Bleakley Financial Group LLC lowered its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 17.3% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,424 shares of the transportation company’s stock after selling 4,701 shares during the quarter. Bleakley Financial Group LLC’s holdings in United Parcel Service were worth $1,873,000 at the end of the most recent quarter.
A number of other institutional investors also recently modified their holdings of UPS. CFS Investment Advisory Services LLC grew its stake in United Parcel Service by 2.6% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock valued at $372,000 after buying an additional 108 shares during the last quarter. Center for Financial Planning Inc. boosted its holdings in United Parcel Service by 4.6% during the third quarter. Center for Financial Planning Inc. now owns 2,558 shares of the transportation company’s stock valued at $214,000 after acquiring an additional 112 shares during the period. Wealth Advisory Solutions LLC grew its position in shares of United Parcel Service by 2.3% in the third quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company’s stock valued at $431,000 after purchasing an additional 118 shares during the last quarter. Westside Investment Management Inc. increased its stake in shares of United Parcel Service by 14.8% in the second quarter. Westside Investment Management Inc. now owns 960 shares of the transportation company’s stock worth $97,000 after purchasing an additional 124 shares during the period. Finally, Country Trust Bank increased its stake in shares of United Parcel Service by 4.8% in the second quarter. Country Trust Bank now owns 2,747 shares of the transportation company’s stock worth $277,000 after purchasing an additional 125 shares during the period. Institutional investors own 60.26% of the company’s stock.
Insider Activity
In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.13% of the company’s stock.
United Parcel Service Stock Down 1.4%
United Parcel Service (NYSE:UPS – Get Free Report) last issued its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.20 by $0.18. The business had revenue of $24.48 billion for the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm’s revenue was down 3.2% on a year-over-year basis. During the same period in the previous year, the business earned $2.75 EPS. On average, analysts anticipate that United Parcel Service, Inc. will post 7.95 EPS for the current year.
United Parcel Service Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 5.7%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio is currently 100.00%.
More United Parcel Service News
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: The court denied the Teamsters’ emergency plea to halt UPS’s driver buyout rollout, clearing a major legal obstacle for the company to proceed with voluntary separation plans for roughly 105,000 drivers — a near‑term enabler of the company’s cost‑cutting and restructuring. UPS driver buyouts: Court denies Teamsters plea to halt rollout
- Positive Sentiment: The Supreme Court struck down expansive tariffs previously announced by the administration — a development that supports cross‑border trade volumes over time and reduces a layer of macro uncertainty for parcel carriers. Can I get a tariff refund from DHL, UPS, or FedEx after the Supreme Court struck down Trump’s tariffs?
- Neutral Sentiment: Local coverage outlines which U.S. package facilities are being closed and whether New York locations are affected — useful for assessing regional operational impacts but not new to the larger network plan. UPS is closing package facilities in U.S.: Are any locations in N.Y. affected?
- Neutral Sentiment: Analyst/industry pieces compare UPS to FedEx on valuation, cost‑cutting and growth outlook — helpful context for investors deciding between peers but not immediate catalysts. UPS vs FDX: Which Parcel Delivery Giant Offers Greater Potential Now?
- Neutral Sentiment: Opinion/analysis on the recent UPS rally and why improved estimates don’t guarantee further upside — useful for framing expectations around guidance vs. execution. United Parcel Service Rally Explained: Why Better Estimates Don’t Automatically Mean Upside
- Neutral Sentiment: Report of a public figure acquiring UPS shares — small informational item that can be viewed as a sentiment signal but not a material catalyst. United Parcel Service (NYSE:UPS) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.
- Negative Sentiment: Broader coverage details UPS’s largest U.S. network reconfiguration — dozens of facility closures, major automation, and mass layoff/buyout programs — which raises execution, service disruption and PR risks during the transition. UPS Union Clash Puts Cost Cuts And Network Overhaul In Focus
- Negative Sentiment: The Teamsters have launched emergency legal action alleging contract breaches tied to workforce programs (Driver Choice Program and broader buyouts), increasing the chance of protracted legal battles or labor disruption. How Investors Are Reacting To United Parcel Service (UPS) Union Clash Over Automation And Facility Closures
- Negative Sentiment: Macro headlines showing volatility from tariff/conflict news have pressured trade‑sensitive stocks today, creating an uncertain demand backdrop for carriers reliant on global volumes. Shares of Trade-Vulnerable Retailers Tumble
Analyst Ratings Changes
Several analysts recently weighed in on UPS shares. TD Cowen increased their target price on United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Oppenheimer increased their price objective on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Wall Street Zen upgraded shares of United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, BMO Capital Markets raised their price target on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research 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 given a Sell rating to the company’s stock. According to data from MarketBeat, United Parcel Service has an average rating of “Hold” and an average target price of $113.67.
View Our Latest Stock Report on United Parcel Service
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.
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