Q3 EPS Estimate for United Parcel Service Cut by Analyst

United Parcel Service, Inc. (NYSE:UPS - Free Report) - Stock analysts at Zacks Research reduced their Q3 2025 earnings per share estimates for United Parcel Service in a report issued on Tuesday, August 12th. Zacks Research analyst M. Basu now expects that the transportation company will earn $1.34 per share for the quarter, down from their previous estimate of $1.58. The consensus estimate for United Parcel Service's current full-year earnings is $7.95 per share. Zacks Research also issued estimates for United Parcel Service's Q4 2025 earnings at $1.92 EPS, FY2025 earnings at $6.30 EPS, Q1 2026 earnings at $1.39 EPS, Q3 2026 earnings at $1.85 EPS, Q4 2026 earnings at $2.56 EPS, FY2026 earnings at $7.35 EPS, Q1 2027 earnings at $1.38 EPS, Q2 2027 earnings at $1.46 EPS and FY2027 earnings at $7.90 EPS.

United Parcel Service (NYSE:UPS - Get Free Report) last issued its quarterly earnings results on Tuesday, July 29th. The transportation company reported $1.55 EPS for the quarter, missing analysts' consensus estimates of $1.56 by ($0.01). United Parcel Service had a net margin of 6.34% and a return on equity of 39.61%. The firm had revenue of $21.20 billion for the quarter, compared to analysts' expectations of $20.90 billion. During the same period in the prior year, the company earned $1.79 EPS. The firm's quarterly revenue was down 2.7% on a year-over-year basis.

Several other research analysts also recently commented on UPS. Citigroup cut their price objective on shares of United Parcel Service from $127.00 to $114.00 and set a "buy" rating for the company in a report on Thursday, July 31st. BNP Paribas Exane raised United Parcel Service from an "underperform" rating to a "neutral" rating and set a $100.00 price target for the company in a report on Thursday, July 3rd. Bernstein Bank lifted their price target on United Parcel Service from $132.00 to $133.00 in a research report on Wednesday, April 30th. Hsbc Global Res cut United Parcel Service from a "strong-buy" rating to a "hold" rating in a report on Thursday, May 1st. Finally, Wolfe Research cut their target price on United Parcel Service from $113.00 to $112.00 and set an "outperform" rating for the company in a research note on Tuesday, July 1st. Two research analysts have rated the stock with a sell rating, seventeen have issued a hold rating, eleven have assigned a buy rating and one has given a strong buy rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $112.81.

United Parcel Service Trading Up 0.8%

Shares of United Parcel Service stock opened at $88.17 on Thursday. The stock has a market capitalization of $74.66 billion, a P/E ratio of 13.12, a P/E/G ratio of 1.59 and a beta of 1.12. United Parcel Service has a 52-week low of $84.28 and a 52-week high of $145.01. The company has a debt-to-equity ratio of 1.51, a quick ratio of 1.32 and a current ratio of 1.32. The stock's 50-day simple moving average is $97.59 and its 200 day simple moving average is $103.68.

Institutional Investors Weigh In On United Parcel Service

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in shares of United Parcel Service by 63.8% during the fourth quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company's stock valued at $1,529,000 after acquiring an additional 4,723 shares during the last quarter. Cohen & Steers Inc. increased its holdings in United Parcel Service by 5.3% during the 4th quarter. Cohen & Steers Inc. now owns 2,054 shares of the transportation company's stock valued at $259,000 after purchasing an additional 104 shares during the period. Ontario Teachers Pension Plan Board raised its position in United Parcel Service by 108.5% during the 4th quarter. Ontario Teachers Pension Plan Board now owns 8,830 shares of the transportation company's stock valued at $1,113,000 after purchasing an additional 4,595 shares during the last quarter. Jump Financial LLC raised its position in United Parcel Service by 77.1% during the 4th quarter. Jump Financial LLC now owns 7,174 shares of the transportation company's stock valued at $905,000 after purchasing an additional 3,124 shares during the last quarter. Finally, Regal Investment Advisors LLC lifted its holdings in United Parcel Service by 6.1% in the 4th quarter. Regal Investment Advisors LLC now owns 11,567 shares of the transportation company's stock worth $1,459,000 after buying an additional 662 shares during the period. 60.26% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other United Parcel Service news, CEO Carol B. Tome purchased 11,682 shares of United Parcel Service stock in a transaction on Friday, August 1st. The shares were acquired at an average cost of $85.67 per share, for a total transaction of $1,000,796.94. Following the completion of the transaction, the chief executive officer directly owned 24,718 shares of the company's stock, valued at approximately $2,117,591.06. The trade was a 89.61% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director William R. Johnson acquired 5,000 shares of the business's stock in a transaction dated Thursday, July 31st. The stock was acquired at an average cost of $86.50 per share, with a total value of $432,500.00. Following the purchase, the director directly owned 10,160 shares in the company, valued at $878,840. This represents a 96.90% increase in their position. The disclosure for this purchase can be found here. Insiders own 0.13% of the company's stock.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Investors of record on Monday, August 18th will be given a $1.64 dividend. The ex-dividend date is Monday, August 18th. This represents a $6.56 dividend on an annualized basis and a yield of 7.4%. United Parcel Service's payout ratio is presently 97.62%.

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.

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