UPS

UNITED PARCEL SERVICE INC

NYSE · Trucking & Courier Services (No Air) · Inc. DE · CIK 0001090727
$98.87 +2.11% $82.3B
4 New Institutional Positions
Vol
Market Cap$82.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (50%)
Inst. Holders13 funds
Inst. Value$15.3B
Inst. Activity4 buys / 1 sells
Reddit Sentiment50° Neutral
SEC Reports6
Congressional2 trades
Exchange NYSE·Sector Trucking & Courier Services (No Air)·Inc. DE·CIK 0001090727·Prev Close $96.83

Recent Activity

Jul 27, 2026 earnings_calendar
UPS Q2 2026 Earnings Before Market Open — 2026-07-27
EPS est: $1.58 | Rev est: $21.4B
May 15, 2026 Insider
Dykes Brian M sold 3,137.501 shares
Chief Financial Officer @ $0.00 ($0.00)
May 15, 2026 Insider
Guffey Matthew W sold 2,667.834 shares
CHF Commercial & Strategy Off @ $0.00 ($0.00)
May 15, 2026 Insider
Brothers Norman M. Jr sold 1,116 shares
Chief Legal & Compliance Off @ $100.78 ($112.5K)
May 13, 2026 SEC
UPS filed an 8-K reporting the automatic resignation of board member Kevin M. Warsh upon his confirmation as Chairman of
8-K — Impact 1/10
May 1, 2026 SEC
The Florida District Court of Appeal dismissed a pro se petition for a writ of prohibition against UPS in Brown v. Unite
COURT-RULING — Impact 1/10
Apr 27, 2026 SEC
Florida appellate court affirmed a workers' compensation ruling in favor of UPS, dismissing an individual employee's cla
COURT-RULING — Impact 1/10
Inst.
FMR LLC — ADD
28,009,332 shares ($2.8B)

Price Targets

$112.88 +14.2% upside Buy
Current $98.87 Low $75.00 Median $115.00 High $135.00 26 analysts
$75.00 $135.00

Analyst Ratings

Hold50% buy · 34 analysts
8Strong Buy
9Buy
13Hold
4Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 29, 2026 UBS MAINTAIN Buy → Buy
Apr 29, 2026 Citigroup MAINTAIN Buy → Buy
Apr 29, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Apr 29, 2026 Susquehanna MAINTAIN Neutral → Neutral
Apr 7, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.65 ▲ +3.6% $1.46 — $1.77 6% YoY 21
Next Q $1.73 ▲ +0.7% $1.57 — $1.91 -1% YoY 21
Current FY $7.13 ▲ +1.7% $6.70 — $7.56 -0% YoY 27
Next FY $8.00 ▲ +1.0% $7.00 — $8.70 12% YoY 26

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$6.8B
FMR LLC$2.8BADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.7BNEW
NORGES BANK$902.4MNEW
MORGAN STANLEY$826.1M

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Dykes BrianM$0.00
May 15, 2026Guffey MatthewM$0.00
May 15, 2026Brothers NormanF$112.5K
May 15, 2026Gutmann KathleenM$0.00
May 15, 2026Brothers NormanM$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
22 mentions 6 bullish 6 bearish

