Recent chatter on X about United Parcel Service (UPS) has been dominated by the company's latest quarterly earnings report, which showed a revenue beat but a significant earnings miss. Many users on the platform have expressed unease over the absence of a full-year outlook, interpreting it as a sign of uncertainty in a volatile global trade landscape. The stock's decline following the report has sparked heated debates about whether the current price reflects deeper structural challenges or a temporary setback.
Adding fuel to the discussion, posts on X have highlighted UPS's strategic decision to reduce delivery volume with a major customer, believed to be Amazon, by more than half by 2026. This move has drawn mixed reactions, with some viewing it as a risky pivot that could hurt revenue, while others argue it might allow UPS to focus on more profitable segments. The intensity of these conversations underscores the high stakes for UPS as it navigates operational shifts and market expectations.
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 27 times in the past 6 months. Of those trades, 7 have been purchases and 20 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 08/04, 05/05, 04/04, 03/17 and 0 sales.
- 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 LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/17 and 1 sale worth up to $15,000 on 07/16.
- 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 3 times. They made 1 purchase worth up to $100,000 on 04/07 and 2 sales worth up to $100,000 on 05/08, 04/17.
- 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 purchased up to $15,000 on 04/08.
- 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 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 1,008 institutional investors add shares of United Parcel Service stock to their portfolio, and 1,280 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
- 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
- BLACKROCK, INC. added 2,470,981 shares (+5.2%) to their portfolio in Q2 2025, for an estimated $249,420,822
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
United Parcel Service Government Contracts
We have seen $193,943,034 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: $17,595,532
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $15,234,773
- CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $14,042,074
- SMALL PARCEL DELIVERY SERVICES FOR IRS LOCATIONS NATIONWIDE.: $12,972,527
- 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 8 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 07/31/2025
- Citigroup issued a "Buy" rating on 07/31/2025
- UBS issued a "Buy" rating on 07/30/2025
- 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
- Stifel 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 $107.0.
Here are some recent targets:
- Brandon Oglenski from Barclays set a target price of $80.0 on 07/31/2025
- Ariel Rosa from Citigroup set a target price of $114.0 on 07/31/2025
- Bascome Majors from Susquehanna set a target price of $100.0 on 07/30/2025
- Thomas Wadewitz from UBS set a target price of $118.0 on 07/30/2025
- Ravi Shanker from Morgan Stanley set a target price of $75.0 on 07/30/2025
- Lucas Servera from Truist Securities set a target price of $120.0 on 07/30/2025
- Christian Wetherbee from Wells Fargo set a target price of $91.0 on 07/30/2025
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.
