UPS slips as investors keep parsing soft near-term package trends after Q2

United Parcel Service (UPS) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued fallout from UPS's second-quarter report, where investors looked past the earnings beat and higher full-year outlook and focused instead on softer near-term domestic volume trends tied to the Amazon business reduction, lower international profit, and ongoing restructuring. This could also reflect lingering concern that the network reset may take time to translate into cleaner volume growth and margin expansion. ([investors.ups.com](https://investors.ups.com/news-events/press-releases/detail/2164/ups-releases-2q-2026-earnings?utm_source=openai))

Details:

UPS said it finished the planned reduction in lower-yielding Amazon volume and continued reconfiguring its network around higher-quality shipments. ([investors.ups.com](https://investors.ups.com/news-events/press-releases/detail/2164/ups-releases-2q-2026-earnings?utm_source=openai))

The company raised its 2026 revenue and adjusted earnings outlook after Q2 results topped expectations, but the stock still sold off as the market weighed the transition costs and pace of recovery. ([finance.yahoo.com](https://finance.yahoo.com/markets/stocks/articles/ups-releases-2q-2026-earnings-100000072.html?utm_source=openai))

Management highlighted major cost actions, including workforce reductions, facility closures, and other restructuring steps designed to improve efficiency. ([investors.ups.com](https://investors.ups.com/news-events/press-releases/detail/2164/ups-releases-2q-2026-earnings?utm_source=openai))

Commentary around flat domestic revenue and mid-single-digit volume pressure in parts of the business appears to have kept sentiment cautious even after guidance moved higher. ([finance.yahoo.com](https://finance.yahoo.com/markets/stocks/articles/ups-raises-2026-revenue-outlook-151623003.html?utm_source=openai))

Sources:

UPS Investor Relations, SEC, Yahoo Finance

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

$UPS Hedge Fund Activity

We have seen 1,027 institutional investors add shares of $UPS stock to their portfolio, and 943 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 $173,693,103 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 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

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

REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 07/10.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
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 1 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

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 5 analysts offer price targets for $UPS in the last 6 months, with a median target of $118.0.

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

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.