United Parcel Service, Inc. $UPS Holdings Boosted by Savvy Advisors Inc.

Savvy Advisors Inc. boosted its holdings in United Parcel Service, Inc. (NYSE:UPS) by 79.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,908 shares of the transportation company’s stock after acquiring an additional 7,929 shares during the period. Savvy Advisors Inc.’s holdings in United Parcel Service were worth $1,776,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Perpetual Ltd increased its stake in shares of United Parcel Service by 97.2% in the fourth quarter. Perpetual Ltd now owns 18,292 shares of the transportation company’s stock valued at $1,814,000 after purchasing an additional 9,015 shares during the period. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its stake in shares of United Parcel Service by 48.0% in the fourth quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 6,268 shares of the transportation company’s stock valued at $622,000 after purchasing an additional 2,034 shares during the period. Cromwell Holdings LLC increased its stake in shares of United Parcel Service by 1,229.3% in the fourth quarter. Cromwell Holdings LLC now owns 1,954 shares of the transportation company’s stock valued at $194,000 after purchasing an additional 1,807 shares during the period. Relyea Zuckerberg Hanson LLC acquired a new stake in shares of United Parcel Service in the fourth quarter valued at approximately $225,000. Finally, Thurston Springer Miller Herd & Titak Inc. increased its stake in shares of United Parcel Service by 1,209.2% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 995 shares of the transportation company’s stock valued at $99,000 after purchasing an additional 919 shares during the period. Institutional investors own 60.26% of the company’s stock.

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 that occurred 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 transaction was disclosed in a document filed with the SEC, which is available at this link. 0.13% of the stock is owned by corporate insiders.

United Parcel Service Price Performance

NYSE UPS opened at $97.09 on Tuesday. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month 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. The firm has a market capitalization of $82.44 billion, a PE ratio of 14.80, a P/E/G ratio of 1.54 and a beta of 1.12. The company’s 50 day simple moving average is $106.94 and its 200 day simple moving average is $99.38.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating 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 quarter last year, the business earned $2.75 earnings per share. The business’s revenue for the quarter was down 3.2% on a year-over-year basis. As a group, equities research analysts forecast that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Investors 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 dividend yield of 6.8%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is currently 100.00%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on UPS shares. BNP Paribas Exane lowered shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target on the stock. in a research note on Tuesday, January 13th. Stephens raised their price target on shares of United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. BMO Capital Markets raised their price target on shares of United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a research note on Wednesday, January 28th. TD Cowen raised their price target on shares of United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Finally, HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $113.67.

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 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.