United Parcel Service (NYSE:UPS) Stock Gets Price Target Boost from TD Cowen

United Parcel Service (NYSE:UPS) had its target price hoisted by stock analysts at TD Cowen from $115.00 to $116.00 in a research note issued to investors on Wednesday, Benzinga reports. The firm currently has a “hold” rating on the transportation company’s stock. TD Cowen‘s price objective suggests a potential upside of 10.40% from the company’s previous close.

A number of other analysts have also recently commented on the company. Sanford C. Bernstein reduced their price objective on United Parcel Service from $131.00 to $127.00 and set an “outperform” rating for the company in a research report on Wednesday, October 21st. Susquehanna increased their target price on United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a report on Wednesday, July 29th. Wells Fargo & Company raised their target price on United Parcel Service from $110.00 to $112.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Raymond James Financial boosted their price target on United Parcel Service from $127.00 to $131.00 and gave the company a “strong-buy” rating in a research note on Wednesday, July 29th. Finally, BMO Capital Markets boosted their price target on United Parcel Service from $110.00 to $115.00 and gave the company a “market perform” rating in a research note on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, United Parcel Service currently has a consensus rating of “Hold” and a consensus target price of $115.88.

United Parcel Service Stock Performance

NYSE:UPS traded down $1.01 during trading hours on Wednesday, reaching $105.08. The company had a trading volume of 2,511,869 shares, compared to its average volume of 5,607,902. The firm has a market cap of $89.40 billion, a price-to-earnings ratio of 19.53, a PEG ratio of 1.86 and a beta of 1.07. The company has a current ratio of 1.18, a quick ratio of 1.18 and a debt-to-equity ratio of 1.58. The firm’s 50 day moving average price is $98.92 and its 200-day moving average price is $104.64. United Parcel Service has a 52 week low of $90.84 and a 52 week high of $122.41.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, October 27th. The transportation company reported $1.69 earnings per share for the quarter, beating the consensus estimate of $1.62 by $0.07. The firm had revenue of $22.90 billion for the quarter, compared to analysts’ expectations of $22.27 billion. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%. The company’s revenue was up 6.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.74 EPS. On average, analysts forecast that United Parcel Service will post 7.19 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in UPS. Soltis Investment Advisors LLC lifted its position in shares of United Parcel Service by 10.9% during the third quarter. Soltis Investment Advisors LLC now owns 81,662 shares of the transportation company’s stock worth $7,630,000 after purchasing an additional 8,047 shares during the last quarter. Financial Solutions Advisory Group Inc. grew its holdings in shares of United Parcel Service by 7.4% in the third quarter. Financial Solutions Advisory Group Inc. now owns 4,229 shares of the transportation company’s stock worth $412,000 after purchasing an additional 293 shares during the last quarter. Morey & Quinn Wealth Partners LLC grew its holdings in shares of United Parcel Service by 7.1% in the third quarter. Morey & Quinn Wealth Partners LLC now owns 3,032 shares of the transportation company’s stock worth $283,000 after purchasing an additional 200 shares during the last quarter. Childress Capital Advisors LLC increased its stake in United Parcel Service by 19.6% in the 3rd quarter. Childress Capital Advisors LLC now owns 2,869 shares of the transportation company’s stock worth $268,000 after buying an additional 470 shares during the period. Finally, Shakespeare Wealth Management LLC bought a new stake in United Parcel Service during the 3rd quarter valued at about $357,000. 60.26% of the stock is currently owned by institutional investors.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Quarterly results exceeded expectations. UPS reported adjusted earnings of $1.69 per share and revenue of $22.9 billion, beating consensus estimates of $1.62 and $22.27 billion, respectively. Revenue increased 6.9% year over year. UPS beats quarterly expectations, raises full-year guidance again
• Positive Sentiment: UPS raised its 2026 outlook for a second consecutive quarter. The company now expects approximately $92.6 billion in revenue and $8.75 billion in adjusted operating profit, with adjusted EPS guidance of $7.28 versus the prior $7.22 forecast. Higher-margin international shipments, pricing, premium customers and network efficiencies supported the increase. UPS expects $92.6B 2026 revenue as it raises operating profit outlook
• Positive Sentiment: Management expects stronger holiday profitability despite slightly lower delivery volumes, while forwarding and logistics revenue grew 17%. UPS also highlighted a potential $15 billion data-center logistics opportunity and a 53.8% increase in free cash flow. UPS Q3 Earnings Call Highlights Margin Gains and Raised Outlook
• Neutral Sentiment: Analysts raised their price targets, including Oppenheimer to $119, Bank of America to $114 and Wells Fargo to $112. However, the firms maintained “outperform,” “neutral” and “equal weight” ratings, respectively, indicating limited consensus on the stock’s near-term upside.
• Negative Sentiment: Barclays raised its target to $95 but retained an “underweight” rating, implying downside from recent levels. Investors also remain concerned about declining domestic package volumes, UPS’s reduced Amazon shipments and reported goodwill and asset-impairment charges. Barclays raises UPS price target but keeps underweight rating

About United Parcel Service

United Parcel Service, Inc (NYSE: UPS) is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.