United Parcel Service

UPS

Market cap $86.9B

As FedEx and UPS charge more, companies are trying options like ‘no rush' delivery and fees to make us slow down. The surprising part: It's working.

Raymond James analyst Patrick Tyler Brown doubled down on his UPS buy rating today. UPS may not grow much in H1, says the analyst, but by H2 growth should resume.

United Parcel Service, Inc. (UPS) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript

Seven S&P 500 dividend 'Dogs'—including VICI, VZ, BEN, F, HST, T, and KEY—offer high yields supported by sufficient free cash flow, making them attractive buys. Analyst forecasts project 14.2% to 32.2% net gains for the top ten S&P 500 dividend stocks by March 2027, with an average estimated gain of 20.51%. Dividend safety is emphasized: only stocks with positive free cash flow margins and yields from $1K invested exceeding share prices are considered 'safer' and ideal for purchase.

Crude oil prices surged 8% to multiyear highs as U.S.-Israel-Iran conflict disrupted the Strait of Hormuz, a vital global energy chokepoint. Citigroup expects Brent to trade $80–$90 near-term if tensions ease quickly; a prolonged conflict could drive prices higher.

UPS (UPS) reported earnings 30 days ago. What's next for the stock?

Recently, Zacks.com users have been paying close attention to UPS (UPS). This makes it worthwhile to examine what the stock has in store.

United Parcel wins court approval for $150K driver buyouts amid plans to cut 30,000 jobs and reduce Amazon volumes as it pushes cost cuts and network reshaping.

UPS may be out of the woods regarding a dividend cut, but a 5.6% yield with little to no growth potential isn't ideal. The company expects a recovery in the second half of this year and beyond, but the valuation isn't low enough to get me interested in a turnaround story. UPS Delivered $3.5 billion in cost savings last year through network reconfiguration and Efficiency Reimagined initiatives. Another $3 billion in savings are expected this year.

United Parcel Service is positioned for a multi-year, margin-focused turnaround, shifting from volume growth to operational efficiency and higher-value segments. UPS targets 68% U.S. volume automation by FY2026 and $20B in healthcare revenue, driving structurally lower OPEX and improved profitability metrics. Despite near-term margin headwinds from restructuring and Amazon volume reduction, I expect sequential revenue and high single-digit operating profit growth post-1H 2026.