Stephens Has Lowered Expectations for United Parcel Service (NYSE:UPS) Stock Price

United Parcel Service (NYSE:UPS) had its price target dropped by equities researchers at Stephens from $135.00 to $130.00 in a report released on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the transportation company’s stock. Stephens’ target price suggests a potential upside of 23.84% from the company’s current price.

UPS has been the topic of a number of other research reports. Sanford C. Bernstein increased their target price on United Parcel Service from $130.00 to $133.00 and gave the company an “outperform” rating in a report on Tuesday, July 21st. 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 research report on Wednesday. Citizens Jmp assumed coverage on shares of United Parcel Service in a research note on Wednesday, July 15th. They issued a “market perform” rating for the company. 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 research note on Wednesday. Finally, Evercore cut their price objective on shares of United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, United Parcel Service has a consensus rating of “Hold” and an average target price of $112.75.

United Parcel Service Price Performance

Shares of UPS stock traded down $0.56 during mid-day trading on Wednesday, reaching $104.97. The stock had a trading volume of 2,540,593 shares, compared to its average volume of 5,970,178. The company has a market cap of $89.23 billion, a P/E ratio of 16.98, a price-to-earnings-growth ratio of 1.80 and a beta of 1.05. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 1.50. United Parcel Service has a 12-month low of $82.00 and a 12-month high of $122.41. The business has a 50-day simple moving average of $108.80 and a 200 day simple moving average of $106.71.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, beating analysts’ consensus estimates of $1.65 by $0.11. The firm 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 5.94% and a return on equity of 35.95%. The firm’s revenue was up 7.6% on a year-over-year basis. During the same period in the prior year, the company earned $1.55 EPS. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. On average, sell-side analysts anticipate that United Parcel Service will post 7.1 earnings per share for the current year.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Shrier Wealth Management LLC purchased a new position in United Parcel Service in the fourth quarter valued at approximately $1,099,000. LFG Wealth Partners LLC acquired a new stake in shares of United Parcel Service in the fourth quarter worth $1,207,000. CWM LLC increased its position in shares of United Parcel Service by 49.4% in the fourth quarter. CWM LLC now owns 297,357 shares of the transportation company’s stock worth $29,495,000 after acquiring an additional 98,309 shares in the last quarter. RiverFront Investment Group LLC raised its stake in shares of United Parcel Service by 937.9% in the 4th quarter. RiverFront Investment Group LLC now owns 245,564 shares of the transportation company’s stock valued at $24,358,000 after acquiring an additional 221,905 shares during the period. Finally, Bank of New York Mellon Corp lifted its holdings in shares of United Parcel Service by 1.5% during the 4th quarter. Bank of New York Mellon Corp now owns 4,541,742 shares of the transportation company’s stock valued at $450,495,000 after acquiring an additional 65,652 shares in 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 reported second-quarter revenue of approximately $22.8 billion, up 7.6% year over year, and adjusted earnings of $1.76 per share, exceeding analyst expectations. Management raised its 2026 revenue and earnings outlook, supporting the view that its restructuring program is beginning to improve results. UPS beats earnings expectations, raises full-year guidance
• Positive Sentiment: The company said its planned reduction, or “glide down,” of lower-margin Amazon deliveries is effectively complete. UPS expects pricing, premium services and network efficiencies to support margin expansion in the second half of 2026, while focusing on more profitable shipments. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: BMO Capital Markets raised its UPS price target from $110 to $115 while maintaining a “market perform” rating, indicating modest potential upside but not a strongly bullish stance. BMO raises UPS price target
• Neutral Sentiment: U.S. average daily package volume declined 3.3% year over year as UPS removed lower-yielding Amazon business. The strategy is intended to improve profitability even with fewer packages, but investors will look for evidence that higher pricing and mix can offset lost volume. UPS Is Shrinking Package Volume and Making Money With Visibility
• Negative Sentiment: Investor skepticism has overshadowed the earnings and guidance beats because GAAP results included roughly $891 million of after-tax transformation charges, while consolidated operating profit was pressured. Lower international operating profit, fuel costs and weaker near-term domestic expectations also cloud the outlook. UPS raises 2026 outlook after second quarter results exceed expectations
• Negative Sentiment: Industrywide delivery trends are increasing competitive pressure: retailers are diversifying beyond UPS, FedEx and the Postal Service while demanding faster delivery at low or no cost. That could limit UPS’s pricing power and make volume recovery more difficult. Carrier diversification unravels the last-mile delivery duopoly

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.