United Parcel Service (NYSE:UPS – Free Report) had its price target lifted by Stifel Nicolaus from $114.00 to $115.00 in a report published on Wednesday,Benzinga reports. Stifel Nicolaus currently has a buy rating on the transportation company’s stock.
Other analysts have also issued research reports about the stock. Wall Street Zen lowered shares of United Parcel Service from a “buy” rating to a “hold” rating in a research note on Sunday, July 26th. Citizens Jmp assumed coverage on shares of United Parcel Service in a research note on Wednesday, July 15th. They set a “market perform” rating on the stock. Susquehanna lifted their price target on shares of United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a research note on Wednesday. Weiss Ratings raised shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, July 10th. Finally, Evercore decreased their target price on United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $117.41.
Read Our Latest Stock Analysis on United Parcel Service
United Parcel Service Stock Down 1.0%
United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating the consensus estimate of $1.65 by $0.11. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.The company had revenue of $22.83 billion for the quarter, compared to the consensus estimate of $21.86 billion. During the same quarter last year, the business posted $1.55 EPS. United Parcel Service’s revenue for the quarter was up 7.6% on a year-over-year basis. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Research analysts forecast that United Parcel Service will post 7.21 EPS for the current fiscal year.
United Parcel Service Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were given a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.3%. The ex-dividend date of this dividend was Monday, May 18th. United Parcel Service’s dividend payout ratio is currently 121.93%.
Institutional Inflows and Outflows
Hedge funds have recently bought and sold shares of the business. Potomac Fund Management Inc. ADV raised its stake in United Parcel Service by 0.8% during the 4th quarter. Potomac Fund Management Inc. ADV now owns 11,324 shares of the transportation company’s stock valued at $1,123,000 after buying an additional 90 shares during the last quarter. Westbourne Investments Inc. grew its holdings in shares of United Parcel Service by 1.2% in the fourth quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after acquiring an additional 91 shares during the period. Ipsen Advisor Group LLC increased its position in United Parcel Service by 1.7% during the fourth quarter. Ipsen Advisor Group LLC now owns 5,670 shares of the transportation company’s stock valued at $562,000 after acquiring an additional 95 shares during the last quarter. Webster Bank N. A. lifted its holdings in United Parcel Service by 16.7% in the fourth quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock valued at $69,000 after acquiring an additional 100 shares during the period. Finally, Peoples Financial Services CORP. lifted its holdings in United Parcel Service by 2.5% in the fourth quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after acquiring an additional 100 shares during the period. 60.26% of the stock is currently owned by hedge funds and other institutional investors.
United Parcel Service News Summary
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: Strong quarterly results and higher outlook: UPS reported second-quarter earnings of $1.76 per share, above the $1.65 consensus estimate, while revenue reached $22.83 billion versus expectations of $21.86 billion. Revenue increased 7.6% year over year, and the company raised its full-year outlook. UPS posts strong Q2 2026 results, raises full-year outlook
- Positive Sentiment: Improving business mix: UPS said the China-to-U.S. trade lane has returned to growth, its 18-month reduction in Amazon volumes is complete, and higher-margin freight is gaining traction. These developments could support margins and reduce uncertainty around the company’s business restructuring. UPS Says China-to-US Trade Lane Has Returned to Growth
- Positive Sentiment: Analyst price-target support: BMO Capital Markets raised its UPS target to $115, while Susquehanna increased its target to $120. Stifel, UBS and Oppenheimer also issued forecasts indicating potential appreciation. BMO raises UPS price target Stifel forecast
- Positive Sentiment: Small-business growth initiative: New digital tools for pickup management, label creation and mobile shipping could help UPS attract small-business customers and gain market share over time. UPS digital tools for small businesses
- Neutral Sentiment: Analyst views remain divided: While several firms see upside, Stephens issued a pessimistic forecast, highlighting uncertainty around the pace of the recovery. Stephens pessimistic forecast
- Negative Sentiment: Dividend and cash-flow concerns: A recent comparison with FedEx noted that UPS’s dividend consumed nearly all of its adjusted free cash flow last year, raising concerns about dividend sustainability and financial flexibility. UPS versus FedEx dividend analysis
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.
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