United Parcel Service, Inc. (NYSE:UPS) Given Consensus Rating of “Hold” by Brokerages

Shares of United Parcel Service, Inc. (NYSE:UPS) have been assigned a consensus rating of “Hold” from the twenty-eight research firms that are currently covering the company, MarketBeat.com reports. Three equities research analysts have rated the stock with a sell recommendation, fourteen have assigned a hold recommendation, nine have given a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year price target among analysts that have covered the stock in the last year is $113.6667.

UPS has been the subject of a number of research reports. BMO Capital Markets lifted their price objective on United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a research note on Wednesday, January 28th. UBS Group raised their target price on United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. boosted their price target on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 28th. Citigroup lowered their price objective on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Susquehanna upped their target price on shares of United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 20th.

Insider Buying and Selling

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.13% of the stock is owned by insiders.

Hedge Funds Weigh In On United Parcel Service

Hedge funds and other institutional investors have recently made changes to their positions in the stock. University of Texas Texas AM Investment Management Co. acquired a new stake in United Parcel Service in the fourth quarter valued at approximately $25,000. Evelyn Partners Investment Management Europe Ltd grew its holdings in United Parcel Service by 110.1% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after acquiring an additional 131 shares in the last quarter. IFC & Insurance Marketing Inc. purchased a new stake in shares of United Parcel Service in the 4th quarter valued at approximately $25,000. Coston McIsaac & Partners lifted its position in shares of United Parcel Service by 77.8% during the 4th quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company’s stock worth $27,000 after purchasing an additional 119 shares during the last quarter. Finally, Torren Management LLC purchased a new stake in shares of United Parcel Service during the 4th quarter worth $29,000. Hedge funds and other institutional investors 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: UPS reported a quarterly earnings beat and the stock has rallied since that report, supporting a view that near‑term fundamentals can improve. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: UPS’s Louisville hub is now the world’s largest express air cargo hub, strengthening network capacity and competitive positioning versus FedEx. UPS facility overtakes FedEx as world’s largest express air cargo hub
• Positive Sentiment: Growth in the cargo aircraft charter market and broader e‑commerce logistics tailwinds could expand demand for UPS’s air/logistics services. Cargo Aircraft Charter Service Industry Report 2026-2035
• Neutral Sentiment: Competitors (and shippers seeking alternatives) are improving features and coverage, which could pressure pricing or share if UPS doesn’t match service changes. 3 ways FedEx, UPS competitors are leveling up in 2026
• Neutral Sentiment: Macro labor data show only modest increases in initial jobless claims; not a direct UPS issue but relevant to consumer demand and labor market dynamics. US filings for jobless aid rise modestly to 212,000
• Negative Sentiment: A U.S. court allowed UPS to proceed with a driver buyout program and UPS has begun notifying drivers; the broader restructuring includes plans to close union‑staffed sortation centers and possible cuts up to ~30,000 roles — a move that increases short‑term execution, legal and labor‑relation risk even if intended to improve margins. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
• Negative Sentiment: Related: UPS has started notifying delivery drivers about voluntary buyouts — this amplifies the near‑term uncertainty about staffing, service levels and potential contract disputes. UPS begins notifying delivery drivers about optional buyout program
• Negative Sentiment: Legal exposure: a wrongful‑death suit was filed after last November’s UPS aircraft crash, adding litigation risk and potential reputational impact. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
• Negative Sentiment: MarketWatch flagged that UPS underperformed peers on Wednesday, reflecting investor concern about the combination of restructuring uncertainty and competitive pressure. United Parcel Service Inc. Cl B stock underperforms Wednesday

United Parcel Service Price Performance

Shares of UPS opened at $115.85 on Monday. United Parcel Service has a 1-year low of $82.00 and a 1-year high of $123.70. The stock has a market cap of $98.37 billion, a PE ratio of 17.66, a P/E/G ratio of 1.83 and a beta of 1.08. The firm has a 50-day simple moving average of $109.25 and a two-hundred day simple moving average of $96.86. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS 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 firm had revenue of $24.48 billion for the quarter, compared to analyst estimates of $23.91 billion. During the same period in the prior year, the business posted $2.75 EPS. The business’s revenue for the quarter was down 3.2% compared to the same quarter last year. As a group, analysts forecast that United Parcel Service will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 5.7%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

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.