Leo Wealth LLC Makes New $637,000 Investment in United Parcel Service, Inc. $UPS

Leo Wealth LLC bought a new position in United Parcel Service, Inc. (NYSE:UPS) in the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 6,424 shares of the transportation company’s stock, valued at approximately $637,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Tema Etfs LLC increased its stake in shares of United Parcel Service by 0.8% in the 4th quarter. Tema Etfs LLC now owns 12,999 shares of the transportation company’s stock worth $1,289,000 after acquiring an additional 101 shares during the last quarter. CFS Investment Advisory Services LLC increased its position in shares of United Parcel Service by 2.6% during the 3rd quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock worth $372,000 after purchasing an additional 108 shares during the last quarter. Center for Financial Planning Inc. increased its position in shares of United Parcel Service by 4.6% during the 3rd quarter. Center for Financial Planning Inc. now owns 2,558 shares of the transportation company’s stock worth $214,000 after purchasing an additional 112 shares during the last quarter. Regal Investment Advisors LLC increased its position in shares of United Parcel Service by 1.6% during the 3rd quarter. Regal Investment Advisors LLC now owns 7,129 shares of the transportation company’s stock worth $596,000 after purchasing an additional 114 shares during the last quarter. Finally, Toth Financial Advisory Corp increased its position in shares of United Parcel Service by 7.1% during the 4th quarter. Toth Financial Advisory Corp now owns 1,775 shares of the transportation company’s stock worth $176,000 after purchasing an additional 117 shares during the last quarter. 60.26% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Settlement removes a near-term labor overhang and reduces the risk of a prolonged dispute or work stoppage that could disrupt operations — a clarity positive for reliability and short-term cash flow visibility. UPS, Teamsters reach settlement that caps driver severance offers
• Neutral Sentiment: Analysts remain split on 2026 outlook; price targets now span roughly $85–$135 as some firms lift long-term views while others flag near-term pressure on earnings — increased analyst dispersion can widen intraday volatility. How The Investment Story For United Parcel Service (UPS) Is Shifting On 2026 Expectations
• Neutral Sentiment: Market summaries note the stock moved lower with average volume below typical levels; these coverage pieces give context but add no new material facts. United Parcel Service (UPS) Stock Declines While Market Improves
• Negative Sentiment: The key concession: UPS agreed to cap voluntary driver buyouts at 7,500. That cap limits the company’s ability to shrink headcount via buyouts and extract near-term cost savings, which could weigh on margins and near-term EPS expectations. Investors appear to be marking down the stock on the reduced restructuring upside. UPS to cap driver buyouts at 7,500 after Teamster pushback

United Parcel Service Stock Performance

NYSE UPS opened at $97.09 on Tuesday. The business’s 50-day moving average price is $106.94 and its 200 day moving average price is $99.38. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The company has a market capitalization of $82.44 billion, a PE ratio of 14.80, a price-to-earnings-growth ratio of 1.54 and a beta of 1.12. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last released its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.48 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company’s quarterly revenue was down 3.2% compared to the same quarter last year. During the same period last year, the business posted $2.75 EPS. On average, research analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were paid a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a yield of 6.8%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on UPS shares. Oppenheimer lifted their price objective on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. HSBC upgraded United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. BNP Paribas Exane cut United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective for the company. in a research note on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft raised their price target on United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. upped their price target on United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” 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 given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $113.67.

Insiders Place Their Bets

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.13% of the stock is currently owned by company insiders.

United Parcel Service 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.