United Parcel Service (NYSE:UPS) Stock Jumps 1.5% Following Analyst Upgrade

United Parcel Service, Inc. (NYSE:UPS) shot up 1.5% during mid-day trading on Thursday after UBS Group raised their price target on the stock from $124.00 to $125.00. UBS Group currently has a buy rating on the stock. United Parcel Service traded as high as $107.35 and last traded at $107.1910. 4,398,022 shares were traded during mid-day trading, a decline of 22% from the average session volume of 5,619,028 shares. The stock had previously closed at $105.62.

UPS has been the topic of a number of other reports. Susquehanna upped their price target on United Parcel Service from $118.00 to $120.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 29th. Oppenheimer increased their price target on United Parcel Service from $117.00 to $119.00 and gave the stock an “outperform” rating in a research note on Wednesday. Evercore increased their target price on United Parcel Service from $117.00 to $118.00 in a research report on Wednesday, July 29th. TD Cowen boosted their price target on shares of United Parcel Service from $115.00 to $116.00 and gave the company a “hold” rating in a research report on Wednesday. Finally, Citizens Jmp began coverage on shares of United Parcel Service in a research report on Wednesday, July 15th. They set a “market perform” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $118.45.

United Parcel Service News Roundup

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

• Positive Sentiment: Earnings beat and higher guidance: UPS reported third-quarter adjusted EPS of $1.69 versus a $1.62 consensus estimate, while revenue rose 6.9% year over year to $22.90 billion. Management raised its 2026 revenue outlook to approximately $92.6 billion and operating-profit outlook to $8.75 billion. UPS Q3 Earnings Beat on Pricing, 2026 Outlook Raised
• Positive Sentiment: Margin and efficiency recovery: Stronger pricing, premium customer growth, network efficiencies and disciplined cost management improved profitability despite declining domestic package volume. Free cash flow reportedly increased 53.8%, supporting UPS’s dividend and potentially future share buybacks. UPS Q3 Earnings Call Highlights Margin Gains and Raised Outlook
• Positive Sentiment: Analyst support: UBS, Citigroup, Truist, Oppenheimer, Wells Fargo and Bank of America raised their UPS price targets following the results. Citigroup’s target increased to $131, while UBS set a $125 target and maintained a buy rating, reinforcing expectations for an earnings recovery.
• Positive Sentiment: Automation and higher-value growth: UPS expects machines to handle about 70% of packages during the holiday season. Automation, radio-frequency tracking and growth in health-care, data-center and other premium logistics services could protect margins as the company focuses on more profitable shipments. 70% of UPS Packages Will Be Handled by Machines This Holiday Season
• Neutral Sentiment: Holiday execution remains critical: The strategy depends on UPS achieving its margin targets during the peak shipping period. Investors will monitor whether automation offsets labor and operating costs while maintaining service quality.
• Negative Sentiment: Volume and valuation risks: Domestic package volumes continue to decline, and higher fuel surcharges, interest rates and geopolitical pressures could weigh on demand and costs. Barclays raised its target but retained an underweight rating at $95, highlighting continued skepticism about the recovery.

Institutional Trading of United Parcel Service

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Bank of America Corp DE grew its holdings in United Parcel Service by 23.3% during the 1st quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company’s stock worth $957,053,000 after acquiring an additional 1,836,651 shares during the period. Dimensional Fund Advisors LP increased its stake in shares of United Parcel Service by 5.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 5,037,626 shares of the transportation company’s stock valued at $495,411,000 after acquiring an additional 271,646 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in United Parcel Service by 2.1% in the first quarter. Bank of New York Mellon Corp now owns 4,639,324 shares of the transportation company’s stock worth $456,417,000 after purchasing an additional 97,582 shares during the period. First Trust Advisors LP raised its holdings in shares of United Parcel Service by 37.4% during the first quarter. First Trust Advisors LP now owns 3,631,133 shares of the transportation company’s stock valued at $357,231,000 after purchasing an additional 988,442 shares during the period. Finally, Pacer Advisors Inc. boosted its position in shares of United Parcel Service by 8.2% during the 1st quarter. Pacer Advisors Inc. now owns 3,510,630 shares of the transportation company’s stock worth $345,376,000 after purchasing an additional 266,396 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service Trading Up 1.5%

The business has a 50 day moving average of $98.99 and a two-hundred day moving average of $104.63. The company has a debt-to-equity ratio of 1.58, a quick ratio of 1.18 and a current ratio of 1.18. The firm has a market capitalization of $91.20 billion, a price-to-earnings ratio of 19.92, a P/E/G ratio of 1.86 and a beta of 1.07.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, October 27th. The transportation company reported $1.69 earnings per share for the quarter, topping analysts’ consensus estimates of $1.62 by $0.07. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The company had revenue of $22.90 billion for the quarter, compared to analyst estimates of $22.27 billion. During the same quarter in the prior year, the business posted $1.74 EPS. The firm’s revenue was up 6.9% compared to the same quarter last year. Equities analysts predict that United Parcel Service, Inc. will post 7.19 EPS for the current year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th were issued a dividend of $1.64 per share. The ex-dividend date of this dividend was Monday, August 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.1%. United Parcel Service’s payout ratio is presently 121.93%.

United Parcel Service Company Profile

United Parcel Service, Inc (NYSE: UPS) is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.