United Parcel Service (NYSE:UPS) Releases Earnings Results, Beats Expectations By $0.10 EPS

United Parcel Service (NYSE:UPS) announced its quarterly earnings results on Tuesday. The transportation company reported $1.76 earnings per share for the quarter, beating analysts’ consensus estimates of $1.66 by $0.10, FiscalAI reports. The business had revenue of $22.83 billion for the quarter, compared to the consensus estimate 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’s revenue for the quarter was up 7.6% on a year-over-year basis. During the same period last year, the company posted $1.55 EPS. United Parcel Service updated its FY 2026 guidance to 7.220-7.220 EPS.

United Parcel Service Price Performance

NYSE:UPS opened at $112.85 on Tuesday. The company has a market cap of $95.92 billion, a P/E ratio of 18.26, a P/E/G ratio of 1.83 and a beta of 1.05. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.21 and a quick ratio of 1.21. The firm’s fifty day moving average price is $108.62 and its two-hundred day moving average price is $106.71. United Parcel Service has a one year low of $82.00 and a one year high of $122.41.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, May 18th were given a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a yield of 5.8%. The ex-dividend date of this dividend was Monday, May 18th. United Parcel Service’s payout ratio is 106.15%.

Wall Street Analysts Forecast Growth

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

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of UPS. Lazard Asset Management LLC grew its position in shares of United Parcel Service by 1.6% in the fourth quarter. Lazard Asset Management LLC now owns 6,477 shares of the transportation company’s stock valued at $642,000 after purchasing an additional 103 shares during the last quarter. Regal Investment Advisors LLC boosted its stake in United Parcel Service by 1.6% in the 3rd quarter. Regal Investment Advisors LLC now owns 7,129 shares of the transportation company’s stock valued at $596,000 after purchasing an additional 114 shares during the period. Acorns Advisers LLC boosted its stake in United Parcel Service by 3.1% in the 4th quarter. Acorns Advisers LLC now owns 3,864 shares of the transportation company’s stock valued at $383,000 after purchasing an additional 115 shares during the period. Clark Capital Management Group Inc. grew its holdings in United Parcel Service by 1.9% in the 4th quarter. Clark Capital Management Group Inc. now owns 7,675 shares of the transportation company’s stock valued at $761,000 after buying an additional 141 shares in the last quarter. Finally, Azimuth Capital Investment Management LLC grew its holdings in United Parcel Service by 3.5% in the 4th quarter. Azimuth Capital Investment Management LLC now owns 4,400 shares of the transportation company’s stock valued at $436,000 after buying an additional 150 shares in the last quarter. 60.26% of the stock is owned by institutional investors.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: UPS delivered adjusted earnings of $1.76 per share, above estimates of roughly $1.65–$1.66 and up from $1.55 a year earlier. Revenue rose to $22.8 billion, exceeding expectations of $21.86 billion. UPS Q2 2026 earnings beat estimates, raises full-year revenue outlook
• Positive Sentiment: The company raised its full-year 2026 outlook to approximately $91.2 billion in revenue and $7.22 in EPS, ahead of consensus expectations of $90.0 billion and $7.12, respectively. Management said restructuring efforts are beginning to improve results. UPS Lifts Outlook as Revenue Rises
• Positive Sentiment: UPS indicated that major cost initiatives—including job reductions and the planned “glide down” of its Amazon business—are substantially complete, potentially allowing profitability and operational focus to improve. UPS turns the page as job cuts and Amazon glide down are completed
• Neutral Sentiment: Reported GAAP EPS was only $0.71, reflecting $891 million, or $1.05 per share, in after-tax transformation charges. The large adjustment highlights near-term restructuring pressure despite the stronger underlying results. UPS Releases 2Q 2026 Earnings
• Negative Sentiment: Broader U.S. equity futures were mostly lower amid a semiconductor selloff, creating a risk-off backdrop that may be overshadowing UPS’s earnings beat and raised outlook. Stocks Mostly Down Pre-Bell Amid Chip Sell-Off

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.