What is Zacks Research’s Estimate for UPS Q1 Earnings?

United Parcel Service, Inc. (NYSE:UPS) – Equities researchers at Zacks Research decreased their Q1 2026 earnings estimates for United Parcel Service in a report released on Tuesday, February 10th. Zacks Research analyst Team now expects that the transportation company will earn $1.05 per share for the quarter, down from their prior forecast of $1.36. The consensus estimate for United Parcel Service’s current full-year earnings is $7.95 per share. Zacks Research also issued estimates for United Parcel Service’s Q2 2026 earnings at $1.53 EPS, Q4 2026 earnings at $2.90 EPS, FY2026 earnings at $7.16 EPS, Q3 2027 earnings at $1.71 EPS and Q4 2027 earnings at $3.27 EPS.

A number of other research firms have also issued reports on UPS. Susquehanna upped their price target on United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a research report on Tuesday, January 20th. Stifel Nicolaus upped their target price on United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Sanford C. Bernstein lifted their price target on United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. TD Cowen boosted their price target on shares of United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. raised their price objective on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $113.67.

United Parcel Service Stock Up 0.9%

UPS stock opened at $119.15 on Thursday. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. The firm has a 50-day moving average of $106.03 and a two-hundred day moving average of $94.70. United Parcel Service has a 12 month low of $82.00 and a 12 month high of $123.70. The company has a market cap of $101.09 billion, a price-to-earnings ratio of 18.16, a PEG ratio of 1.87 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.48 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company’s revenue for the quarter was down 3.2% on a year-over-year basis. During the same period last year, the firm posted $2.75 earnings per share.

United Parcel Service Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 5.5%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s payout ratio is 100.00%.

Insider Activity at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 0.13% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in UPS. Norges Bank acquired a new position in United Parcel Service during the 4th quarter worth about $902,446,000. Victory Capital Management Inc. increased its stake in United Parcel Service by 72.9% during the fourth quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock worth $1,370,639,000 after purchasing an additional 5,826,824 shares during the period. Pacer Advisors Inc. lifted its position in shares of United Parcel Service by 507.8% during the fourth quarter. Pacer Advisors Inc. now owns 3,244,234 shares of the transportation company’s stock worth $321,796,000 after purchasing an additional 2,710,470 shares in the last quarter. Laurel Wealth Advisors LLC lifted its position in shares of United Parcel Service by 11,517.3% during the second quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock worth $252,695,000 after purchasing an additional 2,481,864 shares in the last quarter. Finally, Manning & Napier Advisors LLC purchased a new position in shares of United Parcel Service in the fourth quarter valued at approximately $181,951,000. 60.26% of the stock is currently owned by institutional investors and hedge funds.

More United Parcel Service News

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

• Positive Sentiment: Last quarter UPS reported better-than-expected results (EPS and revenue beat), which underpins investor confidence in earnings power and supports the rally. MarketBeat: UPS profile
• Positive Sentiment: Options market activity shows large, bullish bets (“whales” positioning), suggesting speculative or hedged interest that can amplify upside momentum. This Is What Whales Are Betting On United Parcel Service
• Neutral Sentiment: Industry trend toward warehouse automation (UPS among adopters) is a multi-year cost and efficiency positive but raises near-term capex and labor-transition risks — investors will watch execution and ROI. How packaging and logistics companies are automating their warehouses
• Neutral Sentiment: Zacks issued a string of mixed estimate revisions (some quarters raised, others cut); the net effect is uncertainty on near-term quarters while longer-term estimates were nudged slightly. Investors should focus on guidance and cadence of margin recovery. MarketBeat: Zacks revisions summary
• Negative Sentiment: UPS’s plan to cut about 30,000 jobs has hit a legal roadblock amid strategic shifts (including Amazon-related contract dynamics), creating uncertainty on cost-savings timing and potential litigation or bargaining costs. UPS’ plan to cut 30,000 jobs hits legal roadblock amid Amazon pivot
• Negative Sentiment: New union litigation and a dispute tied to Temu highlight rising labor and contract risks that could pressure costs, service levels and margins if escalations continue. UPS Union Lawsuit And Temu Dispute Test Labor And Contract Story
• Negative Sentiment: An AmericanBankingNews piece flags a pessimistic near-term Q1 outlook from Zacks, reflecting analyst cuts to early-2026 quarters — a downside catalyst if results or guidance miss. Zacks Research Has Pessimistic Outlook of UPS Q1 Earnings

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.