UPS Stock Performance: United Parcel Service (UPS) shares fell 1.57% to $82.58, underperforming against the S&P 500, which lost 0.5%. Over the past month, UPS has declined 4.51%, contrasting with the S&P 500's gain of 2.74%.
Earnings Expectations: Analysts anticipate UPS will report earnings of $1.33 per share, reflecting a 24.43% year-over-year decline, with projected revenue of $20.86 billion, a 6.23% decrease from the previous year. The full-year estimates suggest earnings of $6.5 per share and revenue of $87.5 billion, indicating significant declines.
Analyst Ratings and Valuation: UPS currently holds a Zacks Rank of #4 (Sell), with a recent downward revision of 0.41% in EPS estimates. Its Forward P/E ratio is 12.91, slightly below the industry average of 12.95, and it has a PEG ratio of 1.55, matching the industry average.
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UPS
$100.3+Infinity%1D
Analyst Views on UPS
Wall Street analysts forecast UPS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UPS is 103.40 USD with a low forecast of 75.00 USD and a high forecast of 122.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
20 Analyst Rating
Wall Street analysts forecast UPS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UPS is 103.40 USD with a low forecast of 75.00 USD and a high forecast of 122.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
8 Hold
3 Sell
Moderate Buy
Current: 100.920
Low
75.00
Averages
103.40
High
122.00
Current: 100.920
Low
75.00
Averages
103.40
High
122.00
Susquehanna
Neutral
maintain
$100 -> $105
2025-10-29
Reason
Susquehanna
Price Target
$100 -> $105
2025-10-29
maintain
Neutral
Reason
Susquehanna raised the firm's price target on UPS to $105 from $100 and keeps a Neutral rating on the shares. The firm said the company's structural cost reductions caught up with revenue in 3Q, and its 4Q outlook is better than expected. They remain cautious on 1H26 due to a steeper volume decline from Amazon than 2025, but the backdrop looks better.
Oppenheimer
Scott Schneeberger
Outperform
maintain
$100 -> $107
2025-10-29
Reason
Oppenheimer
Scott Schneeberger
Price Target
$100 -> $107
2025-10-29
maintain
Outperform
Reason
Oppenheimer analyst Scott Schneeberger raised the firm's price target on UPS to $107 from $100 and keeps an Outperform rating on the shares. The firm notes Q3 revenue/adjusted operating income/margin/EPS all significantly outperformed expectations. U.S. Domestic segment delivered its strongest revenue-per-piece year-over-year growth in three years, SMB penetration rose 340bps year-over-year to 32.8%, and B2B penetration rose 350bps year-over-year to 45.2%.
UBS
Thomas Wadewitz
Buy
maintain
$110 -> $113
2025-10-29
Reason
UBS
Thomas Wadewitz
Price Target
$110 -> $113
2025-10-29
maintain
Buy
Reason
UBS analyst Thomas Wadewitz raised the firm's price target on UPS to $113 from $110 and keeps a Buy rating on the shares. UPS's rationalization efforts and Surepost updates signal improving margins and EPS growth potential for 2026, the analyst tells investors in a research note.
Stifel
Buy
maintain
$109 -> $110
2025-10-29
Reason
Stifel
Price Target
$109 -> $110
2025-10-29
maintain
Buy
Reason
Stifel raised the firm's price target on UPS to $110 from $109 and keeps a Buy rating on the shares. Guidance for Q4 EPS at $2.25 at the midpoint was about 10% above current consensus estimates, notes the analyst, who thinks this quarter's results "should help restore credibility in transformation execution and dividend policy sustainability" although "there's still work to do."
About UPS
United Parcel Service, Inc. provides a range of integrated logistics solutions for customers in more than 200 countries and territories. Its U.S. Domestic Package segment offers a range of United States domestic 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. UPS SurePost provides residential ground service for customers with non-urgent, lightweight residential shipments. Its International Package segment consists of small package operations in Europe, Indian sub-continent, Middle East and Africa, Canada and Latin America and Asia. It offers a selection of guaranteed day- and time-definite international shipping services. Its supply chain solutions consist of forwarding, logistics, 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.
