United Parcel Service (NYSE:UPS – Free Report) had its price objective lifted by Susquehanna from $105.00 to $115.00 in a research report sent to investors on Tuesday morning,Benzinga reports. Susquehanna currently has a neutral rating on the transportation company’s stock.
Several other equities research analysts have also recently weighed in on the stock. Citigroup upped their price target on shares of United Parcel Service from $120.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price for the company. in a report on Tuesday, January 13th. Stephens upgraded United Parcel Service to a “hold” rating in a report on Wednesday, October 29th. Weiss Ratings reissued a “sell (d+)” rating on shares of United Parcel Service in a research report on Wednesday, October 8th. Finally, Deutsche Bank Aktiengesellschaft cut their target price on United Parcel Service from $100.00 to $88.00 and set a “hold” rating on the stock in a research note on Thursday, October 2nd. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $111.84.
View Our Latest Analysis on UPS
United Parcel Service Trading Up 0.8%
United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings data on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, beating the consensus estimate of $1.31 by $0.43. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The firm had revenue of $21.42 billion during the quarter, compared to the consensus estimate of $20.94 billion. During the same period in the previous year, the company posted $1.76 earnings per share. The firm’s quarterly revenue was down 3.7% on a year-over-year basis. Analysts expect that United Parcel Service will post 7.95 earnings per share for the current fiscal year.
United Parcel Service Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Investors of record on Monday, November 17th were paid a $1.64 dividend. The ex-dividend date was Monday, November 17th. This represents a $6.56 dividend on an annualized basis and a yield of 6.0%. United Parcel Service’s dividend payout ratio (DPR) is 101.39%.
Institutional Investors Weigh In On United Parcel Service
Several institutional investors and hedge funds have recently made changes to their positions in the stock. Andra AP fonden increased its position in shares of United Parcel Service by 95.9% during the second quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock worth $33,611,000 after acquiring an additional 163,000 shares during the period. BLVD Private Wealth LLC purchased a new position in United Parcel Service in the second quarter valued at $1,479,000. Strategic Planning Inc. acquired a new position in United Parcel Service during the 3rd quarter worth $3,885,000. Avantax Advisory Services Inc. grew its stake in United Parcel Service by 14.6% during the 2nd quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock worth $9,525,000 after purchasing an additional 12,035 shares in the last quarter. Finally, Equity Investment Corp increased its holdings in United Parcel Service by 16.8% during the 2nd quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock worth $114,118,000 after purchasing an additional 162,364 shares during the period. 60.26% of the stock is currently 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: Analysts and brokers are turning more constructive — Evercore ISI raised its price target to $113 (in-line rating) and Susquehanna published a bullish price-appreciation forecast, supporting upside sentiment for UPS. Benzinga: Evercore PT raise
- Positive Sentiment: Industry tailwinds for air-freight and cargo and shareholder-friendly moves (cost cuts, efficiency programs) position UPS to capture higher-margin logistics demand versus low-margin parcel volumes. This narrative supports multiple bullish pieces calling UPS a recovery/turnaround candidate. 3 Air-Freight & Cargo Stocks to Monitor in a Prosperous Industry
- Positive Sentiment: Bullish retail commentary and long-term performance retrospectives (Seeking Alpha, The Motley Fool/Yahoo summaries) are reinforcing investor confidence in UPS’s improving revenue quality and delivery-network efficiency. United Parcel Services: Valuation, Fundamentals, And Technicals Are Unitedly Buy
- Neutral Sentiment: Market focus on Q4 results and key metrics: Zacks compiled Wall Street estimates and scenarios — investors are positioning ahead of earnings to see whether top- and bottom-line beats validate the turnaround. Earnings execution will likely move the stock next. Unveiling UPS Q4 Outlook: Wall Street Estimates
- Neutral Sentiment: Strategic shift away from Amazon toward higher?margin logistics is getting attention — it should lift margins over time but may require near-term execution and reinvestment; some investors view this as reason to reassess positioning. Should UPS’s Shift Away From Amazon Toward Higher-Margin Logistics Require Action From United Parcel Service (UPS) Investors?
- Negative Sentiment: Labor reductions and restructuring remain a headline risk — reporting indicates UPS will have eliminated tens of thousands of jobs through early 2026, which cuts costs but raises operational and reputational risk. UPS will have eliminated at least 68,000 jobs through early 2026
- Negative Sentiment: Legal/liability overhang — UPS negotiated a class settlement in a paid military leave lawsuit, creating a near-term cash/reserve consideration and a reminder of employment-related litigation exposure. UPS Negotiates Class Settlement in Paid Military Leave Lawsuit
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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