Orographic Financial Advisors LLC Makes New $499,000 Investment in United Parcel Service, Inc. $UPS

Orographic Financial Advisors LLC bought a new stake in United Parcel Service, Inc. (NYSE:UPS) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 5,079 shares of the transportation company’s stock, valued at approximately $499,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of UPS. Norges Bank purchased a new stake in United Parcel Service during the fourth quarter worth $902,446,000. Victory Capital Management Inc. grew its holdings in United Parcel Service by 72.9% in the fourth quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock valued at $1,370,639,000 after purchasing an additional 5,826,824 shares during the last quarter. AQR Capital Management LLC increased its position in shares of United Parcel Service by 175.7% in the fourth quarter. AQR Capital Management LLC now owns 5,200,135 shares of the transportation company’s stock valued at $515,801,000 after buying an additional 3,314,166 shares in the last quarter. Pacer Advisors Inc. increased its position in shares of United Parcel Service by 507.8% in the fourth quarter. Pacer Advisors Inc. now owns 3,244,234 shares of the transportation company’s stock valued at $321,796,000 after buying an additional 2,710,470 shares in the last quarter. Finally, Bank of America Corp DE raised its stake in shares of United Parcel Service by 23.3% during the 1st quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company’s stock worth $957,053,000 after buying an additional 1,836,651 shares during the last quarter. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service Stock Up 0.7%

UPS opened at $105.31 on Friday. The company has a quick ratio of 1.21, a current ratio of 1.18 and a debt-to-equity ratio of 1.58. The firm has a market cap of $89.52 billion, a P/E ratio of 19.57, a PEG ratio of 1.59 and a beta of 1.05. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $122.41. The business’s fifty day simple moving average is $109.06 and its 200 day simple moving average is $106.68.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating the consensus estimate of $1.65 by $0.11. The firm had revenue of $22.83 billion during the quarter, compared to the consensus estimate of $21.86 billion. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The firm’s revenue for the quarter was up 7.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.55 EPS. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, equities research analysts anticipate that United Parcel Service, Inc. will post 7.23 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were issued a dividend of $1.64 per share. The ex-dividend date was Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.2%. United Parcel Service’s payout ratio is 121.93%.

Wall Street Analyst Weigh In

Several research firms recently commented on UPS. BMO Capital Markets boosted their price objective on shares of United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a research report on Wednesday. Oppenheimer raised their target price on shares of United Parcel Service from $115.00 to $117.00 and gave the company an “outperform” rating in a report on Wednesday. Sanford C. Bernstein lifted their target price on shares of United Parcel Service from $130.00 to $133.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 21st. Wall Street Zen downgraded shares of United Parcel Service from a “buy” rating to a “hold” rating in a report on Sunday, July 26th. Finally, Stifel Nicolaus increased their price target on shares of United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $117.41.

More United Parcel Service News

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

• Positive Sentiment: UPS reported second-quarter adjusted EPS of $1.76 and revenue of approximately $22.8 billion, exceeding consensus estimates. Management also raised its full-year outlook, citing better pricing, growth in premium services and efficiency gains after resetting Amazon delivery volumes. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: Analysts at Stifel, UBS, Oppenheimer, Susquehanna and BMO raised their UPS price targets, generally maintaining positive or constructive ratings. The revisions indicate that Wall Street sees potential upside if the company delivers the anticipated second-half margin improvement.
• Positive Sentiment: UPS is expanding digital tools for small and midsize businesses, including faster label creation, improved pickup management and broader mobile capabilities. The initiative could help attract higher-value commercial customers and take market share from competing carriers. UPS Makes Shipping Easier than Ever with New Digital Tools for SMB Customers
• Neutral Sentiment: Value investor Rupal Bhansali cited UPS as an attractively valued, high-yield global stock. This supports the long-term valuation case, although it does not directly change near-term earnings expectations. This Value Investor Favors Global Stocks With Low Valuations, High Yields
• Negative Sentiment: Investor skepticism remains after the earnings release because the profitability decline overshadowed the revenue and EPS beat. Lower Amazon package volumes, restructuring needs and weak package volumes could pressure margins while the network is reset. Why United Parcel Service Stock Is Down Today
• Negative Sentiment: UPS’s dividend reportedly consumed nearly 99% of adjusted free cash flow last year, raising concerns about financial flexibility despite its high yield. Increasing retailer use of alternative last-mile carriers also presents a competitive risk. UPS Vs. FedEx: Why One Dividend Claimed 99 Percent of Free Cash Flow

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.