United Parcel Service (NYSE:UPS) Lowered to Underperform Rating by BNP Paribas Exane

BNP Paribas Exane lowered shares of United Parcel Service (NYSE:UPS) from a neutral rating to an underperform rating in a report released on Tuesday morning, Marketbeat Ratings reports. BNP Paribas Exane currently has $85.00 target price on the transportation company’s stock.

UPS has been the subject of a number of other research reports. Wells Fargo & Company increased their price target 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. Truist Financial upped their price objective on United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Susquehanna lifted their target price on United Parcel Service from $100.00 to $105.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Stifel Nicolaus boosted their price target on United Parcel Service from $110.00 to $112.00 and gave the stock a “buy” rating in a report on Tuesday, December 16th. Finally, JPMorgan Chase & Co. increased their price objective on shares of United Parcel Service from $97.00 to $99.00 and gave the company a “neutral” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, seventeen have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $111.42.

United Parcel Service Trading Down 1.3%

United Parcel Service stock opened at $106.62 on Tuesday. United Parcel Service has a 12-month low of $82.00 and a 12-month high of $136.99. The firm has a market capitalization of $90.46 billion, a price-to-earnings ratio of 16.48, a P/E/G ratio of 2.35 and a beta of 1.11. The firm has a 50 day moving average of $98.40 and a 200 day moving average of $93.07. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 1.50.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, topping analysts’ consensus estimates of $1.31 by $0.43. The business had revenue of $21.42 billion during the quarter, compared to analyst estimates of $20.94 billion. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The company’s revenue was down 3.7% on a year-over-year basis. During the same period in the prior year, the business posted $1.76 earnings per share. As a group, research analysts predict that United Parcel Service will post 7.95 earnings per share for the current year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 4th. Stockholders of record on Monday, November 17th were issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. The ex-dividend date of this dividend was Monday, November 17th. United Parcel Service’s dividend payout ratio is 101.39%.

Institutional Investors Weigh In On United Parcel Service

Several large investors have recently bought and sold shares of UPS. Evelyn Partners Investment Management Europe Ltd increased its holdings in shares of United Parcel Service by 110.1% in the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after buying an additional 131 shares during the last quarter. Mid American Wealth Advisory Group Inc. purchased a new position in United Parcel Service in the second quarter worth about $26,000. Salzhauer Michael bought a new stake in United Parcel Service during the third quarter worth approximately $31,000. Physician Wealth Advisors Inc. raised its position in United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after purchasing an additional 163 shares during the period. Finally, RMG Wealth Management LLC bought a new stake in shares of United Parcel Service in the 2nd quarter valued at approximately $34,000. Institutional investors own 60.26% of the company’s stock.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Bernstein raised its price target to $125 and kept an Outperform rating, citing expected margin improvement — a bullish analyst signal that supports upside. Bernstein Lifts UPS Price Target
• Positive Sentiment: Bank of America upgraded UPS (reported coverage) and other outlets noted a $125 price target raise — additional analyst support that could offset bearish views. UPS Upgraded at Bank of America Price Target Raised to $125.00
• Neutral Sentiment: UPS set its Q4 2025 earnings release and investor webcast for Jan. 27 — a near-term catalyst that could move the stock depending on guidance and margin details. UPS To Release Fourth-Quarter 2025 Results On Tuesday, January 27, 2026
• Neutral Sentiment: JPMorgan nudged its price target modestly to $99 while keeping a Neutral rating — a small, mixed vote of confidence that still implies limited near-term upside. JPMorgan Raises UPS Price Target to $99
• Neutral Sentiment: Coverage pieces (Zacks/MSN) highlight the sector opportunity and note UPS recently ended a six-session winning streak — useful context but not a direct fundamental change. Why Investors Need to Take Advantage of These 2 Transportation Stocks Now United Parcel Service shares snap six consecutive sessions of gains
• Negative Sentiment: BNP Paribas Exane downgraded UPS from Neutral to Underperform with an $85 price target — a substantial bearish revision that signals downside risk and may pressure the stock.
• Negative Sentiment: Reports say UPS will eliminate ~68,000 jobs and close 73 facilities — described as the largest purge in company history. That large-scale restructuring raises near-term execution and cost-risk concerns even if aimed at long-term efficiency. UPS eliminates 68,000 jobs and shuts down 73 facilities

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.