Brokers Offer Predictions for United Parcel Service, Inc.’s Q1 2026 Earnings (NYSE:UPS)

United Parcel Service, Inc. (NYSE:UPS) – Investment analysts at Zacks Research raised their Q1 2026 earnings per share estimates for shares of United Parcel Service in a research note issued on Monday, April 15th. Zacks Research analyst M. Basu now anticipates that the transportation company will post earnings of $3.01 per share for the quarter, up from their prior estimate of $2.24. The consensus estimate for United Parcel Service’s current full-year earnings is $8.20 per share. Zacks Research also issued estimates for United Parcel Service’s FY2026 earnings at $12.68 EPS.

Several other research firms have also commented on UPS. UBS Group raised United Parcel Service from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $160.00 to $175.00 in a research report on Tuesday, February 6th. Robert W. Baird raised United Parcel Service from a “neutral” rating to an “outperform” rating and boosted their price target for the stock from $165.00 to $170.00 in a research report on Friday, February 16th. Stifel Nicolaus reduced their price target on United Parcel Service from $178.00 to $170.00 and set a “buy” rating on the stock in a research report on Thursday, March 28th. Susquehanna reissued a “neutral” rating and set a $150.00 price target on shares of United Parcel Service in a research report on Wednesday, March 27th. Finally, Deutsche Bank Aktiengesellschaft reduced their price target on United Parcel Service from $183.00 to $179.00 and set a “buy” rating on the stock in a research report on Thursday, March 28th. One investment analyst has rated the stock with a sell rating, sixteen have given a hold rating, seven have assigned a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $165.61.

United Parcel Service Trading Down 0.4 %

Shares of NYSE:UPS traded down $0.64 during trading on Wednesday, reaching $142.25. 4,161,649 shares of the stock were exchanged, compared to its average volume of 4,321,414. The company has a debt-to-equity ratio of 1.09, a quick ratio of 1.10 and a current ratio of 1.10. United Parcel Service has a 12-month low of $133.68 and a 12-month high of $197.80. The firm has a market cap of $121.29 billion, a price-to-earnings ratio of 18.34, a price-to-earnings-growth ratio of 1.68 and a beta of 1.05. The firm’s 50-day moving average price is $149.75 and its 200 day moving average price is $151.40.

United Parcel Service (NYSE:UPS) last issued its earnings results on Tuesday, January 30th. The transportation company reported $2.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.46 by $0.01. United Parcel Service had a return on equity of 39.46% and a net margin of 7.37%. The business had revenue of $24.92 billion during the quarter, compared to analysts’ expectations of $25.40 billion. During the same quarter in the previous year, the business earned $3.62 EPS. The company’s revenue for the quarter was down 7.8% on a year-over-year basis.

United Parcel Service Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 8th. Investors of record on Tuesday, February 20th were paid a dividend of $1.63 per share. This is an increase from United Parcel Service’s previous quarterly dividend of $1.62. This represents a $6.52 dividend on an annualized basis and a yield of 4.58%. The ex-dividend date was Friday, February 16th. United Parcel Service’s dividend payout ratio is presently 83.70%.

Insider Buying and Selling

In related news, Director Eva C. Boratto acquired 1,400 shares of the stock in a transaction that occurred on Friday, February 2nd. The stock was purchased at an average cost of $142.30 per share, for a total transaction of $199,220.00. Following the purchase, the director now directly owns 1,400 shares in the company, valued at $199,220. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. 0.13% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Pacific Center for Financial Services bought a new position in shares of United Parcel Service in the first quarter worth $25,000. IMA Wealth Inc. lifted its holdings in shares of United Parcel Service by 100.0% in the second quarter. IMA Wealth Inc. now owns 142 shares of the transportation company’s stock valued at $25,000 after buying an additional 71 shares during the period. Worth Asset Management LLC acquired a new stake in shares of United Parcel Service in the first quarter valued at $27,000. Tennessee Valley Asset Management Partners acquired a new stake in shares of United Parcel Service in the fourth quarter valued at $26,000. Finally, OFI Invest Asset Management acquired a new stake in shares of United Parcel Service in the third quarter valued at $25,000. Institutional investors own 60.26% of the company’s stock.

About United Parcel Service

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.