United Parcel Service (NYSE:UPS) Raised to Buy at HSBC

United Parcel Service (NYSE:UPS) was upgraded by investment analysts at HSBC from a “hold” rating to a “buy” rating in a research note issued to investors on Wednesday, MarketBeat.com reports.

A number of other analysts also recently issued reports on the stock. Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target on the stock in a report on Friday, January 9th. Sanford C. Bernstein upped their price objective on shares of United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Truist Financial increased their target price on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday. UBS Group raised their target price on United Parcel Service from $113.00 to $116.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Finally, BNP Paribas Exane cut United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target for the company. in a report on Tuesday, January 13th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $115.22.

United Parcel Service Stock Up 2.1%

Shares of UPS opened at $105.86 on Wednesday. United Parcel Service has a 52 week low of $82.00 and a 52 week high of $123.70. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The company has a market capitalization of $89.81 billion, a price-to-earnings ratio of 16.14, a PEG ratio of 2.27 and a beta of 1.11. The stock’s 50-day moving average price is $101.53 and its 200-day moving average price is $93.56.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $23.91 billion. During the same period last year, the business earned $2.75 earnings per share. United Parcel Service’s quarterly revenue was down 3.2% on a year-over-year basis. On average, sell-side analysts predict that United Parcel Service will post 7.95 EPS for the current year.

Insider Buying and Selling at United Parcel Service

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service 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 sale was disclosed in a document filed with the SEC, which can be accessed through this link. 0.13% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Westbourne Investments Inc. raised its position 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 buying an additional 91 shares during the last quarter. Cornerstone Wealth Group LLC lifted its stake in shares of United Parcel Service by 3.9% in 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. grew its stake in United Parcel Service by 16.7% during the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock valued at $69,000 after acquiring an additional 100 shares in the last quarter. Peoples Financial Services CORP. grew its stake in United Parcel Service by 2.5% during the 4th 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 raised its holdings in United Parcel Service by 0.4% in the 4th 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 last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Key Headlines 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.