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

United Parcel Service (NYSE:UPS) had its price target boosted by UBS Group from $116.00 to $125.00 in a research note published on Wednesday,Benzinga reports. They currently have a buy rating on the transportation company’s stock.

A number of other equities analysts also recently issued reports on UPS. Wells Fargo & Company increased their price target on United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Citigroup increased their target price on shares of United Parcel Service from $120.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Susquehanna boosted their price target on shares of United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target for the company in a research report on Friday, January 9th. Finally, BNP Paribas Exane lowered shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $115.22.

United Parcel Service Stock Performance

Shares of NYSE:UPS opened at $103.77 on Wednesday. The firm’s 50 day simple moving average is $101.23 and its 200-day simple moving average is $93.47. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. United Parcel Service has a one year low of $82.00 and a one year high of $136.58. The firm has a market cap 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 (NYSE:UPS) last announced its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.18. The company had revenue of $24.50 billion for 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%.United Parcel Service’s revenue was down 3.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.75 earnings per share. As a group, equities analysts predict that United Parcel Service will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.3%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is 101.39%.

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders own 0.13% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Evelyn Partners Investment Management Europe Ltd boosted its holdings in United Parcel Service by 110.1% in the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after acquiring an additional 131 shares in the last quarter. Mid American Wealth Advisory Group Inc. purchased a new position in shares of United Parcel Service in the 2nd quarter valued at approximately $26,000. Salzhauer Michael acquired a new stake in United Parcel Service in the 3rd quarter worth approximately $31,000. Physician Wealth Advisors Inc. grew its position in United Parcel Service by 76.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after purchasing an additional 163 shares during the last quarter. Finally, RMG Wealth Management LLC purchased a new stake in United Parcel Service during the 2nd quarter worth approximately $34,000. 60.26% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about United Parcel Service

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

About United Parcel Service

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.