Fox Run Management L.L.C. Grows Stake in United Parcel Service, Inc. $UPS

Fox Run Management L.L.C. grew its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 220.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,519 shares of the transportation company’s stock after acquiring an additional 11,365 shares during the quarter. Fox Run Management L.L.C.’s holdings in United Parcel Service were worth $1,380,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Evelyn Partners Investment Management Europe Ltd increased its stake in United Parcel Service by 110.1% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 131 shares in the last quarter. Salzhauer Michael purchased a new stake in shares of United Parcel Service during the third quarter valued at approximately $31,000. Physician Wealth Advisors Inc. grew its holdings in shares of United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after buying an additional 163 shares during the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in shares of United Parcel Service during the second quarter valued at approximately $34,000. Finally, Avion Wealth raised its holdings in United Parcel Service by 284.1% in the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after acquiring an additional 321 shares during the last quarter. Institutional investors own 60.26% of the company’s stock.

United Parcel Service Trading Down 1.2%

United Parcel Service stock opened at $113.94 on Thursday. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $123.70. The company has a market cap of $96.66 billion, a P/E ratio of 17.37, a P/E/G ratio of 1.83 and a beta of 1.11. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The business has a 50-day simple moving average of $108.68 and a two-hundred day simple moving average of $96.39.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.48 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 quarter in the prior year, the business earned $2.75 EPS. Analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 5.8%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is currently 100.00%.

Key United Parcel Service News

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

• Positive Sentiment: A U.S. judge has cleared UPS to offer up to $150,000 voluntary buyouts to unionized drivers, allowing the company to move ahead with plans to reduce headcount and reshape its network — a concrete step to accelerate labor-related cost savings. UPS can offer $150,000 buyouts to unionized drivers, US judge rules
• Positive Sentiment: Coverage highlights UPS’s broader cost plan — including cuts of ~30,000 roles, reduced Amazon volumes and additional network reconfiguration — which management says should deliver multibillion-dollar savings and help margins over time. These actions support the company’s margin-recovery thesis despite near-term disruption. UPS Gets Court Approval for $150K Driver Buyouts: Will This Ease Cost?
• Positive Sentiment: Longer-term investor commentary points to a structural turnaround: targets for higher automation, expansion into healthcare logistics, and a shift from volume growth to higher-margin services that could drive multi-year margin improvement if execution stays on track. United Parcel Service: From Legacy Drag To Margin Inflection
• Neutral Sentiment: Investor attention is elevated (Zacks notes increased searches/interest), which can amplify moves but doesn’t by itself signal a directional catalyst. Watch quarterly updates and execution on buyouts and volume mix for clearer direction. United Parcel Service, Inc. (UPS) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Income/valuation concerns persist: analysis argues dividend-cut fears have eased but upside is limited given the current yield and the stock’s valuation; investors seeking significant near-term share-price gains may remain disappointed until clearer revenue recovery. UPS: Dividend Cut Fears Mostly Gone, But So Is The Upside

Wall Street Analysts Forecast Growth

Several brokerages have commented on UPS. Wells Fargo & Company increased their target price on United Parcel Service from $96.00 to $110.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. Wall Street Zen raised United Parcel Service from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Susquehanna lifted their price objective on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. Jefferies Financial Group boosted their target price on United Parcel Service from $115.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Citigroup dropped their price target on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $113.67.

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.13% of the stock is currently owned by insiders.

United Parcel Service Company Profile

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.