Fisher Funds Management LTD Decreases Position in United Parcel Service, Inc. $UPS

Fisher Funds Management LTD decreased its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 10.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 31,258 shares of the transportation company’s stock after selling 3,473 shares during the quarter. Fisher Funds Management LTD’s holdings in United Parcel Service were worth $3,155,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in UPS. Brighton Jones LLC lifted its stake in United Parcel Service by 63.8% during the fourth quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock worth $1,529,000 after purchasing an additional 4,723 shares during the last quarter. Golden State Wealth Management LLC increased its position in United Parcel Service by 61.3% during the first quarter. Golden State Wealth Management LLC now owns 1,576 shares of the transportation company’s stock worth $173,000 after buying an additional 599 shares during the period. Rossby Financial LCC acquired a new position in United Parcel Service during the first quarter worth approximately $37,000. Private Trust Co. NA increased its position in United Parcel Service by 19.9% during the first quarter. Private Trust Co. NA now owns 6,227 shares of the transportation company’s stock worth $685,000 after buying an additional 1,033 shares during the period. Finally, Novem Group acquired a new position in United Parcel Service during the first quarter worth approximately $284,000. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Insider Activity

In related news, Director Christiana Smith Shi bought 500 shares of the stock in a transaction dated Friday, August 22nd. The stock was acquired at an average price of $88.17 per share, for a total transaction of $44,085.00. Following the completion of the purchase, the director owned 500 shares in the company, valued at $44,085. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.13% of the company’s stock.

United Parcel Service Price Performance

UPS stock opened at $96.64 on Friday. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.32 and a current ratio of 1.30. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $138.67. The firm has a market cap of $81.91 billion, a P/E ratio of 14.94, a price-to-earnings-growth ratio of 2.29 and a beta of 1.10. The stock has a 50-day simple moving average of $86.30 and a 200-day simple moving average of $93.06.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.31 by $0.43. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The business had revenue of $21.40 billion during the quarter, compared to analyst estimates of $20.94 billion. During the same quarter last year, the firm earned $1.76 earnings per share. The company’s revenue for the quarter was down 3.7% compared to the same quarter last year. United Parcel Service has set its Q4 2025 guidance at EPS. On average, equities analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 4th. Stockholders of record on Monday, August 18th were paid a $1.64 dividend. The ex-dividend date was Monday, August 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.8%. United Parcel Service’s dividend payout ratio (DPR) is 101.39%.

Analyst Ratings Changes

Several research firms have commented on UPS. Barclays cut their price target 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. Wall Street Zen raised United Parcel Service from a “sell” rating to a “hold” rating in a research report on Saturday. UBS Group lifted their price target on United Parcel Service from $110.00 to $113.00 and gave the stock a “buy” rating in a research report on Wednesday. Truist Financial lifted their price target on United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, JPMorgan Chase & Co. lifted their price target on United Parcel Service from $85.00 to $97.00 and gave the stock a “neutral” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, fifteen have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $110.00.

United Parcel Service Company Profile

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.