Q1 EPS Estimate for United Parcel Service Cut by Analyst

United Parcel Service, Inc. (NYSE:UPS) – Zacks Research decreased their Q1 2027 earnings per share estimates for United Parcel Service in a report released on Tuesday, February 10th. Zacks Research analyst Team now expects that the transportation company will post earnings of $1.28 per share for the quarter, down from their prior estimate of $1.32. 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 Q2 2027 earnings at $1.26 EPS, FY2027 earnings at $7.52 EPS and FY2028 earnings at $7.73 EPS.

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The firm had revenue of $24.48 billion for the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period in the prior year, the firm posted $2.75 earnings per share.

UPS has been the topic of a number of other research reports. UBS Group increased their price target on shares of United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. BNP Paribas Exane cut United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a research report on Tuesday, January 13th. Susquehanna lifted their target price on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. Truist Financial boosted their price target on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Finally, Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, United Parcel Service presently has a consensus rating of “Hold” and a consensus price target of $113.67.

United Parcel Service Stock Up 1.1%

NYSE:UPS opened at $120.04 on Wednesday. The firm has a market cap of $101.84 billion, a P/E ratio of 18.30, a P/E/G ratio of 1.88 and a beta of 1.11. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. United Parcel Service has a fifty-two week low of $82.00 and a fifty-two week high of $123.70. The firm has a 50-day simple moving average of $105.07 and a two-hundred day simple moving average of $94.41.

Institutional Investors Weigh In On United Parcel Service

Institutional investors have recently modified their holdings of the company. Westbourne Investments Inc. boosted its position in shares of United Parcel Service by 1.2% during the 4th quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after acquiring an additional 91 shares in the last quarter. Ipsen Advisor Group LLC lifted its stake in United Parcel Service by 1.7% during the fourth quarter. Ipsen Advisor Group LLC now owns 5,670 shares of the transportation company’s stock worth $562,000 after purchasing an additional 95 shares during the last quarter. Cornerstone Wealth Group LLC boosted its holdings in United Parcel Service by 3.9% in the second quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock valued at $258,000 after purchasing an additional 97 shares in the last quarter. Webster Bank N. A. boosted its holdings in United Parcel Service by 16.7% in the fourth quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock valued at $69,000 after purchasing an additional 100 shares in the last quarter. Finally, Peoples Financial Services CORP. increased its stake in United Parcel Service by 2.5% in the fourth quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after purchasing an additional 100 shares during the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.13% of the stock is owned by corporate insiders.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a $1.64 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a yield of 5.5%. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.

Key Headlines Impacting United Parcel Service

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Bernstein raised its price target on UPS to $128 (from $125) and kept an Outperform rating after UPS’s stronger-than-expected Q4, which supports buy-side momentum and helps sentiment. Bernstein Raises UPS Price Target to $128 After Strong Q4 Beat
• Positive Sentiment: Unusual options activity (“whale” bets) in UPS suggests some traders are positioning for further upside or volatility, which can amplify intraday buying pressure. This Is What Whales Are Betting On United Parcel Service
• Neutral Sentiment: Wall Street coverage remains mixed but constructive — consensus target prices sit above current levels for some firms, providing a baseline for further analyst-driven moves. What Are Wall Street Analysts’ Target Price for United Parcel Service Stock?
• Negative Sentiment: UPS is involved in a dispute tied to deliveries for e-commerce firm Temu and related billing/contract issues (reported ~$44M contested), raising questions about claims exposure and contract terms with large shippers. UPS, Temu’s Irish entities locked in $44 million dispute
• Negative Sentiment: Labor/legal risk: the Teamsters allege UPS’s buyout program violates their agreement and union litigation is active — any escalation or contract fallout could increase labor costs or operational disruption. UPS Buyout Program Violates Teamsters Agreement, Union Claims
• Negative Sentiment: Zacks cut near-term EPS estimates (Q1/Q2 FY2027 and FY2027/FY2028 revisions lower), which pressures forward earnings expectations and could limit multiple expansion if revisions continue. (Source: Zacks/MarketBeat coverage)

About United Parcel Service

United Parcel Service (NYSE: UPS) is a global package delivery and supply chain management company that provides a broad range of transportation, logistics and e-commerce services. Its core business centers on small-package delivery and last-mile distribution for business and individual customers, supported by a network of ground transportation, air cargo operations (UPS Airlines) and sorting facilities. In addition to parcel delivery, UPS offers freight transportation, contract logistics, warehousing, customs brokerage and reverse-logistics solutions designed to support domestic and international commerce.

The company traces its roots to 1907 when it began as a small messenger service in the United States and later evolved into the United Parcel Service.