United Parcel Service’s (UPS) “Peer Perform” Rating Reiterated at Wolfe Research

Wolfe Research reaffirmed their peer perform rating on shares of United Parcel Service (NYSE:UPS) in a report published on Thursday morning, Marketbeat reports.

Several other analysts have also commented on the stock. Wells Fargo & Company increased their price target on shares of United Parcel Service from $91.00 to $96.00 and gave the company an “equal weight” rating in a research report on Wednesday, October 29th. Citigroup boosted their price target on United Parcel Service from $112.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. JPMorgan Chase & Co. increased their target price on United Parcel Service from $85.00 to $97.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 29th. UBS Group lifted their price target on United Parcel Service from $113.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Truist Financial raised their target price on shares of United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eighteen have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $111.82.

United Parcel Service Stock Up 1.1%

UPS stock opened at $108.11 on Thursday. United Parcel Service has a 52 week low of $82.00 and a 52 week high of $136.99. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 1.50. The company has a market cap of $91.72 billion, a P/E ratio of 16.71, a P/E/G ratio of 2.44 and a beta of 1.11. The company’s 50-day moving average price is $97.86 and its 200 day moving average price is $93.02.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, topping analysts’ consensus estimates 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 business had revenue of $21.42 billion for the quarter, compared to analysts’ expectations of $20.94 billion. During the same quarter in the prior year, the firm posted $1.76 EPS. The company’s revenue was down 3.7% compared to the same quarter last year. On average, research analysts expect that United Parcel Service will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Stockholders 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 annualized dividend and a dividend yield of 6.1%. United Parcel Service’s dividend payout ratio is 101.39%.

Hedge Funds Weigh In On United Parcel Service

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of United Parcel Service in the 2nd quarter valued at approximately $851,842,000. Laurel Wealth Advisors LLC grew its holdings in United Parcel Service by 11,517.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock worth $252,695,000 after acquiring an additional 2,481,864 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in United Parcel Service by 78.7% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock worth $412,528,000 after acquiring an additional 1,799,882 shares in the last quarter. Invesco Ltd. increased its position in shares of United Parcel Service by 45.4% in the 2nd quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock worth $578,467,000 after purchasing an additional 1,789,467 shares during the last quarter. Finally, Assenagon Asset Management S.A. raised its stake in United Parcel Service by 443.6% during the second quarter. Assenagon Asset Management S.A. now owns 1,549,962 shares of the transportation company’s stock valued at $156,453,000 after buying an additional 1,264,842 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Sanford C. Bernstein raised its price target to $125 and moved to an “outperform” rating, implying meaningful upside and lending buy-side momentum. Read More.
• Positive Sentiment: Citigroup increased its target from $120 to $126 and kept a “buy” rating — another bullish signal from a major bank reinforcing upside expectations. Read More. Read More.
• Positive Sentiment: UBS lifted its price target to $116, adding to the string of upward revisions that support a higher consensus valuation. Read More.
• Positive Sentiment: Bank of America upgraded UPS from “underperform” to “neutral” with a $114 target — a defensive-to-stable move that reduces one source of selling pressure. Read More.
• Positive Sentiment: Recent earnings showed a margin-focused beat (“Efficiency Reimagined”), which drove a sharp post-earnings rally and underpins analyst optimism about sustained profitability improvements. Read More.
• Neutral Sentiment: Wolfe Research maintained a “peer perform” rating — neutral coverage that suggests expectations are balanced among some institutional analysts. Read More. Read More.
• Neutral Sentiment: Market commentary and pieces asking whether to “revisit UPS” after recent weakness provide context for investors weighing valuation vs. near-term risks. Read More.
• Neutral Sentiment: Coverage noting UPS’s inclusion in wide-moat / large-cap ETFs (e.g., MOAT) can support demand from passive and factor funds but is a slower, less direct catalyst. Read More.
• Neutral Sentiment: Macro commentary (Fed rate-cut debate) is being watched as it could lift cyclicals and dividend stocks, but the net effect on UPS depends on broader economic activity and shipping volumes. Read More.

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.