Harvest Portfolios Group Inc. raised its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 32.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 26,090 shares of the transportation company’s stock after acquiring an additional 6,403 shares during the period. Harvest Portfolios Group Inc.’s holdings in United Parcel Service were worth $2,179,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also bought and sold shares of the company. Evelyn Partners Investment Management Europe Ltd boosted its position in shares of United Parcel Service by 110.1% in the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after purchasing an additional 131 shares in the last quarter. Salzhauer Michael purchased a new stake in United Parcel Service in the third quarter valued at about $31,000. Physician Wealth Advisors Inc. boosted its holdings in United Parcel Service by 76.5% in the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after acquiring an additional 163 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in United Parcel Service in the second quarter worth about $34,000. Finally, Avion Wealth grew its stake in shares of United Parcel Service by 284.1% during the third 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. 60.26% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
Several brokerages recently commented on UPS. Citigroup decreased their price objective on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Bank of America upgraded United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 target price for the company in a research note on Friday, January 9th. BNP Paribas Exane downgraded United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target on the stock. in a research note on Tuesday, January 13th. Stifel Nicolaus raised their price objective on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. upped their target price on United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a research report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $113.67.
Trending Headlines about United Parcel Service
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: UPS reported a quarterly earnings beat and the stock has rallied since that report, supporting a view that near‑term fundamentals can improve. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
- Positive Sentiment: UPS’s Louisville hub is now the world’s largest express air cargo hub, strengthening network capacity and competitive positioning versus FedEx. UPS facility overtakes FedEx as world’s largest express air cargo hub
- Positive Sentiment: Growth in the cargo aircraft charter market and broader e‑commerce logistics tailwinds could expand demand for UPS’s air/logistics services. Cargo Aircraft Charter Service Industry Report 2026-2035
- Neutral Sentiment: Competitors (and shippers seeking alternatives) are improving features and coverage, which could pressure pricing or share if UPS doesn’t match service changes. 3 ways FedEx, UPS competitors are leveling up in 2026
- Neutral Sentiment: Macro labor data show only modest increases in initial jobless claims; not a direct UPS issue but relevant to consumer demand and labor market dynamics. US filings for jobless aid rise modestly to 212,000
- Negative Sentiment: A U.S. court allowed UPS to proceed with a driver buyout program and UPS has begun notifying drivers; the broader restructuring includes plans to close union‑staffed sortation centers and possible cuts up to ~30,000 roles — a move that increases short‑term execution, legal and labor‑relation risk even if intended to improve margins. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
- Negative Sentiment: Related: UPS has started notifying delivery drivers about voluntary buyouts — this amplifies the near‑term uncertainty about staffing, service levels and potential contract disputes. UPS begins notifying delivery drivers about optional buyout program
- Negative Sentiment: Legal exposure: a wrongful‑death suit was filed after last November’s UPS aircraft crash, adding litigation risk and potential reputational impact. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
- Negative Sentiment: MarketWatch flagged that UPS underperformed peers on Wednesday, reflecting investor concern about the combination of restructuring uncertainty and competitive pressure. United Parcel Service Inc. Cl B stock underperforms Wednesday
Insider Activity at United Parcel Service
In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a document filed with the SEC, which is available through this link. 0.13% of the stock is owned by corporate insiders.
United Parcel Service Price Performance
NYSE:UPS opened at $115.85 on Friday. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $123.70. The stock’s 50-day moving average price is $109.25 and its 200-day moving average price is $96.80. The stock has a market capitalization of $98.29 billion, a PE ratio of 17.66, a price-to-earnings-growth ratio of 1.83 and a beta of 1.11.
United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.48 billion during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.United Parcel Service’s quarterly revenue was down 3.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.75 EPS. As a group, equities analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.
United Parcel Service Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be given a $1.64 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 5.7%. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.
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.
Recommended Stories
- Five stocks we like better than United Parcel Service
- The gold chart Wall Street is terrified of…
- This makes me furious
- America’s 1776 happening again
- Buy this Gold Stock Before May 2026
- “Fed Proof” Your Bank Account with THESE 4 Simple Steps
Want to see what other hedge funds are holding UPS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for United Parcel Service, Inc. (NYSE:UPS – Free Report).
Receive News & Ratings for United Parcel Service Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for United Parcel Service and related companies with MarketBeat.com's FREE daily email newsletter.
