United Parcel Service (NYSE:UPS) Price Target Raised to $115.00 at Stephens

United Parcel Service (NYSE:UPS) had its price objective hoisted by Stephens from $113.00 to $115.00 in a research note released on Wednesday morning,Benzinga reports. Stephens currently has an equal weight rating on the transportation company’s stock.

Several other equities research analysts also recently commented on UPS. Citigroup boosted their price objective on United Parcel Service from $120.00 to $126.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Evercore ISI boosted their price target on shares of United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft raised their price objective on shares of United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research note on Wednesday. Sanford C. Bernstein lifted their price objective on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a report on Friday, January 9th. Finally, BNP Paribas Exane lowered shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price on the stock. in a report on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, fifteen have issued a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $115.22.

United Parcel Service Price Performance

Shares of NYSE UPS opened at $103.77 on Wednesday. The firm has a market capitalization of $88.03 billion, a P/E ratio of 16.04, a P/E/G ratio of 2.32 and a beta of 1.11. The firm’s 50-day moving average price is $101.23 and its 200-day moving average price is $93.47. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. United Parcel Service has a 1-year low of $82.00 and a 1-year high of $136.58.

United Parcel Service (NYSE:UPS) last issued its earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same period in the previous year, the company posted $2.75 EPS. The firm’s revenue was down 3.2% compared to the same quarter last year. Equities research analysts anticipate that United Parcel Service will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a yield of 6.3%. United Parcel Service’s payout ratio is 101.39%.

Insider Transactions at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.13% of the company’s stock.

Hedge Funds Weigh In On United Parcel Service

Institutional investors have recently modified their holdings of the business. Norges Bank bought a new stake in United Parcel Service during the second quarter worth $851,842,000. Laurel Wealth Advisors LLC boosted its holdings in shares of 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 buying an additional 2,481,864 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its position in United Parcel Service by 78.7% during the second quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock valued at $412,528,000 after buying an additional 1,799,882 shares during the period. Invesco Ltd. raised its position in United Parcel Service by 45.4% in the second quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock worth $578,467,000 after acquiring an additional 1,789,467 shares during the period. Finally, AQR Capital Management LLC boosted its stake 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 valued at $231,388,000 after acquiring an additional 1,119,372 shares during the last quarter. 60.26% of the stock is owned by institutional investors.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Q4 beat and upbeat 2026 revenue guide: UPS reported Q4 revenue and adjusted EPS above estimates and guided to higher 2026 revenue, underpinning the stock’s fundamental upside. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analysts turning more bullish — multiple price‑target increases and upgrades today (notable raises: Jefferies to $130 buy, Truist to $130 buy, UBS to $125 buy, Oppenheimer to $115 outperform), signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: Shareholder returns highlighted: UPS confirmed a meaningful quarterly dividend (annualized yield ~6%) and continues buybacks — supports income investors and offsets some growth concerns. UPS Q4 press release / earnings deck
• Positive Sentiment: Market narrative shifting to “accumulation”: coverage pieces argue UPS is entering a rebound phase as volume mix improves (international, healthcare, higher‑margin segments). MarketBeat accumulation thesis
• Positive Sentiment: Options flow showed heavy call buying the day after earnings — short‑term bullish positioning by some traders (unusual activity vs. typical volume).
• Neutral Sentiment: Industry operational note: FedEx aims to return MD‑11 freighters to service after the UPS MD‑11 accident — a sector safety/operational development that keeps regulatory and reputational risks in focus. FedEx MD‑11 return plan
• Neutral Sentiment: Some divergence among analysts — Citigroup trimmed its target slightly even as most shops raised theirs, showing not all firms are aligned on upside magnitude. Analyst dissent
• Negative Sentiment: Large workforce cuts: UPS will eliminate up to 30,000 operational jobs (on top of prior reductions) and close facilities as it winds down lower‑margin Amazon volumes — raises short‑term execution risk, transition costs and scrutiny about competitiveness. UPS job cuts announced
• Negative Sentiment: Insider selling: Director/insider Norman M. Brothers Jr. sold ~25,014 shares at ~$106 each — a visible insider sale that can amplify negative sentiment even if it’s routine. Insider sale SEC filing
• Negative Sentiment: Coverage pointing to costly Amazon unwind: analysis pieces warn the separation from Amazon is expensive and competitive pressures in U.S. delivery remain strong, which could weigh on margins while network changes take effect. Invezz analysis

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.