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NYSE:UPS

United Parcel Services (UPS)

108.83
+0.73 (0.68%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
169 watching
0
Investor Insights
star iconJun 14, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

United Parcel Service (UPS) is currently facing a challenging environment marked by increased competition and rising operational costs, including higher wages and energy prices. While some experts like it due to its attractive 6-7% dividend yield and potential for earnings growth, others express concern about the sustainability of this dividend amidst a contracting global trade landscape. The company is in a transition phase focused on automation and improving efficiency, which presents a potentially rewarding risk/reward scenario. However, some analysts warn of a possible value trap, given the history of struggles and the risk that the dividend may be threatened if business conditions do not improve. Despite some bullish sentiment on growth prospects and expansion plans, a cautious stance is advised as execution issues persist.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
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Similar
FDX
BUY
The CEO is underestimated and he bets this will be a great buy over the course of this year (despite its current downturn).
BUY

UPS vs. FDX If you believe we're headed into a new economic cycle, transportation is a great place to be. UPS and FDX are the most obvious beneficiaries of the move to online shopping and logistics. Can certainly pull back. Both good, but he prefers UPS, as business model is more unified. Strong operating base. Fedex was cobbled together, operational issues.

HOLD

Hold? Stick with it. Don't worry about its history. The CEO is smart and solid. Also likes FedEx.

BUY

A Covid vaccine distribution play They have a freezer farm in the U.S. and Holland, cold enough to transport the Pfzier vaccine. That's a definite plus. They recently reported a strong quarter, but didn't issue guidance, so the stock got hammered. The stock has since recovered. The coming holiday season is crucial for UPS. He believes in the new CEO to deliver this season and in delivering vaccines.

BUY ON WEAKNESS
They just delivered a great report, but the stock slid today because the CEO didn't offer a stellar forecast to pump up investors. She was cautious. He likes this stock long-term.
COMMENT
The transports have been doing fantastically during Covid, because of all the goods shipped to consumers' homes. UPS reports on Wednesday.
BUY

E-commerce is on fire and the CEO used to run Home Depot. It reports Wednesday. He has faith in the new CEO.

BUY
If Biden wins UPS claims to offer more delivery options in China than any other company. Therefore, UPS will do better if Biden is president, because he will lower US-China tensions.
BUY

Part of his Fear Factor portfolio of stocks that will thrive with or without government stimulus during Covid This and FedEx were hated recently, but they enable the stay-at-home economy. The new CEO will instill discipline to ensure UPS meets or beats its numbers.

DON'T BUY

Whole sector has had a resurgence because of e-commerce. His first choice is FedEx because of international priority freight. A timely area.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly eCommerce trade has benefitted during the pandemic and this is one of the major companies that delivers the goods. UPS just received an upgrade by analysts at Credit Suisse,. It is a defensive holding that continues to see revenues growing by double-digits. It pays a good dividend backed by a decent payout ratio. The technical chart is setting up for another push higher. We would trade this with a stop-loss at $145. Yield 2.51%
BUY
Allan Tong’s Discover Picks Though not widely regarded as a dividend stock, UPS's 3.53% does offer some stability, driven by the surge of e-commerce during this lockdown and extending into the current reopening. Read Best Dividend Stocks Canada for our full analysis.
COMMENT

FDX-N vs. UPS-N. There was a split between FDX-N and AMZN-Q so now investors are favouring UPS-N. Now the US postal service is looking to increase its service to Sunday deliveries. He would still prefer UPS-N over FDX-N.

COMMENT

He likes the UPS name. There are really only two big players in the space, them and FedEx. He prefers FedEx and owns that one. The problem is that there is a growing need for capital to move towards same-day delivery. He thinks FedEx did a smart thing pushing back on Amazon pricing terms and they have reduced their exposure to them to only 1% of revenues.

WATCH

FedEx has more problems, namely absorbing a big European acquisition of TNT Express, but both are impacted by Amazon's move into overnight delivery and the trade war. He won't buy them, but prices are starting to look attractive. Wants to see a turnaround before buying either.

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