Zacks Research Brokers Raise Earnings Estimates for United Parcel Service, Inc. (NYSE:UPS)

United Parcel Service, Inc. (NYSE:UPS - Free Report) - Research analysts at Zacks Research increased their Q1 2026 earnings per share (EPS) estimates for shares of United Parcel Service in a research report issued to clients and investors on Monday, April 15th. Zacks Research analyst M. Basu now forecasts that the transportation company will post earnings of $3.01 per share for the quarter, up from their prior estimate of $2.24. The consensus estimate for United Parcel Service's current full-year earnings is $8.20 per share. Zacks Research also issued estimates for United Parcel Service's FY2026 earnings at $12.68 EPS.

United Parcel Service (NYSE:UPS - Get Free Report) last released its quarterly earnings results on Tuesday, January 30th. The transportation company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.46 by $0.01. The business had revenue of $24.92 billion during the quarter, compared to the consensus estimate of $25.40 billion. United Parcel Service had a return on equity of 39.46% and a net margin of 7.37%. The firm's quarterly revenue was down 7.8% on a year-over-year basis. During the same period in the previous year, the company posted $3.62 EPS.

A number of other research firms also recently weighed in on UPS. JPMorgan Chase & Co. cut their target price on United Parcel Service from $154.00 to $150.00 and set a "neutral" rating for the company in a research report on Tuesday, April 9th. HSBC lowered their price target on United Parcel Service from $155.00 to $150.00 and set a "hold" rating for the company in a report on Thursday, March 28th. TD Cowen lowered their price target on United Parcel Service from $147.00 to $140.00 and set a "hold" rating for the company in a report on Thursday, March 28th. Morgan Stanley boosted their price target on United Parcel Service from $95.00 to $100.00 and gave the stock an "underweight" rating in a report on Wednesday, March 27th. Finally, Daiwa Capital Markets cut United Parcel Service from an "outperform" rating to a "neutral" rating and set a $155.00 price target for the company. in a report on Tuesday, December 26th. One research analyst has rated the stock with a sell rating, sixteen have assigned a hold rating, seven have issued a buy rating and one has given a strong buy rating to the stock. According to MarketBeat, the company currently has an average rating of "Hold" and an average price target of $165.61.

United Parcel Service Price Performance

Shares of NYSE:UPS traded down $0.64 during trading on Wednesday, reaching $142.25. 4,120,924 shares of the company traded hands, compared to its average volume of 4,321,429. The company's 50 day moving average is $149.65 and its two-hundred day moving average is $151.34. The firm has a market capitalization of $121.29 billion, a PE ratio of 18.26, a PEG ratio of 1.68 and a beta of 1.05. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.09. United Parcel Service has a 52 week low of $133.68 and a 52 week high of $197.80.

Institutional Investors Weigh In On United Parcel Service

Several large investors have recently added to or reduced their stakes in UPS. RB Capital Management LLC boosted its position in shares of United Parcel Service by 3.1% during the first quarter. RB Capital Management LLC now owns 2,689 shares of the transportation company's stock valued at $577,000 after buying an additional 81 shares during the last quarter. Ergoteles LLC bought a new stake in United Parcel Service during the first quarter worth $1,162,000. Halbert Hargrove Global Advisors LLC raised its stake in shares of United Parcel Service by 10.0% in the first quarter. Halbert Hargrove Global Advisors LLC now owns 1,233 shares of the transportation company's stock valued at $264,000 after buying an additional 112 shares during the period. First Western Trust Bank bought a new stake in shares of United Parcel Service in the first quarter valued at $515,000. Finally, Stevens Capital Management LP bought a new stake in shares of United Parcel Service in the first quarter valued at $701,000. Institutional investors and hedge funds own 60.26% of the company's stock.

Insider Buying and Selling

In other United Parcel Service news, Director Eva C. Boratto bought 1,400 shares of the firm's stock in a transaction that occurred on Friday, February 2nd. The stock was acquired at an average price of $142.30 per share, with a total value of $199,220.00. Following the completion of the purchase, the director now directly owns 1,400 shares of the company's stock, valued at approximately $199,220. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.13% of the stock is currently owned by insiders.

United Parcel Service Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 8th. Stockholders of record on Tuesday, February 20th were given a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 4.58%. This is an increase from United Parcel Service's previous quarterly dividend of $1.62. The ex-dividend date of this dividend was Friday, February 16th. United Parcel Service's dividend payout ratio (DPR) is 83.70%.

About United Parcel Service

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.