United Parcel Service (NYSE:UPS) Lowered to Strong Sell Rating by BNP Paribas

BNP Paribas cut shares of United Parcel Service (NYSE:UPS) from a hold rating to a strong sell rating in a research report report published on Tuesday,Zacks.com reports.

A number of other research firms have also recently weighed in on UPS. Stephens raised United Parcel Service to a “hold” rating in a report on Wednesday, October 29th. Bank of America upgraded shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective for the company in a research report on Friday, January 9th. Deutsche Bank Aktiengesellschaft cut their target price on shares of United Parcel Service from $100.00 to $88.00 and set a “hold” rating for the company in a research note on Thursday, October 2nd. Stifel Nicolaus raised their price target on shares of United Parcel Service from $110.00 to $112.00 and gave the company a “buy” rating in a research note on Tuesday, December 16th. Finally, Truist Financial boosted their price objective on United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, sixteen have issued a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat.com, United Parcel Service currently has a consensus rating of “Hold” and a consensus target price of $111.42.

United Parcel Service Stock Performance

Shares of UPS stock traded up $0.43 on Tuesday, hitting $107.01. The company had a trading volume of 1,296,884 shares, compared to its average volume of 5,046,235. United Parcel Service has a twelve month low of $82.00 and a twelve month high of $136.99. 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 firm has a market cap of $90.79 billion, a P/E ratio of 16.54, a price-to-earnings-growth ratio of 2.35 and a beta of 1.11. The company has a 50-day moving average price of $98.40 and a 200-day moving average price of $93.07.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.31 by $0.43. The company had revenue of $21.42 billion during the quarter, compared to the consensus estimate of $20.94 billion. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.United Parcel Service’s revenue for the quarter was down 3.7% on a year-over-year basis. During the same period in the previous year, the company posted $1.76 earnings per share. As a group, equities research analysts predict that United Parcel Service will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 4th. Investors of record on Monday, November 17th were given a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.1%. The ex-dividend date was Monday, November 17th. United Parcel Service’s dividend payout ratio is presently 101.39%.

Institutional Investors Weigh In On United Parcel Service

A number of institutional investors and hedge funds have recently made changes to their positions in UPS. Evelyn Partners Investment Management Europe Ltd lifted its position in shares of United Parcel Service by 110.1% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after purchasing an additional 131 shares during the last quarter. Mid American Wealth Advisory Group Inc. acquired a new stake in United Parcel Service in the second quarter valued at $26,000. Salzhauer Michael acquired a new position in shares of United Parcel Service during the 3rd quarter worth about $31,000. Physician Wealth Advisors Inc. boosted its holdings in United Parcel Service by 76.5% in the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after purchasing an additional 163 shares in the last quarter. Finally, RMG Wealth Management LLC purchased a new position in United Parcel Service in the second quarter valued at approximately $34,000. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service News Summary

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

• Positive Sentiment: Bernstein raised its price target to $125 and kept an Outperform rating, citing expected margin improvement — a supportive vote of confidence for near‑term upside. Bernstein Lifts UPS Price Target
• Positive Sentiment: JPMorgan analyst publicly said UPS stock is expected to rise, providing additional analyst support and a potential catalyst for momentum traders. JPMorgan Says UPS Expected to Rise
• Neutral Sentiment: An NLRB judge ruled UPS’s recording policy is allowed under labor law — this reduces a regulatory/labor-risk overhang but is unlikely to move shares dramatically on its own. NLRB Judge OKs UPS Recording Policy
• Neutral Sentiment: UPS scheduled Q4 2025 results for Jan 27 with a CEO/CFO webcast — investors will watch revenue, margin progress and guidance for 2026; this is the immediate event risk/catalyst. UPS To Release Fourth-Quarter 2025 Results
• Negative Sentiment: Zacks highlights persistent revenue and volume declines, citing softer demand and deeper cuts from Amazon — a core fundamental headwind that undercuts growth expectations. UPS’ Revenue Struggles Persist
• Negative Sentiment: Analyst downgrades: BNP Paribas moved UPS to “strong sell” (reported via Zacks) and BNP Paribas Exane cut to “underperform” with an $85 target — these lower ratings and targets increase selling pressure and signal bigger downside in some shops. Zacks Coverage / Downgrade
• Negative Sentiment: UPS announced a large restructuring (reports of ~68,000 job cuts and 73 facility closures) — this reduces cost but signals demand weakness and raises execution risk during the transition. UPS Eliminates 68,000 Jobs
• Negative Sentiment: Analysts and press note multi‑year declines in earnings and shareholder returns, and recent underperformance versus peers — a reminder investors are questioning UPS’s ability to regain longer‑term growth. UPS Earnings and Shareholder Returns Trend

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.