United Parcel Service (NYSE:UPS) Insider Sells $2,655,236.10 in Stock

United Parcel Service, Inc. (NYSE:UPS) insider Norman Brothers, Jr. sold 25,014 shares of the company’s 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 filing with the SEC, which can be accessed through the SEC website.

United Parcel Service Price Performance

Shares of UPS stock opened at $106.14 on Friday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. The firm has a market cap of $90.05 billion, a P/E ratio of 16.18, a P/E/G ratio of 1.66 and a beta of 1.11. The business’s 50 day moving average price is $101.76 and its 200-day moving average price is $93.60. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm’s revenue was down 3.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.75 earnings per share. On average, equities research analysts anticipate 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 declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be given a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. United Parcel Service’s payout ratio is currently 100.00%.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Hsbc Global Res raised United Parcel Service from a “hold” rating to a “strong-buy” rating in a research report on Wednesday. Oppenheimer lifted their price target on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday. Wall Street Zen upgraded United Parcel Service from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Stephens boosted their target price on shares of United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday. Finally, UBS Group upped their target price on shares of United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $113.67.

Hedge Funds Weigh In On United Parcel Service

Institutional investors and hedge funds have recently modified their holdings of the stock. Westbourne Investments Inc. grew its position in United Parcel Service by 1.2% during the 4th quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock valued at $781,000 after purchasing an additional 91 shares during the last quarter. Cornerstone Wealth Group LLC lifted its stake in shares of United Parcel Service by 3.9% in the second quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock worth $258,000 after buying an additional 97 shares in the last quarter. Webster Bank N. A. grew its holdings in shares of United Parcel Service by 16.7% during the fourth quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock valued at $69,000 after buying an additional 100 shares during the last quarter. Peoples Financial Services CORP. increased its position in shares of United Parcel Service by 2.5% during the fourth quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after acquiring an additional 100 shares in the last quarter. Finally, Argyle Capital Management LLC raised its holdings in United Parcel Service by 0.4% in the 4th quarter. Argyle Capital Management LLC now owns 27,505 shares of the transportation company’s stock worth $2,728,000 after acquiring an additional 100 shares during the last quarter. 60.26% of the stock is currently owned by institutional investors.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

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.