Oppenheimer Issues Positive Forecast for United Parcel Service (NYSE:UPS) Stock Price

United Parcel Service (NYSE:UPS) had its price target lifted by Oppenheimer from $107.00 to $115.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an outperform rating on the transportation company’s stock.

Several other research analysts also recently weighed in on UPS. Bank of America upgraded United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target for the company in a report on Friday, January 9th. Weiss Ratings reiterated a “sell (d+)” rating on shares of United Parcel Service in a research note on Wednesday, January 21st. HSBC raised United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday. Citigroup dropped their price objective on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, fifteen have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, United Parcel Service presently has an average rating of “Hold” and an average price target of $115.22.

United Parcel Service Trading Down 3.2%

NYSE:UPS opened at $103.77 on Wednesday. The stock has a fifty day simple moving average of $101.23 and a 200-day simple moving average of $93.47. The company has a market capitalization of $88.03 billion, a PE ratio of 16.04, a price-to-earnings-growth ratio of 2.32 and a beta of 1.11. United Parcel Service has a 52-week low of $82.00 and a 52-week high of $136.58. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.50 billion during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.75 earnings per share. On average, equities 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 will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.3%. United Parcel Service’s payout ratio is presently 101.39%.

Insider Transactions at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 0.13% of the company’s stock.

Institutional Investors Weigh In On United Parcel Service

Large investors have recently made changes to their positions in the business. Westbourne Investments Inc. boosted its position in United Parcel Service by 1.2% during the 4th quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after purchasing an additional 91 shares during the period. Cornerstone Wealth Group LLC lifted its stake in shares of United Parcel Service by 3.9% during the second quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock worth $258,000 after purchasing an additional 97 shares in the last quarter. Webster Bank N. A. boosted its position in shares of United Parcel Service by 16.7% in the fourth quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after buying an additional 100 shares during the period. Peoples Financial Services CORP. grew its stake in shares of United Parcel Service by 2.5% in the fourth quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after buying an additional 100 shares in the last quarter. Finally, Tema Etfs LLC raised its holdings in shares of United Parcel Service by 0.8% during the 4th quarter. Tema Etfs LLC now owns 12,999 shares of the transportation company’s stock valued at $1,289,000 after buying an additional 101 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.

United Parcel Service News Roundup

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

• Positive Sentiment: Q4 beat and upbeat 2026 revenue guide: UPS reported Q4 revenue and adjusted EPS above estimates and guided to higher 2026 revenue, underpinning the stock’s fundamental upside. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analysts turning more bullish — multiple price‑target increases and upgrades today (notable raises: Jefferies to $130 buy, Truist to $130 buy, UBS to $125 buy, Oppenheimer to $115 outperform), signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: Shareholder returns highlighted: UPS confirmed a meaningful quarterly dividend (annualized yield ~6%) and continues buybacks — supports income investors and offsets some growth concerns. UPS Q4 press release / earnings deck
• Positive Sentiment: Market narrative shifting to “accumulation”: coverage pieces argue UPS is entering a rebound phase as volume mix improves (international, healthcare, higher‑margin segments). MarketBeat accumulation thesis
• Positive Sentiment: Options flow showed heavy call buying the day after earnings — short‑term bullish positioning by some traders (unusual activity vs. typical volume).
• Neutral Sentiment: Industry operational note: FedEx aims to return MD‑11 freighters to service after the UPS MD‑11 accident — a sector safety/operational development that keeps regulatory and reputational risks in focus. FedEx MD‑11 return plan
• Neutral Sentiment: Some divergence among analysts — Citigroup trimmed its target slightly even as most shops raised theirs, showing not all firms are aligned on upside magnitude. Analyst dissent
• Negative Sentiment: Large workforce cuts: UPS will eliminate up to 30,000 operational jobs (on top of prior reductions) and close facilities as it winds down lower‑margin Amazon volumes — raises short‑term execution risk, transition costs and scrutiny about competitiveness. UPS job cuts announced
• Negative Sentiment: Insider selling: Director/insider Norman M. Brothers Jr. sold ~25,014 shares at ~$106 each — a visible insider sale that can amplify negative sentiment even if it’s routine. Insider sale SEC filing
• Negative Sentiment: Coverage pointing to costly Amazon unwind: analysis pieces warn the separation from Amazon is expensive and competitive pressures in U.S. delivery remain strong, which could weigh on margins while network changes take effect. Invezz 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.