Bernstein Cuts United Parcel Service (UPS) Price Target to $127
Key Points
- Bernstein reiterated an Outperform rating on United Parcel Service, Inc. (UPS) on October 21, 2026, while lowering its price target to $127.00 from $131.00.
- Bernstein's $127 price target implies 27.56% upside from United Parcel Service, Inc.'s ($UPS) current $99.56 share price.
- Institutional funds like Victory Capital Management recently adjusted their holdings, while smaller firms fully exited their positions.
- The delivery giant offers an annual dividend rate of $6.56 per share and prepares to report earnings on October 27, 2026.
Get United Parcel Service text alerts
We text you when insiders, Congress, analysts or big funds move on $UPS.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated United Parcel Service, Inc. alert may contain errors. Disclosures
On October 21, 2026, Bernstein maintained its Outperform rating on United Parcel Service, Inc. (UPS) while adjusting its price target down from $131.00 to $127.00. The research note outlines the firm's ongoing positive view on the delivery provider even as it dials back its target price.
UPS
United Parcel Service, Inc.
Bernstein vs. the S&P 500
Hypothetical returns from Bernstein's disclosed trades, not real profit or advice. How we model this.
Bernstein's Call on United Parcel Service, Inc.
Bernstein kept its Outperform rating on the shares during its October 21, 2026 update, moving its target from $131.00 down to $127.00. Analyst opinions from other major firms have shifted in recent months as well. Citigroup maintained a Buy rating while lowering its target from $132.00 to $122.00 on October 7, 2026. Truist Securities also kept a Buy rating on October 7, 2026, trimming its target to $115.00 from $130.00. Evercore ISI Group maintained an In-Line rating on October 20, 2026, adjusting its target down to $107.00 from $118.00.
Other Institutional Activity in United Parcel Service, Inc.
Large investment managers continue to alter their exposure to the shipping company. Victory Capital Management Inc. grew its holdings by 3,209,721 shares, ending with 14,251,075 shares worth about $1.43 billion. Meanwhile, Legacy Advisors sold out of its entire position, unloading 5,385 shares. Traphagen Investment Advisors also exited entirely, shedding 3,472 shares.
United Parcel Service, Inc. Stock Up 2.1%
The shares recently traded at $100.06 as of October 21, 2026, close to the event closing price of $100.21. The stock sits above its 50-day moving average of $99.29 and below its 200-day moving average of $104.70.
$UPS price target
United Parcel Service, Inc. daily closes and this analyst's $127 target. Not advice.
Recent Earnings
The logistics provider reported trailing twelve-month revenue of $89.93 billion alongside earnings of $5.38 per share. The company operates with a net profit margin of 5.1% and a return on equity of 29.6%. The next earnings release is scheduled for October 27, 2026.
Dividend
The company pays an annual dividend rate of $6.56 per share, giving it a dividend yield of 6.73% alongside a payout ratio of 121.9%.
Insider Buying and Selling at United Parcel Service, Inc.
Company insiders have executed trades ahead of recent reporting periods. Director William R. Johnson purchased 5,000 shares on July 31, 2025, at an average price of $86.50 for a total value of $432,477. Chief Executive Officer Carol B. Tome bought 11,682 shares on August 1, 2025, at $85.67 per share. Director Christiana Smith Shi acquired 500 shares on August 22, 2025, at $88.17. Officer Norman Michael Brothers Jr. disposed of 25,014 shares on January 28, 2026, valued at $2,655,195.
About United Parcel Service, Inc.
United Parcel Service operates a massive global transportation and delivery network. The company handles time-definite package delivery and logistics through its U.S. Domestic Package and International Package segments, connecting millions of customers every day.
Bottom Line
Investors will look toward the upcoming earnings release on October 27, 2026, for fresh updates on financial performance and delivery volumes. Analysts across Wall Street maintain a consensus buy rating with a mean price target of $114.27 based on 26 opinions.
Related Filing Alerts
Source: Bernstein's rating change on $UPS (Oct 21, 2026). Written by software, not financial advice. How we make alerts