Crestwood Advisors Group LLC Takes $269,000 Position in United Parcel Service, Inc. $UPS

Crestwood Advisors Group LLC acquired a new position in United Parcel Service, Inc. (NYSE:UPS) during the second quarter, Holdings Channel.com reports. The firm acquired 2,665 shares of the transportation company’s stock, valued at approximately $269,000.

Several other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. grew its position in United Parcel Service by 1.5% during the 1st quarter. Vanguard Group Inc. now owns 66,136,226 shares of the transportation company’s stock worth $7,274,323,000 after purchasing an additional 999,832 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in shares of United Parcel Service by 7.7% in the first quarter. Charles Schwab Investment Management Inc. now owns 25,045,472 shares of the transportation company’s stock worth $2,754,751,000 after buying an additional 1,780,807 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of United Parcel Service by 124.0% in the first quarter. Goldman Sachs Group Inc. now owns 9,011,107 shares of the transportation company’s stock worth $991,132,000 after buying an additional 4,988,044 shares during the last quarter. Northern Trust Corp grew its holdings in United Parcel Service by 0.3% during the first quarter. Northern Trust Corp now owns 7,415,523 shares of the transportation company’s stock worth $815,633,000 after acquiring an additional 23,918 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in United Parcel Service by 3.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,719,145 shares of the transportation company’s stock valued at $519,059,000 after acquiring an additional 171,303 shares in the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Insider Buying and Selling at United Parcel Service

In other news, Director Christiana Smith Shi purchased 500 shares of the stock in a transaction dated Friday, August 22nd. The shares were purchased at an average cost of $88.17 per share, with a total value of $44,085.00. Following the completion of the purchase, the director directly owned 500 shares of the company’s stock, valued at approximately $44,085. The trade was a ∞ increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. 0.13% of the stock is currently owned by company insiders.

United Parcel Service Stock Performance

UPS opened at $95.98 on Friday. The firm’s fifty day simple moving average is $86.94 and its two-hundred day simple moving average is $92.99. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $138.67. The company has a market cap of $81.35 billion, a price-to-earnings ratio of 14.84, a PEG ratio of 2.29 and a beta of 1.11. The company has a quick ratio of 1.32, a current ratio of 1.30 and a debt-to-equity ratio of 1.50.

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, October 28th. The transportation company reported $1.74 EPS for the quarter, topping analysts’ consensus estimates of $1.31 by $0.43. The business had revenue of $21.42 billion during the quarter, compared to analysts’ expectations of $20.94 billion. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The company’s quarterly revenue was down 3.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.76 earnings per share. United Parcel Service has set its Q4 2025 guidance at EPS. Equities 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 company also recently announced a quarterly dividend, which will be paid on Thursday, December 4th. Shareholders of record on Monday, November 17th will be issued a dividend of $1.64 per share. The ex-dividend date of this dividend is Monday, November 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.8%. United Parcel Service’s dividend payout ratio is presently 101.39%.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the company. Barclays lowered their price objective on United Parcel Service from $90.00 to $80.00 and set an “underweight” rating on the stock in a research report on Thursday, July 31st. Truist Financial increased their price target on shares of United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Bank of America dropped their price target on shares of United Parcel Service from $83.00 to $81.00 and set an “underperform” rating on the stock in a research report on Friday, September 26th. Citigroup lifted their price objective on shares of United Parcel Service from $112.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Deutsche Bank Aktiengesellschaft lowered their target price on shares of United Parcel Service from $100.00 to $88.00 and set a “hold” rating on the stock in a research note on Thursday, October 2nd. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, sixteen have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $110.00.

About United Parcel Service

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.