Zacks Research Weighs in on United Parcel Service, Inc.’s Q1 2026 Earnings (NYSE:UPS)

United Parcel Service, Inc. (NYSE:UPS) – Investment analysts at Zacks Research lifted their Q1 2026 earnings per share estimates for shares of United Parcel Service in a research report issued on Monday, April 15th. Zacks Research analyst M. Basu now expects that the transportation company will earn $3.01 per share for the quarter, up from their previous 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) last posted its earnings results on Tuesday, January 30th. The transportation company reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.46 by $0.01. United Parcel Service had a return on equity of 39.46% and a net margin of 7.37%. The firm had revenue of $24.92 billion for the quarter, compared to analyst estimates of $25.40 billion. During the same quarter in the prior year, the company earned $3.62 EPS. United Parcel Service’s revenue was down 7.8% on a year-over-year basis.

Other equities analysts have also issued research reports about the company. Redburn Atlantic raised United Parcel Service from a “neutral” rating to a “buy” rating and set a $180.00 target price on the stock in a research note on Wednesday, April 3rd. UBS Group raised United Parcel Service from a “neutral” rating to a “buy” rating and increased their price target for the company from $160.00 to $175.00 in a research report on Tuesday, February 6th. Argus lowered United Parcel Service from a “buy” rating to a “hold” rating in a research report on Wednesday, January 31st. Barclays reduced their price target on United Parcel Service from $150.00 to $145.00 and set an “equal weight” rating on the stock in a research report on Wednesday, January 31st. Finally, Morgan Stanley increased their price target on United Parcel Service from $95.00 to $100.00 and gave the company an “underweight” rating in a research report on Wednesday, March 27th. One analyst has rated the stock with a sell rating, sixteen have assigned a hold rating, seven have assigned 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 a consensus target price of $165.61.

United Parcel Service Price Performance

UPS opened at $142.25 on Wednesday. The stock’s 50-day moving average price is $149.65 and its 200 day moving average price is $151.34. United Parcel Service has a 12-month low of $133.68 and a 12-month high of $197.80. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.09. The firm has a market cap of $121.29 billion, a price-to-earnings ratio of 18.26, a PEG ratio of 1.68 and a beta of 1.05.

United Parcel Service Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 8th. Stockholders of record on Tuesday, February 20th were issued a $1.63 dividend. The ex-dividend date was Friday, February 16th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 4.58%. This is a positive change from United Parcel Service’s previous quarterly dividend of $1.62. United Parcel Service’s payout ratio is presently 83.70%.

Insider Activity

In other United Parcel Service news, Director Eva C. Boratto purchased 1,400 shares of the firm’s stock in a transaction that occurred on Friday, February 2nd. The shares were purchased at an average cost of $142.30 per share, for a total transaction of $199,220.00. Following the completion of the purchase, the director now directly owns 1,400 shares in the company, valued at $199,220. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.13% of the company’s stock.

Institutional Trading of United Parcel Service

A number of institutional investors have recently modified their holdings of UPS. OFI Invest Asset Management purchased a new stake in shares of United Parcel Service in the third quarter valued at approximately $25,000. IMA Wealth Inc. boosted its position in United Parcel Service by 100.0% during the second quarter. IMA Wealth Inc. now owns 142 shares of the transportation company’s stock worth $25,000 after purchasing an additional 71 shares in the last quarter. Pacific Center for Financial Services purchased a new stake in United Parcel Service during the first quarter worth $25,000. Tennessee Valley Asset Management Partners purchased a new stake in United Parcel Service during the fourth quarter worth $26,000. Finally, Worth Asset Management LLC purchased a new stake in United Parcel Service during the first quarter worth $27,000. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

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.