JPMorgan Chase & Co. Forecasts Strong Price Appreciation for United Parcel Service (NYSE:UPS) Stock

United Parcel Service (NYSE:UPS) had its price target boosted by analysts at JPMorgan Chase & Co. from $99.00 to $107.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the transportation company’s stock. JPMorgan Chase & Co.‘s price target suggests a potential upside of 3.04% from the stock’s current price.

Other research analysts also recently issued reports about the stock. Citigroup dropped their target price on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday. Stifel Nicolaus raised their price objective on shares of United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a research report on Wednesday. HSBC upgraded United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday. Truist Financial upped their target price on United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, eleven have given 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 stock presently has a consensus rating of “Hold” and a consensus price target of $115.22.

United Parcel Service Price Performance

UPS stock traded down $3.36 during trading on Wednesday, hitting $103.84. The company had a trading volume of 6,692,074 shares, compared to its average volume of 5,720,956. The business has a 50 day moving average of $101.01 and a 200 day moving average of $93.40. The firm has a market capitalization of $88.10 billion, a price-to-earnings ratio of 16.04, a P/E/G ratio of 2.31 and a beta of 1.11. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 1.50. United Parcel Service has a fifty-two week low of $82.00 and a fifty-two week high of $136.58.

United Parcel Service (NYSE:UPS) last announced its 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. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The business had revenue of $24.50 billion during the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter last year, the business posted $2.75 earnings per share. The company’s quarterly revenue was down 3.2% on a year-over-year basis. As a group, research analysts predict that United Parcel Service will post 7.95 earnings per share for the current year.

Institutional Investors Weigh In On United Parcel Service

Hedge funds have recently added to or reduced their stakes in the business. Norges Bank bought a new position in United Parcel Service in the second quarter worth approximately $851,842,000. Laurel Wealth Advisors LLC boosted its stake in United Parcel Service by 11,517.3% in the second quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock valued at $252,695,000 after acquiring an additional 2,481,864 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of United Parcel Service by 78.7% in the second quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock valued at $412,528,000 after buying an additional 1,799,882 shares during the period. Invesco Ltd. lifted its stake in shares of United Parcel Service by 45.4% during the 2nd quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock valued at $578,467,000 after buying an additional 1,789,467 shares in the last quarter. Finally, AQR Capital Management LLC lifted its holdings in shares of United Parcel Service by 94.8% in the second quarter. AQR Capital Management LLC now owns 2,300,081 shares of the transportation company’s stock worth $231,388,000 after buying an additional 1,119,372 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors.

United Parcel Service News Roundup

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

• Positive Sentiment: Q4 beat and upbeat 2026 revenue guide — UPS reported Q4 revenue and EPS above consensus and issued higher 2026 revenue guidance, supporting the case for a recovery in growth and margins. UPS Releases 4Q 2025 Earnings and Provides 2026 Guidance
• Positive Sentiment: Broad analyst upgrade momentum — Multiple brokers have raised price targets and issued upgrades (notable raises from UBS, Truist, Oppenheimer, Stifel and others), signaling growing analyst confidence in the turnaround. Analyst Coverage Summary
• Positive Sentiment: Dividend yield and capital returns — UPS declared a quarterly dividend (raising its yield to roughly 6%), and buybacks continue, which supports income-focused investors and underpins the stock’s valuation floor. UPS Releases 4Q 2025 Earnings and Provides 2026 Guidance
• Positive Sentiment: Technical/market commentary sees accumulation — MarketBeat and other outlets argue the stock is entering a rebound phase as guidance, margins and institutional buying shift sentiment. United Parcel Service Transitions to Growth
• Neutral Sentiment: Unusual options activity — Elevated call-buying (roughly 64k calls) suggests speculation or hedging interest, but it’s not definitive proof of sustained directional flows.
• Negative Sentiment: Large job cuts announced — UPS will cut up to 30,000 operational roles and close facilities as it winds down Amazon volumes; this reduces costs longer term but signals a painful, uncertain near-term transition. UPS to cut additional 30,000 jobs
• Negative Sentiment: MD-11 accident/regulatory fallout — The industry focus on the MD-11 after a fatal UPS crash has led peers to ground or adjust operations; FedEx’s timeline to return MD-11s underscores ongoing safety/regulatory scrutiny and potential cost/operational impacts. FedEx plans MD-11 cargo plane return by May 31
• Negative Sentiment: One-time charges tied to fleet and restructuring — Q4 included charges (roughly $238M) for aircraft retirement and other items; these and restructuring costs related to the Amazon unwind are near-term drags on reported EPS. UPS Releases 4Q 2025 Earnings and Provides 2026 Guidance

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.