Analysis of High-Yield Stock Investment Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 30 2026
0mins
Should l Buy UPS?
Source: NASDAQ.COM
- Enterprise Products Partners Advantage: Enterprise Products Partners (EPD) ranks among the top midstream energy companies in North America, having increased its distribution for 27 consecutive years, with a current forward distribution yield of approximately 5.6%, demonstrating its resilience in inflationary environments and stable cash flow.
- Evergy's Growth Potential: Evergy serves 1.7 million customers and expects its adjusted earnings per share to grow by over 8% annually by 2028, primarily driven by AI-related demand, while offering a strong dividend yield of 3.4%, indicating robust shareholder returns.
- UPS's Profitability Transformation: As a global logistics leader, UPS delivers an average of 20.8 million packages daily, and despite facing challenges, it anticipates 2026 to be an
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy UPS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on UPS
Wall Street analysts forecast UPS stock price to fall
19 Analyst Rating
9 Buy
9 Hold
1 Sell
Moderate Buy
Current: 107.110
Low
80.00
Averages
107.06
High
126.00
Current: 107.110
Low
80.00
Averages
107.06
High
126.00
About UPS
United Parcel Service, Inc. is a global package delivery and logistics provider. Its U.S. Domestic Package segment offers a full spectrum of air and ground package transportation services. Its air portfolio offers time-definite, same-day, next-day, two-day and three-day delivery alternatives as well as air cargo services. Its ground network enables customers to ship using its day-definite ground service. Ground Saver provides residential ground service for customers with non-urgent, lightweight residential shipments. Its International Package segment consists of small package operations in Europe, Middle East and Africa, Canada and Latin America and Asia. It offers a selection of guaranteed day and time-definite international transportation services supported by its brokerage capabilities that facilitate cross-border clearance for international shipments. Its supply chain solutions consist of customized third-party logistics and specialized cold chain transportation solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
UPS and FedEx File for Tariff Refunds Following Supreme Court Ruling
- Tariff Refund Applications: UPS and FedEx have initiated requests for tariff refunds through the government process, which only applies to tariffs collected under the International Emergency Economic Powers Act, highlighting both companies' commitment to customer rights.
- Refund Process Initiation: The U.S. Customs and Border Protection (CBP) opened the refund process on Monday, allowing companies to request refunds, although it may take months for customers to receive their money, indicating the complexity of the process.
- UPS Customer Support: UPS stated it will request tariff refunds on behalf of customers, eliminating the need for them to contact UPS directly, which aims to streamline the customer experience and ensure they can fully exercise their rights.
- FedEx Refund Strategy: FedEx has also begun filing claims with CBP for refunds and has committed to issuing refunds to shippers and consumers promptly once received, demonstrating its support and transparency towards customers.
See More
UPS Anticipates Financial Improvement in H2 2026
- Financial Outlook: UPS anticipates improved financial results in the second half of 2026, primarily due to the nearing completion of its business repositioning efforts, which will start yielding benefits for long-term income potential.
- Dividend Support: The company's 2026 guidance includes $5.4 billion in dividends, the same as in 2025, reflecting management's confidence in sustaining a 6.1% dividend yield, even as overall performance is expected to remain flat compared to 2025.
- Business Transformation: UPS has streamlined its operations through staff reductions, increased technology use, and asset sales, incurring significant upfront costs, but this shift is expected to enhance overall profitability, particularly by moving towards higher-margin customers.
- Market Skepticism: Despite UPS upgrading its business for better future competitiveness, Wall Street remains skeptical about its recent performance, with the stock still 50% below its 2022 peak, although investors can benefit from substantial dividends during this transition period.
See More
UPS Nears Completion of Corporate Overhaul
- Positive Financial Outlook: UPS anticipates improved financial performance in the second half of 2026, primarily due to the completion of its restructuring efforts, which will lay the groundwork for future profit growth, although the first half may still experience weak performance.
- Dividend Stability: The company expects to pay $5.4 billion in dividends in 2026, the same as in 2025, demonstrating management's confidence in maintaining a 6.1% dividend yield, which could attract long-term investors.
- Customer Structure Adjustment: UPS is gradually reducing its reliance on low-margin high-volume customers like Amazon, focusing instead on higher-margin clients in sectors such as healthcare, thereby enhancing overall profitability, even though this may impact short-term revenues.
