Investors Purchase Large Volume of United Parcel Service Call Options (NYSE:UPS)

United Parcel Service, Inc. (NYSE:UPS) was the recipient of some unusual options trading activity on Tuesday. Stock traders acquired 63,994 call options on the company. This is an increase of 17% compared to the average daily volume of 54,521 call options.

Insider Activity

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 SEC, which is available at the SEC website. 0.13% of the stock is currently owned by insiders.

Hedge Funds Weigh In On United Parcel Service

A number of hedge funds and other institutional investors have recently bought and sold shares of UPS. Westbourne Investments Inc. grew its position in United Parcel Service by 1.2% in the fourth quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after acquiring an additional 91 shares in the last quarter. Cornerstone Wealth Group LLC lifted its stake in United Parcel Service by 3.9% during the second quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock worth $258,000 after purchasing an additional 97 shares during the last quarter. Webster Bank N. A. boosted its holdings in shares of United Parcel Service by 16.7% in the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after purchasing an additional 100 shares in the last quarter. Peoples Financial Services CORP. increased its position in shares of United Parcel Service by 2.5% during the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after purchasing an additional 100 shares during the last quarter. Finally, Tema Etfs LLC increased its position in shares of United Parcel Service by 0.8% during the 4th quarter. Tema Etfs LLC now owns 12,999 shares of the transportation company’s stock valued at $1,289,000 after purchasing an additional 101 shares during the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

United Parcel Service Price Performance

Shares of NYSE:UPS opened at $103.77 on Thursday. United Parcel Service has a 12 month low of $82.00 and a 12 month high of $136.58. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. The stock has a market cap of $88.03 billion, a P/E ratio of 16.04, a P/E/G ratio of 2.32 and a beta of 1.11. The company has a 50 day moving average of $101.23 and a 200 day moving average of $93.47.

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. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same period in the previous year, the business earned $2.75 EPS. The business’s revenue for the quarter was down 3.2% on a year-over-year basis. As a group, sell-side analysts forecast that United Parcel Service will post 7.95 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be given a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio is 101.39%.

Wall Street Analyst Weigh In

UPS has been the topic of a number of recent research reports. Citigroup dropped their price target on United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday. Weiss Ratings restated a “sell (d+)” rating on shares of United Parcel Service in a research note on Wednesday, January 21st. Oppenheimer increased their target price on shares of United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday. Sanford C. Bernstein boosted their price target on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. Finally, Bank of America upgraded shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target on the stock in a research note on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $115.22.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Q4 beat and upbeat 2026 revenue guide: UPS reported Q4 revenue and adjusted EPS above estimates and guided to higher 2026 revenue, underpinning the stock’s fundamental upside. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analysts turning more bullish — multiple price‑target increases and upgrades today (notable raises: Jefferies to $130 buy, Truist to $130 buy, UBS to $125 buy, Oppenheimer to $115 outperform), signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: Shareholder returns highlighted: UPS confirmed a meaningful quarterly dividend (annualized yield ~6%) and continues buybacks — supports income investors and offsets some growth concerns. UPS Q4 press release / earnings deck
• Positive Sentiment: Market narrative shifting to “accumulation”: coverage pieces argue UPS is entering a rebound phase as volume mix improves (international, healthcare, higher‑margin segments). MarketBeat accumulation thesis
• Positive Sentiment: Options flow showed heavy call buying the day after earnings — short‑term bullish positioning by some traders (unusual activity vs. typical volume).
• Neutral Sentiment: Industry operational note: FedEx aims to return MD‑11 freighters to service after the UPS MD‑11 accident — a sector safety/operational development that keeps regulatory and reputational risks in focus. FedEx MD‑11 return plan
• Neutral Sentiment: Some divergence among analysts — Citigroup trimmed its target slightly even as most shops raised theirs, showing not all firms are aligned on upside magnitude. Analyst dissent
• Negative Sentiment: Large workforce cuts: UPS will eliminate up to 30,000 operational jobs (on top of prior reductions) and close facilities as it winds down lower‑margin Amazon volumes — raises short‑term execution risk, transition costs and scrutiny about competitiveness. UPS job cuts announced
• Negative Sentiment: Insider selling: Director/insider Norman M. Brothers Jr. sold ~25,014 shares at ~$106 each — a visible insider sale that can amplify negative sentiment even if it’s routine. Insider sale SEC filing
• Negative Sentiment: Coverage pointing to costly Amazon unwind: analysis pieces warn the separation from Amazon is expensive and competitive pressures in U.S. delivery remain strong, which could weigh on margins while network changes take effect. Invezz analysis

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.