United Parcel Service (NYSE:UPS) Issues Quarterly Earnings Results, Beats Estimates By $0.16 EPS

by · The Markets Daily

United Parcel Service (NYSE:UPS – Get Free Report) announced its earnings results on Tuesday. The transportation company reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.22 by $0.16, Zacks reports. The business had revenue of $24.50 billion for the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The company’s quarterly revenue was down 3.2% compared to the same quarter last year. During the same period in the prior year, the company earned $2.75 EPS.

United Parcel Service Price Performance

UPS opened at $107.00 on Tuesday. The stock’s 50 day moving average price is $100.72 and its 200-day moving average price is $93.36. United Parcel Service has a 52-week low of $82.00 and a 52-week high of $136.99. The stock has a market capitalization of $90.78 billion, a PE ratio of 16.54, a price-to-earnings-growth ratio of 2.33 and a beta of 1.11. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.30 and a current ratio of 1.30.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 4th. Stockholders of record on Monday, November 17th were given a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.1%. The ex-dividend date was Monday, November 17th. United Parcel Service’s dividend payout ratio (DPR) is currently 101.39%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Susquehanna increased their price target on shares of United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. Sanford C. Bernstein upped their price objective on United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. JPMorgan Chase & Co. upped their target price on United Parcel Service from $97.00 to $99.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Wall Street Zen raised shares of United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, Truist Financial lifted their target price on shares of United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fifteen have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $111.84.

Get Our Latest Stock Analysis on United Parcel Service

Institutional Investors Weigh In On United Parcel Service

A number of large investors have recently modified their holdings of UPS. Brighton Jones LLC lifted its position in United Parcel Service by 63.8% during the fourth 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 period. Sivia Capital Partners LLC bought a new position in shares of United Parcel Service in the 2nd quarter worth about $277,000. Darwin Wealth Management LLC bought a new stake in United Parcel Service during the second quarter worth about $511,000. Diversify Wealth Management LLC increased its stake in shares of United Parcel Service by 11.5% during the second quarter. Diversify Wealth Management LLC now owns 4,830 shares of the transportation company’s stock valued at $488,000 after purchasing an additional 499 shares in the last quarter. Finally, Armistice Capital LLC bought a new stake in shares of United Parcel Service in the 3rd quarter worth approximately $227,000. Institutional investors own 60.26% of the company’s stock.

United Parcel Service News Roundup

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

  • Positive Sentiment: UPS reported solid Q4 results: consolidated revenue of $24.5 billion, GAAP diluted EPS $2.10 and non‑GAAP EPS $2.38; consolidated operating profit was $2.6B (adjusted $2.9B). The print showed profit resilience and an earnings beat that supports upside sentiment. Business Wire: UPS Releases 4Q 2025 Earnings
  • Positive Sentiment: UPS guided to higher 2026 revenue (management cited revenue guidance ~ $89.7B vs. consensus ~$87.9B) and signaled continued mix shift away from low‑margin Amazon deliveries toward higher‑paying shipments — a structural move investors view as margin supportive. Reuters: UPS forecasts higher 2026 revenue
  • Positive Sentiment: Valuation/dividend appeal: coverage noted UPS trades at a sizable P/E discount to the S&P 500 and yields roughly 6%, making the stock attractive to income and value investors on the print. MarketWatch: UPS delivers on fourth-quarter numbers
  • Neutral Sentiment: Analyst reaction: Evercore ISI raised its price target (to $113) and emphasized cost initiatives as EPS anchors — supportive but the firm kept an In Line rating, implying cautious upside. Yahoo/coverage: Evercore ISI commentary
  • Neutral Sentiment: Investor previews and sector context: multiple previews highlighted the importance of macro conditions, fleet decisions (MD‑11s) and dividend sustainability; these are watch‑items but not immediate stock movers on their own. MarketWatch earnings preview
  • Negative Sentiment: One‑time charges and fleet costs: GAAP results included ~$238M of charges (about $0.28/share) tied to retiring an aircraft fleet; while non‑cash, these items cut reported EPS and highlight transition costs. WSJ: UPS Posts Higher Profit, Issues Upbeat Outlook

United Parcel Service Company Profile

(Get Free Report)

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.

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