United Parcel Service, Inc.

United Parcel Service, Inc.

UPSยทNYSE

$108.69

-0.23%
IndustrialsIntegrated Freight & Logistics

United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground services in the United States. The International Package segment provides guaranteed day and time-definite international shipping services in Europe, the Asia Pacific, Canada and Latin America, the Indian sub-continent, the Middle East, and Africa. This segment offers guaranteed time-definite express options. The company also provides international air and ocean freight forwarding, customs brokerage, distribution and post-sales, and mail and consulting services in approximately 200 countries and territories. In addition, it offers truckload brokerage services; supply chain solutions to the healthcare and life sciences industry; shipping, visibility, and billing technologies; and financial and insurance services. The company operates a fleet of approximately 121,000 package cars, vans, tractors, and motorcycles; and owns 59,000 containers that are used to transport cargo in its aircraft. United Parcel Service, Inc. was founded in 1907 and is headquartered in Atlanta, Georgia.

At a Glance

Live Snapshot
Market Cap$92.39B
EPS6.5600
P/E Ratio16.57
Earnings Date07/28/2026
ups

United Parcel Service, Inc. Street Expectations Map

UPS ยท NYSE

Wall Street analysts project that UPS stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 115.23, with estimates ranging from a low of 85.00 to a high of 128.00.

Lowest Target
85.00
-21.80%
Consensus Target
115.23
6.02%
Highest Target
128.00
17.77%

The consensus 1-year price target stands at 115.23, with estimates ranging from a low of 85.00 to a high of 128.00.

Analyst Consensus Analysis

Upside Potential

+6.0%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

37.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.82x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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United Parcel Service, Inc. Forward Estimates of Revenue

UPS ยท NYSE
Latest Revenue
88.64B
FY 2025
Avg Estimate
88.15B
FY 2026
Estimate Range
85.70B - 90.37B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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United Parcel Service, Inc. Forward Estimates of Net Income

UPS ยท NYSE
Latest Net Income
5.57B
FY 2025
Avg Estimate
5.98B
FY 2026
Estimate Range
5.66B - 6.69B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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United Parcel Service, Inc. Forward Estimates of EPS

UPS ยท NYSE
Latest EPS
6.56
FY 2025
Avg Estimate
$7.17
FY 2026
Estimate Range
$6.61 - $7.82
Analyst Spread

Forward Growth Analysis

Projected Growth+9.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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United Parcel Service, Inc. Forward Estimates of EBIT

UPS ยท NYSE
Latest EBIT
8.47B
FY 2025
Avg Estimate
9.82B
FY 2026
Estimate Range
9.55B - 10.07B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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United Parcel Service, Inc. Forward Estimates of EBITDA

UPS ยท NYSE
Latest EBITDA
12.22B
FY 2025
Avg Estimate
12.84B
FY 2026
Estimate Range
12.48B - 13.16B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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United Parcel Service, Inc. Forward Estimates of SG&A Expense

UPS ยท NYSE
Latest SG&A Expense
8.32B
FY 2025
Avg Estimate
8.25B
FY 2026
Estimate Range
8.02B - 8.46B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage20 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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United Parcel Service, Inc. Insider Positioning

UPS ยท NYSE

During the last 12 months, insiders have purchased $1.48M and sold $42K worth of UPS shares, resulting in $1.44M of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

388

41.78K

Net Activity

-42K

-$42K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

17.2K

1.48M

Sold

0

0.00

Net Activity

+1.5M

+$1.48M

Top Buyers

1
TCB

Tome Carol B

Director, Officer: Chief Executive Officer

11.7K sharesโ€ข1 transactions

$1.00M

2
JWR

Johnson William R

Director

5.0K sharesโ€ข1 transactions

$432K

3
SCS

Shi Christiana Smith

Director

500 sharesโ€ข1 transactions

$44K

Top Sellers

1
BNMJ

Brothers Norman M. Jr

Officer: Chief Legal & Compliance Off

388 sharesโ€ข1 transactions

$42K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $1.44M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

35.36:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

High Buying

3 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.