United Parcel Service, Inc. $UPS Shares Purchased by Banco Santander S.A.

Banco Santander S.A. grew its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 34.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,651 shares of the transportation company’s stock after purchasing an additional 5,263 shares during the period. Banco Santander S.A.’s holdings in United Parcel Service were worth $1,725,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC increased its stake 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 purchased a new stake in United Parcel Service during the 2nd quarter worth approximately $277,000. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in United Parcel Service by 21.8% during the 2nd quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 28,141 shares of the transportation company’s stock worth $2,841,000 after buying an additional 5,033 shares during the period. SVB Wealth LLC acquired a new stake in United Parcel Service during the 2nd quarter worth approximately $848,000. Finally, World Investment Advisors boosted its position in United Parcel Service by 10.0% in the 2nd quarter. World Investment Advisors now owns 21,805 shares of the transportation company’s stock valued at $2,201,000 after buying an additional 1,987 shares during the period. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: UPS reported a quarterly earnings beat and the stock has rallied since that report, supporting a view that near‑term fundamentals can improve. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: UPS’s Louisville hub is now the world’s largest express air cargo hub, strengthening network capacity and competitive positioning versus FedEx. UPS facility overtakes FedEx as world’s largest express air cargo hub
• Positive Sentiment: Growth in the cargo aircraft charter market and broader e‑commerce logistics tailwinds could expand demand for UPS’s air/logistics services. Cargo Aircraft Charter Service Industry Report 2026-2035
• Neutral Sentiment: Competitors (and shippers seeking alternatives) are improving features and coverage, which could pressure pricing or share if UPS doesn’t match service changes. 3 ways FedEx, UPS competitors are leveling up in 2026
• Neutral Sentiment: Macro labor data show only modest increases in initial jobless claims; not a direct UPS issue but relevant to consumer demand and labor market dynamics. US filings for jobless aid rise modestly to 212,000
• Negative Sentiment: A U.S. court allowed UPS to proceed with a driver buyout program and UPS has begun notifying drivers; the broader restructuring includes plans to close union‑staffed sortation centers and possible cuts up to ~30,000 roles — a move that increases short‑term execution, legal and labor‑relation risk even if intended to improve margins. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
• Negative Sentiment: Related: UPS has started notifying delivery drivers about voluntary buyouts — this amplifies the near‑term uncertainty about staffing, service levels and potential contract disputes. UPS begins notifying delivery drivers about optional buyout program
• Negative Sentiment: Legal exposure: a wrongful‑death suit was filed after last November’s UPS aircraft crash, adding litigation risk and potential reputational impact. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
• Negative Sentiment: MarketWatch flagged that UPS underperformed peers on Wednesday, reflecting investor concern about the combination of restructuring uncertainty and competitive pressure. United Parcel Service Inc. Cl B stock underperforms Wednesday

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. Truist Financial increased their price objective on United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Wall Street Zen raised United Parcel Service from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. Weiss Ratings upgraded United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Wells Fargo & Company upped their target price on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 28th. Finally, HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, United Parcel Service has an average rating of “Hold” and a consensus target price of $113.67.

United Parcel Service Stock Performance

Shares of UPS opened at $115.85 on Friday. The company has a market capitalization of $98.29 billion, a price-to-earnings ratio of 17.66, a price-to-earnings-growth ratio of 1.83 and a beta of 1.11. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $123.70. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The stock has a 50 day moving average price of $109.25 and a 200 day moving average price of $96.80.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share 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 the consensus estimate of $23.91 billion. During the same quarter in the previous year, the firm earned $2.75 EPS. The company’s revenue was down 3.2% compared to the same quarter last year. Research analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently declared 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 yield of 5.7%. United Parcel Service’s payout ratio is 100.00%.

Insider Transactions at United Parcel Service

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

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.