United Parcel Service (NYSE:UPS) Price Target Raised to $115.00

United Parcel Service (NYSE:UPS) had its price target hoisted by TD Cowen from $101.00 to $115.00 in a research report sent to investors on Wednesday, MarketBeat reports. The firm currently has a hold rating on the transportation company’s stock.

Other analysts also recently issued research reports about the stock. Stephens raised shares of United Parcel Service to a “hold” rating in a research report on Wednesday, October 29th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. Sanford C. Bernstein boosted their target price 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. Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 target price for the company in a report on Friday, January 9th. Finally, Wolfe Research restated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $113.67.

United Parcel Service Price Performance

UPS stock opened at $106.14 on Wednesday. The stock’s fifty day simple moving average is $101.76 and its 200-day simple moving average is $93.60. United Parcel Service has a 52-week low of $82.00 and a 52-week high of $123.70. The stock has a market capitalization of $90.05 billion, a price-to-earnings ratio of 16.18, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11. 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 issued its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The firm had revenue of $24.50 billion for the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period last year, the company earned $2.75 EPS. Equities research analysts expect that United Parcel Service will post 7.95 EPS for the current year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be paid a dividend of $1.64 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. United Parcel Service’s dividend payout ratio (DPR) is currently 100.00%.

Insider Buying and Selling at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.13% of the stock is owned by company insiders.

Hedge Funds Weigh In On United Parcel Service

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in United Parcel Service by 1.8% during the 4th quarter. Vanguard Group Inc. now owns 68,496,420 shares of the transportation company’s stock valued at $6,794,160,000 after acquiring an additional 1,218,432 shares in the last quarter. State Street Corp increased its stake in shares of United Parcel Service by 0.9% during the 3rd quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock worth $2,594,713,000 after purchasing an additional 288,720 shares during the last quarter. Charles Schwab Investment Management Inc. raised its holdings in United Parcel Service by 3.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock valued at $2,603,459,000 after buying an additional 746,667 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of United Parcel Service by 4.8% in the 2nd quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock valued at $1,675,733,000 after acquiring an additional 762,407 shares in the last quarter. Finally, Norges Bank bought a new position in shares of United Parcel Service in the second quarter valued at approximately $851,842,000. 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: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

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.