TD Cowen Forecasts Strong Price Appreciation for United Parcel Service (NYSE:UPS) Stock

Key Points

• TD Cowen raised its UPS price target from $115 to $116 while maintaining a “hold” rating, implying 10.4% potential upside. Analysts’ consensus remains “hold,” with an average target of $115.88.
• UPS exceeded quarterly expectations, reporting $1.69 in EPS and $22.9 billion in revenue, with revenue up 6.9% year over year. Management also raised its 2026 outlook, citing stronger international shipments, pricing, network efficiencies and logistics growth.
• Despite improving results, investors remain concerned about declining domestic package volumes, reduced Amazon shipments and impairment charges; UPS shares fell 1% to $105.08 in Wednesday trading.

United Parcel Service (NYSE:UPS - Get Free Report) had its price target raised by equities researchers at TD Cowen from $115.00 to $116.00 in a research report issued on Wednesday, Benzinga reports. The firm presently has a "hold" rating on the transportation company's stock. TD Cowen's price objective would indicate a potential upside of 10.40% from the stock's current price.

Several other equities research analysts also recently commented on the company. Truist Financial boosted their target price on United Parcel Service from $115.00 to $120.00 and gave the stock a "buy" rating in a report on Wednesday. UBS Group raised their price target on United Parcel Service from $123.00 to $124.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. Stephens lowered their price target on United Parcel Service from $135.00 to $130.00 and set an "overweight" rating for the company in a research report on Wednesday, July 29th. Barclays upped their price target on shares of United Parcel Service from $80.00 to $95.00 and gave the stock an "underweight" rating in a research note on Wednesday. Finally, Raymond James Financial increased their price objective on shares of United Parcel Service from $127.00 to $131.00 and gave the company a "strong-buy" rating in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $115.88.

United Parcel Service Stock Down 1.0%

Shares of UPS traded down $1.01 during mid-day trading 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 company has a debt-to-equity ratio of 1.58, a quick ratio of 1.18 and a current ratio of 1.18. The firm has a 50-day moving average price of $98.92 and a 200 day moving average price of $104.64. United Parcel Service has a 52 week low of $90.84 and a 52 week high of $122.41. The company has a market capitalization of $89.40 billion, a price-to-earnings ratio of 19.53, a price-to-earnings-growth ratio of 1.86 and a beta of 1.07.

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

Institutional Investors Weigh In On United Parcel Service

Several institutional investors have recently modified their holdings of the business. Markowski Investments bought a new stake in United Parcel Service in the 2nd quarter worth about $30,000. Allied Private Wealth LLC purchased a new position in United Parcel Service in the 2nd quarter worth about $34,000. Legacy Wealth Managment LLC ID lifted its stake in United Parcel Service by 48.6% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 309 shares of the transportation company's stock valued at $30,000 after acquiring an additional 101 shares during the period. Community Financial Services Group LLC lifted its stake in United Parcel Service by 170.1% during the 2nd quarter. Community Financial Services Group LLC now owns 370 shares of the transportation company's stock valued at $41,000 after acquiring an additional 233 shares during the period. Finally, Grove Bank & Trust boosted its holdings in shares of United Parcel Service by 49.8% during the 2nd quarter. Grove Bank & Trust now owns 379 shares of the transportation company's stock valued at $41,000 after acquiring an additional 126 shares during the last quarter. 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: 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.

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