Mitsubishi UFJ Asset Management Co. Ltd. Has $122.86 Million Stock Position in United Parcel Service, Inc. $UPS

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 5.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,470,790 shares of the transportation company’s stock after acquiring an additional 71,764 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in United Parcel Service were worth $122,855,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its position in shares of United Parcel Service by 63.8% during the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock worth $1,529,000 after buying an additional 4,723 shares during the period. Sivia Capital Partners LLC acquired a new position in United Parcel Service in the second quarter valued at about $277,000. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its position in shares of United Parcel Service by 21.8% during the second quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 28,141 shares of the transportation company’s stock worth $2,841,000 after purchasing an additional 5,033 shares in the last quarter. SVB Wealth LLC acquired a new position in shares of United Parcel Service in the second quarter valued at approximately $848,000. Finally, Flagship Harbor Advisors LLC boosted its position in United Parcel Service by 57.1% during the 2nd quarter. Flagship Harbor Advisors LLC now owns 7,172 shares of the transportation company’s stock worth $724,000 after acquiring an additional 2,606 shares during the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

Insiders Place Their Bets

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders own 0.13% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on UPS shares. Stifel Nicolaus boosted their price target on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Susquehanna boosted their price objective on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Evercore upped their price target on United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research report on Wednesday, January 21st. JPMorgan Chase & Co. boosted their target price on shares of United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Finally, Stephens lifted their price objective 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. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, United Parcel Service currently has a consensus rating of “Hold” and an average price target of $113.67.

United Parcel Service Trading Up 2.5%

Shares of United Parcel Service stock opened at $116.65 on Friday. The company’s 50-day moving average price is $108.97 and its 200-day moving average price is $96.53. 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, Inc. has a 12-month low of $82.00 and a 12-month high of $123.70. The company has a market cap of $98.96 billion, a price-to-earnings ratio of 17.78, a PEG ratio of 1.80 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.48 billion for the quarter, compared to analysts’ expectations 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 revenue was down 3.2% compared to the same quarter last year. During the same quarter last year, the firm posted $2.75 EPS. On average, equities analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be given a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 5.6%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

United Parcel Service News Roundup

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

• Positive Sentiment: Court approval clears UPS to pursue a large driver buyout program and broader network changes (including closures of some union-staffed sortation centers) as the company targets a workforce reset and higher-margin logistics. This improves visibility on meeting margin and cost-cut targets tied to its Efficiency Reimagined initiatives. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
• Positive Sentiment: UPS has begun notifying delivery drivers about an optional buyout program, signaling near-term execution of the cost actions referenced above — investors often reward tangible steps that accelerate labor-cost reductions. UPS begins notifying delivery drivers about optional buyout program
• Positive Sentiment: Operational scale: UPS’s Louisville hub has surpassed FedEx’s Memphis hub as the world’s largest express air cargo facility — a competitive asset that supports capacity, service and potential revenue leverage over time. UPS facility overtakes FedEx as world’s largest express air cargo hub
• Positive Sentiment: Recent quarterly results beat consensus (EPS and revenue), and the stock has rallied since that report — reinforcing investor confidence that short-term actions plus modest top-line stabilization can lift margins. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
• Neutral Sentiment: Industry context: a report projects growth in the cargo aircraft charter market, which may expand addressable demand for air logistics over the medium term but is not an immediate earnings driver. Cargo Aircraft Charter Service Industry Report 2026-2035…
• Neutral Sentiment: Macro: weekly U.S. initial jobless claims ticked up modestly — a small datapoint on labor-market health that could influence consumer demand but is not directly company-specific. US filings for jobless aid rise modestly to 212,000…
• Neutral Sentiment: Competitive dynamics: coverage notes rivals are improving features and coverage, which could pressure pricing or share over time — mixed for UPS depending on execution. 3 ways FedEx, UPS competitors are leveling up in 2026
• Negative Sentiment: Legal risk: the widow of a pilot killed in last year’s UPS crash filed suit naming aircraft and engine manufacturers — potential legal and reputational noise, though liability to UPS itself appears indirect. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
• Negative Sentiment: Short-term relative weakness: a MarketWatch note flagged that UPS underperformed peers on Wednesday — a reminder the stock can lag on days when sector flows favor others. United Parcel Service Inc. Cl B stock underperforms Wednesday when compared to competitors
• Negative Sentiment: Valuation/growth questions: analyst commentary suggests dividend-cut fears have eased but upside may be limited unless revenue recovery accelerates, tempering long-term bullish cases. UPS: Dividend Cut Fears Mostly Gone, But So Is The Upside

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.