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

United Parcel Service (NYSE:UPS) posted its quarterly earnings results on Tuesday. The transportation company reported $1.76 EPS for the quarter, topping analysts’ consensus estimates of $1.66 by $0.10, FiscalAI reports. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.The company had revenue of $22.83 billion during the quarter, compared to analysts’ expectations of $21.86 billion. United Parcel Service updated its FY 2026 guidance to 7.220-7.220 EPS.

United Parcel Service Trading Down 1.7%

Shares of NYSE UPS opened at $112.85 on Tuesday. The firm has a 50 day moving average price of $108.62 and a two-hundred day moving average price of $106.71. The stock has a market cap of $95.92 billion, a P/E ratio of 18.26, a price-to-earnings-growth ratio of 1.83 and a beta of 1.05. United Parcel Service has a 52-week low of $82.00 and a 52-week high of $122.41. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.21 and a current ratio of 1.21.

United Parcel Service Announces Dividend

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

Trending Headlines about United Parcel Service

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 Trading of United Parcel Service

Several institutional investors have recently modified their holdings of the business. Brighton Jones LLC grew its position in shares of United Parcel Service by 63.8% in the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock valued at $1,529,000 after buying an additional 4,723 shares during the last quarter. Sivia Capital Partners LLC bought a new position in shares of United Parcel Service during the second quarter worth about $277,000. Keel Point LLC acquired a new position in shares of United Parcel Service in the fourth quarter worth approximately $231,000. PFG Advisors acquired a new position in shares of United Parcel Service in the third quarter worth approximately $226,000. Finally, Financial Advisors Network Inc. acquired a new position in shares of United Parcel Service in the second quarter worth approximately $224,000. Institutional investors own 60.26% of the company’s stock.

Wall Street Analyst Weigh In

UPS has been the topic of a number of recent analyst reports. Citigroup lifted their target price on United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Evercore dropped their target price on shares of United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a report on Wednesday, April 22nd. Susquehanna raised their price target on shares of United Parcel Service from $116.00 to $118.00 and gave the company a “neutral” rating in a research note on Wednesday, April 29th. UBS Group decreased their price target on shares of United Parcel Service from $125.00 to $123.00 and set a “buy” rating on the stock in a report on Wednesday, April 29th. Finally, Stephens upgraded shares of United Parcel Service to a “strong-buy” rating in a research report on Wednesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $111.50.

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.