Bell Bank Decreases Stock Position in United Parcel Service, Inc. $UPS

Bell Bank lessened its holdings in United Parcel Service, Inc. (NYSE:UPS) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 115,625 shares of the transportation company’s stock after selling 8,992 shares during the quarter. United Parcel Service accounts for approximately 0.5% of Bell Bank’s holdings, making the stock its 29th largest holding. Bell Bank’s holdings in United Parcel Service were worth $11,469,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Kaufman Rossin Wealth LLC grew its position in United Parcel Service by 20.0% during the 4th quarter. Kaufman Rossin Wealth LLC now owns 2,923 shares of the transportation company’s stock worth $290,000 after purchasing an additional 488 shares during the last quarter. Exchange Traded Concepts LLC raised its holdings in shares of United Parcel Service by 1.7% in the fourth quarter. Exchange Traded Concepts LLC now owns 43,790 shares of the transportation company’s stock worth $4,344,000 after buying an additional 715 shares during the last quarter. Wealthcare Advisory Partners LLC raised its holdings in shares of United Parcel Service by 6.7% in the fourth quarter. Wealthcare Advisory Partners LLC now owns 64,949 shares of the transportation company’s stock worth $6,442,000 after buying an additional 4,093 shares during the last quarter. Generali Investments CEE investicni spolecnost a.s. lifted its stake in shares of United Parcel Service by 104.3% during the fourth quarter. Generali Investments CEE investicni spolecnost a.s. now owns 32,687 shares of the transportation company’s stock worth $3,242,000 after buying an additional 16,687 shares during the period. Finally, Pallas Capital Advisors LLC lifted its stake in shares of United Parcel Service by 86.7% during the fourth quarter. Pallas Capital Advisors LLC now owns 32,612 shares of the transportation company’s stock worth $3,235,000 after buying an additional 15,145 shares during the period. Hedge funds and other institutional investors own 60.26% of the company’s stock.

United Parcel Service Trading Down 2.8%

Shares of United Parcel Service stock opened at $94.78 on Friday. The stock has a market cap of $80.47 billion, a PE ratio of 14.45, a price-to-earnings-growth ratio of 1.49 and a beta of 1.08. The firm has a fifty day moving average price of $108.17 and a 200 day moving average price of $98.74. 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) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating the consensus estimate of $2.20 by $0.18. The company 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 prior year, the company earned $2.75 earnings per share. Equities research analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Stockholders 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 dividend yield of 6.9%. United Parcel Service’s dividend payout ratio is presently 100.00%.

Insider Activity at United Parcel Service

In related 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 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 insiders.

Trending Headlines about United Parcel Service

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

Analyst Upgrades and Downgrades

UPS has been the topic of several research reports. Truist Financial upped their target price on United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. TD Cowen boosted their price target 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. BMO Capital Markets increased their price objective on United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a report on Wednesday, January 28th. Finally, Oppenheimer raised their price objective on United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and a consensus price target of $113.67.

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.