Oppenheimer Forecasts Strong Price Appreciation for United Parcel Service (NYSE:UPS) Stock

United Parcel Service (NYSE:UPS) had its price objective hoisted by analysts at Oppenheimer from $107.00 to $115.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the transportation company’s stock. Oppenheimer’s price target indicates a potential upside of 8.64% from the stock’s previous close.

UPS has been the topic of several other research reports. BNP Paribas Exane cut United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a research note on Tuesday, January 13th. Wall Street Zen raised United Parcel Service from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. Wells Fargo & Company lifted their price objective on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a report on Wednesday. Sanford C. Bernstein boosted their target price on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Finally, 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 research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have given a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $115.22.

United Parcel Service Trading Up 2.1%

NYSE UPS opened at $105.86 on Wednesday. The company has a market capitalization of $89.81 billion, a price-to-earnings ratio of 16.14, a price-to-earnings-growth ratio of 2.27 and a beta of 1.11. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30. United Parcel Service has a 12 month low of $82.00 and a 12 month high of $123.70. The company’s fifty day moving average price is $101.53 and its two-hundred day moving average price is $93.56.

United Parcel Service (NYSE:UPS) last released its earnings results 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. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company had revenue of $24.50 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same quarter in the previous year, the firm earned $2.75 EPS. The company’s revenue was down 3.2% on a year-over-year basis. As a group, research analysts predict that United Parcel Service will post 7.95 earnings per share for the current fiscal year.

Insider Buying and Selling at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.13% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Westbourne Investments Inc. lifted its holdings in United Parcel Service by 1.2% in the fourth quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after purchasing an additional 91 shares during the period. Cornerstone Wealth Group LLC raised its position in shares of United Parcel Service by 3.9% during the 2nd 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. lifted its stake in shares of United Parcel Service by 16.7% in the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after acquiring an additional 100 shares during the period. Peoples Financial Services CORP. boosted its holdings in shares of United Parcel Service by 2.5% in the fourth quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after acquiring an additional 100 shares in the last quarter. Finally, Argyle Capital Management LLC increased its stake in shares of United Parcel Service by 0.4% during the fourth quarter. Argyle Capital Management LLC now owns 27,505 shares of the transportation company’s stock valued at $2,728,000 after acquiring an additional 100 shares during the period. Institutional investors 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 stronger 2026 guide — UPS reported EPS and revenue above estimates and guided to higher 2026 revenue, giving fundamental support to the stock. UPS forecasts higher 2026 revenue
• Positive Sentiment: Multiple analyst upgrades and higher price targets — firms including Jefferies, Truist, UBS, Oppenheimer and others raised targets and ratings, signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: High yield and shareholder returns — UPS is highlighting a sizable quarterly dividend (annualized yield ~6%) and ongoing buybacks, which attract income‑oriented investors while management reshapes the network. MarketBeat accumulation thesis
• Positive Sentiment: Susquehanna lifts price target — analyst Bascome Majors raised his UPS target to $115 while keeping a Neutral rating, reflecting steadier near‑term parcel demand. Susquehanna Lifts UPS Price Target
• Positive Sentiment: Unusual options activity — heavy call buying after earnings indicates short‑term bullish positioning by some traders. Investors Purchase Large Volume of UPS Call Options
• Neutral Sentiment: Industry operational note — FedEx plans to return MD‑11 freighters to service after the UPS MD‑11 accident, keeping sector safety and regulatory items under watch. FedEx MD‑11 return plan
• Neutral Sentiment: Retirement of specific aircraft fleet tied to Louisville crash — reputational and operational effects are still unfolding and may influence costs or insurance exposure. UPS retires fleet involved in Louisville crash
• Negative Sentiment: Major restructuring — UPS plans to cut up to 30,000 jobs and close 24 facilities while reducing lower‑margin Amazon volumes, a move that reduces cost but raises near‑term execution risk and transition costs. UPS to cut up to 30,000 jobs
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares at roughly $106; while common for individuals, it can amplify negative sentiment. Insider sale SEC filing

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.