UBS keeps Buy rating for United Parcel Service stock at USD 124.00

Published on 10/05/2026 at 09:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BNP Paribas Exane cut its target to USD 85.00 on October 1, 2026. United Parcel Service stock costs EUR 83.17 on October 5, 2026 versus EUR 82.69.

Bunte Comic-Illustration eines Zustellers, der einer Kundin ein Paket überreicht — Pop-Art-Comic-Szene einer Paketübergabe an der Haustür, farbenfroh gestaltet für United Parcel Serv., ISIN US9113121068, Illustration mit AI erstellt.

United Parcel Service (ISIN US9113121068) was trading at EUR 83.17 at Lang & Schwarz on October 5, 2026 at 9:13 a.m. CEST, while UBS kept its Buy rating and USD 124.00 price target on October 2, 2026, according to Yahoo Finance. The stock was up 0.58 percent versus the Lang & Schwarz prior close of EUR 82.69.

UBS sees margins as the key test

UBS reduced its third-quarter adjusted earnings-per-share forecast to USD 1.63 from USD 1.67 and its fourth-quarter forecast to USD 2.70 from USD 2.72, according to Yahoo Finance. The broker expects domestic package volumes to decline 3.6 percent year over year in the third quarter, making domestic margin improvement the central earnings variable.

The UBS view contrasts with a fresh bearish revision. MarketBeat reported on October 1, 2026, that BNP Paribas Exane cut its target from USD 90.00 to USD 85.00 and retained an Underperform rating.

Second-quarter revenue beat expectations

UPS generated USD 22.83 billion of revenue in the second quarter of 2026, compared with USD 21.86 billion expected, while adjusted earnings reached USD 1.76 per share against USD 1.65 consensus, according to MarketBeat. The revenue comparison puts the quarter USD 0.97 billion above consensus, but the conflicting target revisions show that margin and volume risks still shape valuation.

UPS also launched Secure Commerce on September 30, 2026, combining shipping insurance, fraud mitigation and risk intelligence. The company said the offering builds on protection for 1.4 million shippers and insurance coverage for 62 million packages in 2025, according to UPS.

UPS stock remains below its yearly high

The NYSE-listed logistics company had a USD 79.0 billion market capitalization and a USD 82.00 to USD 122.41 52-week range as of October 2, 2026. That range places the Lang & Schwarz euro quote in a market context where the next earnings update and domestic margin trend matter more than the modest daily move.

At Lang & Schwarz, United Parcel Service was trading at EUR 83.17 on October 5, 2026 at 9:13 a.m. CEST, plus 0.58 percent versus the prior close of EUR 82.69 on October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of United Parcel Service stock.