Zacks Research Has Positive Forecast for UPS Q2 Earnings

Key Points

• Zacks Research has raised its earnings per share estimate for United Parcel Service to $1.56 for Q2 2026, up from a prior estimate of $1.36.
• Several brokerage firms have reduced their price targets for UPS stock, with Citigroup lowering theirs from $127.00 to $114.00 and Barclays adjusting from $90.00 to $80.00.
• United Parcel Service is set to pay a quarterly dividend of $1.64 per share on September 4th, reflecting an annualized yield of 7.6%.

United Parcel Service, Inc. (NYSE:UPS - Free Report) - Stock analysts at Zacks Research increased their Q2 2026 earnings per share estimates for shares of United Parcel Service in a report issued on Tuesday, August 12th. Zacks Research analyst M. Basu now anticipates that the transportation company will post earnings per share of $1.56 for the quarter, up from their prior estimate of $1.36. The consensus estimate for United Parcel Service's current full-year earnings is $7.95 per share.

Several other brokerages have also issued reports on UPS. Citigroup reduced their target price on United Parcel Service from $127.00 to $114.00 and set a "buy" rating on the stock in a research report on Thursday, July 31st. Barclays reduced their target price on United Parcel Service from $90.00 to $80.00 and set an "underweight" rating on the stock in a research report on Thursday, July 31st. Evercore ISI reduced their target price on United Parcel Service from $103.00 to $97.00 and set an "in-line" rating on the stock in a research report on Wednesday, July 30th. Wall Street Zen lowered United Parcel Service from a "buy" rating to a "hold" rating in a research report on Wednesday, May 7th. Finally, Vertical Research reiterated a "hold" rating and set a $103.00 price target on shares of United Parcel Service in a research note on Wednesday, July 30th. Two analysts have rated the stock with a sell rating, seventeen have assigned a hold rating, eleven have assigned a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $112.81.

United Parcel Service Trading Down 1.1%

Shares of NYSE UPS opened at $86.51 on Wednesday. United Parcel Service has a twelve month low of $84.28 and a twelve month high of $145.01. The business has a fifty day simple moving average of $97.80 and a two-hundred day simple moving average of $103.79. The firm has a market cap of $73.26 billion, a PE ratio of 13.01, a price-to-earnings-growth ratio of 1.57 and a beta of 1.12. The company has a quick ratio of 1.32, a current ratio of 1.32 and a debt-to-equity ratio of 1.51.

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

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Stockholders of record on Monday, August 18th will be given a dividend of $1.64 per share. The ex-dividend date is Monday, August 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 7.6%. United Parcel Service's payout ratio is 97.62%.

Insider Transactions at United Parcel Service

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

Institutional Investors Weigh In On United Parcel Service

A number of institutional investors have recently added to or reduced their stakes in UPS. Brighton Jones LLC boosted its holdings in United Parcel Service by 63.8% in the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company's stock valued at $1,529,000 after purchasing an additional 4,723 shares in the last quarter. Savvy Advisors Inc. boosted its stake in shares of United Parcel Service by 40.2% during the 4th quarter. Savvy Advisors Inc. now owns 2,599 shares of the transportation company's stock worth $328,000 after acquiring an additional 745 shares in the last quarter. Cohen & Steers Inc. boosted its stake in shares of United Parcel Service by 5.3% during the 4th quarter. Cohen & Steers Inc. now owns 2,054 shares of the transportation company's stock worth $259,000 after acquiring an additional 104 shares in the last quarter. Belpointe Asset Management LLC boosted its stake in shares of United Parcel Service by 22.2% during the 4th quarter. Belpointe Asset Management LLC now owns 9,210 shares of the transportation company's stock worth $1,184,000 after acquiring an additional 1,673 shares in the last quarter. Finally, Canada Post Corp Registered Pension Plan purchased a new stake in shares of United Parcel Service during the 4th quarter worth approximately $1,869,000. Hedge funds and other institutional investors own 60.26% of the company's stock.

United Parcel Service Company Profile

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.