Sound Income Strategies LLC cut its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 4.8% in the fourth quarter, HoldingsChannel reports. The firm owned 159,436 shares of the transportation company’s stock after selling 8,126 shares during the period. Sound Income Strategies LLC’s holdings in United Parcel Service were worth $17,045,000 as of its most recent SEC filing.
A number of other large investors have also recently bought and sold shares of the business. AQR Capital Management LLC lifted its position in United Parcel Service by 94.8% during the 2nd quarter. AQR Capital Management LLC now owns 2,300,081 shares of the transportation company’s stock worth $231,388,000 after acquiring an additional 1,119,372 shares during the last quarter. Invesco Ltd. lifted its position in United Parcel Service by 17.3% during the 3rd quarter. Invesco Ltd. now owns 6,724,265 shares of the transportation company’s stock worth $561,678,000 after acquiring an additional 993,461 shares during the last quarter. Victory Capital Management Inc. lifted its position in United Parcel Service by 10.5% during the 3rd quarter. Victory Capital Management Inc. now owns 7,991,490 shares of the transportation company’s stock worth $667,109,000 after acquiring an additional 761,217 shares during the last quarter. The Manufacturers Life Insurance Company lifted its position in United Parcel Service by 130.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,303,804 shares of the transportation company’s stock worth $131,606,000 after acquiring an additional 737,858 shares during the last quarter. Finally, Assenagon Asset Management S.A. lifted its position in United Parcel Service by 155.9% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,071,487 shares of the transportation company’s stock worth $106,281,000 after acquiring an additional 652,750 shares during the last quarter. 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: Settlement removes a near-term labor overhang and reduces the risk of a prolonged dispute or work stoppage that could disrupt operations — a clarity positive for reliability and short-term cash flow visibility. UPS, Teamsters reach settlement that caps driver severance offers
- Neutral Sentiment: Analysts remain split on 2026 outlook; price targets now span roughly $85–$135 as some firms lift long-term views while others flag near-term pressure on earnings — increased analyst dispersion can widen intraday volatility. How The Investment Story For United Parcel Service (UPS) Is Shifting On 2026 Expectations
- Neutral Sentiment: Market summaries note the stock moved lower with average volume below typical levels; these coverage pieces give context but add no new material facts. United Parcel Service (UPS) Stock Declines While Market Improves
- Negative Sentiment: The key concession: UPS agreed to cap voluntary driver buyouts at 7,500. That cap limits the company’s ability to shrink headcount via buyouts and extract near-term cost savings, which could weigh on margins and near-term EPS expectations. Investors appear to be marking down the stock on the reduced restructuring upside. UPS to cap driver buyouts at 7,500 after Teamster pushback
Wall Street Analysts Forecast Growth
Get Our Latest Analysis on UPS
United Parcel Service Stock Down 1.1%
Shares of UPS opened at $97.09 on Tuesday. The company has a 50-day simple moving average of $106.94 and a 200-day simple moving average of $99.38. The firm has a market capitalization of $82.44 billion, a P/E ratio of 14.80, a P/E/G ratio of 1.54 and a beta of 1.12. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $122.41.
United Parcel Service (NYSE:UPS – Get Free Report) last announced its quarterly earnings data 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 business had revenue of $24.48 billion during the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm’s revenue for the quarter was down 3.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.75 earnings per share. On average, equities research analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.
United Parcel Service Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were given a dividend of $1.64 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.8%. United Parcel Service’s dividend payout ratio is currently 100.00%.
Insider Activity at United Parcel Service
In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.13% of the company’s stock.
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.
See Also
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