United Parcel Service, Inc.

NYSE:UPS 株式レポート

時価総額:US$90.6b

United Parcel Service 配当と自社株買い

配当金 基準チェック /46

United Parcel Service配当を支払う会社であり、現在の利回りは6.03%です。

主要情報

6.0%

配当利回り

-0.1%

バイバック利回り

総株主利回り5.9%
将来の配当利回り6.1%
配当成長9.2%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向106%

最近の配当と自社株買いの更新

United Parcel Service (NYSE:UPS) Has Affirmed Its Dividend Of $1.64

Feb 09
United Parcel Service (NYSE:UPS) Has Affirmed Its Dividend Of $1.64

Recent updates

United Parcel Service (UPS): The Great Amazon Glide-Down and the Inflection to Industrial Logistics

United Parcel Service (UPS) , the world’s largest package delivery titan, enters Sunday, April 19, 2026 , in the final stages of its most aggressive structural reorganization in over a century. Trading at $105.06 USD following a 1.17% gain over the past month, the stock is currently attempting to stabilize as it approaches its Q1 2026 earnings release on Tuesday, April 28.

UPS: Physical Network Strength Will Support Earnings Recovery Beyond Near Term Pressure

Analysts have adjusted the fair value estimate for United Parcel Service to $135 from $122, reflecting updated views on the company as research commentary highlights both increased optimism around its physical network assets and ongoing caution about near term earnings pressure. Analyst Commentary Recent Street research on United Parcel Service shows a mix of caution on near term earnings and growing interest in the company’s long term asset base and execution plans.

United Parcel Service: Buying Opportunities After The Selloff United With Valuation

Apr 13

UPS: Heavy Asset Network And 2026 Inflection Will Drive Upside Potential

Analysts have made only modest tweaks to their UPS outlook, trimming the average price target by a few dollars to about $113. Near term earnings pressure, highlighted by more cautious firms, is balanced by others who see long term value in UPS's heavy asset network and multi year earnings potential.

UPS: Union Pushback And Job Cuts Will Pressure Earnings Trajectory

Analysts have trimmed the UPS fair value estimate by about $0.50, while modestly adjusting assumptions for revenue growth, profit margins and future P/E. This reflects mixed Street signals that include a recent $6 cut to a $112 price target at BofA, alongside a series of upward revisions from other firms citing the resilience of physical transport networks.

UPS: Network Assets And 2026 Framework Will Shape Risk Reward Balance

Our updated UPS narrative reflects a slight trim in the fair value estimate to about $113 per share, as analysts weigh a mix of new price targets that range from BofA's cut to $112 on softer near term expectations to multiple upward revisions tied to UPS's physical network assets and its commentary on the 2026 outlook. Analyst Commentary Recent research on United Parcel Service shows a split tape, with some analysts trimming near term expectations while others are leaning into the long term value of the network and management's 2026 framework.

UPS: Labor Disputes And Fleet Disruptions Will Pressure Margins And Sentiment

The analyst fair value estimate for United Parcel Service has been lifted from about $80.28 to roughly $85.08 as analysts factor in higher revenue growth assumptions, slightly stronger profit margins, and a higher future P/E multiple supported by a wave of recent price target increases and upgrades across the Street. Analyst Commentary Recent research on United Parcel Service shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they refine outlooks for earnings, margins, and sector conditions through 2026.

United Parcel Service (NYSE:UPS) Has Affirmed Its Dividend Of $1.64

Feb 09
United Parcel Service (NYSE:UPS) Has Affirmed Its Dividend Of $1.64

UPS: MD-11 Grounding And Margin Execution Will Shape Medium-Term Outlook

Analysts have lifted their UPS fair value estimate from US$100.50 to about US$113.18. This reflects updated expectations for revenue growth, margin trends, and future P/E multiples, as seen in a wave of recent price target increases across the Street.

UPS: Rising Cost And Safety Pressures Will Challenge Recent Margin Optimism

Narrative Update: United Parcel Service (UPS) The analyst price target for UPS has been revised slightly higher to reflect an updated fair value estimate of about $80 per share. Analysts point to recent price target increases across several firms, improving margin expectations and cost initiatives, while also factoring in more conservative revenue growth and a higher future P/E assumption.

UPS: Rally Risks Ahead As Amazon Volume Decline And Cost Execution Concerns Build

Analysts have nudged our fair value estimate for United Parcel Service higher to align with recent Street price target increases in the US$105 to US$126 range, citing updated views on revenue growth, margins, and 2026 sector conditions. Analyst Commentary Recent research on United Parcel Service reflects a mixed tone, with several firms lifting price targets into a tighter US$105 to US$126 band while at least one is stepping back on rating and others highlighting execution and growth risks into 2026.

UPS: Cost Efficiencies And Yield Improvements Will Support Earnings Recovery Ahead

Analysts nudged their average price target for United Parcel Service modestly higher to about $119, reflecting confidence that solid Q3 execution, ongoing cost takeouts, and improved domestic yield performance can support resilient margins and a cyclical earnings trough in 2025. Analyst Commentary Bullish analysts framed the Q3 beat and reinstated guidance as an important inflection point, arguing that the combination of structural cost reductions and better pricing power is starting to flow more visibly into earnings.

