Recent discussions on X about United Parcel Service (UPS) have centered around the company’s latest quarterly earnings report, which showed a revenue beat but an earnings miss. Many users expressed concern over the lack of a full-year outlook, interpreting it as a sign of uncertainty amid global trade complexities. The stock’s decline in trading following the report has sparked heated debates about the company’s near-term prospects.
Additionally, there’s notable chatter on X regarding UPS’s strategic decisions, with some highlighting the impact of shifting trade policies on U.S. volume. A few voices on the platform have pointed to the company’s ongoing network transformation as a potential long-term positive, though skepticism remains high. The mix of reactions paints a picture of a pivotal moment for the shipping giant.
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 24 times in the past 6 months. Of those trades, 6 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $UPS stock by members of Congress over the last 6 months:
- REPRESENTATIVE SCOTT FRANKLIN sold up to $15,000 on 06/16.
- REPRESENTATIVE KELLY MORRISON has traded it 6 times. They made 0 purchases and 6 sales worth up to $90,000 on 06/04, 03/20.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 05/28.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $100,000 on 04/07 and 3 sales worth up to $150,000 on 05/08, 04/17, 02/24.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/05, 04/04, 03/17, 02/12 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 04/29.
- REPRESENTATIVE JULIE JOHNSON has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 04/15, 04/11, 04/01.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/08 and 1 sale worth up to $15,000 on 02/25.
- REPRESENTATIVE CAROL D. MILLER sold up to $15,000 on 03/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
United Parcel Service Hedge Fund Activity
We have seen 1,006 institutional investors add shares of United Parcel Service stock to their portfolio, and 1,157 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 8,100,865 shares (-35.9%) from their portfolio in Q1 2025, for an estimated $891,014,141
- GOLDMAN SACHS GROUP INC added 5,018,044 shares (+125.7%) to their portfolio in Q1 2025, for an estimated $551,934,659
- FMR LLC added 4,222,419 shares (+38.8%) to their portfolio in Q1 2025, for an estimated $464,423,865
- FRANKLIN RESOURCES INC removed 4,200,340 shares (-38.3%) from their portfolio in Q1 2025, for an estimated $461,995,396
- PACER ADVISORS, INC. added 3,961,255 shares (+1056.6%) to their portfolio in Q1 2025, for an estimated $435,698,437
- BLACKROCK, INC. removed 3,891,551 shares (-7.5%) from their portfolio in Q1 2025, for an estimated $428,031,694
- WELLINGTON MANAGEMENT GROUP LLP removed 3,536,789 shares (-23.7%) from their portfolio in Q1 2025, for an estimated $389,011,422
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
United Parcel Service Government Contracts
We have seen $212,434,058 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:
- CONSOLIDATED SMALL PACKAGE TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $19,767,567
- SHIPPING CHARGES: $17,598,551
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $15,234,773
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $14,042,074
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $11,381,952
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 9 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 07/09/2025
- UBS issued a "Buy" rating on 07/02/2025
- B of A Securities issued a "Buy" rating on 05/16/2025
- Stifel issued a "Buy" rating on 04/30/2025
- BMO Capital issued a "Outperform" rating on 04/30/2025
- Oppenheimer issued a "Outperform" rating on 04/30/2025
- Truist Securities issued a "Buy" rating on 04/24/2025
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 16 analysts offer price targets for $UPS in the last 6 months, with a median target of $119.5.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $127.0 on 07/09/2025
- Brian Ossenbeck from JP Morgan set a target price of $107.0 on 07/08/2025
- Thomas Wadewitz from UBS set a target price of $124.0 on 07/02/2025
- Ken Hoexter from B of A Securities set a target price of $115.0 on 05/16/2025
- Scott Schneeberger from Oppenheimer set a target price of $114.0 on 04/30/2025
- J. Bruce Chan from Stifel set a target price of $124.0 on 04/30/2025
- Bascome Majors from Susquehanna set a target price of $110.0 on 04/30/2025
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.
