Stifel Nicolaus Boosts United Parcel Service (NYSE:UPS) Price Target to $116.00

United Parcel Service (NYSE:UPS) had its price objective raised by equities researchers at Stifel Nicolaus from $112.00 to $116.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the transportation company’s stock. Stifel Nicolaus’ target price suggests a potential upside of 8.17% from the stock’s current price.

A number of other equities analysts also recently weighed in on UPS. Wolfe Research restated a “peer perform” rating on shares of United Parcel Service in a research note on Thursday, January 8th. JPMorgan Chase & Co. boosted their price objective on United Parcel Service from $97.00 to $99.00 and gave the stock a “neutral” rating in a research report on Monday, January 12th. Truist Financial upped their price objective on United Parcel Service from $100.00 to $120.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Evercore ISI lifted 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, Sanford C. Bernstein increased their price target on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fifteen have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $113.53.

United Parcel Service Stock Performance

NYSE UPS opened at $107.24 on Wednesday. The company has a fifty day moving average price of $101.01 and a 200-day moving average price of $93.40. The firm has a market cap of $90.98 billion, a price-to-earnings ratio of 16.57, a PEG ratio of 2.31 and a beta of 1.11. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.30 and a quick ratio of 1.30. United Parcel Service has a 1 year low of $82.00 and a 1 year high of $136.99.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The company had revenue of $24.50 billion for the quarter, compared to analyst estimates of $23.91 billion. During the same period last year, the firm earned $2.75 earnings per share. The firm’s revenue was down 3.2% on a year-over-year basis. As a group, equities research analysts predict that United Parcel Service will post 7.95 EPS for the current fiscal year.

Hedge Funds Weigh In On United Parcel Service

Several hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. lifted its stake in United Parcel Service by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock worth $5,619,730,000 after purchasing an additional 372,850 shares in the last quarter. State Street Corp raised its position in shares of United Parcel Service by 0.9% in the third quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock worth $2,594,713,000 after buying an additional 288,720 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in United Parcel Service by 3.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock valued at $2,603,459,000 after buying an additional 746,667 shares during the period. Geode Capital Management LLC raised its holdings in shares of United Parcel Service by 4.8% in the 2nd quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock valued at $1,675,733,000 after acquiring an additional 762,407 shares in the last quarter. Finally, Norges Bank bought a new position in shares of United Parcel Service in the second quarter worth approximately $851,842,000. Hedge funds and other institutional investors own 60.26% of the company’s stock.

United Parcel Service News Roundup

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

• Positive Sentiment: Q4 beat and upbeat 2026 guide — UPS posted $24.5B in Q4 revenue and adjusted EPS above estimates; it guided 2026 revenue to $89.7B, above Street consensus, driven by stronger international margins and higher-yield package mix. This is the main driver lifting the stock. Article Title
• Positive Sentiment: Higher, reliable cash return — UPS declared a quarterly dividend of $1.64 per share (annualized yield ~6.1%), ex-dividend Feb. 17, supporting income-focused investor demand and providing a valuation floor relative to peers.
• Positive Sentiment: Analyst/institutional tone turning constructive — MarketBeat and other outlets note institutional accumulation, analyst upgrades and a narrative that UPS is transitioning to higher-margin, targeted growth areas, which reinforces the post-earnings rally. Article Title
• Positive Sentiment: Unusual options activity — a notable uptick in call buying (about 63,994 calls) suggests some traders are positioning for further upside after the beat/guidance.
• Neutral Sentiment: Strategic shift in volume mix — UPS is deliberately reducing low-margin Amazon volume and refocusing on healthcare, cross-border and B2B, which should improve long-term mix but may depress near-term top-line growth during the transition. Article Title
• Neutral Sentiment: Q4 included notable one-time charges — GAAP results reflect charges (aircraft retirement etc.) that reduced headline EPS; adjusted results beat, so investors must judge how recurring benefits offset one-offs. Article Title
• Negative Sentiment: Large job cuts and restructuring risk — UPS will eliminate up to 30,000 operational roles in 2026 (on top of ~48,000 cuts in 2025) as it unwinds work for Amazon and retools its network; this underscores the cost and execution risk of the separation and could pressure operations and near-term sentiment. Article Title
• Negative Sentiment: Scale and execution questions remain — repeated large layoffs and the Amazon unwind highlight structural challenges; if volume declines or execution slips, margins and growth could be weaker than management expects.

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.