United Parcel Service, Inc. $UPS Holdings Reduced by Everstar Asset Management LLC

Everstar Asset Management LLC cut its stake in United Parcel Service, Inc. (NYSE:UPS) by 59.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,800 shares of the transportation company’s stock after selling 5,554 shares during the period. Everstar Asset Management LLC’s holdings in United Parcel Service were worth $377,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Shrier Wealth Management LLC bought a new position in shares of United Parcel Service in the fourth quarter valued at approximately $1,099,000. Victory Capital Management Inc. boosted its holdings in shares of United Parcel Service by 10.5% in the third quarter. Victory Capital Management Inc. now owns 7,991,490 shares of the transportation company’s stock valued at $667,109,000 after acquiring an additional 761,217 shares in the last quarter. Jaffetilchin Investment Partners LLC boosted its holdings in shares of United Parcel Service by 192.7% in the fourth quarter. Jaffetilchin Investment Partners LLC now owns 19,734 shares of the transportation company’s stock valued at $1,957,000 after acquiring an additional 12,993 shares in the last quarter. Integrity Advisory Solutions LLC bought a new position in shares of United Parcel Service in the third quarter valued at approximately $6,868,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of United Parcel Service by 5.1% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,470,790 shares of the transportation company’s stock valued at $122,855,000 after acquiring an additional 71,764 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors.

United Parcel Service News Summary

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

• Positive Sentiment: Some Wall Street analysts remain moderately bullish on UPS, which can help support investor confidence despite the stock’s recent underperformance versus the broader market. Are Wall Street Analysts Bullish on United Parcel Service Stock?
• Positive Sentiment: Bullish commentary from investors highlighted UPS’s valuation, noting its trailing and forward P/E multiples as potentially attractive for value-focused buyers. Is United Parcel Service, Inc. (UPS) A Good Stock To Buy Now?
• Neutral Sentiment: A report questioning whether UPS could face pressure amid Russell 1000 trends adds a cautious macro backdrop, but does not appear to signal a major company-specific change. Could United Parcel Service Face Pressure Amid Russell 1000 Trends?
• Negative Sentiment: Zacks Research trimmed EPS estimates for multiple future periods, including FY2026, FY2027, FY2028, Q3 2027 and Q4 2027, reinforcing concern that earnings growth could be less robust than previously expected.
• Negative Sentiment: A board member resignation following a Federal Reserve appointment introduces a small governance headline, but it is likely a secondary factor compared with the earnings revisions.

United Parcel Service Stock Up 0.6%

UPS stock opened at $98.98 on Friday. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $122.41. The firm has a market cap of $84.14 billion, a PE ratio of 16.02, a P/E/G ratio of 1.57 and a beta of 1.06. The firm has a 50 day simple moving average of $100.68 and a 200 day simple moving average of $102.61. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.21 and a quick ratio of 1.21.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.05. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The firm had revenue of $21.20 billion during the quarter, compared to analyst estimates of $20.99 billion. During the same quarter last year, the business posted $1.49 EPS. The company’s revenue was down 1.4% on a year-over-year basis. Equities research analysts forecast that United Parcel Service, Inc. will post 7.1 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Monday, May 18th will be paid a $1.64 dividend. The ex-dividend date of this dividend is Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a yield of 6.6%. United Parcel Service’s dividend payout ratio (DPR) is currently 106.15%.

Analyst Ratings Changes

Several analysts recently commented on UPS shares. Truist Financial increased their target price on shares of United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft increased their target price on shares of United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Susquehanna increased their target price on shares of United Parcel Service from $116.00 to $118.00 and gave the company a “neutral” rating in a research note on Wednesday, April 29th. JPMorgan Chase & Co. increased their target price on shares of United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a research note on Wednesday, January 28th. Finally, BMO Capital Markets increased their target price on shares of United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $111.87.

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.