Aster Capital Management DIFC Ltd Takes $765,000 Position in United Parcel Service, Inc. $UPS

Aster Capital Management DIFC Ltd acquired a new position in United Parcel Service, Inc. (NYSE:UPS) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 9,164 shares of the transportation company’s stock, valued at approximately $765,000.

Several other large investors have also added to or reduced their stakes in the business. Evelyn Partners Investment Management Europe Ltd lifted its position in United Parcel Service by 110.1% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after buying an additional 131 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of United Parcel Service in the second quarter valued at about $34,000. Salzhauer Michael bought a new stake in United Parcel Service during the third quarter worth about $31,000. Physician Wealth Advisors Inc. raised its holdings in United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after acquiring an additional 163 shares in the last quarter. Finally, Avion Wealth boosted its position in United Parcel Service by 284.1% during the third quarter. Avion Wealth now owns 434 shares of the transportation company’s stock valued at $36,000 after purchasing an additional 321 shares during the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

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

Analyst Ratings Changes

Several research analysts have weighed in on the company. Wall Street Zen raised United Parcel Service from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. Jefferies Financial Group raised their target price on shares of United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Truist Financial upped their price target on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective for the company in a research report on Friday, January 9th. Finally, BNP Paribas Exane cut shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price on the stock. in a report on Tuesday, January 13th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $113.67.

Insider Activity

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction 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 document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.13% of the company’s stock.

United Parcel Service Stock Up 2.5%

UPS opened at $116.65 on Friday. The stock has a fifty day moving average of $108.97 and a 200-day moving average of $96.53. The company has a market capitalization of $98.96 billion, a P/E ratio of 17.78, a P/E/G ratio of 1.80 and a beta of 1.11. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22.

United Parcel Service (NYSE:UPS) last released 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. 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 for the quarter, compared to analyst estimates of $23.91 billion. During the same period last year, the firm earned $2.75 earnings per share. United Parcel Service’s revenue for the quarter was down 3.2% compared to the same quarter last year. On average, equities analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

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

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.