United Parcel Service (NYSE:UPS – Get Free Report) had its price target increased by equities researchers at BMO Capital Markets from $110.00 to $115.00 in a report released on Wednesday,Benzinga reports. The brokerage presently has a “market perform” rating on the transportation company’s stock. BMO Capital Markets’ price target would indicate a potential upside of 9.97% from the company’s previous close.
A number of other brokerages have also issued reports on UPS. Stephens raised United Parcel Service to a “strong-buy” rating in a research report on Wednesday, July 8th. Weiss Ratings raised shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, July 10th. UBS Group dropped their price objective on United Parcel Service from $125.00 to $123.00 and set a “buy” rating on the stock in a research note on Wednesday, April 29th. Citigroup increased their price objective on United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Finally, Wall Street Zen downgraded shares of United Parcel Service from a “buy” rating to a “hold” rating in a research report on Sunday. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $111.75.
Check Out Our Latest Report on UPS
United Parcel Service Trading Down 0.9%
United Parcel Service (NYSE:UPS – Get Free Report) last issued its quarterly earnings data 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. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The company had revenue of $22.83 billion during the quarter, compared to the consensus estimate of $21.86 billion. During the same quarter in the prior year, the firm earned $1.55 earnings per share. The firm’s revenue was up 7.6% compared to the same quarter last year. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Equities research analysts anticipate that United Parcel Service will post 7.1 earnings per share for the current fiscal year.
Hedge Funds Weigh In On United Parcel Service
Large investors have recently made changes to their positions in the company. University of Texas Texas AM Investment Management Co. bought a new position in United Parcel Service during the fourth quarter worth about $25,000. IFC & Insurance Marketing Inc. bought a new stake in United Parcel Service in the 4th quarter valued at about $25,000. Coston McIsaac & Partners grew its position in United Parcel Service by 77.8% during the fourth quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company’s stock worth $27,000 after buying an additional 119 shares in the last quarter. Torren Management LLC acquired a new position in United Parcel Service in the 4th quarter valued at $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of United Parcel Service during the 4th quarter valued at $29,000. Institutional investors own 60.26% of the company’s stock.
Key United Parcel Service News
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: UPS reported second-quarter revenue of $22.83 billion and adjusted earnings of $1.76 per share, exceeding analyst expectations of approximately $21.86 billion and $1.65 per share. Revenue increased 7.6% year over year. UPS beats earnings expectations, raises full-year guidance
- Positive Sentiment: The company raised its full-year 2026 outlook to approximately $91.2 billion in revenue and $7.22 in adjusted EPS, above consensus estimates of $90.0 billion and $7.12, respectively. Pricing, segment growth and network efficiencies supported the improved forecast. UPS Q2 Earnings Beat as Pricing and Segment Growth Accelerate
- Positive Sentiment: Management said the planned reduction, or “glide down,” of lower-margin Amazon deliveries is largely complete. UPS is attempting to replace volume with more profitable shipments and efficiency gains, which could improve margins over time. Less Amazon, more profit
- Neutral Sentiment: U.S. average daily package volume fell 3.3% year over year as UPS intentionally removed lower-yield Amazon business. The strategy may benefit profitability, but it leaves investors watching whether higher-margin growth can offset lost volume. UPS Is Shrinking Package Volume and Making Money With Visibility
- Negative Sentiment: Profitability was weaker on a reported basis: consolidated operating profit was $930 million versus $2.1 billion on an adjusted basis, while $891 million of after-tax transformation charges reduced GAAP EPS to $0.71. Investors remain concerned about restructuring costs and the pace of margin recovery. UPS Releases 2Q 2026 Earnings
- Negative Sentiment: Wall Street remains cautious about lower near-term domestic expectations, declining package volumes, weaker international operating profit and elevated fuel costs. Those concerns overshadowed the earnings and guidance beats. UPS raises 2026 outlook after second quarter results exceed expectations
- Negative Sentiment: The broader last-mile delivery market is becoming more competitive as retailers diversify beyond UPS, FedEx and the Postal Service to meet faster free-delivery expectations. That trend could pressure UPS’s pricing power and long-term volume growth. Carrier diversification unravels the last-mile delivery duopoly
United Parcel Service Company Profile
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.
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