Congressional Trades

2 members: 2 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
Katie BrittRBUY$1,001 - $15,000
13 institutional holders with $15.3B total value (154,085,037 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC68,496,420$6.8B44.5%
2FMR LLC28,009,332$2.8B18.2%ADD +36.9%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC27,142,759$2.7B17.6%NEW
4NORGES BANK9,098,158$902.4M5.9%NEW
5MORGAN STANLEY8,328,551$826.1M5.4%
6BANK OF AMERICA CORP /DE/7,891,472$782.8M5.1%TRIM -37.0%
7WELLS FARGO & COMPANY/MN2,216,630$219.9M1.4%TRIM -46.0%
8RENAISSANCE TECHNOLOGIES LLC1,403,300$139.2M0.9%DOUBLED +160.0%
9Cullen Capital Management, LLC1,081,467$107.3M0.7%ADD +60.0%
10TWO SIGMA INVESTMENTS, LP318,490$31.6M0.2%ADD +33.8%
11Hillman Capital Management, Inc.24,616$2.4M0.0%NEW
12Tweedy, Browne Co LLC9,842$976.2K0.0%NEW
13Olstein Capital Management, L.P.64,000$6.3K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD20,457,55828,009,332+36.9%$2.8B2025-Q4
NORGES BANKNEW9,098,158$902.4M2025-Q4
BANK OF AMERICA CORP /DE/TRIM12,535,6607,891,472-37.0%$782.8M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED539,7261,403,300+160.0%$139.2M2025-Q4
TWO SIGMA INVESTMENTS, LPADD237,997318,490+33.8%$31.6M2025-Q4
FMR LLCADD16,335,23520,457,558+25.2%$1.7B2025-Q3
BANK OF AMERICA CORP /DE/ADD9,003,21912,535,660+39.2%$1.0B2025-Q3
TWO SIGMA INVESTMENTS, LPADD162,183237,997+46.7%$19.9M2025-Q3
Hillman Capital Management, Inc.NEW31,884$2.7M2025-Q3
Tweedy, Browne Co LLCNEW8,546$713.8K2025-Q3
NORGES BANKEXIT8,439,0910-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/TRIM12,808,0419,003,219-29.7%$908.8M2025-Q2
NORGES BANKNEW8,439,091$851.8M2025-Q2
WELLS FARGO & COMPANY/MNTRIM5,498,7572,971,715-46.0%$300.0M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW510,500$51.5M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT734,216162,183-77.9%$16.4M2025-Q2
FMR LLCADD10,895,82815,118,247+38.8%$1.7B2025-Q1
Cullen Capital Management, LLCADD757,0491,211,014+60.0%$133.2M2025-Q1
NORGES BANKEXIT8,528,0970-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT177,4010-100.0%$0.002025-Q1
Cullen Capital Management, LLCTRIM1,029,500757,049-26.5%$95.5M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM328,363177,401-46.0%$22.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW21,927,607$3.0B2024-Q3
19 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Dykes Brian MChief Financial OfficerM3,137.501$0.00$0.00
May 15, 2026Guffey Matthew WCHF Commercial & Strategy OffM2,667.834$0.00$0.00
May 15, 2026Brothers Norman M. JrChief Legal & Compliance OffF1,116$100.78$112.5K
May 15, 2026Gutmann Kathleen M.Pres Intl, Healthcare and SCSM3,551.581$0.00$0.00
May 15, 2026Brothers Norman M. JrChief Legal & Compliance OffM2,504.804$0.00$0.00
May 15, 2026Brothers Norman M. JrChief Legal & Compliance OffM2,504.804$0.00$0.00
May 15, 2026Gutmann Kathleen M.Pres Intl, Healthcare and SCSM3,551.581$0.00$0.00
