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

United Parcel Service (NYSE:UPS) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 7.220-7.220 for the period, compared to the consensus EPS 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.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on UPS. Stifel Nicolaus lifted their price objective on United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday. Citigroup lifted their price target on shares of United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Oppenheimer boosted their price target on shares of United Parcel Service from $115.00 to $117.00 and gave the company an “outperform” rating in a research report on Wednesday. Citizens Jmp initiated coverage on shares of United Parcel Service in a research note on Wednesday, July 15th. They set a “market perform” rating on the stock. Finally, Susquehanna raised their price target on United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $115.33.

United Parcel Service Stock Down 1.3%

United Parcel Service stock opened at $103.21 on Thursday. The firm has a market capitalization of $87.73 billion, a price-to-earnings ratio of 19.29, a PEG ratio of 1.68 and a beta of 1.05. United Parcel Service has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.18 and a quick ratio of 1.21. The company’s 50 day simple moving average is $108.92 and its 200 day simple moving average is $106.70.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, topping analysts’ consensus estimates of $1.65 by $0.11. The company had revenue of $22.83 billion for the quarter, compared to analyst estimates of $21.86 billion. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.United Parcel Service’s revenue was up 7.6% compared to the same quarter last year. During the same quarter last year, the firm posted $1.55 earnings per share. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, sell-side analysts anticipate that United Parcel Service will post 7.11 EPS for the current year.

United Parcel Service Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, May 18th were issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.4%. The ex-dividend date was Monday, May 18th. United Parcel Service’s dividend payout ratio is presently 121.93%.

More United Parcel Service News

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

• Positive Sentiment: UPS reported second-quarter revenue of approximately $22.8 billion and adjusted EPS of $1.76, exceeding Wall Street expectations. Revenue increased 7.6% year over year, supported by pricing, segment growth and network efficiencies. UPS Q2 Earnings Beat as Pricing and Segment Growth Accelerate
• Positive Sentiment: Management raised its full-year outlook and said the planned reduction of lower-margin Amazon shipments is largely complete. UPS expects pricing, premium services and a better package mix to support margin expansion in the second half. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: Several analysts raised their price targets, including UBS to $124, Oppenheimer to $117, Susquehanna to $120 and Stifel to $115. Value-oriented investors also continue to cite UPS’s valuation, cash flow potential and dividend yield as attractive.
• Positive Sentiment: New digital tools for small and midsize businesses—including improved pickup management, faster label creation and expanded mobile features—could strengthen customer retention and shipping visibility. UPS Makes Shipping Easier than Ever with New Digital Tools for SMB Customers
• Neutral Sentiment: Analyst revisions were generally favorable but not uniformly bullish: BMO raised its target to $115 while maintaining a market-perform rating, and Stephens cut its target to $130 despite retaining an overweight rating.
• Negative Sentiment: Investor skepticism centers on a steep decline in profitability, restructuring charges, weaker international operating profit and softer near-term domestic expectations. U.S. average daily package volume fell 3.3%, partly because UPS is removing lower-yielding Amazon deliveries.
• Negative Sentiment: Analysts question whether cost pressures, Amazon’s growing delivery capabilities and increasing competition from alternative last-mile carriers will offset UPS’s improved shipment mix. The result is that a quarterly beat and higher guidance have not fully resolved concerns about growth and margins.

Institutional Trading of United Parcel Service

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. AQR Capital Management LLC grew its position in shares of United Parcel Service by 175.7% in the 4th quarter. AQR Capital Management LLC now owns 5,200,135 shares of the transportation company’s stock valued at $515,801,000 after acquiring an additional 3,314,166 shares during the period. Amundi lifted its stake in United Parcel Service by 56.9% in the 4th quarter. Amundi now owns 2,857,643 shares of the transportation company’s stock valued at $283,450,000 after purchasing an additional 1,036,435 shares during the last quarter. State Street Corp grew its holdings in United Parcel Service by 3.3% during the fourth quarter. State Street Corp now owns 32,092,627 shares of the transportation company’s stock worth $3,183,268,000 after purchasing an additional 1,029,377 shares during the period. Invesco Ltd. increased its position in United Parcel Service by 17.3% during the third quarter. Invesco Ltd. now owns 6,724,265 shares of the transportation company’s stock worth $561,678,000 after buying an additional 993,461 shares during the last quarter. Finally, Renaissance Technologies LLC raised its stake in United Parcel Service by 160.0% in the fourth quarter. Renaissance Technologies LLC now owns 1,403,300 shares of the transportation company’s stock valued at $139,193,000 after buying an additional 863,574 shares during the period. 60.26% of the stock is owned by institutional investors.

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.