UPS stock gains 1.08 percent as analyst targets diverge
Published on 09/25/2026 at 17:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
UPS stock (ISIN US9113121068) was trading at USD 93.04 on the NYSE on September 25, 2026, up 1.08 percent from the previous close of USD 92.05. The move comes as investors weigh stronger second-quarter results against sharply different analyst targets. The latest numbers put the valuation debate on a more concrete footing.
Q2 revenue beats expectations
United Parcel Service reported Q2 2026 consolidated revenue of USD 22.8 billion, up 7.6 percent year over year, according to Yahoo Finance on September 23, 2026. Revenue also exceeded the USD 21.8 billion consensus cited in the report, giving the company a quantified comparison on both growth and expectations.
Adjusted diluted EPS reached USD 1.76 versus the USD 1.66 estimate. UPS also reported GAAP diluted EPS of USD 0.71 and GAAP operating profit of USD 930 million for the quarter ended June 30, 2026, while adjusted operating margin was 9.2 percent, according to StockTitan.
Targets split over Amazon impact
The stock story is now defined by a target gap. Yahoo Finance reported on September 23, 2026, that Bank of America cut its target from USD 115 to USD 108 and retained a Neutral view, citing weaker domestic package volumes and lower Amazon shipments. The same report said Goldman Sachs maintained a Buy rating and a USD 132 target.
That contrast matters because the Q2 improvement came with a changing mix. UPS removed roughly 2 million lower-yielding Amazon pieces per day over 18 months, while small-business volume grew 4.3 percent in Q2, according to Yahoo Finance. The resulting question is whether higher revenue per piece can offset lower domestic volume.
Next results arrive October 27
UPS raised its 2026 outlook after the June quarter, targeting consolidated revenue of USD 91.2 billion, adjusted operating profit of USD 8.65 billion and adjusted diluted EPS of USD 7.22, according to StockTitan. The next scheduled earnings date is October 27, 2026, with a Zacks consensus estimate of USD 1.63 EPS for the September quarter, according to Zacks.
UPS stock trades below its high
At USD 93.04 on September 25, 2026, UPS stock was USD 29.37 below its 52-week high of USD 122.41 and USD 11.04 above its 52-week low of USD 82.00. The session range was USD 92.31 to USD 93.22, with volume of 1,364,540 shares and market capitalization of USD 79,037,681,525.
UPS stock facts
- Company: United Parcel Service, Inc.
- ISIN: US9113121068
- Ticker: UPS
- Trading venue: NYSE
- Price (as of September 25, 2026, 11:13 a.m. ET): USD 93.04
- Market capitalization: USD 79,037,681,525 (as of September 25, 2026)
- 52-week range: USD 82.00-122.41 (as of September 25, 2026)
- Sector / Industry: Industrials / Integrated Freight and Logistics
- Next earnings date: October 27, 2026