May 15, 2026Ford Darrell LChief Human Resources OfficerM2,174.223$0.00$0.00
May 15, 2026Gutmann Kathleen M.Pres Intl, Healthcare and SCSF1,582$100.78$159.4K
May 15, 2026Dykes Brian MChief Financial OfficerF1,398$100.78$140.9K
May 15, 2026Ford Darrell LChief Human Resources OfficerF969$100.78$97.7K
May 15, 2026Guffey Matthew WCHF Commercial & Strategy OffF1,189$100.78$119.8K
May 15, 2026Guffey Matthew WCHF Commercial & Strategy OffM2,667.834$0.00$0.00
May 15, 2026Cesarone NandoPresident, US OperationsM3,551.581$0.00$0.00
May 15, 2026Cesarone NandoPresident, US OperationsF1,582$100.78$159.4K
May 15, 2026Dykes Brian MChief Financial OfficerM3,137.501$0.00$0.00
May 15, 2026Cesarone NandoPresident, US OperationsM3,551.581$0.00$0.00
May 15, 2026Ford Darrell LChief Human Resources OfficerM2,174.223$0.00$0.00
May 15, 2026Subramanian BalaChief Digital & Tech OfficerM3,086.297$0.00$0.00
May 15, 2026Subramanian BalaChief Digital & Tech OfficerF1,027$100.78$103.5K
May 15, 2026Subramanian BalaChief Digital & Tech OfficerM3,086.297$0.00$0.00
May 7, 2026Hewett Wayne M.DirectorA1,948$0.00$0.00
May 7, 2026Boratto Eva CDirectorA1,948$0.00$0.00
May 7, 2026Hwang AngelaDirectorA1,948$0.00$0.00
May 7, 2026MOISON FRANCK JDirectorA1,948$0.00$0.00
May 7, 2026CLARK KEVIN PDirectorA1,948$0.00$0.00
May 7, 2026Shi Christiana SmithDirectorA1,948$0.00$0.00
May 7, 2026Adkins Rodney CDirectorA1,948$0.00$0.00
May 7, 2026JOHNSON WILLIAM RDirectorA2,647$0.00$0.00
May 7, 2026Stokes RussellDirectorA1,948$0.00$0.00
May 7, 2026Warsh Kevin MDirectorA1,948$0.00$0.00
May 7, 2026MORIKIS JOHN GDirectorA1,948$0.00$0.00
May 6, 2026Gutmann Kathleen M.Pres Intl, Healthcare and SCSA13,889$0.00$0.00
May 6, 2026TOME CAROL BChief Executive OfficerA30,228$0.00$0.00
May 6, 2026Brothers Norman M. JrChief Legal & Compliance OffA8,911$0.00$0.00
May 6, 2026Ford Darrell LChief Human Resources OfficerA7,659$0.00$0.00
May 6, 2026Subramanian BalaChief Digital & Tech OfficerA10,573$0.00$0.00
May 6, 2026Warsh Kevin MDirectorA312.844$0.00$0.00
May 6, 2026Guffey Matthew WCHF Commercial & Strategy OffA11,424$0.00$0.00
May 6, 2026Cesarone NandoPresident, US OperationsA13,889$0.00$0.00
May 6, 2026Dykes Brian MChief Financial OfficerA12,504$0.00$0.00
Feb 13, 2026TOME CAROL BChief Executive OfficerM7,790$0.00$0.00
Feb 13, 2026TOME CAROL BChief Executive OfficerF2,331$99.19$231.2K
Feb 13, 2026TOME CAROL BChief Executive OfficerM7,790$0.00$0.00
Feb 13, 2026Brothers Norman M. JrChief Legal & Compliance OffM1,250$0.00$0.00
Feb 13, 2026Brothers Norman M. JrChief Legal & Compliance OffF617$99.19$61.2K
Feb 13, 2026Ford Darrell LChief Human Resources OfficerF592$99.19$58.7K
Feb 13, 2026Ford Darrell LChief Human Resources OfficerM1,187$0.00$0.00
Feb 13, 2026Ford Darrell LChief Human Resources OfficerM1,187$0.00$0.00
Feb 13, 2026Brothers Norman M. JrChief Legal & Compliance OffM1,250$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (50% buy). Based on 34 analysts: 8 strong buy, 9 buy, 13 hold, 4 sell, 0 strong sell.

