United Parcel Service (UPS) News Today

United Parcel Service, Inc. (NYSE:UPS) stock is down today amid mixed analyst and market signals. A recent cut to Q3 earnings estimates has weighed on sentiment, even as bullish options activity and an upgraded Q2 outlook provided support. Key developments include:

• Positive Sentiment: Unusually high call option activity suggests bullish bets on UPS shares. United Parcel Service Sees Unusually High Options Volume
• Positive Sentiment: Zacks Research raised its Q2 2026 EPS estimate for UPS to $1.56 from $1.36, signaling stronger near-term profitability. Zacks Research Analysts Increase Earnings Estimates for UPS
• Positive Sentiment: UPS averted a strike in seven states, reducing the risk of labor disruptions. UPS Avoids Strike in Multiple States: What's Ahead on the Labor Front?
• Neutral Sentiment: Brokerages maintain a consensus “Hold” rating on UPS, reflecting mixed views across 30 analysts. United Parcel Service, Inc. (NYSE:UPS) Given Consensus Rating of "Hold" by Brokerages
• Neutral Sentiment: UPS is featured among seven value-priced dividend stocks yielding up to 11%, highlighting its income appeal. 7 Value-Priced Dividends With Yields up to 11%
• Neutral Sentiment: Market chatter questions whether UPS is a buy as shares trade below $90, a level last seen pre-COVID e-commerce boom. Should You Buy UPS While It's Below $90?
• Negative Sentiment: Zacks Research cut its Q3 2025 EPS forecast for UPS to $1.34 from $1.58, signaling softer near-term results. Q3 EPS Estimate for United Parcel Service Cut by Analyst
• Negative Sentiment: Despite avoiding an immediate strike, union tensions persist over jobs, overtime and vehicle upgrades, posing ongoing labor risk. UPS Avoids Strike in Multiple States: What's Ahead on the Labor Front?