- Enhanced Market Competitiveness: By streamlining operations through layoffs, technology upgrades, and asset sales, UPS has strengthened its competitive position for the future, and investors entering before the completion of the company's transformation may reap substantial rewards.
See More
Trump Administration Initiates $166 Billion Tariff Refunds Following Supreme Court Ruling
- Tariff Refund Initiation: The Trump administration is set to initiate $166 billion in tariff refunds following a Supreme Court ruling, impacting over 53 million shipments and potentially alleviating financial pressure on importers.
- Lawsuit Surge: Major U.S. importers, including FedEx, Costco, and UPS, are facing lawsuits from consumers seeking compensation for increased costs due to tariffs, which could negatively affect these companies' market performance.
- Market Reaction: Following the acceptance of tariff refund claims, FedEx shares surged to record highs, gaining 35% year-to-date, while Costco shares also rose 17%, indicating a positive market response to the refund news.
- Retailer Strategies: FedEx has committed to returning tariff refunds to customers, while Costco plans to pass on refunds through lower prices and better values, showcasing differing strategies among retailers in response to tariff pressures.
See More
The Pros and Cons of Portfolio Rebalancing
- Portfolio Growth: Over the past decade, the S&P 500 has surged approximately 240%, which is excellent news for long-term investors; however, failing to adjust portfolios may lead to individual stocks representing a disproportionately high percentage, increasing risk exposure.
- Risks of Rebalancing: Annual rebalancing may force investors to sell top-performing stocks, potentially missing out on significant long-term gains, particularly for stocks like Nvidia, which have excelled over the past decade, leading to regret if sold prematurely.
- Tax Implications: Selling stocks that have appreciated significantly can trigger substantial capital gains taxes, especially for stocks held for less than a year, thereby increasing the tax burden on investors.
- Investment Strategy Choices: While rebalancing helps manage risk, long-term holding of high-performing stocks often yields better returns, prompting investors to choose strategies that align with their individual circumstances and risk tolerance.
See More
UPS Stock Rises for Ten Consecutive Days Amid Market Volatility
- Stock Performance: UPS shares have risen for ten consecutive trading days, closing up 0.6% at $107.03 on Monday, with a year-to-date increase of over 7%, outperforming the S&P 500's 4% rise, indicating strong market confidence in its business.
- Strong Monthly Gains: The stock has gained nearly 11% over the past month, with 11 out of 13 trading days in April showing gains, reflecting the company's robust performance in the current market environment and enhancing investor expectations for future growth.
- Analyst Rating Divergence: According to Seeking Alpha's Quant Rating, UPS holds a 3.24 Hold rating, with an A+ in profitability prospects but a D- in growth factors, indicating analysts' cautious stance on its growth potential despite strong fundamentals.
- Future Growth Potential: Barron anticipates that if UPS continues its operational excellence, shareholders could see approximately 30% gains over the next 12 months, reflecting the market's underestimation of its recovery potential, even amid macroeconomic volatility and geopolitical tensions.
See More
UPS and FedEx File for Tariff Refunds Following Supreme Court Ruling
- Tariff Refund Applications: UPS and FedEx have initiated requests for tariff refunds through the government process, which only applies to tariffs collected under the International Emergency Economic Powers Act, highlighting both companies' commitment to customer rights.
- Refund Process Initiation: The U.S. Customs and Border Protection (CBP) opened the refund process on Monday, allowing companies to request refunds, although it may take months for customers to receive their money, indicating the complexity of the process.
- UPS Customer Support: UPS stated it will request tariff refunds on behalf of customers, eliminating the need for them to contact UPS directly, which aims to streamline the customer experience and ensure they can fully exercise their rights.
- FedEx Refund Strategy: FedEx has also begun filing claims with CBP for refunds and has committed to issuing refunds to shippers and consumers promptly once received, demonstrating its support and transparency towards customers.
See More
UPS Anticipates Financial Improvement in H2 2026
- Financial Outlook: UPS anticipates improved financial results in the second half of 2026, primarily due to the nearing completion of its business repositioning efforts, which will start yielding benefits for long-term income potential.
