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

United Parcel Service (NYSE:UPS) had its price objective boosted by analysts at UBS Group from $116.00 to $125.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the transportation company’s stock. UBS Group’s price objective would indicate a potential upside of 18.08% from the stock’s previous close.

A number of other analysts have also recently weighed in on UPS. Stephens lifted their target price on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research note on Wednesday. JPMorgan Chase & Co. lifted their price objective on shares of United Parcel Service from $97.00 to $99.00 and gave the company a “neutral” rating in a research report 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. Wells Fargo & Company raised their target price on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Finally, Truist Financial increased their price target on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, United Parcel Service presently has an average rating of “Hold” and a consensus target price of $115.22.

United Parcel Service Stock Up 2.1%

UPS stock opened at $105.86 on Wednesday. The company has a market cap 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 fifty day moving average price of $101.53 and a 200 day moving average price of $93.56. 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.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates 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 business had revenue of $24.50 billion during the quarter, compared to analysts’ expectations of $23.91 billion. During the same period in the prior year, the company earned $2.75 earnings per share. The business’s revenue was down 3.2% compared to the same quarter last year. Sell-side analysts expect that United Parcel Service will post 7.95 earnings per share for the current year.

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’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 transaction of $2,655,236.10. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders own 0.13% of the company’s stock.

Institutional Trading of United Parcel Service

Large investors have recently bought and sold shares of the company. Norges Bank acquired a new position in shares of United Parcel Service during the 2nd quarter worth $851,842,000. Laurel Wealth Advisors LLC raised its position in United Parcel Service by 11,517.3% during the second quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock worth $252,695,000 after acquiring an additional 2,481,864 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of United Parcel Service by 78.7% in the second quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock valued at $412,528,000 after purchasing an additional 1,799,882 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of United Parcel Service by 45.4% in the second quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock valued at $578,467,000 after purchasing an additional 1,789,467 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in shares of United Parcel Service by 1.8% in the fourth quarter. Vanguard Group Inc. now owns 68,496,420 shares of the transportation company’s stock valued at $6,794,160,000 after purchasing an additional 1,218,432 shares during the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

Key Stories Impacting United Parcel Service

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

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.