Mark Wolfe Nelson sold 10,240 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $220.80, for a total transaction of $2,260,992.00. Following the transaction, the insider directly owned 74,280 shares in the company, valued at approximately $16,401,024. This represents a 12.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Peter Osvaldik sold 27,000 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $214.86, for a total transaction of $5,801,220.00. Following the completion of the transaction, the chief financial officer directly owned 51,573 shares in the company, valued at $11,080,974.78. This trade represents a 34.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 694,134 shares of company stock worth $150,847,799 over the last quarter. Corporate insiders own 0.37% of the company’s stock.

Hedge Funds Weigh In On T-Mobile US

Several large investors have recently bought and sold shares of the business. Norges Bank acquired a new position in shares of T-Mobile US in the 4th quarter valued at $1,335,918,000. Price T Rowe Associates Inc. MD grew its stake in shares of T-Mobile US by 30.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 27,795,065 shares of the Wireless communications provider’s stock worth $5,643,511,000 after purchasing an additional 6,516,968 shares during the period. Wellington Management Group LLP grew its stake in shares of T-Mobile US by 47.5% during the third quarter. Wellington Management Group LLP now owns 13,461,669 shares of the Wireless communications provider’s stock worth $3,222,454,000 after purchasing an additional 4,335,368 shares during the period. Dodge & Cox increased its holdings in T-Mobile US by 65.2% in the fourth quarter. Dodge & Cox now owns 6,185,972 shares of the Wireless communications provider’s stock valued at $1,256,000,000 after purchasing an additional 2,442,450 shares during the last quarter. Finally, Viking Global Investors LP increased its holdings in T-Mobile US by 81.7% in the second quarter. Viking Global Investors LP now owns 2,845,316 shares of the Wireless communications provider’s stock valued at $677,925,000 after purchasing an additional 1,279,422 shares during the last quarter. 42.49% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting T-Mobile US

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

• Positive Sentiment: KeyCorp reiterated an Overweight stance and set a lofty $260 price target for TMUS, a bullish signal that supports longer?term upside despite near?term estimate changes. KeyCorp Upgrades T-Mobile US
• Positive Sentiment: Analyst and press coverage highlights T?Mobile’s partnerships (including with Nvidia) as key to executing 5G growth plans and services expansion — a tailwind for long?term revenue and network monetization. T-Mobile To Fulfill Its 5G Ambitions Together With Nvidia
• Neutral Sentiment: REALLY Wireless (an MVNO operating on T?Mobile’s network) announced an AI?native “Clone” feature that can answer/place calls in a subscriber’s voice — a proof point for T?Mobile’s network capabilities but an uncertain competitive factor for retail subscriber/ARPU dynamics. REALLY Wireless Becomes World’s First AI-Native Cell Carrier
• Neutral Sentiment: Brand and public affairs initiatives — T?Mobile named a Gold Cosponsor for SBA National Small Business Week and launched the “Do Not Disturb Season” with the National Park Foundation — support customer loyalty and corporate profile but have limited near?term financial impact. T-Mobile and the National Park Foundation Declare America’s First-Ever Do Not Disturb Season
• Negative Sentiment: KeyCorp lowered several near?term EPS estimates (including Q1 and FY2026 cuts), reducing short?term earnings expectations even as it keeps a bullish long?term view — a source of downward pressure on near?term sentiment and valuation.

About T-Mobile US

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.