Zacks Research Issues Pessimistic Estimate for UPS Earnings

United Parcel Service, Inc. (NYSE:UPS) – Equities research analysts at Zacks Research dropped their Q3 2025 earnings per share estimates for shares of United Parcel Service in a research note issued on Tuesday, August 12th. Zacks Research analyst M. Basu now anticipates that the transportation company will post earnings of $1.34 per share for the quarter, down from their prior forecast 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.

Several other equities analysts also recently issued reports on the stock. Barclays dropped their price target on shares of United Parcel Service from $90.00 to $80.00 and set an “underweight” rating for the company in a research note on Thursday, July 31st. DA Davidson decreased their price objective on United Parcel Service from $154.00 to $150.00 and set a “neutral” rating for the company in a report on Wednesday, April 30th. Evercore ISI lowered their target price on United Parcel Service from $103.00 to $97.00 and set an “in-line” rating for the company in a research report on Wednesday, July 30th. BMO Capital Markets cut their target price on United Parcel Service from $130.00 to $125.00 and set an “outperform” rating on the stock in a report on Wednesday, April 30th. Finally, Hsbc Global Res cut United Parcel Service from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 1st. Two research analysts have rated the stock with a sell rating, seventeen have given a hold rating, eleven have given a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $112.81.

United Parcel Service Stock Up 0.6%

NYSE:UPS opened at $88.70 on Thursday. United Parcel Service has a one year low of $84.28 and a one year high of $145.01. The company has a debt-to-equity ratio of 1.51, a current ratio of 1.32 and a quick ratio of 1.32. The company has a market cap of $75.11 billion, a PE ratio of 13.20, a P/E/G ratio of 1.62 and a beta of 1.12. The firm’s 50 day simple moving average is $97.43 and its 200 day simple moving average is $103.36.

United Parcel Service (NYSE:UPS) last announced 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 analyst estimates of $20.90 billion. During the same period in the previous year, the business posted $1.79 earnings per share. The business’s revenue for the quarter was down 2.7% compared to the same quarter last year.

Institutional Investors Weigh In On United Parcel Service

Large investors have recently modified their holdings of the stock. Brighton Jones LLC grew its stake in shares of United Parcel Service by 63.8% during the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock worth $1,529,000 after acquiring an additional 4,723 shares during the period. Cohen & Steers Inc. raised its stake in United Parcel Service by 5.3% in the 4th quarter. Cohen & Steers Inc. now owns 2,054 shares of the transportation company’s stock valued at $259,000 after acquiring an additional 104 shares during the period. Ontario Teachers Pension Plan Board lifted its holdings in United Parcel Service by 108.5% during the fourth 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 boosted its position in United Parcel Service by 77.1% during the fourth quarter. Jump Financial LLC now owns 7,174 shares of the transportation company’s stock worth $905,000 after purchasing an additional 3,124 shares during the period. Finally, Regal Investment Advisors LLC increased its stake in shares of United Parcel Service by 6.1% in the fourth quarter. Regal Investment Advisors LLC now owns 11,567 shares of the transportation company’s stock worth $1,459,000 after purchasing an additional 662 shares in the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Insider Activity at United Parcel Service

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

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Shareholders of record on Monday, August 18th will be given a dividend of $1.64 per share. The ex-dividend date of this dividend is Monday, August 18th. This represents a $6.56 annualized dividend and a dividend yield of 7.4%. United Parcel Service’s dividend payout ratio (DPR) is currently 97.62%.

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.