Earnings Miss Sparks Debate: Recent discussions on X about United Parcel Service (UPS) have heavily focused on the company’s latest quarterly earnings report, which showed a revenue beat but a significant earnings miss. Many are concerned about the lack of a full-year outlook, viewing it as a sign of uncertainty in a volatile global market. The stock’s decline post-report has fueled intense arguments about near-term prospects.
Strategic Shift with Amazon: Another hot topic on X is UPS’s decision to reduce delivery volume with a major customer, widely speculated to be Amazon, by over 50% by 2026. This move has split opinions, with some worried about revenue impacts in a tough market, while others see it as a bold strategic pivot. The chatter reflects deep uncertainty about long-term effects.
Analyst Downgrades Add Pressure: Recent posts on X also highlight analyst downgrades, with price targets slightly lowered, reflecting a cautious outlook ahead of holiday shipments. Some users point to ongoing challenges like customs delays and competitive pressures as reasons for pessimism. The discussion remains heated as investors weigh these evolving risks.
Note: This discussion summary was generated from an AI condensation of post data.
United Parcel Service Congressional Stock Trading
Members of Congress have traded $UPS stock 20 times in the past 6 months. Of those trades, 7 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $UPS stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 10/09, 08/28, 08/04, 05/05 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/05, 04/29.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 08/04, 06/17 and 1 sale worth up to $15,000 on 07/16.
- REPRESENTATIVE SCOTT FRANKLIN has traded it 4 times. They made 0 purchases and 4 sales worth up to $145,000 on 07/22, 06/16.
- REPRESENTATIVE KELLY MORRISON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 06/04.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 05/28.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
United Parcel Service Insider Trading Activity
United Parcel Service insiders have traded $UPS stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $UPS stock by insiders over the last 6 months:
- CAROL B TOME (Chief Executive Officer) purchased 11,682 shares for an estimated $1,000,815
- WILLIAM R JOHNSON purchased 5,000 shares for an estimated $432,477
- CHRISTIANA SMITH SHI purchased 500 shares for an estimated $44,084
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
United Parcel Service Hedge Fund Activity
We have seen 969 institutional investors add shares of United Parcel Service stock to their portfolio, and 1,128 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 10,760,184 shares (-94.4%) from their portfolio in Q2 2025, for an estimated $1,086,132,972
- VICTORY CAPITAL MANAGEMENT INC added 6,595,764 shares (+1039.5%) to their portfolio in Q2 2025, for an estimated $665,776,418
- JPMORGAN CHASE & CO removed 4,854,847 shares (-33.6%) from their portfolio in Q2 2025, for an estimated $490,048,256
- AMUNDI removed 4,830,715 shares (-64.5%) from their portfolio in Q2 2025, for an estimated $487,612,372
- PACER ADVISORS, INC. removed 3,884,101 shares (-87.9%) from their portfolio in Q3 2025, for an estimated $324,438,956
- BANK OF AMERICA CORP /DE/ removed 3,527,322 shares (-29.0%) from their portfolio in Q2 2025, for an estimated $356,047,882
- WELLS FARGO & COMPANY/MN removed 2,525,242 shares (-46.3%) from their portfolio in Q2 2025, for an estimated $254,897,927
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
United Parcel Service Government Contracts
We have seen $104,206,557 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:
- SMALL PARCEL DELIVERY SERVICES FOR IRS LOCATIONS NATIONWIDE.: $12,972,527
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $11,342,409
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $10,569,271
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $6,509,792
- TASK ORDER FOR DOMESTIC DELIVERY SERVICES PAID BY INVOICE: $4,464,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
United Parcel Service Analyst Ratings
Wall Street analysts have issued reports on $UPS in the last several months. We have seen 5 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 10/13/2025
- B of A Securities issued a "Underperform" rating on 09/11/2025
- Barclays issued a "Underweight" rating on 07/31/2025
- Oppenheimer issued a "Outperform" rating on 07/30/2025
- Morgan Stanley issued a "Underweight" rating on 07/30/2025
- Truist Securities issued a "Buy" rating on 07/30/2025
- UBS issued a "Buy" rating on 07/30/2025
To track analyst ratings and price targets for United Parcel Service, check out Quiver Quantitative's $UPS forecast page.
United Parcel Service Price Targets
Multiple analysts have issued price targets for $UPS recently. We have seen 15 analysts offer price targets for $UPS in the last 6 months, with a median target of $97.0.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $112.0 on 10/13/2025
- Brian Ossenbeck from JP Morgan set a target price of $85.0 on 10/08/2025
- Thomas Wadewitz from UBS set a target price of $110.0 on 10/03/2025
- Richa Harnain from Deutsche Bank set a target price of $88.0 on 10/02/2025
- Ken Hoexter from B of A Securities set a target price of $81.0 on 09/26/2025
- Fadi Chamoun from BMO Capital set a target price of $96.0 on 09/19/2025
- Brandon Oglenski from Barclays set a target price of $80.0 on 07/31/2025
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.
