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. The company provided 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.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. Citigroup boosted their price objective on shares of United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Citizens Jmp initiated coverage on shares of United Parcel Service in a research report on Wednesday, July 15th. They issued a “market perform” rating for the company. Weiss Ratings raised shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, July 10th. Evercore decreased their price objective on shares of United Parcel Service from $115.00 to $113.00 and set an “in-line” rating on the stock in a research report on Wednesday, April 22nd. Finally, Sanford C. Bernstein lifted their target price on shares of United Parcel Service from $130.00 to $133.00 and gave the company an “outperform” rating in a research note on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $111.50.

United Parcel Service Stock Down 1.7%

NYSE UPS opened at $112.85 on Tuesday. United Parcel Service has a 12 month low of $82.00 and a 12 month high of $122.41. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 1.50. The stock has a market cap of $95.92 billion, a PE ratio of 18.26, a P/E/G ratio of 1.83 and a beta of 1.05. The stock’s 50 day moving average is $108.62 and its 200 day moving average is $106.71.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.10. The business had revenue of $22.83 billion during the quarter, compared to analyst estimates of $21.86 billion. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Research analysts predict that United Parcel Service will post 7.1 EPS for the current fiscal 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 paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 5.8%. The ex-dividend date of this dividend was Monday, May 18th. United Parcel Service’s dividend payout ratio (DPR) is presently 106.15%.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS reported second-quarter adjusted earnings of $1.76 per diluted share, exceeding the $1.66 analyst consensus, while revenue of approximately $22.8 billion surpassed the $21.86 billion estimate. UPS beats earnings expectations, raises full-year guidance
• Positive Sentiment: The company raised or reaffirmed its FY 2026 outlook above Wall Street expectations, projecting EPS of $7.22 versus consensus of $7.12 and revenue of $91.2 billion versus $90.0 billion. The guidance suggests management expects continued improvement in demand and profitability. UPS Releases 2Q 2026 Earnings
• Positive Sentiment: Adjusted consolidated operating profit reached approximately $2.1 billion, indicating stronger underlying performance than the headline GAAP figures suggest. The results may support the view that the worst of UPS’s recent operating downturn is passing. The Worst Should Be Over for UPS Stock
• Negative Sentiment: GAAP diluted EPS was only $0.71, compared with $1.76 on an adjusted basis. Results included approximately $891 million in after-tax transformation charges, primarily related to employee costs, while GAAP operating profit was $930 million. These charges could pressure near-term sentiment despite the adjusted earnings beat. UPS Releases 2Q 2026 Earnings

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. State Street Corp grew its position in shares of 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 valued at $3,183,268,000 after purchasing an additional 1,029,377 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its position in shares of United Parcel Service by 3.3% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 27,142,759 shares of the transportation company’s stock worth $2,692,290,000 after buying an additional 856,125 shares in the last quarter. Northern Trust Corp grew its holdings in United Parcel Service by 1.6% during the 4th quarter. Northern Trust Corp now owns 7,236,102 shares of the transportation company’s stock valued at $717,749,000 after buying an additional 117,206 shares in the last quarter. Invesco Ltd. grew its holdings in United Parcel Service by 17.3% during the 3rd quarter. Invesco Ltd. now owns 6,724,265 shares of the transportation company’s stock valued at $561,678,000 after buying an additional 993,461 shares in the last quarter. Finally, AQR Capital Management LLC increased its stake in 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 worth $515,801,000 after acquiring an additional 3,314,166 shares during the last quarter. Institutional investors own 60.26% of the company’s stock.

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.