United Parcel Service (NYSE:UPS) Given New $116.00 Price Target at Stifel Nicolaus

United Parcel Service (NYSE:UPS) had its price objective raised by Stifel Nicolaus from $112.00 to $116.00 in a research report sent to investors on Wednesday morning,Benzinga reports. Stifel Nicolaus currently has a buy rating on the transportation company’s stock.

UPS has been the topic of a number of other research reports. TD Cowen boosted their price objective on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a report on Wednesday. UBS Group boosted their price objective on United Parcel Service from $113.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. Susquehanna increased their target price on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. Weiss Ratings reiterated a “sell (d+)” rating on shares of United Parcel Service in a research report on Wednesday, January 21st. Finally, BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target on the stock. in a research report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, United Parcel Service presently has a consensus rating of “Hold” and a consensus target price of $115.22.

United Parcel Service Stock Down 3.2%

NYSE UPS opened at $103.77 on Wednesday. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. United Parcel Service has a fifty-two week low of $82.00 and a fifty-two week high of $136.58. The business has a 50 day moving average price of $101.23 and a two-hundred day moving average price of $93.47. The stock has a market cap of $88.03 billion, a PE ratio of 16.04, a P/E/G ratio of 2.32 and a beta of 1.11.

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

United Parcel Service Dividend Announcement

The business 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 $1.64 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. United Parcel Service’s dividend payout ratio (DPR) is 101.39%.

Insider Transactions at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’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 filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.13% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On United Parcel Service

Hedge funds and other institutional investors have recently modified their holdings of the company. Andra AP fonden grew its position in United Parcel Service by 95.9% during the second quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock worth $33,611,000 after buying an additional 163,000 shares in the last quarter. BLVD Private Wealth LLC bought a new stake in shares of United Parcel Service in the 2nd quarter worth approximately $1,479,000. Strategic Planning Inc. bought a new stake in shares of United Parcel Service in the 3rd quarter worth approximately $3,885,000. Avantax Advisory Services Inc. grew its holdings in shares of United Parcel Service by 14.6% during the 2nd quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock worth $9,525,000 after purchasing an additional 12,035 shares in the last quarter. Finally, Equity Investment Corp increased its position in shares of United Parcel Service by 16.8% during the second quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock valued at $114,118,000 after purchasing an additional 162,364 shares during the period. 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.