Susquehanna Boosts United Parcel Service (NYSE:UPS) Price Target to $120.00

United Parcel Service (NYSE:UPS) had its target price upped by investment analysts at Susquehanna from $118.00 to $120.00 in a research report issued on Wednesday,Benzinga reports. The brokerage currently has a “neutral” rating on the transportation company’s stock. Susquehanna’s target price suggests a potential upside of 14.31% from the stock’s current price.

UPS has been the topic of several other reports. BMO Capital Markets raised their price target on shares of United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a research note on Wednesday. Citizens Jmp began coverage on shares of United Parcel Service in a research report on Wednesday, July 15th. They set a “market perform” rating on the stock. Oppenheimer lifted their target price 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. Stephens upgraded United Parcel Service to a “strong-buy” rating in a report on Wednesday, July 8th. Finally, Citigroup increased their price target on United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $112.75.

United Parcel Service Price Performance

Shares of NYSE:UPS traded down $0.56 during midday trading on Wednesday, hitting $104.97. 2,540,593 shares of the stock were exchanged, compared to its average volume of 5,970,178. United Parcel Service has a twelve month low of $82.00 and a twelve month high of $122.41. The stock has a market cap of $89.23 billion, a P/E ratio of 16.98, a PEG 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. The company has a 50 day moving average price of $108.80 and a 200-day moving average price of $106.71.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, topping 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 company had revenue of $22.83 billion during the quarter, compared to analysts’ expectations of $21.86 billion. During the same period in the previous year, the firm posted $1.55 earnings per share. The business’s revenue for the quarter 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. On average, research analysts forecast that United Parcel Service will post 7.1 earnings per share for the current year.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in UPS. Vanguard Group Inc. raised its holdings in shares of United Parcel Service by 1.8% during the fourth quarter. Vanguard Group Inc. now owns 68,496,420 shares of the transportation company’s stock valued at $6,794,160,000 after buying an additional 1,218,432 shares during the last quarter. State Street Corp grew its stake in shares of United Parcel Service by 3.3% in the fourth quarter. State Street Corp now owns 32,092,627 shares of the transportation company’s stock worth $3,183,268,000 after purchasing an additional 1,029,377 shares in the last quarter. Charles Schwab Investment Management Inc. grew its stake in shares of United Parcel Service by 3.3% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 27,142,759 shares of the transportation company’s stock worth $2,692,290,000 after purchasing an additional 856,125 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of United Parcel Service by 1.4% during the fourth quarter. Geode Capital Management LLC now owns 17,154,091 shares of the transportation company’s stock valued at $1,703,291,000 after purchasing an additional 240,253 shares during the period. Finally, Victory Capital Management Inc. raised its stake in shares of United Parcel Service by 72.9% during the fourth quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock valued at $1,370,639,000 after purchasing an additional 5,826,824 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors.

Key Stories Impacting United Parcel Service

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

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.