Analyst Price Targets

$112.88 mean target +14.2% upside Buy (2.21)
$75.00 Low $135.00 High
MetricValue
Current Price$98.87
Target Low$75.00
Target Mean$112.88
Target Median$115.00
Target High$135.00
# Analysts26
RecommendationBuy (2.21)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.65 $1.46 $1.77 6.4% +3.6% 13↑ 6↓ $21.7B 2.1% 21
Next Q
2026-09-30
$1.73 $1.57 $1.91 -0.6% +0.7% 9↑ 10↓ $21.9B 2.4% 21
Current FY
2026-12-31
$7.13 $6.70 $7.56 -0.4% +1.7% 14↑ 7↓ $90.0B 1.5% 27
Next FY
2027-12-31
$8.00 $7.00 $8.70 12.2% +1.0% 12↑ 7↓ $93.6B 4.0% 26

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.649
7d ago$1.640+0.009
30d ago$1.592+0.057
60d ago$1.564+0.084
90d ago$1.554+0.095
15 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 29, 2026 UBS MAINTAIN Buy Buy
Apr 29, 2026 Citigroup MAINTAIN Buy Buy
Apr 29, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 29, 2026 Susquehanna MAINTAIN Neutral Neutral
Apr 7, 2026 Citigroup MAINTAIN Buy Buy
Jan 28, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 28, 2026 Jefferies MAINTAIN Buy Buy
Jan 28, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 28, 2026 Citigroup MAINTAIN Buy Buy
Jan 28, 2026 UBS MAINTAIN Buy Buy
Jan 28, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 28, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Jan 28, 2026 Stifel MAINTAIN Buy Buy
Jan 28, 2026 Deutsche Bank MAINTAIN Hold Hold
Jan 28, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jan 28, 2026 Truist Securities MAINTAIN Buy Buy
Jan 21, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 20, 2026 Susquehanna MAINTAIN Neutral Neutral
Jan 12, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 9, 2026 Bernstein MAINTAIN Outperform Outperform
Jan 8, 2026 Citigroup MAINTAIN Buy Buy
Jan 8, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Jan 7, 2026 UBS MAINTAIN Buy Buy
Dec 16, 2025 Stifel MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202689134050%
Apr 1, 202689144049%
Mar 1, 202689144049%
Feb 1, 202689144049%
Jan 1, 202697153047%
Dec 1, 202597153047%
Nov 1, 202597163046%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 2 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000United Parcel Service IncFeb 16, 2026 (39d)
Nov 7, 2025Katie BrittRSENATEBUY$1,001 - $15,000United Parcel Service IncJan 27, 2026 (81d)
50°
Neutral
Bearish Neutral Bullish
22 mentions 6 bullish 6 bearish 19 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 4, 2026242° Neutral012
May 4, 2026242° Neutral012
May 4, 2026156° Neutral001
May 4, 2026156° Neutral001
May 4, 2026156° Neutral001
Apr 17, 2026150° Neutral001
Apr 17, 2026150° Neutral001
Mar 31, 2026140° Cool011
Mar 25, 2026140° Cool011
Mar 25, 2026140° Cool011
Mar 15, 2026160° Warm101
Mar 15, 2026160° Warm101
Feb 24, 2026160° Warm101
Feb 24, 2026150° Neutral001
Feb 18, 2026160° Warm101
Feb 18, 2026160° Warm101
Feb 17, 2026160° Warm101
Feb 16, 2026242° Neutral012
Jan 27, 2026144° Neutral001

