Hsbc Global Res upgraded shares of United Parcel Service (NYSE:UPS – Free Report) from a hold rating to a strong-buy rating in a report released on Wednesday morning,Zacks.com reports.
Several other research firms have also issued reports on UPS. Wall Street Zen upgraded United Parcel Service from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. BMO Capital Markets raised their target price on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a report on Wednesday. Wells Fargo & Company lifted their target price 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. Stifel Nicolaus increased their price target on shares of United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Susquehanna raised their price target on shares of United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have given a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, United Parcel Service currently has a consensus rating of “Hold” and a consensus price target of $113.67.
Get Our Latest Stock Analysis on United Parcel Service
United Parcel Service Price Performance
United Parcel Service (NYSE:UPS – Get Free Report) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) 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 business had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same period in the prior year, the business posted $2.75 earnings per share. The company’s revenue was down 3.2% on a year-over-year basis. Research analysts anticipate that United Parcel Service will post 7.95 earnings per share for the current year.
United Parcel Service Dividend Announcement
The business 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 $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is currently 100.00%.
Insider Buying and Selling at United Parcel Service
In related 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 legal filing with the SEC, which is accessible through this link. Insiders own 0.13% of the company’s stock.
Institutional Trading of United Parcel Service
Large investors have recently bought and sold shares of the company. Evelyn Partners Investment Management Europe Ltd lifted its stake in shares of United Parcel Service by 110.1% in the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 131 shares during the period. Mid American Wealth Advisory Group Inc. bought a new position in United Parcel Service in the second quarter worth $26,000. Torren Management LLC purchased a new position in United Parcel Service during the fourth quarter valued at $29,000. Salzhauer Michael bought a new stake in shares of United Parcel Service during the 3rd quarter valued at $31,000. Finally, Physician Wealth Advisors Inc. grew its position in shares of United Parcel Service by 76.5% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after buying an additional 163 shares during the period. 60.26% of the stock is owned by institutional investors.
More United Parcel Service News
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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