- Dividend Support: The company's 2026 guidance includes $5.4 billion in dividends, the same as in 2025, reflecting management's confidence in sustaining a 6.1% dividend yield, even as overall performance is expected to remain flat compared to 2025.
- Business Transformation: UPS has streamlined its operations through staff reductions, increased technology use, and asset sales, incurring significant upfront costs, but this shift is expected to enhance overall profitability, particularly by moving towards higher-margin customers.
- Market Skepticism: Despite UPS upgrading its business for better future competitiveness, Wall Street remains skeptical about its recent performance, with the stock still 50% below its 2022 peak, although investors can benefit from substantial dividends during this transition period.
See More
UPS Nears Completion of Corporate Overhaul
- Positive Financial Outlook: UPS anticipates improved financial performance in the second half of 2026, primarily due to the completion of its restructuring efforts, which will lay the groundwork for future profit growth, although the first half may still experience weak performance.
- Dividend Stability: The company expects to pay $5.4 billion in dividends in 2026, the same as in 2025, demonstrating management's confidence in maintaining a 6.1% dividend yield, which could attract long-term investors.
- Customer Structure Adjustment: UPS is gradually reducing its reliance on low-margin high-volume customers like Amazon, focusing instead on higher-margin clients in sectors such as healthcare, thereby enhancing overall profitability, even though this may impact short-term revenues.
- Enhanced Market Competitiveness: By streamlining operations through layoffs, technology upgrades, and asset sales, UPS has strengthened its competitive position for the future, and investors entering before the completion of the company's transformation may reap substantial rewards.
See More
Trump Administration Initiates $166 Billion Tariff Refunds Following Supreme Court Ruling
- Tariff Refund Initiation: The Trump administration is set to initiate $166 billion in tariff refunds following a Supreme Court ruling, impacting over 53 million shipments and potentially alleviating financial pressure on importers.
- Lawsuit Surge: Major U.S. importers, including FedEx, Costco, and UPS, are facing lawsuits from consumers seeking compensation for increased costs due to tariffs, which could negatively affect these companies' market performance.
- Market Reaction: Following the acceptance of tariff refund claims, FedEx shares surged to record highs, gaining 35% year-to-date, while Costco shares also rose 17%, indicating a positive market response to the refund news.
- Retailer Strategies: FedEx has committed to returning tariff refunds to customers, while Costco plans to pass on refunds through lower prices and better values, showcasing differing strategies among retailers in response to tariff pressures.
See More
The Pros and Cons of Portfolio Rebalancing
- Portfolio Growth: Over the past decade, the S&P 500 has surged approximately 240%, which is excellent news for long-term investors; however, failing to adjust portfolios may lead to individual stocks representing a disproportionately high percentage, increasing risk exposure.
- Risks of Rebalancing: Annual rebalancing may force investors to sell top-performing stocks, potentially missing out on significant long-term gains, particularly for stocks like Nvidia, which have excelled over the past decade, leading to regret if sold prematurely.
- Tax Implications: Selling stocks that have appreciated significantly can trigger substantial capital gains taxes, especially for stocks held for less than a year, thereby increasing the tax burden on investors.
- Investment Strategy Choices: While rebalancing helps manage risk, long-term holding of high-performing stocks often yields better returns, prompting investors to choose strategies that align with their individual circumstances and risk tolerance.
See More
UPS Stock Rises for Ten Consecutive Days Amid Market Volatility
- Stock Performance: UPS shares have risen for ten consecutive trading days, closing up 0.6% at $107.03 on Monday, with a year-to-date increase of over 7%, outperforming the S&P 500's 4% rise, indicating strong market confidence in its business.
- Strong Monthly Gains: The stock has gained nearly 11% over the past month, with 11 out of 13 trading days in April showing gains, reflecting the company's robust performance in the current market environment and enhancing investor expectations for future growth.
- Analyst Rating Divergence: According to Seeking Alpha's Quant Rating, UPS holds a 3.24 Hold rating, with an A+ in profitability prospects but a D- in growth factors, indicating analysts' cautious stance on its growth potential despite strong fundamentals.
- Future Growth Potential: Barron anticipates that if UPS continues its operational excellence, shareholders could see approximately 30% gains over the next 12 months, reflecting the market's underestimation of its recovery potential, even amid macroeconomic volatility and geopolitical tensions.
See More
