Oppenheimer Forecasts Strong Price Appreciation for United Parcel Service (NYSE:UPS) Stock

United Parcel Service (NYSE:UPS) had its target price boosted by equities research analysts at Oppenheimer from $107.00 to $115.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an “outperform” rating on the transportation company’s stock. Oppenheimer’s price target would suggest a potential upside of 9.11% from the stock’s current price.

Several other equities research analysts have also recently issued reports on UPS. JPMorgan Chase & Co. lifted their price objective on United Parcel Service from $97.00 to $99.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective for the company in a research report on Friday, January 9th. Evercore ISI boosted their price objective on shares of United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a report on Wednesday, January 21st. Finally, BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a research note on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $114.97.

United Parcel Service Trading Down 1.7%

NYSE:UPS traded down $1.80 during mid-day trading on Wednesday, hitting $105.40. 2,890,926 shares of the stock traded hands, compared to its average volume of 5,527,741. The stock has a market capitalization of $89.42 billion, a price-to-earnings ratio of 16.30, a PEG ratio of 2.31 and a beta of 1.11. The firm’s 50 day moving average is $101.01 and its two-hundred day moving average is $93.40. United Parcel Service has a 52 week low of $82.00 and a 52 week high of $136.58. 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 (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The business had revenue of $24.50 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The business’s revenue was down 3.2% compared to the same quarter last year. During the same period last year, the business posted $2.75 EPS. On average, equities research analysts predict that United Parcel Service will post 7.95 earnings per share for the current year.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of UPS. Westbourne Investments Inc. boosted its stake in United Parcel Service by 1.2% in the 4th quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock valued at $781,000 after purchasing an additional 91 shares during the period. Cornerstone Wealth Group LLC boosted its position in United Parcel Service by 3.9% during the 2nd quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock worth $258,000 after buying an additional 97 shares during the period. Webster Bank N. A. raised its holdings in United Parcel Service by 16.7% during the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after purchasing an additional 100 shares during the last quarter. Peoples Financial Services CORP. grew its position in shares of United Parcel Service by 2.5% during the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock worth $400,000 after buying an additional 100 shares during the period. Finally, Tema Etfs LLC grew its stake in United Parcel Service by 0.8% in the fourth quarter. Tema Etfs LLC now owns 12,999 shares of the transportation company’s stock valued at $1,289,000 after acquiring an additional 101 shares during the period. 60.26% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Q4 results topped estimates and UPS issued a higher 2026 revenue guide, supporting the case for a recovery in revenue and margins. This is the primary bullish catalyst underpinning analyst revisions. UPS forecasts higher 2026 revenue (Reuters)
• Positive Sentiment: Multiple brokerages raised price targets and ratings this morning (notably UBS to $125 “buy” and Truist to $130 “buy”), signaling analyst confidence that upside remains after the guide and results. Analyst price-target roundup (Benzinga)
• Positive Sentiment: UPS announced a meaningful dividend (declared $1.64/share quarterly, ~6.2% yield), and management reiterated capital returns, which supports income-focused demand for the stock.
• Positive Sentiment: Unusual options activity showed elevated call buying, indicating some traders are positioning for further upside following the earnings/guide release.
• Neutral Sentiment: Several firms raised targets but kept “hold/market perform” stances (e.g., Wells Fargo, BMO, TD Cowen), implying cautious optimism rather than broad conviction. Brokerage notes (Benzinga)
• Negative Sentiment: UPS will cut up to 30,000 operational jobs and close facilities as it reduces Amazon volume — a costly and disruptive separation that raises near-term restructuring charges and execution risk. UPS job cuts and Amazon unwind (CNBC)
• Negative Sentiment: Revenue was down year-over-year (≈3.2%) and GAAP EPS declined versus the prior year even though results beat estimates — underscoring that the turnaround depends on execution and margin recovery. Q4 results & details (MarketBeat)

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.