Q1 EPS Estimate for United Parcel Service Lowered by Analyst

United Parcel Service, Inc. (NYSE:UPS) – Research analysts at Zacks Research dropped their Q1 2026 earnings per share estimates for United Parcel Service in a report issued on Tuesday, February 10th. Zacks Research analyst Team now anticipates that the transportation company will post earnings per share of $1.05 for the quarter, down from their prior estimate 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.

A number of other research firms have also recently commented on UPS. TD Cowen lifted their price objective on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. raised their price objective on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Finally, BMO Capital Markets increased their price objective on United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, United Parcel Service presently has a consensus rating of “Hold” and an average price target of $113.67.

United Parcel Service Stock Up 1.1%

UPS stock opened at $120.04 on Thursday. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. The firm has a market capitalization of $101.84 billion, a PE ratio of 18.30, a PEG ratio of 1.88 and a beta of 1.11. United Parcel Service has a 1-year low of $82.00 and a 1-year high of $123.70. The business’s 50 day simple moving average is $105.07 and its 200 day simple moving average is $94.41.

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

United Parcel Service Dividend Announcement

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

Insider Buying and Selling at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders own 0.13% of the company’s stock.

Institutional Investors Weigh In On United Parcel Service

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

Key United Parcel Service News

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.