Why United Parcel Service (UPS) Stock Is Up Today

United Parcel Service (UPS) is up 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a solid third-quarter earnings report, with adjusted profit and revenue coming in above market expectations. Investors also seem to be reacting positively to higher fourth-quarter and full-year 2026 guidance, which suggests management sees improving momentum heading into the holiday shipping season.

Details:

UPS reported third-quarter revenue of about $22.9 billion and adjusted diluted earnings per share of $1.69, ahead of consensus expectations.

The company lifted its full-year 2026 outlook, including projected revenue of about $92.6 billion, adjusted operating profit of about $8.75 billion, adjusted EPS of about $7.28, and free cash flow of about $6.1 billion.

UPS also raised fourth-quarter guidance to roughly $25.7 billion in revenue and about $3.3 billion in adjusted operating profit, pointing to confidence in near-term demand.

Underlying operating trends were encouraging, with U.S. domestic revenue rising 4.5%, international revenue rising 7.1%, and management highlighting premium growth and greater network efficiency.

Sources:

UPS, AP, Zacks

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 1,001 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 $149,637,409 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:

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.: $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 1 times in the past 6 months. Of those trades, 0 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.

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 Price Targets

Multiple analysts have issued price targets for $UPS recently. We have seen 2 analysts offer price targets for $UPS in the last 6 months, with a median target of $104.0.

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

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.