United Parcel Service, Inc. $UPS Shares Sold by Welch & Forbes LLC

Welch & Forbes LLC lowered its holdings in United Parcel Service, Inc. (NYSE:UPS) by 14.2% in the third quarter, Holdings Channel.com reports. The firm owned 43,520 shares of the transportation company’s stock after selling 7,232 shares during the period. Welch & Forbes LLC’s holdings in United Parcel Service were worth $3,635,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Andra AP fonden increased its position in United Parcel Service by 95.9% during the 2nd quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock worth $33,611,000 after purchasing an additional 163,000 shares in the last quarter. BLVD Private Wealth LLC purchased a new stake in United Parcel Service during the second quarter worth approximately $1,479,000. Strategic Planning Inc. purchased a new stake in United Parcel Service during the third quarter worth approximately $3,885,000. Avantax Advisory Services Inc. increased its position in shares of United Parcel Service by 14.6% in the second quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock worth $9,525,000 after acquiring an additional 12,035 shares in the last quarter. Finally, Equity Investment Corp raised its stake in shares of United Parcel Service by 16.8% in the 2nd quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock valued at $114,118,000 after acquiring an additional 162,364 shares during the period. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction that occurred on 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 Securities & Exchange Commission, which is accessible through this link. 0.13% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Stephens upped their price target on shares of United Parcel Service from $113.00 to $115.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of United Parcel Service in a research report on Wednesday, January 21st. Oppenheimer increased their target price on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday. Truist Financial boosted their price target on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Stifel Nicolaus upped their price target on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $113.67.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

United Parcel Service Price Performance

Shares of NYSE UPS opened at $106.14 on Friday. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70. The business has a 50 day moving average price of $101.76 and a two-hundred day moving average price of $93.56. The firm has a market cap of $90.05 billion, a PE ratio of 16.18, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.50 billion for the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.United Parcel Service’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period in the prior year, the company posted $2.75 EPS. Sell-side analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be paid a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a yield of 6.2%. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.

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.