BNP Paribas Exane cuts target for UPS stock to USD 85.00
Published on 10/06/2026 at 16:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
BNP Paribas Exane lowered its United Parcel Service price target from USD 90.00 to USD 85.00 and kept an underperform rating in a note dated October 1, 2026, according to MarketBeat. The change puts the latest published analyst target below the broader consensus, while the target itself remains above the dated euro quote available for German investors.
Target cut meets stronger results
UPS reported USD 22.83 billion of revenue in the second quarter of 2026, up 7.60 percent from the same period a year earlier, according to MarketBeat. Adjusted earnings per share came to USD 1.76 against a USD 1.65 consensus estimate, a USD 0.11 comparison advantage, while revenue exceeded the USD 21.86 billion estimate by USD 0.97 billion.
The standardized quarterly statement also shows USD 604.0 million of net income attributable to common shareholders and a 4.00 percent operating margin for the second quarter of 2026. Cash and cash equivalents stood at USD 4.7 billion on June 30, 2026, giving the balance sheet a concrete counterweight to the pressure reflected in the target cut.
Consensus still implies a higher value
MarketBeat reported on September 18, 2026 that 21 brokerages carried an average Hold rating and an average 12-month target of USD 117.41. That consensus figure is materially above BNP Paribas Exane's USD 85.00 target, showing that the latest reduction represents a specific bearish view rather than a uniform analyst reset.
The same September 18 report said UPS paid a quarterly dividend of USD 1.64, equivalent to USD 6.56 on an annualized basis and a 6.50 percent yield. The payout adds income support, but the report also listed a 121.93 percent payout ratio, a figure that limits how much of the dividend argument can be treated as a balance-sheet safety signal.
UPS stays below its yearly high
UPS stock was last at EUR 82.30 on Tradegate on September 25, 2026, versus the Tradegate prior close of EUR 84.16, a decline of 2.21 percent. On the NYSE, the finance quote showed USD 93.17 at 2:50 p.m. UTC on October 6, 2026, with a USD 79.1 billion market capitalization and a 52-week range of USD 82.00 to USD 122.41.
The further course of trading is shown by the continuously updated real-time quote of UPS stock.
UPS stock facts
- Company: United Parcel Service, Inc.
- ISIN: US9113121068
- Ticker: UPS
- Primary exchange: NYSE
- Substitute price Tradegate (September 25, 2026): EUR 82.30
- Change versus Tradegate prior close: minus 2.21 percent
- Tradegate prior close (September 25, 2026): EUR 84.16
- Market capitalization: USD 79.1 billion (as of October 6, 2026)
- 52-week range: USD 82.00-122.41 (as of October 6, 2026)
- Sector / Industry: Industrials / Integrated Freight and Logistics
- Index membership: S&P 100
