United Parcel Service Inc (NYSE:UPS) reported mixed fourth-quarter results on Thursday.

UPS reported consolidated revenue growth of 1.5% year-over-year to $25.301 billion, missing the consensus of $25.419 billion. Adjusted EPS was $2.75, up 11.3% YoY, above the consensus of $2.53.

"We are making business and operational changes that, along with the foundational changes we've already made, will put us further down the path to becoming a more profitable, agile and differentiated UPS that is growing in the best parts of the market," commented Carol Tomé, UPS chief executive officer.

For 2025, UPS said it expects revenue of ~ $89 billion, sharply below the $94.877 billion consensus, and sees an adjusted operating margin of 10.8%.

The company plans $3.5 billion in capital spending, $5.5 billion in dividends (pending approval), $1 billion in share buybacks, and an expected 23.5% tax rate.

UPS shares dipped 14.1% to close at $114.90 on Thursday.

These analysts made changes to their price targets on UPS following earnings announcement.

• Baird analyst Benjamin Hartford downgraded United Parcel Service from Outperform to Neutral and lowered the price target from $160 to $130.
• B of A Securities analyst Ken Hoexter maintained UPS with a Buy and cut the price target from $150 to $133.

Considering buying UPS stock? Here’s what analysts think:

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