Coyle Financial Counsel LLC Acquires New Shares in United Parcel Service, Inc. $UPS

Coyle Financial Counsel LLC bought a new position in shares of United Parcel Service, Inc. (NYSE:UPS) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 5,758 shares of the transportation company’s stock, valued at approximately $481,000.

Several other institutional investors also recently modified their holdings of the stock. Norges Bank acquired a new position in United Parcel Service during the second quarter valued at approximately $851,842,000. Laurel Wealth Advisors LLC boosted its position in shares of United Parcel Service by 11,517.3% during the second quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock worth $252,695,000 after purchasing an additional 2,481,864 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of United Parcel Service by 78.7% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock valued at $412,528,000 after buying an additional 1,799,882 shares during the period. Invesco Ltd. increased its position in shares of United Parcel Service by 45.4% in the 2nd quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock valued at $578,467,000 after buying an additional 1,789,467 shares in the last quarter. Finally, AQR Capital Management LLC raised its stake 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 buying an additional 1,119,372 shares during the period. 60.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.13% of the company’s stock.

United Parcel Service Price Performance

NYSE UPS opened at $116.71 on Friday. The firm’s 50 day moving average is $107.82 and its 200-day moving average is $95.73. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The company has a market capitalization of $99.01 billion, a PE ratio of 17.79, a price-to-earnings-growth ratio of 1.83 and a beta of 1.11. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $123.70.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, topping the consensus estimate 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 business had revenue of $24.48 billion during the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter in the prior year, the company posted $2.75 earnings per share. The firm’s revenue was down 3.2% on a year-over-year basis. Equities research analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently announced 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. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 5.6%. United Parcel Service’s payout ratio is currently 100.00%.

United Parcel Service News Summary

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

• Positive Sentiment: Analyst outlooks and scenario pieces highlight upside over the next year if cost cuts and mix improvements stick; the Motley Fool snapshot argues a compelling one‑year upside while warning execution risk. Where Will UPS Be in 1 Year?
• Positive Sentiment: Longer-term TAM expansion: a new industry market report cites bio‑pharmaceutical logistics as a fast‑growing area (includes UPS among leading providers) — a potential high-margin growth corridor (cold chain, cell & gene therapies, IoT tracking). Bio-Pharmaceutical Logistics Market Report 2026-2035
• Neutral Sentiment: Income/valuation pieces mention UPS as a high‑yield turnaround candidate for income investors, but these are speculative and hinge on execution of cuts and margin recovery. Top High-Yield Stocks to Double Up on Right Now
• Neutral Sentiment: Valuation and strategy analyses are re‑rating UPS as facility closures and shifts in Amazon volumes reshape the business — these writeups balance near‑term hits with potential structural benefits from a leaner network. A Look At United Parcel Service’s Valuation
• Negative Sentiment: Operational disruption: UPS disclosed nearly two dozen package facilities slated for closure in 2026 and plans to shutter a Columbia, SC area hub — these moves signal sizable layoffs and short‑term disruption to volumes and local operations. UPS is closing package facilities: See the list
• Negative Sentiment: Labor/legal risk: the Teamsters told a judge they want to block UPS’s $150,000 driver buyouts, warning that thousands could accept — if the program is blocked or litigated, UPS may face higher costs or slower headcount reductions. Teamsters urge judge to block UPS buyouts
• Negative Sentiment: Investor rotation risk: coverage notes money rotating into FedEx (restructuring/spin plans) as FedEx hits highs — that shift can weigh on UPS multiple and relative performance. Beyond the Box: How FedEx Is Winning

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. HSBC raised United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft boosted their price objective on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Wolfe Research restated a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Oppenheimer upped their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Finally, BMO Capital Markets raised their price objective on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, United Parcel Service presently has an average rating of “Hold” and an average target price of $113.67.

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.