United Parcel Service (NYSE:UPS) Price Target Raised to $115.00

United Parcel Service (NYSE:UPS) had its price target raised by Oppenheimer from $107.00 to $115.00 in a research report sent to investors on Wednesday,Benzinga reports. Oppenheimer currently has an outperform rating on the transportation company’s stock.

Several other research firms have also commented on UPS. BNP Paribas Exane lowered shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a research report on Tuesday, January 13th. JPMorgan Chase & Co. upped their price target on shares of United Parcel Service from $97.00 to $99.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Wells Fargo & Company raised their price objective on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Citigroup reduced their target price on United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Deutsche Bank Aktiengesellschaft raised their price target on United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have assigned a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and an average price target of $113.67.

United Parcel Service Price Performance

Shares of NYSE:UPS opened at $106.14 on Wednesday. The firm has a market capitalization of $90.05 billion, a price-to-earnings ratio of 16.18, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30. The business’s 50 day simple moving average is $101.76 and its 200-day simple moving average is $93.60. United Parcel Service has a 12 month low of $82.00 and a 12 month high of $123.70.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.50 billion during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.United Parcel Service’s revenue was down 3.2% on a year-over-year basis. During the same period in the previous year, the firm posted $2.75 earnings per share. As a group, equities analysts forecast that United Parcel Service will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be given a $1.64 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.2%. United Parcel Service’s payout ratio is currently 100.00%.

Insiders Place Their Bets

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

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of UPS. Andra AP fonden raised its holdings in shares of United Parcel Service by 95.9% during the 2nd quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock valued at $33,611,000 after buying an additional 163,000 shares during the period. BLVD Private Wealth LLC acquired a new stake in United Parcel Service in the second quarter valued at approximately $1,479,000. Strategic Planning Inc. purchased a new stake in shares of United Parcel Service during the third quarter valued at approximately $3,885,000. Avantax Advisory Services Inc. lifted its position in shares of United Parcel Service by 14.6% during the second quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock worth $9,525,000 after purchasing an additional 12,035 shares in the last quarter. Finally, Equity Investment Corp boosted its stake in shares of United Parcel Service by 16.8% in the second quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock valued at $114,118,000 after purchasing an additional 162,364 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.

Key Stories 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.