United Parcel Service (NYSE:UPS) Stock Gets Price Target Trim from Sanford C. Bernstein

United Parcel Service (NYSE:UPS) had its price objective trimmed by Sanford C. Bernstein from $131.00 to $127.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an outperform rating on the transportation company’s stock.

A number of other brokerages have also recently commented on UPS. Oppenheimer lifted their target price on shares of United Parcel Service from $115.00 to $117.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Stifel Nicolaus upped their price target 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. BNP Paribas Exane cut their price target on shares of United Parcel Service from $90.00 to $85.00 and set an “underperform” rating for the company in a research report on Wednesday, September 30th. Raymond James Financial raised their price objective on United Parcel Service from $127.00 to $131.00 and gave the company a “strong-buy” rating in a research note on Wednesday, July 29th. Finally, BMO Capital Markets lifted their price objective on United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, United Parcel Service has an average rating of “Hold” and an average target price of $115.70.

United Parcel Service Stock Down 0.4%

Shares of NYSE UPS opened at $101.07 on Wednesday. The stock has a market capitalization of $85.99 billion, a P/E ratio of 14.61, a PEG ratio of 1.87 and a beta of 1.07. United Parcel Service has a one year low of $87.14 and a one year high of $122.41. The firm’s 50 day simple moving average is $98.88 and its two-hundred day simple moving average is $103.62. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.18 and a quick ratio of 1.18.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, topping analysts’ consensus estimates of $1.65 by $0.11. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The firm had revenue of $22.83 billion during the quarter, compared to analyst estimates of $21.86 billion. During the same period in the previous year, the business posted $1.55 EPS. The business’s quarterly revenue was up 7.6% on a year-over-year basis. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, analysts expect that United Parcel Service will post 7.19 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th were issued a $1.64 dividend. The ex-dividend date was Monday, August 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.5%. United Parcel Service’s dividend payout ratio (DPR) is currently 121.93%.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Bank of America Corp DE boosted its position in United Parcel Service by 23.3% during the 1st quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company’s stock valued at $957,053,000 after buying an additional 1,836,651 shares during the period. Dimensional Fund Advisors LP increased its position in shares of United Parcel Service by 5.7% in the first quarter. Dimensional Fund Advisors LP now owns 5,037,626 shares of the transportation company’s stock valued at $495,411,000 after acquiring an additional 271,646 shares during the period. Bank of New York Mellon Corp increased its position in shares of United Parcel Service by 2.1% in the first quarter. Bank of New York Mellon Corp now owns 4,639,324 shares of the transportation company’s stock valued at $456,417,000 after acquiring an additional 97,582 shares during the period. First Trust Advisors LP increased its position in shares of United Parcel Service by 37.4% in the first quarter. First Trust Advisors LP now owns 3,631,133 shares of the transportation company’s stock valued at $357,231,000 after acquiring an additional 988,442 shares during the period. Finally, Pacer Advisors Inc. raised its stake in shares of United Parcel Service by 8.2% during the first quarter. Pacer Advisors Inc. now owns 3,510,630 shares of the transportation company’s stock valued at $345,376,000 after acquiring an additional 266,396 shares during the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS has automated four additional facilities ahead of the peak shipping season, which should improve capacity and productivity while supporting margins through lower operating costs. UPS automates four additional facilities
• Positive Sentiment: The carrier has been raising revenue per package, targeting more efficiency-driven savings, and reducing lower-margin U.S. volume. That strategy could improve profitability even if total package volumes remain pressured. UPS pricing and cost savings
• Neutral Sentiment: Investors are focused on the upcoming third-quarter report and on operating metrics beyond revenue and EPS, including package volume, pricing, margins, and management’s outlook. UPS Q3 2026 preview
• Neutral Sentiment: Commentary on UPS’s cash generation and dividend appeal provides some support for the investment case, but also cautions that strong cash flow alone may not overcome weak demand or inefficient capital allocation. Cash-producing stocks
• Negative Sentiment: Bernstein issued a pessimistic forecast, while another report noted UPS has fallen behind FedEx, highlighting competitive and execution concerns. A separate price-target reduction further reinforces cautious analyst sentiment. Bernstein forecast
• Negative Sentiment: The decision to shed lower-margin volume suggests management is prioritizing profitability over growth, but it also signals continued pressure on shipment demand and could limit revenue expansion. UPS trims lower-margin volume

About United Parcel Service

United Parcel Service, Inc (NYSE: UPS) is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.