Leo Wealth LLC bought a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 6,424 shares of the transportation company’s stock, valued at approximately $637,000.
Other institutional investors and hedge funds also recently modified their holdings of the company. Salzhauer Michael purchased a new position in shares of United Parcel Service during the third quarter valued at $31,000. Physician Wealth Advisors Inc. grew its holdings in shares of United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after buying an additional 163 shares in the last quarter. Avion Wealth grew its holdings in shares of United Parcel Service by 284.1% during the third quarter. Avion Wealth now owns 434 shares of the transportation company’s stock valued at $36,000 after buying an additional 321 shares in the last quarter. Winch Advisory Services LLC grew its holdings in shares of United Parcel Service by 37.3% during the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock valued at $38,000 after buying an additional 124 shares in the last quarter. Finally, WPG Advisers LLC grew its holdings in shares of United Parcel Service by 47.7% during the third quarter. WPG Advisers LLC now owns 486 shares of the transportation company’s stock valued at $41,000 after buying an additional 157 shares in the last quarter. 60.26% of the stock is owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
A number of brokerages have recently weighed in on UPS. BMO Capital Markets lifted their price target on United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a report on Wednesday, January 28th. Weiss Ratings upgraded United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Sanford C. Bernstein lifted their price target on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a report on Friday, January 9th. JPMorgan Chase & Co. lifted their price target on United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Finally, UBS Group lifted their price target on United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a report 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 given a Sell rating to the company. According to MarketBeat.com, United Parcel Service presently has a consensus rating of “Hold” and a consensus price target of $113.67.
Key Stories 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
Insider Activity
In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated 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 filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.13% of the company’s stock.
United Parcel Service Stock Performance
Shares of NYSE UPS opened at $97.09 on Tuesday. The business’s 50-day moving average price is $106.94 and its two-hundred day moving average price is $99.38. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22. United Parcel Service, Inc. has a one year low of $82.00 and a one year high of $122.41. The company has a market capitalization of $82.44 billion, a P/E ratio of 14.80, a price-to-earnings-growth ratio of 1.54 and a beta of 1.12.
United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.18. The company had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm’s revenue was down 3.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.75 EPS. Analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.
United Parcel Service Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 6.8%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s dividend payout ratio 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.
See Also
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