United Parcel Service, Inc. $UPS Shares Purchased by Cullinan Associates Inc.

Cullinan Associates Inc. increased its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 9.4% during the 4th quarter, HoldingsChannel reports. The fund owned 78,301 shares of the transportation company’s stock after acquiring an additional 6,751 shares during the quarter. Cullinan Associates Inc.’s holdings in United Parcel Service were worth $7,767,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. North Star Investment Management Corp. raised its holdings in United Parcel Service by 0.9% in the 4th quarter. North Star Investment Management Corp. now owns 17,049 shares of the transportation company’s stock valued at $1,691,000 after buying an additional 152 shares during the period. Activest Wealth Management raised its holdings in United Parcel Service by 144.3% in the 4th quarter. Activest Wealth Management now owns 408 shares of the transportation company’s stock valued at $40,000 after buying an additional 241 shares during the period. Laurel Wealth Advisors LLC raised its holdings in United Parcel Service by 5.7% in the 4th quarter. Laurel Wealth Advisors LLC now owns 27,140 shares of the transportation company’s stock valued at $2,692,000 after buying an additional 1,470 shares during the period. Joseph Group Capital Management raised its holdings in United Parcel Service by 62.5% in the 4th quarter. Joseph Group Capital Management now owns 593 shares of the transportation company’s stock valued at $59,000 after buying an additional 228 shares during the period. Finally, W.G. Shaheen & Associates DBA Whitney & Co raised its holdings in United Parcel Service by 28.3% in the 4th quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 6,237 shares of the transportation company’s stock valued at $619,000 after buying an additional 1,376 shares during the period. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on UPS. Bank of America upgraded shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a report on Friday, January 9th. Truist Financial boosted their price objective on shares of United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Susquehanna boosted their price objective on shares of United Parcel Service from $116.00 to $118.00 and gave the company a “neutral” rating in a report on Wednesday. Sanford C. Bernstein boosted their price objective on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a report on Friday, January 9th. Finally, Stephens boosted 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 report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $112.08.

United Parcel Service Stock Performance

Shares of United Parcel Service stock opened at $108.93 on Friday. 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 cap of $92.49 billion, a PE ratio of 17.63, a P/E/G ratio of 1.70 and a beta of 1.12. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.22 and a current ratio of 1.21. The business has a 50-day simple moving average of $103.46 and a 200-day simple moving average of $101.66.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.05. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.The business had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $20.99 billion. During the same period in the previous year, the company posted $1.49 earnings per share. The business’s revenue for the quarter was down 1.4% on a year-over-year basis. On average, equities research analysts forecast that United Parcel Service, Inc. will post 7.09 EPS for the current fiscal year.

More United Parcel Service News

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

• Positive Sentiment: CEO Carol Tomé highlighted UPS’s growing healthcare/drug-delivery business as a defensive, higher-margin growth avenue that can offset retail volume softness — a diversification narrative investors like. UPS CEO says drug delivery strategy a good antidote to economic uncertainty
• Positive Sentiment: Some analysts and investors are bullish: Citigroup raised its price target (to $127) and coverage shows institutional support and a ~6% yield pitched as a turnaround + income story — supportive for longer-term demand for the stock. Price target update / coverage
• Neutral Sentiment: UPS and FedEx said they will remit tariff refunds back to customers after a Supreme Court ruling; the move reduces political/legal uncertainty but means a large passthrough (reports estimate several billion) rather than a retained benefit for carriers. FedEx and UPS are pledging to give their tariff refunds back to consumers
• Neutral Sentiment: UPS is continuing a network rationalization — announcing 27 additional parcel center closures (51 total this year) to align capacity with lower volumes; this reduces costs but signals weaker domestic volume trends. UPS to close 27 additional parcel facilities in 2026
• Negative Sentiment: Q1 results and guidance were seen as mixed: management referenced margin pressure and held full‑year guidance despite revenue/earnings that some outlets called in‑line or modestly ahead — investors punished the lack of upside to guidance and margins. That uncertainty pressured sentiment after the print. UPS Beats Q1 Estimates But Holds Outlook As Shares Drop 7.2%
• Negative Sentiment: Local delivery and service complaints (e.g., reports that UPS is not bringing packages to customers’ doors in some areas) create reputational/operational risk that could affect customer relationships and volume recovery. UPS Won’t Bring Packages to Their Doors. Some Are Fed Up.
• Negative Sentiment: Some sell‑side nuance: UBS trimmed its price target slightly even while keeping a buy rating, reflecting near‑term uncertainty on margins and volume as UPS reconfigures its network. UBS price target change

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.