Capital Management Corp VA Purchases 11,821 Shares of United Parcel Service, Inc. $UPS

Capital Management Corp VA boosted its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 16.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 85,161 shares of the transportation company’s stock after acquiring an additional 11,821 shares during the quarter. Capital Management Corp VA’s holdings in United Parcel Service were worth $7,113,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of United Parcel Service by 1.2% in the second quarter. Vanguard Group Inc. now owns 66,905,138 shares of the transportation company’s stock worth $6,753,405,000 after purchasing an additional 768,912 shares during the last quarter. State Street Corp raised its position in United Parcel Service by 1.5% during the 2nd quarter. State Street Corp now owns 30,774,530 shares of the transportation company’s stock valued at $3,106,381,000 after purchasing an additional 444,384 shares during the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in United Parcel Service by 3.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock worth $2,603,459,000 after buying an additional 746,667 shares during the period. Geode Capital Management LLC grew its position in shares of United Parcel Service by 4.8% in the 2nd quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock worth $1,675,733,000 after buying an additional 762,407 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of United Parcel Service during the second quarter valued at approximately $851,842,000. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

Insider Activity

In related 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 legal filing with the SEC, which is available at this hyperlink. 0.13% of the stock is currently owned by corporate insiders.

United Parcel Service Price Performance

Shares of NYSE UPS opened at $106.14 on Friday. The company has a 50 day simple moving average of $101.76 and a two-hundred day simple moving average of $93.56. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70. The company has a market capitalization of $90.05 billion, a price-to-earnings ratio of 16.18, a P/E/G ratio of 1.66 and a beta of 1.11. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results 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 return on equity of 38.30% and a net margin of 6.28%.The company had revenue of $24.50 billion for the quarter, compared to the consensus estimate of $23.91 billion. During the same quarter in the prior year, the business posted $2.75 EPS. The firm’s quarterly revenue was down 3.2% compared to the same quarter last year. Analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on UPS. Jefferies Financial Group raised their price target on United Parcel Service from $115.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday. UBS Group upped their price objective on shares of United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday. HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday. Truist Financial increased their price target on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, Evercore ISI raised their price objective on shares of United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $113.67.

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.