Columbia Asset Management Sells 5,244 Shares of United Parcel Service, Inc. $UPS

Columbia Asset Management lowered its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 12.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,698 shares of the transportation company’s stock after selling 5,244 shares during the quarter. Columbia Asset Management’s holdings in United Parcel Service were worth $3,149,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of the company. Andra AP fonden grew its position in shares of United Parcel Service by 95.9% during the 2nd quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock valued at $33,611,000 after acquiring an additional 163,000 shares during the period. BLVD Private Wealth LLC purchased a new position in shares of United Parcel Service during the 2nd quarter valued at $1,479,000. Strategic Planning Inc. bought a new position in shares of United Parcel Service during the 3rd quarter worth $3,885,000. Avantax Advisory Services Inc. increased its holdings in United Parcel Service by 14.6% in the 2nd quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock worth $9,525,000 after acquiring an additional 12,035 shares during the last quarter. Finally, Equity Investment Corp lifted its holdings in United Parcel Service by 16.8% during the second quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock valued at $114,118,000 after purchasing an additional 162,364 shares during the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

Key United Parcel Service News

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

Analyst Ratings Changes

Several research firms have recently weighed in on UPS. Weiss Ratings reiterated a “sell (d+)” rating on shares of United Parcel Service in a research note on Wednesday, January 21st. Wolfe Research reaffirmed a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. TD Cowen raised their target price on United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research note on Wednesday. Stifel Nicolaus increased their price target on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, UBS Group upped their target price on shares of United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have assigned a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, United Parcel Service currently has a consensus rating of “Hold” and a consensus price target of $113.67.

United Parcel Service Price Performance

Shares of United Parcel Service stock opened at $106.14 on Friday. The business’s 50-day moving average price is $101.76 and its 200-day moving average price is $93.60. The firm has a market capitalization of $90.05 billion, a PE ratio of 16.18, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $123.70. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The business had revenue of $24.50 billion for the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The business’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period last year, the business earned $2.75 earnings per share. Sell-side analysts forecast that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be given a dividend of $1.64 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a yield of 6.2%. United Parcel Service’s dividend payout ratio is presently 100.00%.

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.13% of the company’s stock.

About United Parcel Service

United Parcel Service (NYSE: UPS) is a global package delivery and supply chain management company that provides a broad range of transportation, logistics and e-commerce services. Its core business centers on small-package delivery and last-mile distribution for business and individual customers, supported by a network of ground transportation, air cargo operations (UPS Airlines) and sorting facilities. In addition to parcel delivery, UPS offers freight transportation, contract logistics, warehousing, customs brokerage and reverse-logistics solutions designed to support domestic and international commerce.

The company traces its roots to 1907 when it began as a small messenger service in the United States and later evolved into the United Parcel Service.