UPS: Margin And Cost Efficiencies Will Drive Earnings Recovery Ahead

The updated fair value estimate for United Parcel Service has been reduced by about $10 to $122 per share, as analysts temper revenue growth and valuation multiples, despite acknowledging improving margins, cost efficiencies, and a more credible transformation outlook following a solid Q3 earnings beat and higher Street price targets. Analyst Commentary Bullish analysts have responded positively to the latest Q3 results, citing a solid earnings beat, reinstated guidance, and meaningful progress on cost initiatives as support for higher valuation.

United Parcel Service, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Oct 31
United Parcel Service, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Weekly Picks: 💻 A Hedge Against US Government Shutdown And 2 More Picks

Oct 21
Weekly Picks: 💻 A Hedge Against US Government Shutdown And 2 More Picks

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

Analysts have lowered their price target for United Parcel Service, reducing it from approximately $101.43 to $100.50 per share. They cited persistent cost pressures and a cautious outlook for freight demand stabilization.

Finding The True Value Of A Logistics Powerhouse

Our initial price target for United Parcel Service is set at $95.21. We believe in a cautious approach in our analysis as UPS has been clouded with sustainability issues, higher costs, and internal headwinds.

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

The analyst price target for United Parcel Service was reduced to approximately $101.43 from $103.30, as analysts cited sustained cost pressures, weaker volume trends, and ongoing macroeconomic and regulatory challenges. Analyst Commentary Recent research updates reflect a broad reassessment of United Parcel Service's outlook as analysts evaluate both the company's near-term challenges and longer-term positioning.

Amazon Shipments Will Decline And Automation Will Secure Future Efficiency

Analysts have modestly reduced United Parcel Service’s price target to $103.30 due to immediate volume declines from new import restrictions, persistent cost headwinds, and weak small-business and Amazon volumes, partially offset by longer-term confidence in its core franchise. Analyst Commentary Recent executive orders suspending de minimis access for U.S. imports have caused an immediate fall in shipment volumes, leading to near-term volume and cost pressures.

United Parcel Service, Inc. (NYSE:UPS) Just Reported, And Analysts Assigned A US$106 Price Target

Jul 31
United Parcel Service, Inc. (NYSE:UPS) Just Reported, And Analysts Assigned A US$106 Price Target

United Parcel Service's (NYSE:UPS) Returns Have Hit A Wall

Jun 24
United Parcel Service's (NYSE:UPS) Returns Have Hit A Wall

Are Investors Undervaluing United Parcel Service, Inc. (NYSE:UPS) By 41%?

May 27
Are Investors Undervaluing United Parcel Service, Inc. (NYSE:UPS) By 41%?

Here's Why Shareholders Should Examine United Parcel Service, Inc.'s (NYSE:UPS) CEO Compensation Package More Closely

May 01
Here's Why Shareholders Should Examine United Parcel Service, Inc.'s (NYSE:UPS) CEO Compensation Package More Closely

UPS: Recession Risk Might Already Be Reflected In The Stock Price

Apr 22

Network Reconfiguration And Healthcare Expansion Will Drive Efficiency

UPS's efficiency initiatives and network reconfiguration are expected to drive significant cost savings, expanding margins and improving earnings.

UPS: The Company Is Being Hit From Multiple Angles

Mar 11

UPS Cuts Amazon Deal: Short-Term Pain For Long-Term Gain

Feb 13

UPS: One Of The Easiest Shorts In 2025

Feb 06

Wall Street Lunch: GDP Falls Short Of Consensus

Jan 30

UPS Looks To Be Nearing Turnaround Territory

Jan 24

UPS: The Whole Package For Value Investors

Dec 24

UPS Is An Excellent Company

Dec 15

UPS: How I'm Grabbing More Yield

Nov 15

UPS Q3 Earnings Preview: Volume Mix And Recent Acquisitions Should Be In Focus

Oct 21

UPS's Huge Free Cash Backs Its Leading Dividend

Oct 15

決済の安定と成長

配当データの取得

安定した配当: UPSの1株当たり配当金は過去10年間安定しています。

増加する配当: UPSの配当金は過去10年間にわたって増加しています。


配当利回り対市場

United Parcel Service 配当利回り対市場
UPS 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (UPS)6.0%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Logistics)3.2%
アナリスト予想 (UPS) (最長3年)6.1%

注目すべき配当: UPSの配当金 ( 6.03% ) はUS市場の配当金支払者の下位 25% ( 1.4% ) よりも高くなっています。

高配当: UPSの配当金 ( 6.03% ) はUS市場 ( 4.23% ) の配当支払者の中で上位 25% に入っています。


株主への利益配当

収益カバレッジ: UPSは高い 配当性向 ( 106.1% ) のため、配当金の支払いは利益によって十分にカバーされていません。


株主配当金

キャッシュフローカバレッジ: UPSは高い 現金配当性向 ( 123.4% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/04/30 04:20
終値2026/04/30 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

United Parcel Service, Inc. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。45

アナリスト機関
Will ChienAccountability Research Corporation
John EadeArgus Research Company
Brandon OglenskiBarclays