Wedge Capital Management L L P NC Sells 12,185 Shares of United Parcel Service, Inc. $UPS

Wedge Capital Management L L P NC reduced its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 9.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 121,147 shares of the transportation company’s stock after selling 12,185 shares during the quarter. Wedge Capital Management L L P NC’s holdings in United Parcel Service were worth $12,017,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in UPS. Salzhauer Michael purchased a new position in United Parcel Service in the 3rd quarter worth about $31,000. Physician Wealth Advisors Inc. boosted its position in United Parcel Service by 76.5% in the 3rd 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 period. Twin Peaks Wealth Advisors LLC bought a new position in United Parcel Service in the 2nd quarter worth about $34,000. Avion Wealth grew its stake 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 in the last quarter. Finally, Winch Advisory Services LLC increased its position in shares of United Parcel Service by 37.3% during the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock worth $38,000 after acquiring an additional 124 shares during the period. 60.26% of the stock is currently owned by institutional investors.

More United Parcel Service News

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

• Positive Sentiment: UPS opened its largest Asia‑Pacific logistics hub — a nearly $100M, highly automated center the company says doubles capacity and boosts productivity for the region, supporting long‑term revenue growth and network efficiency. UPS Boosts Its Presence in Asia Pacific With New Logistics Center
• Positive Sentiment: A report highlights a new distribution center in Taiwan that UPS calls the “crown jewel” of its Asia‑Pacific network, which management will point to as evidence of improving capacity and automation that can lift margins over time. New UPS distribution center in Taiwan doubles capacity, productivity
• Positive Sentiment: Optimistic analyst/opinion pieces argue UPS is a value play and that current headwinds may turn to tailwinds, supporting a buy-case for longer‑term investors if execution on cost and pricing holds. Buy UPS. Better Days Await the Stock.
• Neutral Sentiment: Coverage assessing UPS valuation concludes shares are trading near “narrative fair value” after recent declines — useful context for investors weighing whether the pullback reflects fundamentals or sentiment. Assessing United Parcel Service (UPS) Valuation As Shares Hover Near Narrative Fair Value
• Neutral Sentiment: Analyst/trending stock writeups (Zacks) and broader market notes explain why UPS is on screens — they summarize recent fundamentals, valuation, and investor interest but contain mixed near‑term implications. Here is What to Know Beyond Why United Parcel Service, Inc. (UPS) is a Trending Stock
• Neutral Sentiment: Macro labor/tech headlines (e.g., layoffs at Meta/Epic) are background for the market but are not direct drivers for UPS operationally; they can, however, influence overall risk appetite. Job cuts at Meta, Epic Games, but new unemployment claims hold steady
• Negative Sentiment: UPS withdrew a voluntary driver buyout/separation option in 13 states after Teamsters challenges and multiple grievances — a sign of tougher labor dynamics that raise uncertainty around future headcount, cost control and margin improvement. UPS retracts driver buyout option in 13 states under union pressure
• Negative Sentiment: Commentary questions whether the retreat on driver buyouts forces UPS to rethink its efficiency and margin strategy — investors worry this could delay cost savings and weigh on EPS trajectory. Should UPS’s (UPS) Driver Buyout Retreat Prompt a Rethink of Its Efficiency and Margin Strategy?
• Negative Sentiment: Rising transport costs prompted the U.S. Postal Service to plan an 8% fuel surcharge on parcels — a reminder that fuel inflation is back on the industry cost agenda and could pressure UPS margins if not fully passed through. Postal Service to Impose Its First-Ever Fuel Surcharge on Packages

Analysts Set New Price Targets

Several research firms have recently weighed in on UPS. HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. Jefferies Financial Group increased their price objective on United Parcel Service from $115.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Susquehanna lifted their target price on United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a research report on Tuesday, January 20th. Citigroup cut their price target on United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Finally, Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a report on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $113.67.

Insider Buying and Selling

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.13% of the stock is owned by company insiders.

United Parcel Service Stock Down 2.8%

Shares of UPS stock opened at $94.78 on Friday. The stock’s fifty day moving average price is $108.17 and its 200 day moving average price is $98.74. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $122.41. The company has a market cap of $80.47 billion, a price-to-earnings ratio of 14.45, a price-to-earnings-growth ratio of 1.49 and a beta of 1.08. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22.

United Parcel Service (NYSE:UPS) last released 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 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%.The firm’s revenue was down 3.2% compared to the same quarter last year. During the same period last year, the business posted $2.75 earnings per share. On average, research analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Tuesday, February 17th were given a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.9%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

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.