Oppenheimer Increases United Parcel Service (NYSE:UPS) Price Target to $117.00

United Parcel Service (NYSE:UPS) had its price target upped by equities research analysts at Oppenheimer from $115.00 to $117.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the transportation company’s stock. Oppenheimer’s price target would suggest a potential upside of 11.26% from the stock’s current price.

Several other research analysts also recently commented on UPS. Stephens raised shares of United Parcel Service to a “strong-buy” rating in a report on Wednesday, July 8th. Evercore dropped their price target on United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a research report on Wednesday, April 22nd. BMO Capital Markets boosted their price objective on shares of United Parcel Service from $110.00 to $115.00 and gave the company a “market perform” rating in a research report on Wednesday. UBS Group increased their price target on United Parcel Service from $123.00 to $124.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Citizens Jmp began coverage on shares of United Parcel Service in a research note on Wednesday, July 15th. They issued a “market perform” rating on the stock. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $111.90.

United Parcel Service Stock Performance

United Parcel Service stock traded down $0.37 during trading on Wednesday, reaching $105.16. The company had a trading volume of 2,293,607 shares, compared to its average volume of 5,969,119. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 1.50. The firm’s 50-day simple moving average is $108.80 and its 200 day simple moving average is $106.71. The firm has a market capitalization of $89.39 billion, a price-to-earnings ratio of 17.00, a price-to-earnings-growth ratio of 1.80 and a beta of 1.05. United Parcel Service has a 52 week low of $82.00 and a 52 week high of $122.41.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating the consensus estimate of $1.65 by $0.11. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The business had revenue of $22.83 billion for the quarter, compared to the consensus estimate of $21.86 billion. During the same quarter in the previous year, the firm earned $1.55 earnings per share. The company’s revenue for the quarter was up 7.6% on a year-over-year basis. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Sell-side analysts forecast that United Parcel Service will post 7.1 earnings per share for the current fiscal year.

Institutional Trading of United Parcel Service

Hedge funds have recently bought and sold shares of the stock. Shrier Wealth Management LLC purchased a new position in shares of United Parcel Service in the fourth quarter worth about $1,099,000. LFG Wealth Partners LLC acquired a new stake in United Parcel Service during the 4th quarter valued at approximately $1,207,000. CWM LLC boosted its holdings in shares of United Parcel Service by 49.4% in the 4th quarter. CWM LLC now owns 297,357 shares of the transportation company’s stock valued at $29,495,000 after acquiring an additional 98,309 shares during the last quarter. RiverFront Investment Group LLC increased its stake in shares of United Parcel Service by 937.9% in the fourth quarter. RiverFront Investment Group LLC now owns 245,564 shares of the transportation company’s stock worth $24,358,000 after acquiring an additional 221,905 shares during the period. Finally, Bank of New York Mellon Corp increased its stake in shares of United Parcel Service by 1.5% in the fourth quarter. Bank of New York Mellon Corp now owns 4,541,742 shares of the transportation company’s stock worth $450,495,000 after acquiring an additional 65,652 shares during the period. Hedge funds and other institutional investors own 60.26% of the company’s stock.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS reported second-quarter revenue of approximately $22.8 billion, up 7.6% year over year, and adjusted earnings of $1.76 per share, exceeding analyst expectations. Management raised its 2026 revenue and earnings outlook, supporting the view that its restructuring program is beginning to improve results. UPS beats earnings expectations, raises full-year guidance
• Positive Sentiment: The company said its planned reduction, or “glide down,” of lower-margin Amazon deliveries is effectively complete. UPS expects pricing, premium services and network efficiencies to support margin expansion in the second half of 2026, while focusing on more profitable shipments. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: BMO Capital Markets raised its UPS price target from $110 to $115 while maintaining a “market perform” rating, indicating modest potential upside but not a strongly bullish stance. BMO raises UPS price target
• Neutral Sentiment: U.S. average daily package volume declined 3.3% year over year as UPS removed lower-yielding Amazon business. The strategy is intended to improve profitability even with fewer packages, but investors will look for evidence that higher pricing and mix can offset lost volume. UPS Is Shrinking Package Volume and Making Money With Visibility
• Negative Sentiment: Investor skepticism has overshadowed the earnings and guidance beats because GAAP results included roughly $891 million of after-tax transformation charges, while consolidated operating profit was pressured. Lower international operating profit, fuel costs and weaker near-term domestic expectations also cloud the outlook. UPS raises 2026 outlook after second quarter results exceed expectations
• Negative Sentiment: Industrywide delivery trends are increasing competitive pressure: retailers are diversifying beyond UPS, FedEx and the Postal Service while demanding faster delivery at low or no cost. That could limit UPS’s pricing power and make volume recovery more difficult. Carrier diversification unravels the last-mile delivery duopoly

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.