TD Cowen Issues Positive Forecast for United Parcel Service (NYSE:UPS) Stock Price

United Parcel Service (NYSE:UPS) had its target price increased by TD Cowen from $101.00 to $115.00 in a research note published on Wednesday, MarketBeat reports. The firm currently has a hold rating on the transportation company’s stock.

A number of other research analysts also recently issued reports on the stock. Wells Fargo & Company raised their price target on shares of United Parcel Service from $91.00 to $96.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 29th. UBS Group increased their price objective on shares of United Parcel Service from $113.00 to $116.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Wall Street Zen upgraded United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Truist Financial upped their target price on United Parcel Service from $100.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Stephens raised United Parcel Service to a “hold” rating in a report on Wednesday, October 29th. One investment 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 assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $115.22.

United Parcel Service Price Performance

Shares of UPS opened at $103.77 on Wednesday. United Parcel Service has a 52 week low of $82.00 and a 52 week high of $136.58. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. The firm has a market cap of $88.03 billion, a price-to-earnings ratio of 16.04, a PEG ratio of 2.32 and a beta of 1.11. The stock has a 50 day moving average of $101.23 and a 200-day moving average of $93.47.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $23.91 billion. During the same period in the prior year, the company posted $2.75 EPS. The business’s revenue was down 3.2% compared to the same quarter last year. As a group, analysts forecast that United Parcel Service will post 7.95 EPS for the current year.

United Parcel Service Dividend Announcement

The firm also recently declared 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 dividend on an annualized basis and a yield of 6.3%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s payout ratio is 101.39%.

Insider Activity

In other 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 transaction of $2,655,236.10. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.13% of the company’s stock.

Institutional Investors Weigh In On United Parcel Service

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

United Parcel Service News Summary

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.