BNP Paribas Exane Has Lowered Expectations for United Parcel Service (NYSE:UPS) Stock Price

United Parcel Service (NYSE:UPS) had its price target lowered by stock analysts at BNP Paribas Exane from $90.00 to $85.00 in a report issued on Wednesday. The firm currently has an “underperform” rating on the transportation company’s stock. BNP Paribas Exane’s price target would indicate a potential downside of 9.43% from the company’s current price.

A number of other research analysts have also weighed in on the stock. Susquehanna raised their price target on shares of United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Sanford C. Bernstein upped their price objective on shares of United Parcel Service from $130.00 to $133.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 21st. Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, August 17th. Stifel Nicolaus boosted their target price on United Parcel Service from $114.00 to $115.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Finally, Oppenheimer boosted their target price on United Parcel Service from $115.00 to $117.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $116.65.

United Parcel Service Stock Up 0.4%

United Parcel Service stock traded up $0.41 during trading on Wednesday, hitting $93.85. 4,480,844 shares of the company were exchanged, compared to its average volume of 5,688,590. The company has a market capitalization of $79.84 billion, a P/E ratio of 17.44, a PEG ratio of 1.73 and a beta of 1.06. The business’s 50 day moving average is $102.53 and its 200 day moving average is $103.80. United Parcel Service has a 52 week low of $82.00 and a 52 week 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 quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating the consensus estimate of $1.65 by $0.11. The business had revenue of $22.83 billion for the quarter, compared to analysts’ expectations of $21.86 billion. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.The business’s revenue was up 7.6% on a year-over-year basis. During the same period last year, the business earned $1.55 EPS. 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.

Institutional Investors Weigh In On United Parcel Service

Large investors have recently added to or reduced their stakes in the company. Markowski Investments purchased a new stake in shares of United Parcel Service during the second quarter worth $30,000. Allied Private Wealth LLC purchased a new position in United Parcel Service during the 2nd quarter valued at about $34,000. Legacy Wealth Managment LLC ID increased its position in shares of United Parcel Service by 48.6% during the first quarter. Legacy Wealth Managment LLC ID now owns 309 shares of the transportation company’s stock valued at $30,000 after buying an additional 101 shares during the period. Community Financial Services Group LLC lifted its holdings in shares of United Parcel Service by 170.1% in the second quarter. Community Financial Services Group LLC now owns 370 shares of the transportation company’s stock worth $41,000 after buying an additional 233 shares in the last quarter. Finally, Grove Bank & Trust boosted its position in shares of United Parcel Service by 49.8% in the second quarter. Grove Bank & Trust now owns 379 shares of the transportation company’s stock valued at $41,000 after acquiring an additional 126 shares during the period. Hedge funds and other institutional investors own 60.26% of the company’s stock.

United Parcel Service News Summary

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.