United Parcel Service (NYSE:UPS – Free Report) had its target price increased by Jefferies Financial Group from $115.00 to $130.00 in a report published on Wednesday morning,Benzinga reports. They currently have a buy rating on the transportation company’s stock.
A number of other analysts also recently commented on UPS. Stephens increased their price objective on shares of United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday. Susquehanna increased their price target on United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. JPMorgan Chase & Co. boosted their price objective on United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research note on Wednesday. Evercore ISI raised their target price on United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a research note on Wednesday, January 21st. Finally, Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. 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 issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $113.67.
Get Our Latest Analysis on United Parcel Service
United Parcel Service Trading Up 0.1%
United Parcel Service (NYSE:UPS – Get Free Report) 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 business had revenue of $24.50 billion during 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 company’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.75 earnings per share. Research analysts expect that United Parcel Service will post 7.95 earnings per share for the current fiscal year.
United Parcel Service Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be given a dividend of $1.64 per share. The ex-dividend date 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 dividend payout ratio (DPR) is currently 100.00%.
Insider Activity
In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction that occurred 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 sale was disclosed in a document filed with the SEC, which is available through this link. Company insiders own 0.13% of the company’s stock.
Institutional Trading of United Parcel Service
Institutional investors have recently added to or reduced their stakes in the stock. Evelyn Partners Investment Management Europe Ltd boosted its position in shares of United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after buying an additional 131 shares during the period. Mid American Wealth Advisory Group Inc. purchased a new position in United Parcel Service during the 2nd quarter valued at about $26,000. Torren Management LLC acquired a new position in United Parcel Service in the 4th quarter valued at about $29,000. Salzhauer Michael purchased a new stake in United Parcel Service during the third quarter worth about $31,000. Finally, Physician Wealth Advisors Inc. lifted its position in shares of United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after purchasing an additional 163 shares in the last quarter. 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
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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