United Parcel Service
About: As the world's largest parcel delivery company, UPS manages a massive fleet of more than 500 planes and 100,000 vehicles, along with many hundreds of sorting facilities, to deliver an average of about 22 million packages per day to residences and businesses across the globe. UPS' domestic US package operations generate around 65% of total revenue, while international package makes up 20%. Air and ocean freight forwarding and contract logistics make up the remainder.
Employees: 490,000
0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
12% more call options, than puts
Call options by funds: $1.57B | Put options by funds: $1.4B
2% more repeat investments, than reductions
Existing positions increased: 851 | Existing positions reduced: 838
0.3% more ownership
Funds ownership: 67.39% [Q1] → 67.69% (+0.3%) [Q2]
5% less funds holding
Funds holding: 2,170 [Q1] → 2,061 (-109) [Q2]
8% less capital invested
Capital invested by funds: $54.3B [Q1] → $49.9B (-$4.37B) [Q2]
14% less funds holding in top 10
Funds holding in top 10: 36 [Q1] → 31 (-5) [Q2]
29% less first-time investments, than exits
New positions opened: 163 | Existing positions closed: 228
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$75
14%
downside
Avg. target
$102
17%
upside
High target
$120
38%
upside
12 analyst ratings
6 positive
50%
4 neutral
33%
2 negative
17%
Citigroup Ariel Rosa | 31%upside $114 | Buy Maintained | 31 Jul 2025 |
Barclays Brandon Oglenski | 8%downside $80 | Underweight Maintained | 31 Jul 2025 |
Truist Securities Lucas Servera | 38%upside $120 | Buy Maintained | 30 Jul 2025 |
Morgan Stanley Ravi Shanker | 14%downside $75 | Underweight Maintained | 30 Jul 2025 |
UBS Thomas Wadewitz | 35%upside $118 | Buy Maintained | 30 Jul 2025 |
Financial journalist opinion
Based on 64 articles about UPS published over the past 30 days
Neutral
Seeking Alpha
8 hours ago
United Parcel Service Stock Looks Cheap, But Can Its 7%+ Yielding Dividend Survive?
UPS offers a compelling 7%+ dividend yield and trades at a deeply discounted valuation. United Parcel Service faces major near-term uncertainties and execution risks. I dig into the bull and bear cases and share my take on the stock right now.
Negative
Seeking Alpha
1 day ago
De Minimis Closure Will Have A Far Reaching Impact On Many Companies
The end of the de minimis rule will sharply disrupt cross-border commerce, raising costs and reducing shipments for many retailers and logistics firms. Etsy and ThredUp could benefit as higher import costs make second-hand and domestic goods more attractive, though profitability remains a concern for ThredUp. Amazon stands to gain competitive ground as rivals like Temu and Shein lose their price advantage, potentially strengthening Amazon's U.S. e-commerce dominance.
Negative
The Motley Fool
1 day ago
Is UPS Stock a Buy Right Now?
Investors in United Parcel Service (UPS 2.98%) have had little to cheer in 2025. Share prices are down almost 30% on the year, as daily package volume continues to slide domestically, and international trade (especially with China) has weakened significantly.
Negative
The Motley Fool
1 day ago
UPS Stock Continues to Fall in 2025. Is There Room for Recovery?
Shares of United Parcel Service (UPS 2.98%) have fallen almost 30% on the year (as of this writing), as second-quarter domestic parcel volume and revenue fell below last year's numbers. Weak earnings, stagnating profits, and opacity into its 2025 outlook have soured investors on the industrial stock, which has been nosediving since hitting a high of $230 in early February 2022.
Positive
The Motley Fool
2 days ago
3 Magnificent S&P 500 Dividend Stocks Down Over 30% to Buy and Hold Forever
No company is perfect. There are ups and downs that investors need to be aware of and account for in their investment theses.
Positive
The Motley Fool
3 days ago
1 Magnificent Industrial Stock Down 60% to Buy and Hold Forever
The world was in a shocking state of uncertainty during the coronavirus pandemic's height, leading to odd dislocations in the stock market. United Parcel Service (UPS 3.10%) found itself caught in a temporary updraft in demand for its services, and investors got excited, pushing the stock price skyward.
Positive
Seeking Alpha
3 days ago
5 Ideal 'Safer' Dividend Buys From Bloomberg's August Watch List
I focus on 14 'safer' dividend stocks from Bloomberg's 50 Companies to Watch, where free cash flow yield exceeds dividend yield, signaling strong sustainability. Five 'IDEAL' stocks—China Hongqiao, ITV, Vodacom, Subsea 7, and Advanced Info—offer dividends from $1,000 invested that surpass their share price, marking them as top watchlist candidates. Analysts project average net-gains of 17.34% for the top ten dividend focus stocks by August 2026, with risk profiles varying across the group.
Positive
Zacks Investment Research
5 days ago
Investors Heavily Search United Parcel Service, Inc. (UPS): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to UPS (UPS). This makes it worthwhile to examine what the stock has in store.
Positive
Seeking Alpha
6 days ago
UPS: Robots Can't Strike
UPS faces declining revenues, margin pressure, and union resistance, but $82 offers a compelling long-term entry point for patient investors. Cost savings and automation initiatives are underway, but union opposition and slow implementation hinder rapid margin improvement. While sales are down, much is due to divestitures and shifting consumer habits; the low PS ratio suggests undervaluation, not terminal decline.
Positive
Benzinga
6 days ago
Wall Street's Most Accurate Analysts Spotlight On 3 Industrials Stocks With Over 6% Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
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