Equities Analysts Set Expectations for UPS Q1 Earnings

United Parcel Service, Inc. (NYSE:UPS) – Equities researchers at Zacks Research dropped their Q1 2026 EPS estimates for shares of United Parcel Service in a note issued to investors on Tuesday, February 10th. Zacks Research analyst Team now expects that the transportation company will post earnings of $1.05 per share for the quarter, down from their previous forecast of $1.36. 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 2026 earnings at $1.53 EPS, Q4 2026 earnings at $2.90 EPS, FY2026 earnings at $7.16 EPS, Q3 2027 earnings at $1.71 EPS and Q4 2027 earnings at $3.27 EPS.

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

A number of other brokerages have also issued reports on UPS. Stifel Nicolaus upped their target price on shares of United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. boosted their price objective on United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Wolfe Research reaffirmed a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Citigroup decreased their target price on United Parcel Service from $126.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group upped their price target on United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $113.67.

United Parcel Service Trading Down 1.5%

UPS opened at $118.16 on Thursday. United Parcel Service has a 12-month low of $82.00 and a 12-month high of $123.70. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30. The stock has a market capitalization of $100.25 billion, a PE ratio of 18.01, a P/E/G ratio of 1.90 and a beta of 1.11. The firm’s fifty day moving average price is $105.54 and its 200 day moving average price is $94.57.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be given a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 5.6%. United Parcel Service’s payout ratio is currently 100.00%.

Insider Transactions at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.13% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Evelyn Partners Investment Management Europe Ltd raised its stake in shares of United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 131 shares in the last quarter. IFC & Insurance Marketing Inc. acquired a new position in United Parcel Service during the 4th quarter valued at about $25,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of United Parcel Service during the 2nd quarter worth about $26,000. Coston McIsaac & Partners lifted its stake in shares of United Parcel Service by 77.8% in the 4th quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company’s stock worth $27,000 after acquiring an additional 119 shares during the period. Finally, Torren Management LLC bought a new position in shares of United Parcel Service in the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Zacks raised several later-period estimates (Q4 2026 and Q4 2027) and nudged FY2026 slightly higher — this supports a view of stronger earnings power later in the cycle and may underpin upside expectations. MarketBeat Zacks Coverage
• Positive Sentiment: Bernstein raised its price target to $128 and reiterated an Outperform after UPS’s strong Q4 beat — a notable sell‑side endorsement that can attract buyers and support the stock. Bernstein Price Target Lift
• Neutral Sentiment: Options activity coverage suggests institutional “whale” interest in UPS — this can signal directional bets or hedging but is ambiguous on net impact. Short‑term volatility could rise if large block positions unwind. Benzinga Options Flow
• Negative Sentiment: Zacks cut multiple near‑term forecasts (Q1/Q2 2026, Q1/Q2/Q3 2027 and trimmed FY2027) — those downward revisions raise concern about demand/volume softness in the coming quarters and help explain selling pressure. MarketBeat Zacks Coverage
• Negative Sentiment: Coverage of a UPS union lawsuit and a dispute tied to Temu highlights litigation and labor/contract risks that could pressure margins and create headline volatility. Investors may reduce exposure until legal outcomes and contract details are clearer. Yahoo: Union & Temu Story

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.