United Parcel Service (NYSE:UPS) Price Target Lowered to $120.00 at Citigroup

United Parcel Service (NYSE:UPS) had its price objective cut by investment analysts at Citigroup from $126.00 to $120.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the transportation company’s stock. Citigroup’s price target suggests a potential upside of 13.24% from the stock’s current price.

Several other research firms have also recently issued reports on UPS. JPMorgan Chase & Co. raised their price target on shares of United Parcel Service from $97.00 to $99.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a research note on Thursday, January 8th. BNP Paribas Exane cut 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. Finally, Deutsche Bank Aktiengesellschaft upped their target price on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research note on Wednesday. One 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 stock. According to MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and a consensus target price of $114.50.

United Parcel Service Price Performance

United Parcel Service stock traded down $1.23 during mid-day trading on Wednesday, hitting $105.97. 2,298,934 shares of the company were exchanged, compared to its average volume of 5,487,142. United Parcel Service has a 12-month low of $82.00 and a 12-month high of $136.58. The company has a market capitalization of $89.90 billion, a P/E ratio of 16.36, a PEG ratio of 2.31 and a beta of 1.11. The business’s 50 day simple moving average is $101.01 and its two-hundred day simple moving average is $93.40. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.30 and a quick ratio of 1.30.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 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 analyst estimates 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 for the quarter was down 3.2% compared to the same quarter last year. During the same quarter last year, the company earned $2.75 earnings per share. Analysts forecast that United Parcel Service will post 7.95 earnings per share for the current fiscal year.

Institutional Investors Weigh In On United Parcel Service

Several institutional investors have recently bought and sold shares of the business. Andra AP fonden lifted its holdings in shares of United Parcel Service by 95.9% during the second quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock worth $33,611,000 after buying an additional 163,000 shares during the last quarter. BLVD Private Wealth LLC bought a new position in United Parcel Service during the second quarter worth $1,479,000. Strategic Planning Inc. bought a new position in United Parcel Service during the third quarter worth $3,885,000. Avantax Advisory Services Inc. raised its stake in United Parcel Service by 14.6% during the 2nd quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock valued at $9,525,000 after purchasing an additional 12,035 shares during the last quarter. Finally, Equity Investment Corp boosted its holdings in United Parcel Service by 16.8% in the 2nd quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock valued at $114,118,000 after purchasing an additional 162,364 shares during the period. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

United Parcel Service News Roundup

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)

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.