Roman Butler Fullerton & Co. Acquires 6,827 Shares of United Parcel Service, Inc. $UPS

Roman Butler Fullerton & Co. acquired a new stake in United Parcel Service, Inc. (NYSE:UPS) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 6,827 shares of the transportation company’s stock, valued at approximately $665,000.

Several other hedge funds have also recently bought and sold shares of the company. Wellington Management Group LLP grew its position in United Parcel Service by 262.7% in the 2nd quarter. Wellington Management Group LLP now owns 3,046,707 shares of the transportation company’s stock valued at $327,521,000 after acquiring an additional 2,206,666 shares in the last quarter. Bank of America Corp DE increased its stake in United Parcel Service by 23.3% during the first quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company’s stock worth $957,053,000 after purchasing an additional 1,836,651 shares during the period. Manning & Napier Advisors LLC acquired a new stake in shares of United Parcel Service during the second quarter worth about $192,304,000. Cullen Capital Management LLC acquired a new stake in shares of United Parcel Service during the second quarter worth about $178,071,000. Finally, First Trust Advisors LP boosted its stake in shares of United Parcel Service by 37.4% in the first quarter. First Trust Advisors LP now owns 3,631,133 shares of the transportation company’s stock valued at $357,231,000 after purchasing an additional 988,442 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.

More United Parcel Service News

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 6.9% year over year to approximately $22.9 billion, while adjusted earnings per share reached $1.69, above the roughly $1.62–$1.63 analyst consensus. Adjusted operating profit was $2.1 billion. UPS beats quarterly expectations, raises full-year guidance again
• Positive Sentiment: Full-year guidance was raised again: UPS now expects about $92.6 billion in 2026 revenue and $8.75 billion in operating profit. Adjusted full-year EPS guidance increased to $7.28 from $7.22, above the $7.19 analyst estimate. UPS expects $92.6B 2026 revenue as it raises operating profit outlook to $8.75B
• Positive Sentiment: Improving mix is supporting margins: Higher-paying international air shipments, premium healthcare logistics and data-center construction helped offset the planned reduction in lower-margin Amazon deliveries. Management said holiday revenue and profit should improve even with slightly lower package volume. UPS raises annual forecasts as higher-paying shipments boost margin
• Positive Sentiment: Cash generation and pricing provide additional support: Free cash flow reportedly increased 53.8%, and UPS plans a 5.9% average rate increase effective December 21, which could help offset cost pressures. United Parcel Service Q3 Earnings Beat on Pricing, 2026 Outlook Raised
• Neutral Sentiment: Reported earnings included impairment charges: GAAP diluted EPS was $1.37, below the $1.69 adjusted figure, reflecting goodwill and asset impairment charges. The charges reduce reported profitability but appear largely separate from the improved operating outlook. UPS Reports Goodwill and Asset Impairment Charges

Analyst Ratings Changes

A number of brokerages recently weighed in on UPS. Stephens dropped their price objective on shares of United Parcel Service from $135.00 to $130.00 and set an “overweight” rating for the company in a report on Wednesday, July 29th. Bank of America cut their target price on shares of United Parcel Service from $115.00 to $108.00 and set a “neutral” rating on the stock in a research note on Monday, September 21st. Susquehanna increased their target price on shares of United Parcel Service from $118.00 to $120.00 and gave the stock a “neutral” rating in a report on Wednesday, July 29th. JPMorgan Chase & Co. decreased their price target on shares of United Parcel Service from $118.00 to $115.00 and set a “neutral” rating for the company in a research report on Wednesday, July 29th. Finally, Oppenheimer boosted their price target on shares of United Parcel Service from $115.00 to $117.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, United Parcel Service presently has an average rating of “Hold” and a consensus target price of $115.70.

United Parcel Service Price Performance

UPS stock opened at $106.43 on Wednesday. United Parcel Service, Inc. has a twelve month low of $90.84 and a twelve month high of $122.41. The company’s 50 day moving average is $98.92 and its two-hundred day moving average is $104.64.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, October 27th. The transportation company reported $1.69 earnings per share for the quarter, topping the consensus estimate of $1.62 by $0.07. The company had revenue of $22.90 billion for the quarter, compared to analysts’ expectations of $22.27 billion. During the same quarter in the prior year, the firm posted $1.74 EPS. The firm’s quarterly revenue was up 6.9% compared to the same quarter last year. On average, equities research analysts expect that United Parcel Service, Inc. will post 7.19 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Monday, August 17th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.2%. The ex-dividend date was Monday, August 17th.

United Parcel Service Company Profile

United Parcel Service, Inc (NYSE: UPS) is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.