United Parcel Service (NYSE:UPS) Price Target Raised to $130.00 at Jefferies Financial Group

United Parcel Service (NYSE:UPS) had its price objective raised by Jefferies Financial Group from $115.00 to $130.00 in a research report sent to investors on Wednesday,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

Several other research firms have also recently weighed in on UPS. TD Cowen increased their price objective on United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research report on Wednesday. Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target on the stock in a research report on Friday, January 9th. BMO Capital Markets boosted their price objective on shares of United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a report on Wednesday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. Finally, Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company. According to MarketBeat, United Parcel Service presently has a consensus rating of “Hold” and an average target price of $115.22.

United Parcel Service Stock Down 3.2%

United Parcel Service stock opened at $103.77 on Wednesday. The company’s 50-day moving average price is $101.23 and its two-hundred day moving average price is $93.47. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The stock has a market cap 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. United Parcel Service has a twelve month low of $82.00 and a twelve month high of $136.58.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data 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. The company had revenue of $24.50 billion during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business’s revenue was down 3.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.75 earnings per share. As a group, analysts expect that United Parcel Service will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

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

Insiders Place Their Bets

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is available at this link. 0.13% of the stock is owned by insiders.

Institutional Trading of United Parcel Service

Several institutional investors and hedge funds have recently modified their holdings of the business. Evelyn Partners Investment Management Europe Ltd grew its position in United Parcel Service by 110.1% in the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after acquiring an additional 131 shares during the last quarter. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of United Parcel Service in the 2nd quarter valued at approximately $26,000. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of United Parcel Service in the 2nd quarter valued at approximately $34,000. RMG Wealth Management LLC bought a new stake in shares of United Parcel Service during the 2nd quarter valued at approximately $34,000. Finally, FNY Investment Advisers LLC bought a new position in United Parcel Service in the 2nd quarter valued at approximately $34,000. 60.26% of the stock is currently 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.