United Parcel Service (NYSE:UPS) Stock Price Expected to Rise, BMO Capital Markets Analyst Says

United Parcel Service (NYSE:UPS) had its target price boosted by equities researchers at BMO Capital Markets from $105.00 to $110.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a “market perform” rating on the transportation company’s stock. BMO Capital Markets’ price objective would indicate a potential upside of 2.57% from the stock’s current price.

Several other analysts have also commented on UPS. Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 target price for the company in a research note on Friday, January 9th. Stephens upgraded United Parcel Service to a “hold” rating in a research report on Wednesday, October 29th. Wells Fargo & Company raised their price objective on United Parcel Service from $91.00 to $96.00 and gave the stock an “equal weight” rating in a research note on Wednesday, October 29th. Susquehanna boosted their target price on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Finally, Evercore ISI increased their price target on United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $113.53.

United Parcel Service Trading Up 0.3%

Shares of United Parcel Service stock opened at $107.24 on Wednesday. The business has a fifty day simple moving average of $101.01 and a 200-day simple moving average of $93.40. United Parcel Service has a fifty-two week low of $82.00 and a fifty-two week high of $136.99. The firm has a market cap of $90.98 billion, a price-to-earnings ratio of 16.57, a price-to-earnings-growth ratio of 2.31 and a beta of 1.11. 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 released its earnings results 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. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The firm had revenue of $24.50 billion for the quarter, compared to analyst estimates of $23.91 billion. During the same period in the previous year, the company earned $2.75 earnings per share. United Parcel Service’s revenue was down 3.2% compared to the same quarter last year. On average, equities analysts forecast that United Parcel Service will post 7.95 EPS for the current fiscal year.

Institutional Investors Weigh In On United Parcel Service

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

More United Parcel Service News

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.