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

United Parcel Service (NYSE:UPS) had its price target lifted by equities researchers at TD Cowen from $101.00 to $115.00 in a research note issued on Wednesday, MarketBeat reports. The firm presently has a “hold” rating on the transportation company’s stock. TD Cowen’s price objective suggests a potential upside of 8.64% from the stock’s previous close.

A number of other research firms have also issued reports on UPS. Weiss Ratings reiterated a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. Wells Fargo & Company lifted their price objective on United Parcel Service from $91.00 to $96.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 29th. Susquehanna boosted their price objective on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Stephens raised shares of United Parcel Service to a “hold” rating in a report on Wednesday, October 29th. Finally, BNP Paribas Exane downgraded shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target for the company. in a research note on Tuesday, January 13th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $115.22.

United Parcel Service Trading Up 2.1%

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

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.50 billion for the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period in the prior year, the business earned $2.75 EPS. Equities research analysts predict that United Parcel Service will post 7.95 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.13% of the company’s stock.

Institutional Investors Weigh In On United Parcel Service

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Comprehensive Financial Consultants Institutional Inc. grew its holdings in shares of United Parcel Service by 23.5% during the fourth quarter. Comprehensive Financial Consultants Institutional Inc. now owns 12,027 shares of the transportation company’s stock worth $1,193,000 after purchasing an additional 2,290 shares during the last quarter. Anchyra Partners LLC acquired a new stake in shares of United Parcel Service in the 4th quarter valued at about $767,000. Aprio Wealth Management LLC purchased a new position in United Parcel Service during the 4th quarter worth approximately $336,000. Camelot Portfolios LLC acquired a new position in United Parcel Service during the fourth quarter worth approximately $79,000. Finally, Physician Wealth Advisors Inc. lifted its stake in United Parcel Service by 183.2% in the fourth quarter. Physician Wealth Advisors Inc. now owns 1,065 shares of the transportation company’s stock valued at $106,000 after buying an additional 689 shares during the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service News Roundup

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

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.