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Last update: Aug 4, 2026, 6:13 PM ET
United Parcel Service, Inc.
$109.10 2.08% today
After Hours

Why United Parcel Service, Inc. (UPS) stock moved

Updated Aug 4, 2026

United Parcel Service, Inc. (UPS) shares rose 2.1% to $109.10 as of August 4, 2026, a modest gain from the prior close of $106.87. BestStocks flagged the session as a major change for UPS. Below, we break down what changed for UPS, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

UPS climbed 2.1% to $109.09

UPS rose 2.1% in its latest session, moving from $106.87 to $109.10.

RiskSector-Wide MoveLow confidence
Rel. volume
0.6×
Below Avg
Vs peers
Top 3 of 7 peers
In Line With Peers
Market cap
$92.7B
New York Stock Exchange
Analyst target
$119
+9.1% vs price
Price chart
Jul 6 – Aug 4
VFEVVVEEVVVVV$104$111$118Jul 6Jul 13Jul 21Jul 28Aug 4
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for United Parcel Service, Inc. investors

For United Parcel Service, Inc. investors, the recent signals are mixed, leaving the near-term picture neutral / mixed. On the constructive side: Material positive event; Positive 2.1% session move. Weighing against that: UPS fell 5.93% to $106.25 after reporting Q2 earnings that beat revenue and EPS expectations ($1.76 adjusted EPS vs. consensus) and raising full-year guidance, but the stock declined due to a sharp contraction in operating margin to 4.1% from 8.6% year-over-year and faster expense growth outpacing revenue gains, per Yahoo Finance; United Parcel Service, Inc. (UPS) moved -3.88% from $117.72 to $113.15 on 2026-07-20. Because peers moved similarly, the shift looks more macro- or sector-driven than a change in UPS's fundamentals. Wall Street's consensus price target sits at $119.00, implying +9.1% upside from $109.10. BestStocks rates the overall signal quality low (45/100). With earnings roughly 84 days out, the next report is the most likely near-term test of the move.

UPS price reaction

UPS last traded at $109.10, up $2.23 (+2.08%) from the previous close of $106.87. The session traded on 0.6× average volume (below avg), so participation was unremarkable. Its industrials peer group moved a median +2.0% over the same stretch, leaving UPS essentially in line with peers. Over the past month the stock has ranged between $104.22 and $117.72, and it currently sits about 36% of the way up that band.

Bullish and bearish analyst opinions on United Parcel Service, Inc. (UPS)

The consensus analyst price target on United Parcel Service, Inc. (UPS) is $119.00, 9.1% above the recent $109.10. Over the past 90 days analysts logged 0 upgrades, 10 maintains, and 0 downgrades. Here is how the bullish and bearish cases on UPS line up.

The bullish case

  • Wall Street's consensus price target of $119.00 implies +9.1% upside from $109.10.
  • The Street's most bullish target is $132.00 (+21.0%).
  • Material positive event.
  • Positive 2.1% session move.
  • United Parcel Service, Inc. (UPS) moved +2.82% from $113.15 to $116.34 on 2026-07-21.

The bearish case

  • The most bearish analyst target is $76.00 (-30.3%).
  • UPS fell 5.93% to $106.25 after reporting Q2 earnings that beat revenue and EPS expectations ($1.76 adjusted EPS vs. consensus) and raising full-year guidance, but the stock declined due to a sharp contraction in operating margin to 4.1% from 8.6% year-over-year and faster expense growth outpacing revenue gains, per Yahoo Finance.
  • United Parcel Service, Inc. (UPS) moved -3.88% from $117.72 to $113.15 on 2026-07-20.
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Aug 4, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $119+9.1%
= 10 maintains
Stephens & Co. maintained Overweight · 2026-07-29
SEC filings watch
8-K2026-07-28
Material event — review for impact
high
8-K2026-06-15
Material event — review for impact
high
8-K2026-05-13
Material event — review for impact
high
8-K2026-05-11
Material event — review for impact
high
Peer context
UPS+2.1%
BA+1.6%
CAT+5.6%
DE+2.0%
GE+2.3%
GEV+1.2%

Previous notable changes for UPS

Material / Earnings2026-07-31-1.0%
United Parcel Service, Inc. (UPS) moved -1.44% from $105.74 to $104.22 on 2026-07-31, three days after reporting Q2 FY2026 earnings that beat consensus EPS by 6.67% ($1.76 vs. $1.65 estimate on 2026-07-28). The decline occurred on below-average volume and took the stock to a new 30-day low.
Material / Earnings2026-07-29-0.9%
United Parcel Service, Inc. (UPS) moved -0.46% on 2026-07-29, the day after reporting Q2 FY2026 earnings that beat consensus EPS by 6.67% ($1.76 vs. $1.65 estimate on 2026-07-28). We checked news, analyst updates, filings, and corporate actions — no company-specific catalyst was found for the decline. The move appears to be part of a broader sector pullback: six transportation and industrials peers moved down simultaneously, though UPS outperformed its peer group by 3.2 percentage points.
Filings2026-07-28-6.6%
United Parcel Service, Inc. (UPS) filed a new 8-K on 2026-07-28. The specific content of the filing was not disclosed in available sources.
Material / Earnings2026-07-28-6.6%
United Parcel Service, Inc. (UPS) reported EPS of $1.76 vs. $1.65 consensus estimate, beating by 6.7% for Q2 FY2026 on 2026-07-28.

In-depth UPS event analyses

Permanent, dated analyses of UPS's most significant sessions.
Upcoming catalysts & outlook
Next earnings
2026-10-27 (est.)
in 84 days
Earnings Release
2026-10-27
High impact
Thesis shift
Neutral / Mixed
bullish signal
Risk level
High
from change events

Frequently asked questions about UPS

Why did United Parcel Service, Inc. (UPS) stock move?

UPS rose 2.1% to $109.10. No single company-specific catalyst was confirmed during the move window, and it looks like a sector-wide move.

How much did UPS stock rise?

UPS gained 2.08% ($2.23) versus the prior close of $106.87, last trading at $109.10 on 0.6× average volume.

When is United Parcel Service, Inc.'s next earnings date?

UPS's next earnings report is estimated for 2026-10-27 — about 84 days away.

What is the analyst price target for UPS?

The consensus analyst price target for UPS is $119.00, about 9.1% above the current $109.10. Over the past 90 days, analysts recorded 0 upgrades, 10 maintains, and 0 downgrades.

Is the UPS move company-specific or sector-wide?

BestStocks classifies it as a sector-wide move: the peer group moved a median +2.0% against UPS's +2.1%. UPS ranks top 3 of 7 peers.

How BestStocks tracks UPS

This page is generated automatically by BestStocks' change-detection system after its price and volume cleared UPS-specific materiality thresholds, triggering an evidence check. It draws on 19 tracked change events for UPS, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of August 4, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsFMP earnings & estimatesAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.