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

United Parcel Service (NYSE:UPS) updated its FY 2026 earnings guidance on Tuesday. 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.

Wall Street Analyst Weigh In

UPS has been the topic of a number of research reports. Stephens raised shares of United Parcel Service to a “strong-buy” rating in a research note on Wednesday, July 8th. Sanford C. Bernstein boosted 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. Susquehanna increased their target price on United Parcel Service from $116.00 to $118.00 and gave the stock a “neutral” rating in a report on Wednesday, April 29th. Wall Street Zen cut United Parcel Service from a “buy” rating to a “hold” rating in a research note on Sunday. Finally, Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, July 10th. 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. Based on data from MarketBeat, United Parcel Service presently has a consensus rating of “Hold” and a consensus target price of $111.50.

United Parcel Service Stock Performance

Shares of UPS opened at $112.85 on Tuesday. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.21 and a quick ratio of 1.21. United Parcel Service has a one year low of $82.00 and a one year high of $122.41. The firm has a 50-day moving average of $108.62 and a 200-day moving average of $106.71. The company has a market cap of $95.92 billion, a PE ratio of 18.26, a price-to-earnings-growth ratio of 1.83 and a beta of 1.05.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, topping analysts’ consensus estimates of $1.66 by $0.10. The business 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 35.95% and a net margin of 5.94%.The firm’s revenue was up 7.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.55 EPS. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, equities analysts forecast that United Parcel Service will post 7.1 earnings per share for the current year.

United Parcel Service Announces Dividend

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

More United Parcel Service News

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

Institutional Investors Weigh In On United Parcel Service

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