United Parcel Service (NYSE:UPS) Stock Rating Upgraded by Hsbc Global Res

Key Points

• HSBC upgraded United Parcel Service from "hold" to "strong-buy", but despite multiple price-target raises the MarketBeat consensus remains a "Hold" with a $115.22 target.
• UPS beat Q4 estimates (EPS $2.38 vs. $2.20; revenue $24.5B vs. $23.91B) and raised its 2026 revenue guide, yet it also announced plans to cut up to 30,000 operational jobs while unwinding Amazon volumes, creating near-term execution and cost risks.

United Parcel Service (NYSE:UPS - Get Free Report) was upgraded by stock analysts at Hsbc Global Res from a "hold" rating to a "strong-buy" rating in a report released on Wednesday,Zacks.com reports.

Several other research analysts have also recently weighed in on UPS. Stephens boosted their price target on shares of United Parcel Service from $113.00 to $115.00 and gave the company an "equal weight" rating in a research report on Wednesday. Sanford C. Bernstein boosted their target price on shares of United Parcel Service from $122.00 to $125.00 and gave the company an "outperform" rating in a report on Friday, January 9th. Wolfe Research restated a "peer perform" rating on shares of United Parcel Service in a report on Thursday, January 8th. BNP Paribas Exane cut United Parcel Service from a "neutral" rating to an "underperform" rating and set a $85.00 price objective on the stock. in a report on Tuesday, January 13th. Finally, Truist Financial raised their target price on United Parcel Service from $120.00 to $130.00 and gave the stock a "buy" rating in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, fourteen have given a Hold rating and four have given a Sell rating to the company's stock. According to data from MarketBeat.com, United Parcel Service has a consensus rating of "Hold" and a consensus price target of $115.22.

United Parcel Service Trading Down 3.2%

UPS opened at $103.77 on Wednesday. The firm has a market capitalization of $88.03 billion, a price-to-earnings ratio of 16.04, a price-to-earnings-growth ratio of 2.32 and a beta of 1.11. The company's 50 day simple moving average is $101.23 and its two-hundred day simple moving average is $93.47. United Parcel Service has a 1-year low of $82.00 and a 1-year high of $136.58. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30.

United Parcel Service (NYSE:UPS - Get Free Report) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.50 billion during the quarter, compared to analysts' expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business's revenue for the quarter was down 3.2% on a year-over-year basis. During the same quarter last year, the firm earned $2.75 earnings per share. Analysts expect that United Parcel Service will post 7.95 EPS for the current fiscal year.

Insider Buying and Selling

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.13% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Norges Bank acquired a new position in shares of United Parcel Service in the second quarter worth $851,842,000. Laurel Wealth Advisors LLC increased its holdings in United Parcel Service by 11,517.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company's stock worth $252,695,000 after purchasing an additional 2,481,864 shares during the period. Arrowstreet Capital Limited Partnership raised its position in United Parcel Service by 78.7% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company's stock valued at $412,528,000 after purchasing an additional 1,799,882 shares in the last quarter. Invesco Ltd. grew its position in shares of United Parcel Service by 45.4% during the second quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company's stock worth $578,467,000 after buying an additional 1,789,467 shares in the last quarter. Finally, AQR Capital Management LLC increased its stake in shares of United Parcel Service by 94.8% during the second quarter. AQR Capital Management LLC now owns 2,300,081 shares of the transportation company's stock worth $231,388,000 after buying an additional 1,119,372 shares during the period. Institutional investors and hedge funds own 60.26% of the company's stock.

More United Parcel Service News

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue guide — UPS topped revenue and EPS estimates and guided to higher 2026 revenue, giving investors confidence in a faster recovery. Read More.
• Positive Sentiment: Broad analyst bullishness — Multiple firms raised targets or upgraded UPS (notable: Jefferies, Truist, UBS, Oppenheimer among others), signaling expectations for margin recovery and upside. Read More.
• Positive Sentiment: Unusually large call option buying — Elevated call volume shows some traders positioning for further share gains after the print. Read More.
• Positive Sentiment: Shareholder returns reinforced — UPS confirmed a meaningful quarterly dividend (annualized ~6%) and continues buybacks, which supports income investors. Read More.
• Neutral Sentiment: Industry safety/operational note — FedEx plans to return MD‑11 freighters to service after the UPS MD‑11 accident; keeps regulatory/reputational issues on the radar. Read More.
• Neutral Sentiment: Some analyst divergence remains — most shops raised targets but a few (e.g., Citigroup earlier) showed more conservative views, producing mixed signals on magnitude of upside. Read More.
• Negative Sentiment: Large workforce cuts — UPS will eliminate up to 30,000 operational jobs and close facilities as it unwinds Amazon volumes; this raises short‑term execution risk, transition costs and headlines about competitiveness. Read More.
• Negative Sentiment: Insider selling — Director Norman M. Brothers Jr. sold ~25,014 shares at ~ $106/share; visible insider sells can amplify negative sentiment even if routine. Read More.
• Negative Sentiment: Analysis warns Amazon unwind is costly — commentary highlights that separation from Amazon has heavy near‑term costs and competitive pressure in U.S. delivery. Read More.

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.

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