United Parcel Service (NYSE:UPS – Free Report) had its price target reduced by Stephens from $135.00 to $130.00 in a research note published on Wednesday,Benzinga reports. They currently have an overweight rating on the transportation company’s stock.
Several other equities research analysts have also commented on UPS. Oppenheimer boosted their price target on United Parcel Service from $115.00 to $117.00 and gave the stock an “outperform” rating in a research note on Wednesday. Wall Street Zen downgraded United Parcel Service from a “buy” rating to a “hold” rating in a research note on Sunday, July 26th. Evercore reduced their price objective on United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a report on Wednesday, April 22nd. UBS Group raised their price target on United Parcel Service from $123.00 to $124.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Citigroup lifted their price target on United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $117.41.
United Parcel Service Stock Performance
United Parcel Service (NYSE:UPS – Get Free Report) last issued its earnings results on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, topping the consensus estimate 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 company had revenue of $22.83 billion for the quarter, compared to analyst estimates of $21.86 billion. During the same period in the previous year, the firm earned $1.55 EPS. The business’s revenue was up 7.6% on a year-over-year basis. 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 year.
United Parcel Service Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, May 18th were paid a dividend of $1.64 per share. The ex-dividend date of this dividend was Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.3%. United Parcel Service’s dividend payout ratio (DPR) is presently 121.93%.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Shrier Wealth Management LLC purchased a new position in shares of United Parcel Service during the 4th quarter worth $1,099,000. LFG Wealth Partners LLC purchased a new position in United Parcel Service during the fourth quarter worth about $1,207,000. CWM LLC lifted its position in United Parcel Service by 49.4% during the fourth quarter. CWM LLC now owns 297,357 shares of the transportation company’s stock worth $29,495,000 after buying an additional 98,309 shares during the period. RiverFront Investment Group LLC boosted its stake in United Parcel Service by 937.9% in the 4th quarter. RiverFront Investment Group LLC now owns 245,564 shares of the transportation company’s stock worth $24,358,000 after buying an additional 221,905 shares during the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in United Parcel Service by 1.5% in the 4th quarter. Bank of New York Mellon Corp now owns 4,541,742 shares of the transportation company’s stock worth $450,495,000 after buying an additional 65,652 shares during the last quarter. 60.26% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting United Parcel Service
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: Strong quarterly results and higher outlook: UPS reported second-quarter earnings of $1.76 per share, above the $1.65 consensus estimate, while revenue reached $22.83 billion versus expectations of $21.86 billion. Revenue increased 7.6% year over year, and the company raised its full-year outlook. UPS posts strong Q2 2026 results, raises full-year outlook
- Positive Sentiment: Improving business mix: UPS said the China-to-U.S. trade lane has returned to growth, its 18-month reduction in Amazon volumes is complete, and higher-margin freight is gaining traction. These developments could support margins and reduce uncertainty around the company’s business restructuring. UPS Says China-to-US Trade Lane Has Returned to Growth
- Positive Sentiment: Analyst price-target support: BMO Capital Markets raised its UPS target to $115, while Susquehanna increased its target to $120. Stifel, UBS and Oppenheimer also issued forecasts indicating potential appreciation. BMO raises UPS price target Stifel forecast
- Positive Sentiment: Small-business growth initiative: New digital tools for pickup management, label creation and mobile shipping could help UPS attract small-business customers and gain market share over time. UPS digital tools for small businesses
- Neutral Sentiment: Analyst views remain divided: While several firms see upside, Stephens issued a pessimistic forecast, highlighting uncertainty around the pace of the recovery. Stephens pessimistic forecast
- Negative Sentiment: Dividend and cash-flow concerns: A recent comparison with FedEx noted that UPS’s dividend consumed nearly all of its adjusted free cash flow last year, raising concerns about dividend sustainability and financial flexibility. UPS versus FedEx dividend analysis
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.
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