United Parcel Service (NYSE:UPS) Given New $85.00 Price Target at BNP Paribas Exane

United Parcel Service (NYSE:UPS) had its price target lowered by BNP Paribas Exane from $90.00 to $85.00 in a research note released on Wednesday. The brokerage currently has an underperform rating on the transportation company’s stock.

Several other equities research analysts have also recently issued reports on the stock. Stifel Nicolaus lifted their price objective on shares of United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, August 17th. Oppenheimer raised their price target on shares of United Parcel Service from $115.00 to $117.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. UBS Group lifted 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, July 29th. Finally, Sanford C. Bernstein boosted their price target on United Parcel Service from $130.00 to $133.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $116.65.

United Parcel Service Stock Up 0.4%

NYSE:UPS traded up $0.41 during trading hours on Wednesday, reaching $93.85. 4,480,982 shares of the company traded hands, compared to its average volume of 5,688,592. The business’s 50-day moving average price is $102.53 and its two-hundred day moving average price is $103.80. The stock has a market capitalization of $79.84 billion, a P/E ratio of 17.44, a P/E/G ratio of 1.73 and a beta of 1.06. United Parcel Service has a 1 year low of $82.00 and a 1 year high of $122.41. The company has a current ratio of 1.18, a quick ratio of 1.18 and a debt-to-equity ratio of 1.58.

United Parcel Service (NYSE:UPS) last issued its earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.65 by $0.11. The company had revenue of $22.83 billion for the quarter, compared to analysts’ expectations of $21.86 billion. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The firm’s quarterly revenue was up 7.6% on a year-over-year basis. During the same quarter last year, the company posted $1.55 earnings per share. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Analysts predict that United Parcel Service will post 7.21 earnings per share for the current year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Monday, August 17th were paid a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a yield of 7.0%. The ex-dividend date was Monday, August 17th. United Parcel Service’s dividend payout ratio is presently 121.93%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of UPS. QRG Capital Management Inc. increased its position in United Parcel Service by 7.2% in the 2nd quarter. QRG Capital Management Inc. now owns 124,836 shares of the transportation company’s stock worth $13,420,000 after buying an additional 8,369 shares during the period. Envestnet Portfolio Solutions Inc. lifted its stake in United Parcel Service by 13.8% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 54,678 shares of the transportation company’s stock valued at $5,878,000 after buying an additional 6,623 shares in the last quarter. Andra AP fonden grew its holdings in shares of United Parcel Service by 22.9% in the 2nd quarter. Andra AP fonden now owns 127,649 shares of the transportation company’s stock valued at $13,722,000 after acquiring an additional 23,800 shares in the last quarter. IKE Capital LLC increased its holdings in shares of United Parcel Service by 13.9% during the 2nd quarter. IKE Capital LLC now owns 7,740 shares of the transportation company’s stock worth $832,000 after acquiring an additional 945 shares during the last quarter. Finally, Sequoia Financial Advisors LLC boosted its position in shares of United Parcel Service by 0.9% in the second quarter. Sequoia Financial Advisors LLC now owns 56,624 shares of the transportation company’s stock valued at $6,087,000 after acquiring an additional 508 shares during the period. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: UPS launched Secure Commerce, a platform combining insurance, fraud mitigation and AI-driven risk management. The offering could create additional revenue opportunities while helping business customers reduce shipment losses, fraud and supply-chain disruptions. UPS Strengthens E-Commerce Security With New Secure Commerce Platform
• Positive Sentiment: Transportation-industry prospects are improving as freight conditions recover and carriers pursue cost reductions. UPS is identified, alongside FedEx and GXO Logistics, as being positioned to benefit from stronger air-freight and cargo demand. 3 Air-Freight and Cargo Stocks to Watch as Industry Prospects Improve
• Positive Sentiment: Zacks expects UPS may again beat quarterly estimates, citing its strong earnings-surprise history and currently favorable estimate-related indicators. UPS’s latest reported quarter also exceeded consensus for both revenue and earnings, providing support for the bullish case. Will UPS Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Reports highlighting distress among trucking companies point to broader supply-chain stress. Tight capacity could eventually support pricing, but bankruptcies and persistent freight-industry pressure may also signal weaker demand and higher operating risks for UPS. America’s Critical Supply Chain Is Breaking
• Negative Sentiment: UPS’s dividend appears financially stretched: its trailing free-cash-flow payout ratio is estimated at 99%, compared with 27% for FedEx. The company kept its dividend flat this year, ending a long streak of increases, raising concerns about future dividend growth and coverage. UPS Versus FedEx Dividend Comparison
• Negative Sentiment: UPS faces a difficult balancing act between raising prices and protecting shipment volumes while labor, fuel and other costs remain elevated. That pressure could limit margin expansion even if demand improves. UPS Dips Below $94 and Has a 7% Dividend Yield

United Parcel Service Company Profile

United Parcel Service, Inc (NYSE: UPS) is a global logistics and package delivery company that provides transportation and supply chain management services to businesses and consumers. Its operations include the pickup, transportation and delivery of packages, documents and freight through ground, air and international networks.

UPS also offers logistics and supply chain solutions, including warehousing, distribution, customs brokerage, contract logistics, returns management and specialized services for healthcare and other industries.