United Parcel Service (NYSE:UPS) Stock Price Expected to Rise, Evercore ISI Analyst Says

United Parcel Service (NYSE:UPS) had its price objective hoisted by analysts at Evercore ISI from $94.00 to $113.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has an “in-line” rating on the transportation company’s stock. Evercore ISI’s price target points to a potential upside of 3.35% from the stock’s current price.

UPS has been the subject of several other research reports. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research note on Thursday, January 8th. Sanford C. Bernstein upped their price target on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a report on Friday, January 9th. Citigroup raised their price objective on United Parcel Service from $120.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Bank of America upgraded United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a research report on Friday, January 9th. Finally, BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price for the company. in a research note on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fifteen have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $111.84.

United Parcel Service Stock Performance

Shares of NYSE UPS opened at $109.34 on Wednesday. United Parcel Service has a 12 month low of $82.00 and a 12 month high of $136.99. The company has a market cap of $92.76 billion, a P/E ratio of 16.90, a P/E/G ratio of 2.35 and a beta of 1.11. The business’s 50 day moving average is $100.23 and its two-hundred day moving average is $93.40. The company has a quick ratio of 1.30, a current ratio of 1.30 and a debt-to-equity ratio of 1.50.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, October 28th. The transportation company reported $1.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.31 by $0.43. The business had revenue of $21.42 billion for the quarter, compared to the consensus estimate of $20.94 billion. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. United Parcel Service’s quarterly revenue was down 3.7% on a year-over-year basis. During the same quarter last year, the company posted $1.76 earnings per share. On average, equities analysts expect that United Parcel Service will post 7.95 EPS for the current year.

Hedge Funds Weigh In On United Parcel Service

A number of large investors have recently modified their holdings of UPS. Brighton Jones LLC boosted its position in United Parcel Service by 63.8% in the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock valued at $1,529,000 after buying an additional 4,723 shares during the last quarter. Sivia Capital Partners LLC bought a new position in United Parcel Service in the second quarter valued at about $277,000. Farther Finance Advisors LLC increased its position in United Parcel Service by 14.5% in the second quarter. Farther Finance Advisors LLC now owns 14,338 shares of the transportation company’s stock worth $1,447,000 after purchasing an additional 1,811 shares during the period. GAMMA Investing LLC lifted its position in United Parcel Service by 87.7% during the 2nd quarter. GAMMA Investing LLC now owns 12,280 shares of the transportation company’s stock valued at $1,240,000 after purchasing an additional 5,738 shares during the period. Finally, CHICAGO TRUST Co NA boosted its stake in shares of United Parcel Service by 171.4% in the 2nd quarter. CHICAGO TRUST Co NA now owns 10,172 shares of the transportation company’s stock valued at $1,027,000 after purchasing an additional 6,424 shares during the last quarter. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service News Roundup

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Analysts and brokers are turning more constructive — Evercore ISI raised its price target to $113 (in-line rating) and Susquehanna published a bullish price-appreciation forecast, supporting upside sentiment for UPS. Benzinga: Evercore PT raise
• Positive Sentiment: Industry tailwinds for air-freight and cargo and shareholder-friendly moves (cost cuts, efficiency programs) position UPS to capture higher-margin logistics demand versus low-margin parcel volumes. This narrative supports multiple bullish pieces calling UPS a recovery/turnaround candidate. 3 Air-Freight & Cargo Stocks to Monitor in a Prosperous Industry
• Positive Sentiment: Bullish retail commentary and long-term performance retrospectives (Seeking Alpha, The Motley Fool/Yahoo summaries) are reinforcing investor confidence in UPS’s improving revenue quality and delivery-network efficiency. United Parcel Services: Valuation, Fundamentals, And Technicals Are Unitedly Buy
• Neutral Sentiment: Market focus on Q4 results and key metrics: Zacks compiled Wall Street estimates and scenarios — investors are positioning ahead of earnings to see whether top- and bottom-line beats validate the turnaround. Earnings execution will likely move the stock next. Unveiling UPS Q4 Outlook: Wall Street Estimates
• Neutral Sentiment: Strategic shift away from Amazon toward higher‑margin logistics is getting attention — it should lift margins over time but may require near-term execution and reinvestment; some investors view this as reason to reassess positioning. Should UPS’s Shift Away From Amazon Toward Higher-Margin Logistics Require Action From United Parcel Service (UPS) Investors?
• Negative Sentiment: Labor reductions and restructuring remain a headline risk — reporting indicates UPS will have eliminated tens of thousands of jobs through early 2026, which cuts costs but raises operational and reputational risk. UPS will have eliminated at least 68,000 jobs through early 2026
• Negative Sentiment: Legal/liability overhang — UPS negotiated a class settlement in a paid military leave lawsuit, creating a near-term cash/reserve consideration and a reminder of employment-related litigation exposure. UPS Negotiates Class Settlement in Paid Military Leave Lawsuit

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.