Jefferies Financial Group Issues Positive Forecast for United Parcel Service (NYSE:UPS) Stock Price

United Parcel Service (NYSE:UPS) had its price target upped by stock analysts at Jefferies Financial Group from $115.00 to $130.00 in a report released on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the transportation company’s stock. Jefferies Financial Group’s price target would suggest a potential upside of 25.19% from the stock’s previous close.

Several other research analysts also recently commented on the stock. Sanford C. Bernstein lifted their price target on shares of United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. Oppenheimer lifted their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday. BMO Capital Markets upped their target price on United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a report on Wednesday. Evercore ISI upped their target price on shares of United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a research report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. raised their price objective on United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, United Parcel Service has an average rating of “Hold” and a consensus target price of $115.22.

United Parcel Service Stock Down 3.1%

United Parcel Service stock traded down $3.36 during midday trading on Wednesday, hitting $103.84. 6,692,074 shares of the stock were exchanged, compared to its average volume of 5,720,956. The company has a quick ratio of 1.30, a current ratio of 1.30 and a debt-to-equity ratio of 1.50. The stock has a market capitalization of $88.10 billion, a price-to-earnings ratio of 16.04, a price-to-earnings-growth ratio of 2.31 and a beta of 1.11. The business’s 50-day moving average price is $101.01 and its 200-day moving average price is $93.40. United Parcel Service has a 52-week low of $82.00 and a 52-week high of $136.58.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.18. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The company had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same quarter last year, the business posted $2.75 EPS. United Parcel Service’s quarterly revenue was down 3.2% compared to the same quarter last year. On average, research analysts expect that United Parcel Service will post 7.95 EPS for the current fiscal year.

Institutional Trading of United Parcel Service

Hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. increased its stake in shares of United Parcel Service by 0.6% in the third quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock worth $5,619,730,000 after acquiring an additional 372,850 shares during the period. State Street Corp lifted its holdings in United Parcel Service by 0.9% during the third quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock valued at $2,594,713,000 after purchasing an additional 288,720 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in United Parcel Service by 3.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock worth $2,603,459,000 after buying an additional 746,667 shares during the last quarter. Geode Capital Management LLC increased its position in shares of United Parcel Service by 4.8% during the second quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock worth $1,675,733,000 after purchasing an additional 762,407 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of United Parcel Service in the second quarter valued at about $851,842,000. 60.26% of the stock is currently 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: Q4 beat and upbeat 2026 revenue guide — UPS reported Q4 revenue and EPS above consensus and issued higher 2026 revenue guidance, supporting the case for a recovery in growth and margins. UPS Releases 4Q 2025 Earnings and Provides 2026 Guidance
• Positive Sentiment: Broad analyst upgrade momentum — Multiple brokers have raised price targets and issued upgrades (notable raises from UBS, Truist, Oppenheimer, Stifel and others), signaling growing analyst confidence in the turnaround. Analyst Coverage Summary
• Positive Sentiment: Dividend yield and capital returns — UPS declared a quarterly dividend (raising its yield to roughly 6%), and buybacks continue, which supports income-focused investors and underpins the stock’s valuation floor. UPS Releases 4Q 2025 Earnings and Provides 2026 Guidance
• Positive Sentiment: Technical/market commentary sees accumulation — MarketBeat and other outlets argue the stock is entering a rebound phase as guidance, margins and institutional buying shift sentiment. United Parcel Service Transitions to Growth
• Neutral Sentiment: Unusual options activity — Elevated call-buying (roughly 64k calls) suggests speculation or hedging interest, but it’s not definitive proof of sustained directional flows.
• Negative Sentiment: Large job cuts announced — UPS will cut up to 30,000 operational roles and close facilities as it winds down Amazon volumes; this reduces costs longer term but signals a painful, uncertain near-term transition. UPS to cut additional 30,000 jobs
• Negative Sentiment: MD-11 accident/regulatory fallout — The industry focus on the MD-11 after a fatal UPS crash has led peers to ground or adjust operations; FedEx’s timeline to return MD-11s underscores ongoing safety/regulatory scrutiny and potential cost/operational impacts. FedEx plans MD-11 cargo plane return by May 31
• Negative Sentiment: One-time charges tied to fleet and restructuring — Q4 included charges (roughly $238M) for aircraft retirement and other items; these and restructuring costs related to the Amazon unwind are near-term drags on reported EPS. UPS Releases 4Q 2025 Earnings and Provides 2026 Guidance

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.