Recent Reddit Threads

r/stockmarket Neutral 3mo ago
UPS to cut additional 30,000 jobs in Amazon unwind, turnaround plan
▲ 365 💬 19 ⚡ 2.0
r/options Neutral 1mo ago
Managing Diagonals
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 16d 2h ago
Husband owns a good chunk of $UPS, do we need to just keep it?
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Neutral 16d 8h ago
FedEx, UPS Shares Tumble on Amazon’s ‘Watershed’ Logistics Move
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 16d 2h ago
Husband owns a good chunk of $UPS; do we keep it?
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 16d 7h ago
Amazon opens up its logistics network to other businesses in growth push
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
UPS Can't Afford this "Excursion".
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
My LAST time trading Uber. Hate this stock
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 3mo ago
The next explosive penny stock? huge catalyst coming on the way
▲ 4 💬 2 ⚡ 0.0
r/pennystocks Bullish 3mo ago
The next explosive penny stock? Huge catalyst coming
▲ 3 💬 3 ⚡ 0.0
r/pennystocks Neutral 2mo ago
Bottomed stock with merger coming - working with UPS to bring drone deliveries
▲ 1 💬 0 ⚡ 0.0
r/options Neutral 3mo ago
Highly unusual recent options activity for UPS
▲ 1 💬 1 ⚡ 0.0
r/pennystocks Bullish 2mo ago
Merger Catalyst bottomed play (very rare gem)
▲ 0 💬 3
r/options Bearish 3mo ago
Highly unusual recent options activity for UPS
▲ 0 💬 7
Jul 27, 2026
earnings_calendar
UPS Q2 2026 Earnings Before Market Open — 2026-07-27
EPS est: $1.58 | Rev est: $21.4B
May 18, 2026
short_volume
Short Volume: UPS — 58.4% short (1.5M / 2.5M)
Short: 1,459,282 | Exempt: 1,674 | TRF Vol: 2,496,841 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: UPS — 65.8% short (1.3M / 2.0M)
Short: 1,304,171 | Exempt: 146 | TRF Vol: 1,982,776 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: UPS — 66.9% short (1.5M / 2.3M)
Short: 1,537,701 | Exempt: 165 | TRF Vol: 2,296,799 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: UPS — 65.5% short (1.1M / 1.6M)
Short: 1,053,736 | Exempt: 378 | TRF Vol: 1,609,811 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: UPS — 64.8% short (1.6M / 2.4M)
Short: 1,577,234 | Exempt: 4,905 | TRF Vol: 2,434,295 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: UPS — 67.6% short (1.7M / 2.6M)
Short: 1,732,399 | Exempt: 391 | TRF Vol: 2,562,038 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: UPS — 59.0% short (1.1M / 1.9M)
Short: 1,140,567 | Exempt: 5,683 | TRF Vol: 1,933,006 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: UPS — 55.6% short (1.3M / 2.3M)
Short: 1,291,981 | Exempt: 7,578 | TRF Vol: 2,325,699 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: UPS — 68.5% short (5.9M / 8.6M)
Short: 5,912,360 | Exempt: 191,097 | TRF Vol: 8,627,286 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: UPS — 63.8% short (1.2M / 1.9M)
Short: 1,205,503 | Exempt: 3,299 | TRF Vol: 1,889,346 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
May 1, 2026
Enforcement
Brown v. United Parcel Service, Inc.
Court ruling from District Court of Appeal of Florida. Docket: 1D2026-1227
Apr 30, 2026
short_volume
Short Volume: UPS — 56.7% short (1.0M / 1.7M)
Short: 985,814 | Exempt: 464 | TRF Vol: 1,738,962 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: UPS — 72.3% short (1.9M / 2.7M)
Short: 1,940,391 | Exempt: 4,053 | TRF Vol: 2,683,811 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
earnings_calendar
UPS Q1 2026 Earnings Before Market Open — 2026-04-28
Apr 28, 2026
short_volume
Short Volume: UPS — 74.1% short (3.9M / 5.3M)
Short: 3,937,662 | Exempt: 4,174 | TRF Vol: 5,314,086 | Short Ratio: 74.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
Enforcement
Foziah Alawi v. UPS and Liberty Mutual Insurance
Court ruling from District Court of Appeal of Florida. Docket: 1D2025-1272
Mar 31, 2026
Enforcement
Torri Dorsey v. United Parcel Service, Inc., et al.
Court ruling from District Court, N.D. Georgia. Docket: 1:24-cv-03281
Feb 26, 2026
Enforcement
United Parcel Service v. Ashley A. Smith IAB
Court ruling from Supreme Court of Delaware. Docket: 244, 2025