BofA Trims UPS Target as Analyst Flags Weaker Q1 Outlook

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On March 6, BofA lowered its terms proposal connected United Parcel Service, Inc. (NYSE:UPS) to $112 from $118 and maintained a Neutral standing connected the shares. The accommodation followed comments from UPS CFO Brian Dykes astatine an manufacture conference. Dykes reiterated the company’s outlook for 2026. Management inactive expects gross to summation slightly, portion net per stock are projected to stay astir level for the year.

At the aforesaid time, the steadfast said the comments pointed to much unit connected first-quarter results than antecedently expected. The expert besides noted that the net illustration for the twelvemonth present appears much back-end loaded. After the event, Bank of America lowered its Q1 EPS estimation by 16% to $1.01 from $1.20. The steadfast raised its Q2 EPS estimation by 9% to $1.71 from $1.57. It besides made a tiny accommodation to its full-year outlook, reducing its FY26 EPS forecast by astir 1% to $7.05 from $7.10.

United Parcel Service, Inc. (NYSE:UPS) provides integrated logistics and proscription services to customers successful much than 200 countries and territories. Its U.S. Domestic Package conception offers a scope of home aerial and crushed proscription services crossed the United States.

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