Capital Investment Advisors LLC decreased its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 7.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 129,922 shares of the transportation company’s stock after selling 10,483 shares during the period. Capital Investment Advisors LLC’s holdings in United Parcel Service were worth $12,887,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. Twin Peaks Wealth Advisors LLC bought a new stake in shares of United Parcel Service during the second quarter valued at approximately $34,000. Salzhauer Michael bought a new position in shares of United Parcel Service during the third quarter worth $31,000. Physician Wealth Advisors Inc. boosted its position in shares of 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 during the last quarter. Avion Wealth grew its stake 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 acquiring an additional 321 shares in the last quarter. Finally, Winch Advisory Services LLC grew its stake in United Parcel Service by 37.3% during the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock valued at $38,000 after acquiring an additional 124 shares in the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.
Analyst Upgrades and Downgrades
A number of analysts have issued reports on UPS shares. Citigroup reduced their price target on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Jefferies Financial Group increased their price objective on shares of United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective for the company. in a research report on Tuesday, January 13th. Oppenheimer boosted their target price on United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Finally, Wells Fargo & Company increased their price target on United Parcel Service from $96.00 to $110.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. 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 issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $113.67.
United Parcel Service Stock Down 2.8%
Shares of NYSE:UPS opened at $94.78 on Friday. The firm has a market capitalization of $80.47 billion, a PE ratio of 14.45, a price-to-earnings-growth ratio of 1.53 and a beta of 1.08. The business has a 50 day simple moving average of $108.17 and a two-hundred day simple moving average of $98.64. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41. 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 (NYSE:UPS – Get Free Report) last issued its quarterly earnings results 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 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 the consensus estimate of $23.91 billion. During the same period in the prior year, the business posted $2.75 earnings per share. The company’s revenue for the quarter was down 3.2% on a year-over-year basis. On average, equities analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current year.
United Parcel Service Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were paid a $1.64 dividend. The ex-dividend date was Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a yield of 6.9%. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.
Insider Buying and Selling at United Parcel Service
In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction on Wednesday, January 28th. The shares were 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 Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.13% of the company’s stock.
Key United Parcel Service News
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: UPS opened its largest Asia‑Pacific logistics hub — a nearly $100M, highly automated center the company says doubles capacity and boosts productivity for the region, supporting long‑term revenue growth and network efficiency. UPS Boosts Its Presence in Asia Pacific With New Logistics Center
- Positive Sentiment: A report highlights a new distribution center in Taiwan that UPS calls the “crown jewel” of its Asia‑Pacific network, which management will point to as evidence of improving capacity and automation that can lift margins over time. New UPS distribution center in Taiwan doubles capacity, productivity
- Positive Sentiment: Optimistic analyst/opinion pieces argue UPS is a value play and that current headwinds may turn to tailwinds, supporting a buy-case for longer‑term investors if execution on cost and pricing holds. Buy UPS. Better Days Await the Stock.
- Neutral Sentiment: Coverage assessing UPS valuation concludes shares are trading near “narrative fair value” after recent declines — useful context for investors weighing whether the pullback reflects fundamentals or sentiment. Assessing United Parcel Service (UPS) Valuation As Shares Hover Near Narrative Fair Value
- Neutral Sentiment: Analyst/trending stock writeups (Zacks) and broader market notes explain why UPS is on screens — they summarize recent fundamentals, valuation, and investor interest but contain mixed near‑term implications. Here is What to Know Beyond Why United Parcel Service, Inc. (UPS) is a Trending Stock
- Neutral Sentiment: Macro labor/tech headlines (e.g., layoffs at Meta/Epic) are background for the market but are not direct drivers for UPS operationally; they can, however, influence overall risk appetite. Job cuts at Meta, Epic Games, but new unemployment claims hold steady
- Negative Sentiment: UPS withdrew a voluntary driver buyout/separation option in 13 states after Teamsters challenges and multiple grievances — a sign of tougher labor dynamics that raise uncertainty around future headcount, cost control and margin improvement. UPS retracts driver buyout option in 13 states under union pressure
- Negative Sentiment: Commentary questions whether the retreat on driver buyouts forces UPS to rethink its efficiency and margin strategy — investors worry this could delay cost savings and weigh on EPS trajectory. Should UPS’s (UPS) Driver Buyout Retreat Prompt a Rethink of Its Efficiency and Margin Strategy?
- Negative Sentiment: Rising transport costs prompted the U.S. Postal Service to plan an 8% fuel surcharge on parcels — a reminder that fuel inflation is back on the industry cost agenda and could pressure UPS margins if not fully passed through. Postal Service to Impose Its First-Ever Fuel Surcharge on Packages
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.
See Also
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