United Parcel Service (NYSE:UPS) Cut to “Hold” at Wall Street Zen

Wall Street Zen downgraded shares of United Parcel Service (NYSE:UPS) from a buy rating to a hold rating in a report issued on Sunday.

Other analysts have also issued research reports about the company. Evercore reduced their target price on United Parcel Service from $115.00 to $113.00 and set an “in-line” rating on the stock in a research note on Wednesday, April 22nd. Susquehanna boosted their target price on shares of United Parcel Service from $116.00 to $118.00 and gave the company a “neutral” rating in a research note on Wednesday, April 29th. Citigroup upped their price target on shares of United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. UBS Group reduced their price target on shares of 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. Finally, Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, July 10th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $111.50.

United Parcel Service Stock Down 6.2%

Shares of NYSE UPS opened at $105.94 on Friday. United Parcel Service has a 1 year low of $82.00 and a 1 year high of $122.41. The firm has a 50-day simple moving average of $108.80 and a two-hundred day simple moving average of $106.71. The company has a market cap of $90.05 billion, a P/E ratio of 17.14, a PEG ratio of 1.80 and a beta of 1.05. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.21 and a quick ratio of 1.21.

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, beating analysts’ consensus estimates of $1.65 by $0.11. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.The firm had revenue of $22.83 billion for the quarter, compared to analysts’ expectations of $21.86 billion. During the same quarter in the prior year, the firm posted $1.55 earnings per share. The company’s quarterly revenue was up 7.6% on a year-over-year basis. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Research analysts anticipate that United Parcel Service will post 7.1 earnings per share for the current year.

United Parcel Service Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were paid a dividend of $1.64 per share. The ex-dividend date was Monday, May 18th. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. United Parcel Service’s dividend payout ratio (DPR) is currently 106.15%.

Institutional Trading of United Parcel Service

Hedge funds have recently added to or reduced their stakes in the business. Wedge Capital Management L L P NC grew its holdings in United Parcel Service by 5.0% during the 2nd quarter. Wedge Capital Management L L P NC now owns 120,800 shares of the transportation company’s stock worth $12,986,000 after acquiring an additional 5,774 shares in the last quarter. Butensky & Cohen Financial Security Inc. increased its position in United Parcel Service by 1.7% during the 2nd quarter. Butensky & Cohen Financial Security Inc. now owns 38,387 shares of the transportation company’s stock valued at $4,127,000 after purchasing an additional 637 shares during the period. Tema ETFs LLC raised its holdings in shares of United Parcel Service by 10.0% in the 2nd quarter. Tema ETFs LLC now owns 14,367 shares of the transportation company’s stock valued at $1,544,000 after purchasing an additional 1,305 shares in the last quarter. Canvas Wealth Advisors LLC bought a new stake in shares of United Parcel Service in the 2nd quarter valued at about $239,000. Finally, Arkfeld Wealth Strategies L.L.C. lifted its position in shares of United Parcel Service by 3.0% in the 2nd quarter. Arkfeld Wealth Strategies L.L.C. now owns 52,770 shares of the transportation company’s stock worth $5,806,000 after purchasing an additional 1,524 shares during the period. 60.26% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: UPS reported adjusted earnings per share of $1.76, ahead of the roughly $1.65–$1.66 consensus, while revenue rose 7.6% year over year to $22.8 billion, exceeding estimates. 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 expectations, citing stronger pricing, segment growth and network efficiencies. UPS Lifts Outlook as Revenue Rises
• Positive Sentiment: UPS said its planned reduction in lower-margin Amazon shipments is largely complete. CEO Carol Tomé described the “Amazon glide down” as behind the company, potentially improving package economics and profitability over time. Less Amazon, more profit
• Neutral Sentiment: U.S. average daily package volume fell 3.3% year over year as UPS deliberately removed low-yield Amazon business. The strategy supports margins but leaves investors watching whether higher pricing and better mix can offset lower volume. UPS Is Shrinking Package Volume and Making Money With Visibility
• Negative Sentiment: Investors were concerned by weaker near-term domestic expectations, lower international operating profit and ongoing fuel-cost pressure. These issues overshadowed the quarterly beat and raised questions about the pace of underlying demand recovery. UPS raises 2026 outlook after second quarter results exceed expectations
• Negative Sentiment: GAAP results included approximately $891 million of after-tax transformation charges, primarily related to employee reductions and restructuring. The significant charges remain a drag on reported earnings and reflect execution risk as UPS completes its cost-cutting program. UPS Releases 2Q 2026 Earnings

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.