Truist cuts UPS target to USD 115.00 for UPS stock at 130.00

Published on 10/19/2026 at 09:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UPS posted USD 22.83 billion in second-quarter revenue. UPS stock costs EUR 87.15 on October 19, 2026, with results due October 27.

Targets and reporting dates

Truist reduced its UPS target to USD 115.00 from USD 130.00 on October 7, 2026.
UPS reported USD 22.83 billion in second-quarter 2026 revenue, up 7.60 percent year over year.
UPS stock trades at EUR 87.15 at 9:01 a.m. CEST at Lang & Schwarz on October 19, 2026.

Trading-Floor mit Bildschirmen und Charts zum Logistiksektor sowie Börsenhändlern — Börsen-Editorial vom Trading-Floor mit Logistik-Sektor-Charts, im Kontext von United Parcel Serv., ISIN US9113121068, Illustration mit AI erstellt.

UPS stock (ISIN US9113121068) is tied to a lower Truist target of USD 115.00, down from USD 130.00, according to Markets Insider on October 7, 2026. The change came ahead of UPS's third-quarter report, scheduled for October 27.

Target cut meets stronger second quarter

The Truist note kept a Buy rating while lowering the target by USD 15.00. Markets Insider reported that analyst Lucas Servera cited compressed valuation multiples, while still pointing to pricing, productivity and self-help as potential earnings drivers.

UPS delivered USD 22.83 billion in second-quarter 2026 revenue, up 7.60 percent from the same quarter a year earlier. The company reported adjusted diluted earnings per share of USD 1.76 and a 9.20 percent adjusted operating margin, while GAAP results included USD 891.00 million of after-tax transformation charges, according to the Yahoo Finance transcript dated July 28, 2026.

What does the network reset mean?

Management said the Amazon volume reduction and network reconfiguration were complete in the second quarter. The U.S. domestic segment generated USD 14.90 billion in revenue, up 6.00 percent year over year, while its operating profit rose 21.00 percent to USD 1.20 billion, according to the same earnings-call transcript.

Three dated UPS milestones

On July 28, 2026, UPS reported USD 22.83 billion in second-quarter revenue and raised its full-year revenue outlook to USD 91.20 billion. On October 7, 2026, Truist cut its target from USD 130.00 to USD 115.00. On October 13, 2026, UPS announced that it would publish third-quarter results on October 27, 2026, at approximately 6:00 a.m. ET, according to the UPS release.

Two dates set for the report

UPS will publish its third-quarter results on October 27, 2026, and hold the investor conference call at 8:30 a.m. ET on the same date. The timing gives investors a defined checkpoint for revenue quality, domestic margins and the effects of the completed network reset.

Stock quote and valuation

UPS is listed on the NYSE and had a market capitalization of USD 73.1 billion as of October 16, 2026. Its 52-week range was USD 85.24 to USD 122.41 on that date. At Lang & Schwarz, UPS stock was trading at EUR 87.15 on October 19, 2026 at 9:01 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of UPS stock.