United Parcel Service (NYSE:UPS – Get Free Report) had its target price raised by investment analysts at UBS Group from $116.00 to $125.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. UBS Group’s target price points to a potential upside of 18.08% from the company’s previous close.
Several other equities research analysts have also recently commented on the company. HSBC raised United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday. Wells Fargo & Company lifted their price target on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target for the company in a research report on Friday, January 9th. JPMorgan Chase & Co. boosted their price target on United Parcel Service from $97.00 to $99.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Finally, TD Cowen raised their target price on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and an average target price of $114.69.
View Our Latest Analysis on UPS
United Parcel Service Stock Down 1.3%
United Parcel Service (NYSE:UPS – Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The firm had revenue of $24.50 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The company’s revenue for the quarter was down 3.2% on a year-over-year basis. During the same period in the prior year, the firm posted $2.75 earnings per share. As a group, equities research analysts expect that United Parcel Service will post 7.95 earnings per share for the current fiscal year.
Institutional Inflows and Outflows
Several hedge funds have recently modified their holdings of the business. Vanguard Group Inc. grew its position in shares of United Parcel Service by 0.6% in the third quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock valued at $5,619,730,000 after purchasing an additional 372,850 shares during the last quarter. State Street Corp boosted its stake in United Parcel Service by 0.9% in the 3rd quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock valued at $2,594,713,000 after purchasing an additional 288,720 shares during the period. Charles Schwab Investment Management Inc. grew its holdings in United Parcel Service by 3.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock valued at $2,603,459,000 after buying an additional 746,667 shares in the last quarter. Geode Capital Management LLC increased its position in United Parcel Service by 4.8% during the 2nd quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock worth $1,675,733,000 after buying an additional 762,407 shares during the period. Finally, Norges Bank acquired a new stake in shares of United Parcel Service during the second quarter worth $851,842,000. Institutional investors own 60.26% of the company’s stock.
Trending Headlines about United Parcel Service
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: Q4 results and 2026 guide beat expectations: UPS reported $24.5B revenue and adjusted EPS above consensus, and issued 2026 revenue guidance (~$89.7B) above Street expectations — a primary bullish catalyst supporting near-term upside. Article Title
- Positive Sentiment: Dividend and capital returns: UPS declared a $1.64 quarterly dividend (≈6.1% yield) and continues buybacks, making the stock more attractive to income-focused investors and supporting demand. (Company release)
- Positive Sentiment: Analyst price-target lift: TD Cowen raised its UPS target from $101 to $115 (hold), signaling incremental analyst support and implied upside from current levels. Article Title
- Neutral Sentiment: Unusual options activity: Heavy call buying (≈63,994 calls, ~17% above normal) suggests some investors are positioning for further upside or event-driven moves; could amplify volatility.
- Neutral Sentiment: Positive market commentary: MarketBeat and other outlets highlight accumulation, margin recovery potential, and a stretch toward growth as UPS shifts mix to higher-margin segments (healthcare, cross-border, B2B), offering a constructive narrative for longer-term investors. Article Title
- Negative Sentiment: Large job cuts and Amazon unwind: UPS plans up to 30,000 additional operational job cuts in 2026 (after ~48,000 last year) as it reduces low-margin Amazon volume and restructures — a costly and disruptive transition that raises near-term execution risk and charge-related earnings volatility. Article Title
United Parcel Service Company Profile
United Parcel Service (NYSE: UPS) is a global package delivery and supply chain management company that provides a broad range of transportation, logistics and e-commerce services. Its core business centers on small-package delivery and last-mile distribution for business and individual customers, supported by a network of ground transportation, air cargo operations (UPS Airlines) and sorting facilities. In addition to parcel delivery, UPS offers freight transportation, contract logistics, warehousing, customs brokerage and reverse-logistics solutions designed to support domestic and international commerce.
The company traces its roots to 1907 when it began as a small messenger service in the United States and later evolved into the United Parcel Service.
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