United Parcel Service (NYSE:UPS – Free Report) had its price target raised by Deutsche Bank Aktiengesellschaft from $88.00 to $106.00 in a report published on Wednesday morning,Benzinga reports. Deutsche Bank Aktiengesellschaft currently has a hold rating on the transportation company’s stock.
A number of other analysts have also recently issued reports on the stock. UBS Group lifted their target price on shares of United Parcel Service from $113.00 to $116.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Susquehanna lifted their price objective 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. lifted their price objective on United Parcel Service from $97.00 to $99.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. Bank of America upgraded United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective for the company in a research report on Friday, January 9th. Finally, Stifel Nicolaus lifted their price objective on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $113.67.
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United Parcel Service Stock Performance
United Parcel Service (NYSE:UPS – Get Free Report) 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 return on equity of 38.30% and a net margin of 6.28%.The business had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same quarter last year, the company posted $2.75 EPS. United Parcel Service’s revenue for the quarter was down 3.2% on a year-over-year basis. Analysts forecast that United Parcel Service will post 7.95 earnings per share for the current fiscal year.
United Parcel Service Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. The ex-dividend date of this dividend 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 payout ratio is presently 100.00%.
Insiders Place Their Bets
In other United Parcel Service 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 transaction of $2,655,236.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.13% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On United Parcel Service
A number of large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in shares of United Parcel Service by 1.8% during the fourth quarter. Vanguard Group Inc. now owns 68,496,420 shares of the transportation company’s stock worth $6,794,160,000 after buying an additional 1,218,432 shares during the last quarter. State Street Corp lifted its holdings in 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 valued at $2,594,713,000 after buying an additional 288,720 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in shares of United Parcel Service by 3.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock worth $2,603,459,000 after buying an additional 746,667 shares in the last quarter. Geode Capital Management LLC grew its stake 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 buying an additional 762,407 shares during the period. Finally, Norges Bank acquired a new position in United Parcel Service during the second quarter worth $851,842,000. 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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