United Parcel Service (NYSE:UPS – Free Report) had its price target lifted by Truist Financial from $120.00 to $130.00 in a research report sent to investors on Wednesday,Benzinga reports. Truist Financial currently has a buy rating on the transportation company’s stock.
A number of other research firms have also weighed in on UPS. Sanford C. Bernstein increased their price objective on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Deutsche Bank Aktiengesellschaft raised their price target on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a report on Wednesday. Citigroup upped their price objective on shares of United Parcel Service from $120.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Weiss Ratings reiterated a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. Finally, UBS Group boosted their price target on United Parcel Service from $113.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday, January 7th. 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 company’s stock. According to data from MarketBeat.com, United Parcel Service currently has a consensus rating of “Hold” and a consensus target price of $115.22.
United Parcel Service Stock Performance
United Parcel Service (NYSE:UPS – Get Free Report) last released its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same quarter in the previous year, the company posted $2.75 EPS. United Parcel Service’s revenue for the quarter was down 3.2% on a year-over-year basis. On average, equities analysts forecast that United Parcel Service will post 7.95 EPS for the current year.
United Parcel Service Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.3%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s dividend payout ratio is presently 101.39%.
Insider Transactions at United Parcel Service
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 transaction of $2,655,236.10. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.13% of the company’s stock.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently added to or reduced their stakes in UPS. Vanguard Group Inc. increased its holdings in shares of United Parcel Service by 0.6% during the third quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock valued at $5,619,730,000 after acquiring an additional 372,850 shares in the last quarter. State Street Corp grew its holdings in shares of United Parcel Service by 0.9% during the third quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock valued at $2,594,713,000 after buying an additional 288,720 shares during the last quarter. Charles Schwab Investment Management Inc. increased its position in shares of United Parcel Service by 3.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock valued at $2,603,459,000 after acquiring an additional 746,667 shares in the last quarter. Geode Capital Management LLC boosted its stake in United Parcel Service by 4.8% during the 2nd quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock valued at $1,675,733,000 after purchasing an additional 762,407 shares during the last quarter. Finally, Norges Bank bought a new position in United Parcel Service during the second quarter valued at approximately $851,842,000. Institutional investors own 60.26% of the company’s stock.
More United Parcel Service News
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
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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