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UPS · NYSE · Integrated Freight & Logistics

UPS (UPS)

Runs integrated ground, air, and supply-chain logistics across domestic and international markets.

$95.82
vs last close+1.07 (+1.13%)
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United Parcel Service, Inc.UPS
Industrials

Delivers time-definite ground and air packages in the United States and internationally, while Supply Chain Solutions earns fees from forwarding, contract logistics, healthcare distribution, brokerage, returns, and insurance. Most revenue comes from U.S. package delivery, which runs on a shared network with substantial union labor and regulatory exposure.

Moves time-definite letters, packages, and palletized freight through one global air-and-ground network. U.S. Domestic Package covers day-definite ground and express air services, while International Package provides time-definite and deferred cross-border delivery with customs clearance across more than 200 countries and territories.

Supply Chain Solutions adds air and ocean forwarding, contract logistics and distribution, healthcare cold-chain services, Roadie same-day delivery, Happy Returns, and shipment insurance. Routing most packages through shared infrastructure lets pickups span service levels and links logistics facilities to air and ground hubs.

Most revenue comes from U.S. package delivery. Shipment volumes, network utilization, fuel and purchased transportation costs, trade and customs rules, aviation and road regulation, and customer mix shape results; most U.S. employees are union represented.

Company facts

CEOCarol B. Tomé
ListedNov 10, 1999
ExchangeNYSE
HeadquartersAtlanta, GA
CountryUnited States
Employees460,000
CIK0001090727
ISINUS9113121068

Market cap$80.49B
EPS (ttm)$5.38
P/E (ttm)17.61
ROE29.1%
P/B5.34
P/S0.8950
Dividend yieldDiv yield6.92%
Beta0.78vs XLI 0.66

Price target$120.00+26.6%Average of 45 analysts
ConsensusHold20 of 45 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 29, 2026BMO CapitalReiterate
Rating: —Target: $110
Rating: Market PerformTarget: $115
Jul 29, 2026OppenheimerReiterate
Rating: —Target: $115
Rating: OutperformTarget: $117
Jul 29, 2026SusquehannaReiterate
Rating: —Target: $118
Rating: NeutralTarget: $120
Jul 29, 2026Stifel NicolausTarget
Target: $114
Target: $115
Jul 29, 2026StephensTarget
Target: $115
Target: $130

Next report
Oct 27, 26
in 35 days
EPS estimate
$1.63
Revenue estimate
$22.11B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$2.75$1.49$1.55$1.74$2.38$1.07$1.76Pending
Estimate$2.52$1.38$1.56$1.29$2.20$1.04$1.65$1.63
Surprise+9.1%+8.0%−0.6%+34.9%+8.2%+2.9%+6.7%—

RevenueReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$25.30B$21.55B$21.22B$21.42B$24.50B$21.20B$22.80BPending
Estimate$25.41B$21.00B$20.85B$20.84B$24.01B$21.86B$21.86B$22.11B
Surprise−0.4%+2.6%+1.8%+2.8%+2.0%−3.0%+4.3%—
Estimate$1.63
ReportedDue Oct 27, 2026
Estimate$22.11B
ReportedDue Oct 27, 2026
View details

Debt to equity190.30%
Current ratio117.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$22.22B$25.24B$21.55B$21.22B$21.42B$24.48B$21.20B$22.83B
Net income$1.54B$1.72B$1.19B$1.28B$1.31B$1.79B$864.0M$604.0M
Net margin6.9%6.8%5.5%6.0%6.1%7.3%4.1%2.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$2.11B$2.99B$1.67B$1.82B$1.80B$2.58B$1.27B$930.0M
YoY growth+44.7%+13.6%−2.3%−5.5%−14.5%−13.8%−23.9%−49.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $4.65B · Total debt $28.67B · Total assets $71.27B · Shareholders' equity $15.07B

Revenue
$22.83B
Operating income
$930.0M
Net income
$604.0M
View details

Dividend yield
6.92%
Next ex-date
Nov 17, 26
estimated · in 56 days
Annual dividend
$6.56
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$1.63$1.64$1.64$1.64$1.64$1.64$1.64$1.64
Annual yield4.82%5.66%6.60%7.57%6.96%5.68%6.87%6.43%
Ex-dateNov 18Feb 18May 19Aug 18Nov 17Feb 17May 18Aug 17
Payment dateDec 5Mar 6Jun 5Sep 4Dec 4Mar 5Jun 4Sep 3
View details

Institutions65.58%557.91M shares
2,251 holders · as of Jun 30, 2026
Insiders0.05%452.1K shares
13 holders · as of Sep 3, 2026
Other34.37%292.42M shares
remainder

850.78M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
6.46%54.93M Bas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
5.73%48.74M Bas of Jun 30, 2026
State Street CorpInstitution
3.98%33.86M Bas of Jun 30, 2026
FMR LLCInstitution
3.86%32.85M Bas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
2.90%24.70M Bas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jan 28, 2026Norman M. Jr Brothersofficer: Chief Legal & Compliance Off−25,014$106.15
View details

  • FedEx

    Direct rival across US ground, air express, international, and LTL freight.

  • Amazon

    Built a parallel U.S. parcel network handling 28% of domestic volume by 2024.

  • XPO

    North America's largest LTL carrier, occupying the freight lanes UPS exited.

  • GXO Logistics

    Pure-play contract logistics rival in warehousing, e-commerce, and healthcare.

Compare

CompanyPriceChange
UPS$95.82+1.13%$80.49B17.612.30.9+7.4%
FedEx$297.01+0.41%$69.98B16.115.80.7+12.6%
Amazon$254.56−1.50%$2.78T20.827.33.6+19.6%
XPO$178.51+2.39%$20.41B51.430.22.4+13.2%
GXO Logistics$45.73+0.73%$5.22B40.013.80.4+4.3%
Median30.421.51.6+12.9%