TrueMark Investments LLC Acquires 44,957 Shares of United Parcel Service, Inc. $UPS

TrueMark Investments LLC grew its holdings in United Parcel Service, Inc. (NYSE:UPS) by 277.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 61,134 shares of the transportation company’s stock after purchasing an additional 44,957 shares during the period. TrueMark Investments LLC’s holdings in United Parcel Service were worth $6,064,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of UPS. Brighton Jones LLC boosted its position in shares of United Parcel Service by 63.8% during the fourth quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock valued at $1,529,000 after buying an additional 4,723 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in United Parcel Service in the 2nd quarter worth about $277,000. SVB Wealth LLC bought a new position in United Parcel Service during the 2nd quarter valued at about $848,000. Elevation Point Wealth Partners LLC purchased a new stake in shares of United Parcel Service during the 2nd quarter valued at about $109,000. Finally, Loomis Sayles & Co. L P boosted its holdings in shares of United Parcel Service by 23.1% during the 2nd quarter. Loomis Sayles & Co. L P now owns 114,319 shares of the transportation company’s stock valued at $11,539,000 after acquiring an additional 21,434 shares during the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on UPS. UBS Group boosted their price objective on shares of United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft raised their target price on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Stifel Nicolaus lifted their target price on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Oppenheimer boosted their target price on shares of United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Finally, TD Cowen increased their price target on United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $113.67.

United Parcel Service Stock Performance

Shares of UPS opened at $94.78 on Monday. The business has a 50-day simple moving average of $108.17 and a two-hundred day simple moving average of $98.84. 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 $122.41. The stock has a market cap of $80.47 billion, a price-to-earnings ratio of 14.45, a PEG ratio of 1.49 and a beta of 1.08.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates 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 return on equity of 38.30% and a net margin of 6.28%.The business’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period in the previous year, the firm earned $2.75 EPS. On average, analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were given a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.9%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s dividend payout ratio is presently 100.00%.

Key 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

Insider Buying and Selling at United Parcel Service

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is currently owned by insiders.

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.