Why United Parcel Service (UPS) Stock Is Down Today

United Parcel Service (UPS) is down 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is a fresh analyst price-target cut that revived concerns about softer package volume tied to Amazon-related shipments. This could also be because investors remain cautious about how UPS’s strategic shift away from lower-margin volume affects near-term growth and sentiment. ([marketscreener.com](https://www.marketscreener.com/news/bofa-securities-adjusts-united-parcel-service-price-target-to-108-from-115-maintains-neutral-rati-ce785adbdf8af626?utm_source=openai))

Details:

An analyst target was reduced on September 21, 2026, to $108 from $115 while the rating was kept at Neutral, giving traders a new reason to focus on execution risk. ([marketscreener.com](https://www.marketscreener.com/news/bofa-securities-adjusts-united-parcel-service-price-target-to-108-from-115-maintains-neutral-rati-ce785adbdf8af626?utm_source=openai))

The rationale centered on weaker Amazon package flows late in the second quarter, which matters because UPS has been managing a large planned reduction in that business. ([ad-hoc-news.de](https://www.ad-hoc-news.de/boerse/news/corporate-news/ups-stock-reacts-as-bofa-cuts-price-target-after-amazon-volume-hit/70143707?utm_source=openai))

UPS’s latest quarterly filing said average daily package volume in its global small-package operations fell partly because of planned reductions from its largest customer, revenue-quality actions, and trade-policy changes on some international lanes. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1090727/000162828026053249/ups-20260630.htm?utm_source=openai))

Even though UPS raised its full-year 2026 outlook in late July and said the Amazon glide-down was completed as designed, the stock appears vulnerable when the market shifts back to short-term volume and margin worries. ([investors.ups.com](https://investors.ups.com/?utm_source=openai))

Sources:

United Parcel Service Investor Relations, SEC, MarketScreener

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 1,081 institutional investors add shares of $UPS stock to their portfolio, and 1,081 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 24,698,297 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,655,066,927
CAPITAL WORLD INVESTORS added 5,053,555 shares (+170.4%) to their portfolio in Q2 2026, for an estimated $543,257,162
BLACKROCK, INC. added 3,813,432 shares (+7.5%) to their portfolio in Q2 2026, for an estimated $409,943,940
JPMORGAN CHASE & CO added 3,474,246 shares (+inf%) to their portfolio in Q2 2026, for an estimated $373,481,445
PACER ADVISORS, INC. removed 3,453,766 shares (-98.4%) from their portfolio in Q2 2026, for an estimated $371,279,845
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 2,585,440 shares (+11.7%) to their portfolio in Q2 2026, for an estimated $277,934,800
MARSHALL WACE, LLP added 2,316,549 shares (+205.0%) to their portfolio in Q2 2026, for an estimated $249,029,017

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 $172,256,788 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.: $11,341,014
CONSOLIDATED TRANSPORTATION SHIPMENTS MADE BY DECENTRALIZED ORDERING OFFICERS.: $9,202,917

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 2 times in the past 6 months. Of those trades, 1 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 DAN NEWHOUSE sold up to $15,000 on 07/10.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

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.