United Parcel Service (NYSE:UPS – Free Report) had its price objective raised by Wells Fargo & Company from $96.00 to $110.00 in a research note issued to investors on Wednesday morning,Benzinga reports. They currently have an equal weight rating on the transportation company’s stock.
Several other research firms have also weighed in on UPS. BMO Capital Markets boosted their target price on shares of United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a report on Wednesday. Stifel Nicolaus upped their price objective on United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday. Weiss Ratings reissued a “sell (d+)” rating on shares of United Parcel Service in a research note on Wednesday, January 21st. Evercore ISI upped their price target on United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research note on Wednesday, January 21st. Finally, Stephens increased their price target on United Parcel Service from $113.00 to $115.00 and gave the stock an “equal weight” rating in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $113.67.
United Parcel Service Stock Up 0.1%
United Parcel Service (NYSE:UPS – Get Free Report) 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 net margin of 6.28% and a return on equity of 38.30%. The firm had revenue of $24.50 billion for the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter in the previous year, the company posted $2.75 EPS. The company’s revenue was down 3.2% compared to the same quarter last year. On average, research analysts expect that United Parcel Service will post 7.95 earnings per share for the current year.
United Parcel Service Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a yield of 6.2%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.
Insiders Place Their Bets
In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.13% of the stock is currently owned by corporate insiders.
Institutional Inflows and Outflows
Hedge funds and other institutional investors have recently made changes to their positions in the business. Sigma Planning Corp lifted its holdings in United Parcel Service by 43.3% during the 4th quarter. Sigma Planning Corp now owns 26,781 shares of the transportation company’s stock worth $2,657,000 after buying an additional 8,091 shares in the last quarter. Cullinan Associates Inc. increased its position in shares of United Parcel Service by 9.4% during the fourth quarter. Cullinan Associates Inc. now owns 78,301 shares of the transportation company’s stock worth $7,767,000 after acquiring an additional 6,751 shares during the period. North Star Investment Management Corp. raised its stake in shares of United Parcel Service by 0.9% in the fourth quarter. North Star Investment Management Corp. now owns 17,049 shares of the transportation company’s stock valued at $1,691,000 after acquiring an additional 152 shares in the last quarter. Activest Wealth Management raised its stake in shares of United Parcel Service by 144.3% in the fourth quarter. Activest Wealth Management now owns 408 shares of the transportation company’s stock valued at $40,000 after acquiring an additional 241 shares in the last quarter. Finally, Laurel Wealth Advisors LLC boosted its holdings in United Parcel Service by 5.7% in the fourth quarter. Laurel Wealth Advisors LLC now owns 27,140 shares of the transportation company’s stock valued at $2,692,000 after purchasing an additional 1,470 shares during the period. Hedge funds and other institutional investors own 60.26% of the company’s stock.
United Parcel Service News Summary
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
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.
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