United Parcel Service (NYSE:UPS) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says

United Parcel Service (NYSE:UPS) had its price objective raised by stock analysts at Stifel Nicolaus from $112.00 to $116.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the transportation company’s stock. Stifel Nicolaus’ target price would suggest a potential upside of 9.58% from the stock’s current price.

Other research analysts have also recently issued research reports about the company. Citigroup boosted their price objective on United Parcel Service from $120.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. TD Cowen boosted their price target on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a report on Wednesday. Evercore ISI increased their price target on shares of United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research report on Wednesday, January 21st. Wolfe Research reaffirmed a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Finally, Sanford C. Bernstein boosted their target price on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $115.22.

United Parcel Service Trading Up 2.1%

Shares of UPS stock opened at $105.86 on Wednesday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. The company has a market capitalization of $89.81 billion, a price-to-earnings ratio of 16.14, a PEG ratio of 2.27 and a beta of 1.11. United Parcel Service has a 52-week low of $82.00 and a 52-week high of $123.70. The company has a 50-day simple moving average of $101.53 and a two-hundred day simple moving average of $93.56.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The firm had revenue of $24.50 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company’s revenue was down 3.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.75 EPS. Research analysts anticipate that United Parcel Service will post 7.95 EPS for the current fiscal year.

Insider Activity at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.13% of the company’s stock.

Hedge Funds Weigh In On United Parcel Service

Large investors have recently modified their holdings of the company. Comprehensive Financial Consultants Institutional Inc. increased its holdings in United Parcel Service by 23.5% during the 4th quarter. Comprehensive Financial Consultants Institutional Inc. now owns 12,027 shares of the transportation company’s stock worth $1,193,000 after acquiring an additional 2,290 shares during the period. Anchyra Partners LLC purchased a new position in shares of United Parcel Service during the 4th quarter valued at $767,000. Aprio Wealth Management LLC bought a new position in shares of United Parcel Service in the fourth quarter worth $336,000. Camelot Portfolios LLC purchased a new stake in shares of United Parcel Service in the fourth quarter worth $79,000. Finally, Physician Wealth Advisors Inc. boosted its stake in United Parcel Service by 183.2% during the fourth quarter. Physician Wealth Advisors Inc. now owns 1,065 shares of the transportation company’s stock valued at $106,000 after buying an additional 689 shares during the period. 60.26% of the stock is currently owned by institutional investors.

Trending Headlines about United Parcel Service

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Q4 beat and stronger 2026 guide — UPS reported EPS and revenue above estimates and guided to higher 2026 revenue, giving fundamental support to the stock. UPS forecasts higher 2026 revenue
• Positive Sentiment: Multiple analyst upgrades and higher price targets — firms including Jefferies, Truist, UBS, Oppenheimer and others raised targets and ratings, signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: High yield and shareholder returns — UPS is highlighting a sizable quarterly dividend (annualized yield ~6%) and ongoing buybacks, which attract income‑oriented investors while management reshapes the network. MarketBeat accumulation thesis
• Positive Sentiment: Susquehanna lifts price target — analyst Bascome Majors raised his UPS target to $115 while keeping a Neutral rating, reflecting steadier near‑term parcel demand. Susquehanna Lifts UPS Price Target
• Positive Sentiment: Unusual options activity — heavy call buying after earnings indicates short‑term bullish positioning by some traders. Investors Purchase Large Volume of UPS Call Options
• Neutral Sentiment: Industry operational note — FedEx plans to return MD‑11 freighters to service after the UPS MD‑11 accident, keeping sector safety and regulatory items under watch. FedEx MD‑11 return plan
• Neutral Sentiment: Retirement of specific aircraft fleet tied to Louisville crash — reputational and operational effects are still unfolding and may influence costs or insurance exposure. UPS retires fleet involved in Louisville crash
• Negative Sentiment: Major restructuring — UPS plans to cut up to 30,000 jobs and close 24 facilities while reducing lower‑margin Amazon volumes, a move that reduces cost but raises near‑term execution risk and transition costs. UPS to cut up to 30,000 jobs
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares at roughly $106; while common for individuals, it can amplify negative sentiment. 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.