United Parcel Service (NYSE:UPS – Get Free Report) had its target price increased by analysts at JPMorgan Chase & Co. from $97.00 to $99.00 in a note issued to investors on Monday,Benzinga reports. The firm presently has a “neutral” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price objective would indicate a potential downside of 7.15% from the stock’s current price.
A number of other brokerages have also recently issued reports on UPS. Weiss Ratings reissued a “sell (d+)” rating on shares of United Parcel Service in a research report on Wednesday, October 8th. Sanford C. Bernstein upped their price objective on United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. Wells Fargo & Company upped their target price on shares of United Parcel Service from $91.00 to $96.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 29th. Truist Financial boosted their price target on United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Finally, Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective for the company in a research note on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, seventeen have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, United Parcel Service has a consensus rating of “Hold” and a consensus target price of $111.42.
Check Out Our Latest Stock Analysis on UPS
United Parcel Service Price Performance
United Parcel Service (NYSE:UPS – Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, topping the consensus estimate of $1.31 by $0.43. The company had revenue of $21.42 billion during the quarter, compared to analyst estimates of $20.94 billion. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The firm’s revenue for the quarter was down 3.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.76 earnings per share. Equities research analysts expect that United Parcel Service will post 7.95 EPS for the current fiscal year.
Hedge Funds Weigh In On United Parcel Service
Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. boosted its holdings in United Parcel Service by 0.6% during the third quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock worth $5,619,730,000 after buying an additional 372,850 shares in the last quarter. State Street Corp raised its holdings in shares of United Parcel Service by 0.9% during the 3rd quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock valued at $2,594,713,000 after purchasing an additional 288,720 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of United Parcel Service by 3.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock worth $2,603,459,000 after buying an additional 746,667 shares during the period. Geode Capital Management LLC boosted its holdings in United Parcel Service by 4.8% in the 2nd quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock valued at $1,675,733,000 after purchasing an additional 762,407 shares during the period. Finally, Norges Bank acquired a new position in shares of United Parcel Service in the 2nd quarter valued at $851,842,000. 60.26% of the stock is currently owned by institutional investors and hedge funds.
More United Parcel Service News
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: Bernstein raised its price target to $125 and kept an Outperform rating, citing expected margin improvement — a bullish analyst signal that supports upside. Bernstein Lifts UPS Price Target
- Positive Sentiment: Bank of America upgraded UPS (reported coverage) and other outlets noted a $125 price target raise — additional analyst support that could offset bearish views. UPS Upgraded at Bank of America Price Target Raised to $125.00
- Neutral Sentiment: UPS set its Q4 2025 earnings release and investor webcast for Jan. 27 — a near-term catalyst that could move the stock depending on guidance and margin details. UPS To Release Fourth-Quarter 2025 Results On Tuesday, January 27, 2026
- Neutral Sentiment: JPMorgan nudged its price target modestly to $99 while keeping a Neutral rating — a small, mixed vote of confidence that still implies limited near-term upside. JPMorgan Raises UPS Price Target to $99
- Neutral Sentiment: Coverage pieces (Zacks/MSN) highlight the sector opportunity and note UPS recently ended a six-session winning streak — useful context but not a direct fundamental change. Why Investors Need to Take Advantage of These 2 Transportation Stocks Now United Parcel Service shares snap six consecutive sessions of gains
- Negative Sentiment: BNP Paribas Exane downgraded UPS from Neutral to Underperform with an $85 price target — a substantial bearish revision that signals downside risk and may pressure the stock.
- Negative Sentiment: Reports say UPS will eliminate ~68,000 jobs and close 73 facilities — described as the largest purge in company history. That large-scale restructuring raises near-term execution and cost-risk concerns even if aimed at long-term efficiency. UPS eliminates 68,000 jobs and shuts down 73 facilities
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.
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