TD Cowen Raises United Parcel Service (NYSE:UPS) Price Target to $115.00

United Parcel Service (NYSE:UPS) had its price target boosted by equities researchers at TD Cowen from $101.00 to $115.00 in a research note issued on Wednesday. The firm presently has a “hold” rating on the transportation company’s stock. TD Cowen’s price target would suggest a potential upside of 7.24% from the stock’s current price.

Several other research firms have also commented on UPS. Stephens raised shares of United Parcel Service to a “hold” rating in a research note on Wednesday, October 29th. Wells Fargo & Company lifted their price objective on United Parcel Service from $91.00 to $96.00 and gave the company an “equal weight” rating in a research report on Wednesday, October 29th. Stifel Nicolaus raised their target price on United Parcel Service from $110.00 to $112.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Evercore ISI boosted their price objective on 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 target on shares of United Parcel Service from $97.00 to $99.00 and gave the stock a “neutral” rating in a research report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, sixteen have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $112.09.

United Parcel Service Trading Up 0.3%

Shares of NYSE UPS opened at $107.24 on Wednesday. United Parcel Service has a 12-month low of $82.00 and a 12-month high of $136.99. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 1.50. The company has a market cap of $90.98 billion, a price-to-earnings ratio of 16.57, a price-to-earnings-growth ratio of 2.31 and a beta of 1.11. The stock’s 50 day simple moving average is $101.01 and its 200 day simple moving average is $93.40.

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

Institutional Investors Weigh In On United Parcel Service

A number of institutional investors have recently modified their holdings of UPS. Vanguard Group Inc. raised its position in shares of United Parcel Service by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock valued at $5,619,730,000 after buying an additional 372,850 shares in the last quarter. State Street Corp grew its position in shares of United Parcel Service by 0.9% during the 3rd quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock worth $2,594,713,000 after buying an additional 288,720 shares during the period. Charles Schwab Investment Management Inc. increased its stake in shares of 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 valued at $2,603,459,000 after acquiring an additional 746,667 shares in the last quarter. Geode Capital Management LLC grew its holdings in United Parcel Service by 4.8% in 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 during the period. Finally, Norges Bank bought a new stake in United Parcel Service in the second quarter valued at $851,842,000. Institutional investors own 60.26% of the company’s stock.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Q4 beat and upbeat 2026 guide — UPS posted $24.5B in Q4 revenue and adjusted EPS above estimates; it guided 2026 revenue to $89.7B, above Street consensus, driven by stronger international margins and higher-yield package mix. This is the main driver lifting the stock. Article Title
• Positive Sentiment: Higher, reliable cash return — UPS declared a quarterly dividend of $1.64 per share (annualized yield ~6.1%), ex-dividend Feb. 17, supporting income-focused investor demand and providing a valuation floor relative to peers.
• Positive Sentiment: Analyst/institutional tone turning constructive — MarketBeat and other outlets note institutional accumulation, analyst upgrades and a narrative that UPS is transitioning to higher-margin, targeted growth areas, which reinforces the post-earnings rally. Article Title
• Positive Sentiment: Unusual options activity — a notable uptick in call buying (about 63,994 calls) suggests some traders are positioning for further upside after the beat/guidance.
• Neutral Sentiment: Strategic shift in volume mix — UPS is deliberately reducing low-margin Amazon volume and refocusing on healthcare, cross-border and B2B, which should improve long-term mix but may depress near-term top-line growth during the transition. Article Title
• Neutral Sentiment: Q4 included notable one-time charges — GAAP results reflect charges (aircraft retirement etc.) that reduced headline EPS; adjusted results beat, so investors must judge how recurring benefits offset one-offs. Article Title
• Negative Sentiment: Large job cuts and restructuring risk — UPS will eliminate up to 30,000 operational roles in 2026 (on top of ~48,000 cuts in 2025) as it unwinds work for Amazon and retools its network; this underscores the cost and execution risk of the separation and could pressure operations and near-term sentiment. Article Title
• Negative Sentiment: Scale and execution questions remain — repeated large layoffs and the Amazon unwind highlight structural challenges; if volume declines or execution slips, margins and growth could be weaker than management expects.

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.