Andra AP fonden Trims Holdings in United Parcel Service, Inc. $UPS

Andra AP fonden decreased its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 2.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 325,483 shares of the transportation company’s stock after selling 7,500 shares during the quarter. Andra AP fonden’s holdings in United Parcel Service were worth $27,188,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. lifted its stake in United Parcel Service by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock valued at $5,619,730,000 after acquiring an additional 372,850 shares during the period. State Street Corp increased its stake in shares of United Parcel Service by 1.5% in the second quarter. State Street Corp now owns 30,774,530 shares of the transportation company’s stock worth $3,106,381,000 after acquiring an additional 444,384 shares during the period. Charles Schwab Investment Management Inc. raised its holdings in shares of United Parcel Service by 3.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock worth $2,603,459,000 after purchasing an additional 746,667 shares during the last quarter. Geode Capital Management LLC lifted its position in United Parcel Service by 4.8% during the second quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock valued at $1,675,733,000 after purchasing an additional 762,407 shares during the period. Finally, Norges Bank acquired a new position in United Parcel Service during the second quarter valued at $851,842,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

Insiders Place Their Bets

In other United Parcel Service 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 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 company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on UPS. BMO Capital Markets increased their price target on 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. UBS Group upped their target price on United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Truist Financial boosted their price target on United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a research note on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $113.67.

United Parcel Service Stock Performance

Shares of NYSE:UPS opened at $116.65 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $123.70. The firm has a market capitalization of $98.96 billion, a PE ratio of 17.78, a P/E/G ratio of 1.80 and a beta of 1.11. The business’s 50 day moving average price is $108.97 and its 200-day moving average price is $96.53.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data 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 company had revenue of $24.48 billion for the quarter, compared to analyst estimates of $23.91 billion. During the same quarter last year, the firm posted $2.75 EPS. The firm’s revenue for the quarter was down 3.2% on a year-over-year basis. As a group, equities research analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be issued a $1.64 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a yield of 5.6%. United Parcel Service’s dividend payout ratio is presently 100.00%.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Court approval clears UPS to pursue a large driver buyout program and broader network changes (including closures of some union-staffed sortation centers) as the company targets a workforce reset and higher-margin logistics. This improves visibility on meeting margin and cost-cut targets tied to its Efficiency Reimagined initiatives. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
• Positive Sentiment: UPS has begun notifying delivery drivers about an optional buyout program, signaling near-term execution of the cost actions referenced above — investors often reward tangible steps that accelerate labor-cost reductions. UPS begins notifying delivery drivers about optional buyout program
• Positive Sentiment: Operational scale: UPS’s Louisville hub has surpassed FedEx’s Memphis hub as the world’s largest express air cargo facility — a competitive asset that supports capacity, service and potential revenue leverage over time. UPS facility overtakes FedEx as world’s largest express air cargo hub
• Positive Sentiment: Recent quarterly results beat consensus (EPS and revenue), and the stock has rallied since that report — reinforcing investor confidence that short-term actions plus modest top-line stabilization can lift margins. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: Industry context: a report projects growth in the cargo aircraft charter market, which may expand addressable demand for air logistics over the medium term but is not an immediate earnings driver. Cargo Aircraft Charter Service Industry Report 2026-2035…
• Neutral Sentiment: Macro: weekly U.S. initial jobless claims ticked up modestly — a small datapoint on labor-market health that could influence consumer demand but is not directly company-specific. US filings for jobless aid rise modestly to 212,000…
• Neutral Sentiment: Competitive dynamics: coverage notes rivals are improving features and coverage, which could pressure pricing or share over time — mixed for UPS depending on execution. 3 ways FedEx, UPS competitors are leveling up in 2026
• Negative Sentiment: Legal risk: the widow of a pilot killed in last year’s UPS crash filed suit naming aircraft and engine manufacturers — potential legal and reputational noise, though liability to UPS itself appears indirect. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
• Negative Sentiment: Short-term relative weakness: a MarketWatch note flagged that UPS underperformed peers on Wednesday — a reminder the stock can lag on days when sector flows favor others. United Parcel Service Inc. Cl B stock underperforms Wednesday when compared to competitors
• Negative Sentiment: Valuation/growth questions: analyst commentary suggests dividend-cut fears have eased but upside may be limited unless revenue recovery accelerates, tempering long-term bullish cases. UPS: Dividend Cut Fears Mostly Gone, But So Is The Upside

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.