United Parcel Service, Inc. $UPS Position Trimmed by Inlet Private Wealth LLC

Inlet Private Wealth LLC decreased its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 81.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,980 shares of the transportation company’s stock after selling 17,438 shares during the period. Inlet Private Wealth LLC’s holdings in United Parcel Service were worth $395,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Shrier Wealth Management LLC bought a new position in shares of United Parcel Service during the fourth quarter worth about $1,099,000. BLVD Private Wealth LLC bought a new position in shares of United Parcel Service during the second quarter worth about $1,479,000. Strategic Planning Inc. bought a new position in shares of United Parcel Service during the third quarter worth about $3,885,000. Victory Capital Management Inc. grew its position in shares of United Parcel Service by 10.5% during the third quarter. Victory Capital Management Inc. now owns 7,991,490 shares of the transportation company’s stock worth $667,109,000 after acquiring an additional 761,217 shares during the last quarter. Finally, World Investment Advisors grew its position in shares of United Parcel Service by 260.4% during the third quarter. World Investment Advisors now owns 78,577 shares of the transportation company’s stock worth $6,564,000 after acquiring an additional 56,772 shares during the last quarter. Institutional investors own 60.26% of the company’s stock.

Insiders Place Their Bets

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated 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 Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.13% of the company’s stock.

United Parcel Service Stock Performance

UPS stock opened at $97.09 on Tuesday. The company has a market capitalization of $82.44 billion, a P/E ratio of 14.80, a PEG ratio of 1.54 and a beta of 1.12. The company has a 50-day simple moving average of $106.94 and a 200 day simple moving average of $99.38. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. 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 posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $23.91 billion. During the same quarter in the prior year, the company posted $2.75 earnings per share. The company’s quarterly revenue was down 3.2% compared to the same quarter last year. Sell-side analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

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

Analyst Ratings Changes

UPS has been the subject of several recent research reports. 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, January 28th. JPMorgan Chase & Co. upped their price target on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Wells Fargo & Company upped their price objective on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Sanford C. Bernstein upped their price objective on shares of United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. Finally, Wolfe Research reaffirmed a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $113.67.

Key United Parcel Service News

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

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.