Traders Purchase Large Volume of Call Options on United Parcel Service (NYSE:UPS)

United Parcel Service, Inc. (NYSE:UPS) saw unusually large options trading activity on Tuesday. Investors acquired 63,994 call options on the stock. This is an increase of 17% compared to the average daily volume of 54,521 call options.

United Parcel Service Price Performance

Shares of NYSE UPS traded up $3.09 during midday trading on Tuesday, reaching $110.06. The company’s stock had a trading volume of 9,121,968 shares, compared to its average volume of 5,355,377. The company has a market cap of $93.37 billion, a P/E ratio of 17.03, a P/E/G ratio of 2.33 and a beta of 1.11. 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 quick ratio of 1.30 and a current ratio of 1.30. The business’s 50 day moving average price is $100.72 and its two-hundred day moving average price is $93.36.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The company had revenue of $24.50 billion for the quarter, compared to the consensus estimate of $23.91 billion. During the same period last year, the company posted $2.75 EPS. The firm’s quarterly revenue was down 3.2% compared to the same quarter last year. On average, analysts forecast that United Parcel Service will post 7.95 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Monday, November 17th were given a $1.64 dividend. The ex-dividend date was Monday, November 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.0%. United Parcel Service’s payout ratio is presently 101.39%.

Analysts Set New Price Targets

A number of research firms have commented on UPS. Sanford C. Bernstein upped their price objective on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Evercore ISI raised their target price on United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a research report on Wednesday, January 21st. Wells Fargo & Company upped their price target on 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. Stephens upgraded United Parcel Service to a “hold” rating in a research report on Wednesday, October 29th. Finally, Citigroup upped their target price on United Parcel Service from $120.00 to $126.00 and gave the company a “buy” rating in a report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $111.84.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Q4 results topped expectations—UPS reported consolidated revenue of $24.5B and non‑GAAP adjusted EPS of $2.38, beating consensus; management highlighted stronger international margins that helped offset softer domestic volume. UPS beats revenue, EPS forecasts as international margin shines
• Positive Sentiment: 2026 revenue guide raised—UPS forecast ~ $89.7B in 2026 revenue (above Street consensus), signaling confidence in revenue growth as the company shifts away from low‑margin volume. UPS forecasts higher 2026 revenue
• Positive Sentiment: Strategic mix shift to higher‑value segments—UPS said it is exiting the pure volume race and focusing on healthcare, cross‑border and B2B shipments, which should support higher yield per package over time. UPS Exits Volume Race, Bets on Healthcare, Cross-Border and B2B
• Positive Sentiment: Analyst and income investor interest—some analysts have raised targets recently and the stock’s high dividend yield and buyback activity are being flagged as supportive for income-focused holders. Evercore ISI Sees Cost Initiatives Anchoring EPS at UPS
• Neutral Sentiment: GAAP vs. adjusted results—Q4 GAAP EPS were affected by charges (including an aircraft‑retirement related charge of ~$238M), so headline GAAP numbers differ from adjusted metrics used by management. UPS Releases 4Q 2025 Earnings and Provides 2026 Guidance
• Neutral Sentiment: Underlying volume weakness—consolidated revenue was down ~3.2% year‑over‑year as domestic package demand softened; that keeps pressure on margins until mix shifts fully take hold. Here’s What Key Metrics Tell Us About UPS Q4 Earnings
• Negative Sentiment: Major additional workforce reductions—UPS announced plans to cut up to 30,000 more operational jobs by 2026 as it winds down parts of its Amazon relationship and restructures operations; that’s a sign of near‑term disruption and execution risk even if it reduces costs longer term. UPS to cut additional 30,000 jobs in Amazon unwind, turnaround plan

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Andra AP fonden boosted its stake in United Parcel Service by 95.9% during the second quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock valued at $33,611,000 after buying an additional 163,000 shares during the period. BLVD Private Wealth LLC purchased a new stake in United Parcel Service in the second quarter worth approximately $1,479,000. Strategic Planning Inc. bought a new stake in shares of United Parcel Service in the 3rd quarter worth approximately $3,885,000. Avantax Advisory Services Inc. grew its holdings in shares of United Parcel Service by 14.6% during the 2nd quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock valued at $9,525,000 after purchasing an additional 12,035 shares during the last quarter. Finally, Equity Investment Corp increased its holdings in shares of United Parcel Service by 16.8% in the second quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock worth $114,118,000 after buying an additional 162,364 shares during the period. 60.26% of the stock is owned by hedge funds and other institutional investors.

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.