United Parcel Service (NYSE:UPS) Price Target Raised to $115.00

United Parcel Service (NYSE:UPS) had its price target boosted by Stephens from $113.00 to $115.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has an “equal weight” rating on the transportation company’s stock. Stephens’ price objective indicates a potential upside of 7.97% from the company’s current price.

Several other equities research analysts also recently issued reports on UPS. Stifel Nicolaus raised their price objective on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research note on Wednesday. Citigroup boosted their price objective on shares of United Parcel Service from $120.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research note on Thursday, January 8th. Wall Street Zen raised United Parcel Service from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Finally, Truist Financial lifted their price objective on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and a consensus price target of $113.97.

United Parcel Service Stock Down 0.6%

Shares of UPS traded down $0.69 during mid-day trading on Wednesday, hitting $106.51. 572,906 shares of the company’s stock were exchanged, compared to its average volume of 5,397,677. The stock has a market cap of $90.36 billion, a price-to-earnings ratio of 16.41, a P/E/G ratio of 2.31 and a beta of 1.11. The firm has a fifty day moving average of $101.01 and a two-hundred day moving average of $93.40. The company has a quick ratio of 1.30, a current ratio of 1.30 and a debt-to-equity ratio of 1.50. United Parcel Service has a twelve month low of $82.00 and a twelve month high of $136.58.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The business had revenue of $24.50 billion for the quarter, compared to the consensus estimate of $23.91 billion. During the same period last year, the business earned $2.75 EPS. The firm’s revenue was down 3.2% compared to the same quarter last year. On average, sell-side analysts forecast that United Parcel Service will post 7.95 earnings per share for the current year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of UPS. Norges Bank bought a new stake in United Parcel Service during the 2nd quarter worth about $851,842,000. Laurel Wealth Advisors LLC lifted its holdings in United Parcel Service by 11,517.3% in the second quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock valued at $252,695,000 after buying an additional 2,481,864 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in United Parcel Service by 78.7% in the second quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock valued at $412,528,000 after acquiring an additional 1,799,882 shares during the last quarter. Invesco Ltd. grew its holdings in United Parcel Service by 45.4% during the 2nd quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock worth $578,467,000 after acquiring an additional 1,789,467 shares during the period. Finally, AQR Capital Management LLC raised its position in shares of United Parcel Service by 94.8% during the 2nd quarter. AQR Capital Management LLC now owns 2,300,081 shares of the transportation company’s stock valued at $231,388,000 after acquiring an additional 1,119,372 shares during the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

Key Headlines Impacting 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.