Simplicity Wealth LLC Buys 5,196 Shares of United Parcel Service, Inc. $UPS

Simplicity Wealth LLC increased its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 128.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,243 shares of the transportation company’s stock after acquiring an additional 5,196 shares during the quarter. Simplicity Wealth LLC’s holdings in United Parcel Service were worth $917,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Torren Management LLC bought a new position in shares of United Parcel Service during the fourth quarter worth $29,000. Physician Wealth Advisors Inc. boosted its position 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 worth $31,000 after acquiring an additional 163 shares during the last quarter. Avion Wealth boosted its position 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. Winch Advisory Services LLC raised its stake in United Parcel Service by 37.3% during the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock valued at $38,000 after purchasing an additional 124 shares in the last quarter. Finally, WPG Advisers LLC lifted its position in United Parcel Service by 47.7% during the third quarter. WPG Advisers LLC now owns 486 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 157 shares during the last quarter. Institutional investors own 60.26% of the company’s stock.

Analyst Ratings Changes

UPS has been the subject of several research reports. Jefferies Financial Group increased their price objective on shares of United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Evercore lowered their price objective on shares of United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a research report on Wednesday, April 22nd. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Finally, UBS Group lowered their price objective on shares of United Parcel Service from $125.00 to $123.00 and set a “buy” rating for the company in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, United Parcel Service has an average rating of “Hold” and a consensus price target of $112.08.

United Parcel Service Trading Up 2.2%

UPS stock opened at $108.93 on Friday. The company has a market capitalization of $92.49 billion, a PE ratio of 17.63, a P/E/G ratio of 1.70 and a beta of 1.12. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $122.41. The firm’s 50-day moving average is $103.46 and its 200 day moving average is $101.66. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.21 and a quick ratio of 1.22.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.02 by $0.05. The company had revenue of $21.20 billion for the quarter, compared to the consensus estimate of $20.99 billion. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The firm’s revenue was down 1.4% compared to the same quarter last year. During the same quarter last year, the firm posted $1.49 EPS. On average, research analysts anticipate that United Parcel Service, Inc. will post 7.09 EPS for the current year.

United Parcel Service News Roundup

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

• Positive Sentiment: CEO Carol Tomé highlighted UPS’s growing healthcare/drug-delivery business as a defensive, higher-margin growth avenue that can offset retail volume softness — a diversification narrative investors like. UPS CEO says drug delivery strategy a good antidote to economic uncertainty
• Positive Sentiment: Some analysts and investors are bullish: Citigroup raised its price target (to $127) and coverage shows institutional support and a ~6% yield pitched as a turnaround + income story — supportive for longer-term demand for the stock. Price target update / coverage
• Neutral Sentiment: UPS and FedEx said they will remit tariff refunds back to customers after a Supreme Court ruling; the move reduces political/legal uncertainty but means a large passthrough (reports estimate several billion) rather than a retained benefit for carriers. FedEx and UPS are pledging to give their tariff refunds back to consumers
• Neutral Sentiment: UPS is continuing a network rationalization — announcing 27 additional parcel center closures (51 total this year) to align capacity with lower volumes; this reduces costs but signals weaker domestic volume trends. UPS to close 27 additional parcel facilities in 2026
• Negative Sentiment: Q1 results and guidance were seen as mixed: management referenced margin pressure and held full‑year guidance despite revenue/earnings that some outlets called in‑line or modestly ahead — investors punished the lack of upside to guidance and margins. That uncertainty pressured sentiment after the print. UPS Beats Q1 Estimates But Holds Outlook As Shares Drop 7.2%
• Negative Sentiment: Local delivery and service complaints (e.g., reports that UPS is not bringing packages to customers’ doors in some areas) create reputational/operational risk that could affect customer relationships and volume recovery. UPS Won’t Bring Packages to Their Doors. Some Are Fed Up.
• Negative Sentiment: Some sell‑side nuance: UBS trimmed its price target slightly even while keeping a buy rating, reflecting near‑term uncertainty on margins and volume as UPS reconfigures its network. UBS price target change

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.