United Parcel Service (NYSE:UPS) Issues FY 2026 Earnings Guidance

United Parcel Service (NYSE:UPS) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 7.220-7.220 for the period, compared to the consensus earnings per share estimate of 7.120. The company issued revenue guidance of $91.2 billion-$91.2 billion, compared to the consensus revenue estimate of $90.0 billion.

United Parcel Service Stock Performance

UPS opened at $104.74 on Wednesday. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.21 and a current ratio of 1.21. The company has a market cap of $89.03 billion, a PE ratio of 16.93, a price-to-earnings-growth ratio of 1.80 and a beta of 1.05. The stock has a 50-day moving average of $108.80 and a 200-day moving average of $106.71. United Parcel Service has a 52-week low of $82.00 and a 52-week high of $122.41.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.11. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.The business had revenue of $22.83 billion for the quarter, compared to the consensus estimate of $21.86 billion. During the same period last year, the business earned $1.55 EPS. The firm’s revenue was up 7.6% compared to the same quarter last year. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, equities research analysts forecast that United Parcel Service will post 7.1 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, May 18th were given a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.3%. The ex-dividend date of this dividend was Monday, May 18th. United Parcel Service’s payout ratio is currently 106.15%.

Wall Street Analyst Weigh In

UPS has been the subject of a number of research analyst reports. Susquehanna upped their price target on United Parcel Service from $116.00 to $118.00 and gave the stock a “neutral” rating in a report on Wednesday, April 29th. Stephens upgraded shares of United Parcel Service to a “strong-buy” rating in a research report on Wednesday, July 8th. UBS Group dropped their price objective on shares of United Parcel Service from $125.00 to $123.00 and set a “buy” rating on the stock in a report on Wednesday, April 29th. Sanford C. Bernstein upped their price objective on shares of United Parcel Service from $130.00 to $133.00 and gave the company an “outperform” rating in a research report on Tuesday, July 21st. Finally, Citizens Jmp initiated coverage on shares of United Parcel Service in a research note on Wednesday, July 15th. They issued a “market perform” rating for the company. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and a consensus price target of $111.50.

Key United Parcel Service News

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

• Positive Sentiment: UPS reported second-quarter revenue of $22.83 billion and adjusted earnings of $1.76 per share, exceeding analyst expectations of approximately $21.86 billion and $1.65 per share. Revenue increased 7.6% year over year. UPS beats earnings expectations, raises full-year guidance
• Positive Sentiment: The company raised its full-year 2026 outlook to approximately $91.2 billion in revenue and $7.22 in adjusted EPS, above consensus estimates of $90.0 billion and $7.12, respectively. Pricing, segment growth and network efficiencies supported the improved forecast. UPS Q2 Earnings Beat as Pricing and Segment Growth Accelerate
• Positive Sentiment: Management said the planned reduction, or “glide down,” of lower-margin Amazon deliveries is largely complete. UPS is attempting to replace volume with more profitable shipments and efficiency gains, which could improve margins over time. Less Amazon, more profit
• Neutral Sentiment: U.S. average daily package volume fell 3.3% year over year as UPS intentionally removed lower-yield Amazon business. The strategy may benefit profitability, but it leaves investors watching whether higher-margin growth can offset lost volume. UPS Is Shrinking Package Volume and Making Money With Visibility
• Negative Sentiment: Profitability was weaker on a reported basis: consolidated operating profit was $930 million versus $2.1 billion on an adjusted basis, while $891 million of after-tax transformation charges reduced GAAP EPS to $0.71. Investors remain concerned about restructuring costs and the pace of margin recovery. UPS Releases 2Q 2026 Earnings
• Negative Sentiment: Wall Street remains cautious about lower near-term domestic expectations, declining package volumes, weaker international operating profit and elevated fuel costs. Those concerns overshadowed the earnings and guidance beats. UPS raises 2026 outlook after second quarter results exceed expectations
• Negative Sentiment: The broader last-mile delivery market is becoming more competitive as retailers diversify beyond UPS, FedEx and the Postal Service to meet faster free-delivery expectations. That trend could pressure UPS’s pricing power and long-term volume growth. Carrier diversification unravels the last-mile delivery duopoly

Institutional Investors Weigh In On United Parcel Service

Institutional investors have recently added to or reduced their stakes in the stock. IFC & Insurance Marketing Inc. acquired a new stake in shares of United Parcel Service in the 4th quarter valued at $25,000. University of Texas Texas AM Investment Management Co. bought a new stake in United Parcel Service during the fourth quarter worth about $25,000. Kemnay Advisory Services Inc. acquired a new stake in shares of United Parcel Service during the fourth quarter worth approximately $29,000. CrossGen Wealth LLC acquired a new position in shares of United Parcel Service in the 4th quarter worth approximately $33,000. Finally, Caitong International Asset Management Co. Ltd boosted its holdings in shares of United Parcel Service by 163.5% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 498 shares of the transportation company’s stock worth $42,000 after acquiring an additional 309 shares in the last quarter. 60.26% of the stock is owned by institutional investors and hedge funds.

United Parcel Service Company Profile

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.