United Parcel Service (NYSE:UPS) Price Target Raised to $116.00 at Stifel Nicolaus

United Parcel Service (NYSE:UPS) had its price target upped by equities research analysts at Stifel Nicolaus from $112.00 to $116.00 in a research note issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the transportation company’s stock. Stifel Nicolaus’ price objective suggests a potential upside of 8.17% from the company’s previous close.

A number of other research analysts have also recently commented on the stock. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Stephens raised shares of United Parcel Service to a “hold” rating in a research note on Wednesday, October 29th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of United Parcel Service from $100.00 to $88.00 and set a “hold” rating on the stock in a research report on Thursday, October 2nd. Wall Street Zen upgraded shares of United Parcel Service from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. Finally, BNP Paribas Exane downgraded United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a report on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fifteen have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, United Parcel Service presently has a consensus rating of “Hold” and an average target price of $113.53.

United Parcel Service Trading Up 0.3%

NYSE UPS opened at $107.24 on Wednesday. The stock’s 50-day simple moving average is $101.01 and its two-hundred day simple moving average is $93.40. United Parcel Service has a twelve month low of $82.00 and a twelve month high of $136.99. The company has a quick ratio of 1.30, a current ratio of 1.30 and a debt-to-equity ratio of 1.50. The company has a market capitalization of $90.98 billion, a price-to-earnings ratio of 16.57, a PEG ratio of 2.31 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The company’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same period in the prior year, the business earned $2.75 EPS. Research analysts forecast that United Parcel Service will post 7.95 EPS for the current fiscal year.

Hedge Funds Weigh In On United Parcel Service

Several hedge funds have recently made changes to their positions in the business. Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in United Parcel Service by 15.7% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 847,839 shares of the transportation company’s stock worth $85,002,000 after acquiring an additional 114,989 shares during the period. Silver Coast Investments LLC bought a new position in shares of United Parcel Service in the 4th quarter worth approximately $211,000. Emerald Advisors LLC raised its position in shares of United Parcel Service by 18.0% in the 4th quarter. Emerald Advisors LLC now owns 8,073 shares of the transportation company’s stock worth $801,000 after acquiring an additional 1,229 shares in the last quarter. Optas LLC purchased a new position in shares of United Parcel Service in the 4th quarter valued at approximately $236,000. Finally, Evergreen Capital Management LLC boosted its position in shares of United Parcel Service by 167.7% during the fourth quarter. Evergreen Capital Management LLC now owns 21,548 shares of the transportation company’s stock valued at $2,137,000 after purchasing an additional 13,500 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service News Summary

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Q4 beat and upbeat 2026 guide — UPS posted $24.5B in Q4 revenue and adjusted EPS above estimates; it guided 2026 revenue to $89.7B, above Street consensus, driven by stronger international margins and higher-yield package mix. This is the main driver lifting the stock. Article Title
• Positive Sentiment: Higher, reliable cash return — UPS declared a quarterly dividend of $1.64 per share (annualized yield ~6.1%), ex-dividend Feb. 17, supporting income-focused investor demand and providing a valuation floor relative to peers.
• Positive Sentiment: Analyst/institutional tone turning constructive — MarketBeat and other outlets note institutional accumulation, analyst upgrades and a narrative that UPS is transitioning to higher-margin, targeted growth areas, which reinforces the post-earnings rally. Article Title
• Positive Sentiment: Unusual options activity — a notable uptick in call buying (about 63,994 calls) suggests some traders are positioning for further upside after the beat/guidance.
• Neutral Sentiment: Strategic shift in volume mix — UPS is deliberately reducing low-margin Amazon volume and refocusing on healthcare, cross-border and B2B, which should improve long-term mix but may depress near-term top-line growth during the transition. Article Title
• Neutral Sentiment: Q4 included notable one-time charges — GAAP results reflect charges (aircraft retirement etc.) that reduced headline EPS; adjusted results beat, so investors must judge how recurring benefits offset one-offs. Article Title
• Negative Sentiment: Large job cuts and restructuring risk — UPS will eliminate up to 30,000 operational roles in 2026 (on top of ~48,000 cuts in 2025) as it unwinds work for Amazon and retools its network; this underscores the cost and execution risk of the separation and could pressure operations and near-term sentiment. Article Title
• Negative Sentiment: Scale and execution questions remain — repeated large layoffs and the Amazon unwind highlight structural challenges; if volume declines or execution slips, margins and growth could be weaker than management expects.

About United Parcel Service

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.