US Bancorp DE Sells 110,315 Shares of United Parcel Service, Inc. $UPS

US Bancorp DE decreased its holdings in United Parcel Service, Inc. (NYSE:UPS) by 19.8% in the third quarter, HoldingsChannel.com reports. The fund owned 445,437 shares of the transportation company’s stock after selling 110,315 shares during the quarter. US Bancorp DE’s holdings in United Parcel Service were worth $37,207,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of United Parcel Service during the second quarter valued at about $851,842,000. Laurel Wealth Advisors LLC grew its stake in shares of United Parcel Service by 11,517.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock worth $252,695,000 after buying an additional 2,481,864 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of United Parcel Service by 78.7% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock valued at $412,528,000 after buying an additional 1,799,882 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of United Parcel Service by 45.4% in the 2nd quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock valued at $578,467,000 after acquiring an additional 1,789,467 shares during the last quarter. Finally, AQR Capital Management LLC grew its position in United Parcel Service by 94.8% in the second quarter. AQR Capital Management LLC now owns 2,300,081 shares of the transportation company’s stock worth $231,388,000 after acquiring an additional 1,119,372 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction 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 currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on UPS shares. Stephens upped their price objective on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 28th. Bank of America upgraded United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target for the company in a research report on Friday, January 9th. Oppenheimer raised their target price on shares of United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Finally, UBS Group upped their target price on United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $113.67.

United Parcel Service Stock Down 0.7%

Shares of NYSE:UPS opened at $115.85 on Friday. The business’s 50 day moving average is $109.25 and its 200 day moving average is $96.74. The stock has a market cap of $98.29 billion, a P/E ratio of 17.66, a price-to-earnings-growth ratio of 1.85 and a beta of 1.11. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $123.70. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last issued its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business had revenue of $24.48 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same period in the previous year, the company posted $2.75 EPS. United Parcel Service’s revenue was down 3.2% on a year-over-year basis. Sell-side analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders 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 dividend on an annualized basis and a dividend yield of 5.7%. United Parcel Service’s dividend payout ratio (DPR) is currently 100.00%.

United Parcel Service News Summary

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

• Positive Sentiment: UPS reported a quarterly earnings beat and the stock has rallied since that report, supporting a view that near‑term fundamentals can improve. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: UPS’s Louisville hub is now the world’s largest express air cargo hub, strengthening network capacity and competitive positioning versus FedEx. UPS facility overtakes FedEx as world’s largest express air cargo hub
• Positive Sentiment: Growth in the cargo aircraft charter market and broader e‑commerce logistics tailwinds could expand demand for UPS’s air/logistics services. Cargo Aircraft Charter Service Industry Report 2026-2035
• Neutral Sentiment: Competitors (and shippers seeking alternatives) are improving features and coverage, which could pressure pricing or share if UPS doesn’t match service changes. 3 ways FedEx, UPS competitors are leveling up in 2026
• Neutral Sentiment: Macro labor data show only modest increases in initial jobless claims; not a direct UPS issue but relevant to consumer demand and labor market dynamics. US filings for jobless aid rise modestly to 212,000
• Negative Sentiment: A U.S. court allowed UPS to proceed with a driver buyout program and UPS has begun notifying drivers; the broader restructuring includes plans to close union‑staffed sortation centers and possible cuts up to ~30,000 roles — a move that increases short‑term execution, legal and labor‑relation risk even if intended to improve margins. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
• Negative Sentiment: Related: UPS has started notifying delivery drivers about voluntary buyouts — this amplifies the near‑term uncertainty about staffing, service levels and potential contract disputes. UPS begins notifying delivery drivers about optional buyout program
• Negative Sentiment: Legal exposure: a wrongful‑death suit was filed after last November’s UPS aircraft crash, adding litigation risk and potential reputational impact. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
• Negative Sentiment: MarketWatch flagged that UPS underperformed peers on Wednesday, reflecting investor concern about the combination of restructuring uncertainty and competitive pressure. United Parcel Service Inc. Cl B stock underperforms Wednesday

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.