United Parcel Service (NYSE:UPS – Free Report) had its price target increased by JPMorgan Chase & Co. from $99.00 to $107.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has a neutral rating on the transportation company’s stock.
UPS has been the subject of a number of other reports. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a research note on Thursday, January 8th. Evercore ISI lifted their price target on United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a research report on Wednesday, January 21st. BMO Capital Markets upped their price objective on United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a research report on Wednesday. Sanford C. Bernstein raised their price objective on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Finally, Stephens boosted their target price on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $113.67.
Check Out Our Latest Analysis on United Parcel Service
United Parcel Service Stock Performance
United Parcel Service (NYSE:UPS – Get Free Report) last posted its earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $24.50 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same period in the prior year, the company earned $2.75 EPS. The company’s quarterly revenue was down 3.2% compared to the same quarter last year. As a group, equities analysts anticipate that United Parcel Service will post 7.95 earnings per share for the current fiscal year.
United Parcel Service Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be given a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.
Insider Activity
In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated 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 legal filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.13% of the company’s stock.
Institutional Investors Weigh In On United Parcel Service
Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in United Parcel Service by 63.8% during the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock valued at $1,529,000 after purchasing an additional 4,723 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of United Parcel Service during the second quarter valued at $277,000. Trivium Point Advisory LLC bought a new stake in shares of United Parcel Service in the second quarter valued at about $1,287,000. Powers Advisory Group LLC lifted its stake in United Parcel Service by 4.9% in the second quarter. Powers Advisory Group LLC now owns 4,639 shares of the transportation company’s stock worth $468,000 after acquiring an additional 216 shares during the period. Finally, Consolidated Portfolio Review Corp grew its holdings in United Parcel Service by 7.5% during the 2nd quarter. Consolidated Portfolio Review Corp now owns 15,182 shares of the transportation company’s stock worth $1,532,000 after acquiring an additional 1,054 shares in the last quarter. 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 raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
- Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
- Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
- Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
- Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
- Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
- Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. 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.
Featured Stories
- Five stocks we like better than United Parcel Service
- Do not delete, read immediately
- NEW LAW: Congress Approves Setup For Digital Dollar?
- “Fed Proof” Your Bank Account with THESE 4 Simple Steps
- A U.S. “birthright” claim worth trillions – activated quietly
- The Crash Has Already Started (Most Just Don’t See It Yet)
Receive News & Ratings for United Parcel Service Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for United Parcel Service and related companies with MarketBeat.com's FREE daily email newsletter.
