United Parcel Service (NYSE:UPS) Given New $110.00 Price Target at BMO Capital Markets

United Parcel Service (NYSE:UPS) had its target price hoisted by investment analysts at BMO Capital Markets from $105.00 to $110.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “market perform” rating on the transportation company’s stock. BMO Capital Markets’ price objective points to a potential upside of 2.57% from the company’s previous close.

UPS has been the topic of a number of other research reports. Citigroup lifted their price target on shares of United Parcel Service from $120.00 to $126.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Wall Street Zen upgraded shares of United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Sanford C. Bernstein boosted their target price on shares of United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a research report on Friday, January 9th. Weiss Ratings restated a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. Finally, BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a research note on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $113.53.

United Parcel Service Price Performance

Shares of NYSE:UPS opened at $107.24 on Wednesday. The stock has a market capitalization of $90.98 billion, a P/E ratio of 16.57, a P/E/G ratio of 2.31 and a beta of 1.11. The business has a 50-day moving average of $101.01 and a two-hundred day moving average of $93.40. United Parcel Service has a fifty-two week low of $82.00 and a fifty-two week high of $136.99. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.30 and a quick ratio of 1.30.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $23.91 billion. During the same quarter in the prior year, the firm posted $2.75 EPS. The firm’s revenue for the quarter was down 3.2% on a year-over-year basis. On average, equities research analysts predict that United Parcel Service will post 7.95 EPS for the current fiscal year.

Hedge Funds Weigh In On United Parcel Service

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Universal Beteiligungs und Servicegesellschaft mbH lifted its position in shares of United Parcel Service by 15.7% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 847,839 shares of the transportation company’s stock worth $85,002,000 after acquiring an additional 114,989 shares during the period. Silver Coast Investments LLC acquired a new position in shares of United Parcel Service in the fourth quarter valued at $211,000. Emerald Advisors LLC raised its stake in shares of United Parcel Service by 18.0% in the fourth quarter. Emerald Advisors LLC now owns 8,073 shares of the transportation company’s stock valued at $801,000 after purchasing an additional 1,229 shares in the last quarter. Optas LLC bought a new position in United Parcel Service in the fourth quarter worth $236,000. Finally, Evergreen Capital Management LLC boosted its stake in United Parcel Service by 167.7% during the fourth quarter. Evergreen Capital Management LLC now owns 21,548 shares of the transportation company’s stock worth $2,137,000 after buying an additional 13,500 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Q4 beat and upbeat 2026 guide — UPS posted $24.5B in Q4 revenue and adjusted EPS above estimates; it guided 2026 revenue to $89.7B, above Street consensus, driven by stronger international margins and higher-yield package mix. This is the main driver lifting the stock. Article Title
• Positive Sentiment: Higher, reliable cash return — UPS declared a quarterly dividend of $1.64 per share (annualized yield ~6.1%), ex-dividend Feb. 17, supporting income-focused investor demand and providing a valuation floor relative to peers.
• Positive Sentiment: Analyst/institutional tone turning constructive — MarketBeat and other outlets note institutional accumulation, analyst upgrades and a narrative that UPS is transitioning to higher-margin, targeted growth areas, which reinforces the post-earnings rally. Article Title
• Positive Sentiment: Unusual options activity — a notable uptick in call buying (about 63,994 calls) suggests some traders are positioning for further upside after the beat/guidance.
• Neutral Sentiment: Strategic shift in volume mix — UPS is deliberately reducing low-margin Amazon volume and refocusing on healthcare, cross-border and B2B, which should improve long-term mix but may depress near-term top-line growth during the transition. Article Title
• Neutral Sentiment: Q4 included notable one-time charges — GAAP results reflect charges (aircraft retirement etc.) that reduced headline EPS; adjusted results beat, so investors must judge how recurring benefits offset one-offs. Article Title
• Negative Sentiment: Large job cuts and restructuring risk — UPS will eliminate up to 30,000 operational roles in 2026 (on top of ~48,000 cuts in 2025) as it unwinds work for Amazon and retools its network; this underscores the cost and execution risk of the separation and could pressure operations and near-term sentiment. Article Title
• Negative Sentiment: Scale and execution questions remain — repeated large layoffs and the Amazon unwind highlight structural challenges; if volume declines or execution slips, margins and growth could be weaker than management expects.

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.