UPS rises as investors look ahead to Q2 results and margin recovery

United Parcel Service (UPS) is up 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a mix of company-specific optimism and a better backdrop for economically sensitive stocks. Investors seem to be positioning ahead of UPS’s July 28 second-quarter report after management previously pointed to a return to revenue and operating profit growth in the second quarter, while softer inflation data has also supported broader market risk appetite.

Details:

UPS announced on July 14 that it will release second-quarter 2026 results on July 28, putting the stock in focus ahead of earnings.

In first-quarter results, management said it expected consolidated revenue growth, operating profit growth, and adjusted operating margin expansion in the second quarter.

UPS said it achieved about $600 million of cost savings in the first quarter and still expects roughly $3 billion of year-over-year cost savings in 2026.

Recent analyst activity has been mixed, but a higher price target from Citigroup earlier in July likely helped support sentiment even as a new neutral initiation highlighted labor-related concerns.

Sources:

UPS Investor Relations, Benzinga, AP News

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$UPS Insider Trading Activity

$UPS insiders have traded $UPS stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $UPS stock by insiders over the last 6 months:

NORMAN M. JR BROTHERS (Chief Legal & Compliance Off) has made 0 purchases and 3 sales selling 25,014 shares for an estimated $2,655,195.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$UPS Hedge Fund Activity

We have seen 992 institutional investors add shares of $UPS stock to their portfolio, and 846 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 5,029,902 shares (-18.5%) from their portfolio in Q1 2026, for an estimated $483,474,180
FMR LLC added 4,565,513 shares (+16.3%) to their portfolio in Q1 2026, for an estimated $438,837,109
VAN ECK ASSOCIATES CORP removed 1,937,298 shares (-51.7%) from their portfolio in Q1 2026, for an estimated $186,213,083
MORGAN STANLEY added 1,842,057 shares (+22.1%) to their portfolio in Q1 2026, for an estimated $177,058,518
BANK OF AMERICA CORP /DE/ added 1,836,651 shares (+23.3%) to their portfolio in Q1 2026, for an estimated $176,538,894
COMMERCE BANK added 1,716,778 shares (+6572.2%) to their portfolio in Q1 2026, for an estimated $165,016,701
FRANKLIN RESOURCES INC added 1,385,504 shares (+85.2%) to their portfolio in Q1 2026, for an estimated $133,174,644

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$UPS Government Contracts

We have seen $173,812,529 of award payments to $UPS over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

SHIPPING CHARGES: $18,479,237
THIS TASK ORDER (TO) PROVIDES EXPRESS SMALL PACKAGE DELIVERY SERVICES FOR INTERNATIONAL PACKAGE AND UNITED...: $15,328,000
CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $12,385,373
CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $12,176,936
CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $11,341,014

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$UPS Congressional Stock Trading

Members of Congress have traded $UPS stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $UPS stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 03/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$UPS Analyst Ratings

Wall Street analysts have issued reports on $UPS in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 04/29/2026
Stifel issued a "Buy" rating on 01/28/2026
Truist Securities issued a "Buy" rating on 01/28/2026
Jefferies issued a "Buy" rating on 01/28/2026

To track analyst ratings and price targets for $UPS, check out Quiver Quantitative's $UPS forecast page.

$UPS Price Targets

Multiple analysts have issued price targets for $UPS recently. We have seen 14 analysts offer price targets for $UPS in the last 6 months, with a median target of $115.0.

Here are some recent targets:

Ariel Rosa from Citigroup set a target price of $132.0 on 07/09/2026
Ravi Shanker from Morgan Stanley set a target price of $76.0 on 07/06/2026
Bascome Majors from Susquehanna set a target price of $118.0 on 04/29/2026
Jonathan Chappell from Evercore ISI Group set a target price of $111.0 on 04/29/2026
Thomas Wadewitz from UBS set a target price of $123.0 on 04/29/2026
Stephanie Moore from Jefferies set a target price of $130.0 on 01/28/2026
Brian Ossenbeck from JP Morgan set a target price of $107.0 on 01/28/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.