United Parcel Service (NYSE:UPS) Price Target Raised to $110.00 at BMO Capital Markets

United Parcel Service (NYSE:UPS) had its price objective raised by BMO Capital Markets from $105.00 to $110.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has a market perform rating on the transportation company’s stock.

Several other research firms have also weighed in on UPS. UBS Group lifted their price objective on United Parcel Service from $113.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. JPMorgan Chase & Co. boosted their price target on United Parcel Service from $97.00 to $99.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. BNP Paribas Exane downgraded shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective for the company. in a research report on Tuesday, January 13th. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Finally, Wall Street Zen raised shares of United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. One 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 issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $115.22.

United Parcel Service Stock Down 3.2%

United Parcel Service stock opened at $103.77 on Wednesday. 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. United Parcel Service has a 52-week low of $82.00 and a 52-week high of $136.58. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. The firm has a 50 day moving average price of $101.23 and a two-hundred day moving average price of $93.47.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. The company had revenue of $24.50 billion during 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%. United Parcel Service’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same period in the prior year, the company posted $2.75 earnings per share. Equities analysts predict that United Parcel Service will post 7.95 EPS for the current year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a yield of 6.3%. United Parcel Service’s dividend payout ratio is presently 101.39%.

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.13% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On United Parcel Service

A number of hedge funds have recently added to or reduced their stakes in UPS. Westbourne Investments Inc. lifted 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 valued at $781,000 after purchasing an additional 91 shares in the last quarter. Cornerstone Wealth Group LLC grew its holdings in United Parcel Service by 3.9% during the second quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock worth $258,000 after buying an additional 97 shares in the last quarter. Webster Bank N. A. raised its position in United Parcel Service by 16.7% in the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock valued at $69,000 after buying an additional 100 shares during the last quarter. Peoples Financial Services CORP. raised its position in United Parcel Service by 2.5% in the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after buying an additional 100 shares during the last quarter. Finally, Tema Etfs LLC lifted its stake in United Parcel Service by 0.8% during the 4th quarter. Tema Etfs LLC now owns 12,999 shares of the transportation company’s stock valued at $1,289,000 after acquiring an additional 101 shares in the last quarter. Institutional investors and hedge funds 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: 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.