United Parcel Service (NYSE:UPS) Stock Gets Price Target Reduction from Truist Financial

United Parcel Service (NYSE:UPS) had its price target reduced by Truist Financial from $130.00 to $115.00 in a research report report published on Wednesday,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

Several other equities research analysts also recently weighed in on the stock. Citigroup raised their target price on shares of United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of United Parcel Service in a research report on Monday, August 24th. Stifel Nicolaus increased their price objective on United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, August 17th. Finally, Wall Street Zen lowered United Parcel Service from a “buy” rating to a “hold” rating in a research report on Saturday, September 19th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $115.87.

United Parcel Service Stock Performance

Shares of United Parcel Service stock opened at $94.59 on Wednesday. The company has a market capitalization of $80.48 billion, a PE ratio of 17.58, a P/E/G ratio of 1.73 and a beta of 1.07. The company has a 50-day simple moving average of $100.39 and a two-hundred day simple moving average of $103.58. United Parcel Service has a one year low of $82.00 and a one year high of $122.41. The company has a debt-to-equity ratio of 1.58, a quick ratio of 1.18 and a current ratio of 1.18.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.11. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The business had revenue of $22.83 billion for the quarter, compared to analysts’ expectations of $21.86 billion. During the same period last year, the business earned $1.55 EPS. The company’s revenue was up 7.6% compared to the same quarter last year. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Research analysts expect that United Parcel Service will post 7.21 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 6.9%. The ex-dividend date was Monday, August 17th. United Parcel Service’s payout ratio is presently 121.93%.

Institutional Investors Weigh In On United Parcel Service

A number of large investors have recently made changes to their positions in UPS. Wealth Enhancement Trust Services Inc. increased its holdings in United Parcel Service by 802.1% in the 3rd quarter. Wealth Enhancement Trust Services Inc. now owns 7,857 shares of the transportation company’s stock worth $734,000 after buying an additional 6,986 shares during the period. Bangor Savings Bank lifted its stake in United Parcel Service by 2.7% during the 3rd quarter. Bangor Savings Bank now owns 4,492 shares of the transportation company’s stock valued at $420,000 after acquiring an additional 116 shares during the period. Rockland Trust Co. boosted its holdings in shares of United Parcel Service by 3.9% in the 3rd quarter. Rockland Trust Co. now owns 10,801 shares of the transportation company’s stock valued at $1,009,000 after acquiring an additional 408 shares during the last quarter. CX Institutional boosted its holdings in shares of United Parcel Service by 959.0% in the 3rd quarter. CX Institutional now owns 85,952 shares of the transportation company’s stock valued at $8,031,000 after acquiring an additional 77,836 shares during the last quarter. Finally, Versant Capital Management Inc raised its holdings in shares of United Parcel Service by 3.6% during the third quarter. Versant Capital Management Inc now owns 4,830 shares of the transportation company’s stock worth $451,000 after purchasing an additional 170 shares during the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS is expanding RFID package tracking, adding PIN-based “Protected Delivery” for high-value shipments, improving returns through Happy Returns, and broadening same-day and bulky-item delivery through Roadie. These services could strengthen package visibility, security, customer retention, and revenue per shipment during the holiday season. How UPS’s Holiday RFID and Secure Delivery Push Will Impact United Parcel Service Investors
• Positive Sentiment: Some investors view UPS as undervalued after a roughly 37.7% five-year decline. The company’s cash-generation potential, established delivery network, and dividend appeal could provide upside if cost reductions and a better product mix stabilize results. UPS Stock Could Be 42% Undervalued
• Neutral Sentiment: UPS plans to hire approximately 100,000 seasonal workers for the 2026 holiday rush, while reports describe the hiring plan as a reduction for a second consecutive year. The lower staffing requirement may reflect efficiency gains, but it could also signal more cautious expectations for holiday shipping demand. UPS to Cut Holiday Hiring
• Negative Sentiment: Citigroup issued a pessimistic forecast for UPS, adding pressure to investor expectations. Citigroup Issues Pessimistic Forecast for UPS
• Negative Sentiment: Truist Financial reduced its UPS price target, reinforcing concerns about earnings growth, shipping volumes, and the company’s ability to offset labor and operating costs. Truist Cuts UPS Price Target

About United Parcel Service

United Parcel Service, Inc (NYSE: UPS) is a global logistics and package delivery company that provides transportation and supply chain management services to businesses and consumers. Its operations include the pickup, transportation and delivery of packages, documents and freight through ground, air and international networks.

UPS also offers logistics and supply chain solutions, including warehousing, distribution, customs brokerage, contract logistics, returns management and specialized services for healthcare and other industries.