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

United Parcel Service (NYSE:UPS) had its price objective hoisted by analysts at Oppenheimer from $107.00 to $115.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the transportation company’s stock. Oppenheimer’s price target indicates a potential upside of 9.11% from the stock’s current price.

Several other analysts have also recently issued reports on the stock. Weiss Ratings restated a “sell (d+)” rating on shares of United Parcel Service in a research report on Wednesday, January 21st. TD Cowen upped their price objective on shares of United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a report on Wednesday. HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday. BMO Capital Markets increased their price objective on United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a research note on Wednesday. Finally, Stifel Nicolaus raised their target price on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, fifteen have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $114.97.

United Parcel Service Stock Down 1.7%

Shares of NYSE:UPS traded down $1.80 during midday trading on Wednesday, reaching $105.40. The company’s stock had a trading volume of 2,890,926 shares, compared to its average volume of 5,527,741. The firm has a market capitalization of $89.42 billion, a P/E ratio of 16.30, a PEG ratio of 2.31 and a beta of 1.11. The company has a quick ratio of 1.30, a current ratio of 1.30 and a debt-to-equity ratio of 1.50. United Parcel Service has a 12-month low of $82.00 and a 12-month high of $136.58. The firm has a 50 day moving average of $101.01 and a 200-day moving average of $93.40.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.20 by $0.18. The company had revenue of $24.50 billion during the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The firm’s quarterly revenue was down 3.2% compared to the same quarter last year. During the same quarter last year, the firm earned $2.75 earnings per share. On average, research analysts anticipate that United Parcel Service will post 7.95 earnings per share for the current year.

Hedge Funds Weigh In On United Parcel Service

A number of institutional investors have recently modified their holdings of UPS. Evelyn Partners Investment Management Europe Ltd increased its position in shares of United Parcel Service by 110.1% during 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 last quarter. Mid American Wealth Advisory Group Inc. purchased a new position in United Parcel Service during the second quarter worth about $26,000. Twin Peaks Wealth Advisors LLC purchased a new position in shares of United Parcel Service in the 2nd quarter worth about $34,000. RMG Wealth Management LLC purchased a new position in shares of United Parcel Service in the second quarter worth about $34,000. Finally, FNY Investment Advisers LLC purchased a new stake in shares of United Parcel Service during the second quarter worth about $34,000. 60.26% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Q4 results topped estimates and UPS issued a higher 2026 revenue guide, supporting the case for a recovery in revenue and margins. This is the primary bullish catalyst underpinning analyst revisions. UPS forecasts higher 2026 revenue (Reuters)
• Positive Sentiment: Multiple brokerages raised price targets and ratings this morning (notably UBS to $125 “buy” and Truist to $130 “buy”), signaling analyst confidence that upside remains after the guide and results. Analyst price-target roundup (Benzinga)
• Positive Sentiment: UPS announced a meaningful dividend (declared $1.64/share quarterly, ~6.2% yield), and management reiterated capital returns, which supports income-focused demand for the stock.
• Positive Sentiment: Unusual options activity showed elevated call buying, indicating some traders are positioning for further upside following the earnings/guide release.
• Neutral Sentiment: Several firms raised targets but kept “hold/market perform” stances (e.g., Wells Fargo, BMO, TD Cowen), implying cautious optimism rather than broad conviction. Brokerage notes (Benzinga)
• Negative Sentiment: UPS will cut up to 30,000 operational jobs and close facilities as it reduces Amazon volume — a costly and disruptive separation that raises near-term restructuring charges and execution risk. UPS job cuts and Amazon unwind (CNBC)
• Negative Sentiment: Revenue was down year-over-year (≈3.2%) and GAAP EPS declined versus the prior year even though results beat estimates — underscoring that the turnaround depends on execution and margin recovery. Q4 results & details (MarketBeat)

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.