NewEdge Wealth LLC Has $1.32 Million Stock Position in United Parcel Service, Inc. $UPS

NewEdge Wealth LLC lifted its holdings in United Parcel Service, Inc. (NYSE:UPS) by 72.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,742 shares of the transportation company’s stock after purchasing an additional 6,617 shares during the period. NewEdge Wealth LLC’s holdings in United Parcel Service were worth $1,315,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in United Parcel Service by 63.8% during the fourth quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock worth $1,529,000 after purchasing an additional 4,723 shares during the period. Sivia Capital Partners LLC bought a new position in shares of United Parcel Service in the second quarter worth about $277,000. Carnegie Investment Counsel lifted its position in shares of United Parcel Service by 1.8% during the 2nd quarter. Carnegie Investment Counsel now owns 14,162 shares of the transportation company’s stock worth $1,429,000 after purchasing an additional 253 shares during the last quarter. 180 Wealth Advisors LLC lifted its position in shares of United Parcel Service by 11.6% during the 2nd quarter. 180 Wealth Advisors LLC now owns 2,582 shares of the transportation company’s stock worth $261,000 after purchasing an additional 268 shares during the last quarter. Finally, AlTi Global Inc. bought a new stake in United Parcel Service during the 2nd quarter valued at approximately $208,000. 60.26% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently commented on UPS shares. Susquehanna upped their price target on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. UBS Group upped their target price on shares of United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Oppenheimer increased 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. Stephens boosted their price objective on shares of United Parcel Service from $113.00 to $115.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Finally, 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. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $113.67.

Insider Transactions at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction dated 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 document filed with the SEC, which can be accessed through the SEC website. 0.13% of the stock is owned by corporate insiders.

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

United Parcel Service Stock Performance

NYSE:UPS opened at $116.71 on Monday. The firm has a market capitalization of $99.01 billion, a PE ratio of 17.79, a price-to-earnings-growth ratio of 1.85 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $123.70. The firm has a 50-day moving average price of $107.82 and a 200 day moving average price of $95.86.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm had revenue of $24.48 billion for the quarter, compared to analysts’ expectations of $23.91 billion. During the same period in the prior year, the business posted $2.75 earnings per share. The business’s revenue was down 3.2% compared to the same quarter last year. Research analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company 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 dividend of $1.64 per share. The ex-dividend date 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 dividend payout ratio (DPR) is 100.00%.

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.