Pacer Advisors Inc. Increases Stock Position in United Parcel Service, Inc. $UPS

Pacer Advisors Inc. grew its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 8.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,510,630 shares of the transportation company’s stock after buying an additional 266,396 shares during the period. Pacer Advisors Inc.’s holdings in United Parcel Service were worth $345,376,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC lifted its holdings 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 purchasing an additional 4,723 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of United Parcel Service in the 2nd quarter worth approximately $277,000. SVB Wealth LLC purchased a new stake in shares of United Parcel Service in the 2nd quarter worth approximately $848,000. Treasurer of the State of North Carolina increased its position in United Parcel Service by 2.7% during the 2nd quarter. Treasurer of the State of North Carolina now owns 342,866 shares of the transportation company’s stock valued at $34,609,000 after buying an additional 9,124 shares in the last quarter. Finally, Ieq Capital LLC increased its position in United Parcel Service by 154.5% during the 2nd quarter. Ieq Capital LLC now owns 104,819 shares of the transportation company’s stock valued at $10,580,000 after buying an additional 63,629 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service Stock Up 0.0%

UPS opened at $104.25 on Monday. The stock has a market capitalization of $88.62 billion, a price-to-earnings ratio of 19.38, a PEG ratio of 1.88 and a beta of 1.06. The firm has a 50 day moving average price of $109.12 and a 200-day moving average price of $106.65. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The company has a quick ratio of 1.21, a current ratio of 1.18 and a debt-to-equity ratio of 1.58.

United Parcel Service (NYSE:UPS) last issued its earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.65 by $0.11. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The company had revenue of $22.83 billion for the quarter, compared to analysts’ expectations of $21.86 billion. During the same quarter last year, the company posted $1.55 earnings per share. The firm’s quarterly revenue was up 7.6% on a year-over-year basis. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Equities research analysts forecast that United Parcel Service, Inc. will post 7.21 earnings per share for the current year.

United Parcel Service Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. The ex-dividend date of this dividend was Monday, May 18th. United Parcel Service’s dividend payout ratio is presently 121.93%.

Analyst Upgrades and Downgrades

UPS has been the topic of several analyst reports. Citigroup boosted their target price on United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Stifel Nicolaus raised their price target on United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Oppenheimer lifted their price target on United Parcel Service from $115.00 to $117.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. BMO Capital Markets upped their price target on shares of United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a research note on Wednesday, July 29th. Finally, Citizens Jmp started coverage on shares of United Parcel Service in a research report on Wednesday, July 15th. They set a “market perform” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and an average price target of $117.41.

More United Parcel Service News

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

• Positive Sentiment: Strong quarterly results and higher outlook: UPS reported second-quarter earnings of $1.76 per share, above the $1.65 consensus estimate, while revenue reached $22.83 billion versus expectations of $21.86 billion. Revenue increased 7.6% year over year, and the company raised its full-year outlook. UPS posts strong Q2 2026 results, raises full-year outlook
• Positive Sentiment: Improving business mix: UPS said the China-to-U.S. trade lane has returned to growth, its 18-month reduction in Amazon volumes is complete, and higher-margin freight is gaining traction. These developments could support margins and reduce uncertainty around the company’s business restructuring. UPS Says China-to-US Trade Lane Has Returned to Growth
• Positive Sentiment: Analyst price-target support: BMO Capital Markets raised its UPS target to $115, while Susquehanna increased its target to $120. Stifel, UBS and Oppenheimer also issued forecasts indicating potential appreciation. BMO raises UPS price target Stifel forecast
• Positive Sentiment: Small-business growth initiative: New digital tools for pickup management, label creation and mobile shipping could help UPS attract small-business customers and gain market share over time. UPS digital tools for small businesses
• Neutral Sentiment: Analyst views remain divided: While several firms see upside, Stephens issued a pessimistic forecast, highlighting uncertainty around the pace of the recovery. Stephens pessimistic forecast
• Negative Sentiment: Dividend and cash-flow concerns: A recent comparison with FedEx noted that UPS’s dividend consumed nearly all of its adjusted free cash flow last year, raising concerns about dividend sustainability and financial flexibility. UPS versus FedEx dividend analysis

United Parcel Service 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.