Kornitzer Capital Management Inc. KS Has $3.48 Million Stake in United Parcel Service, Inc. $UPS

Kornitzer Capital Management Inc. KS lessened its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 32.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 41,624 shares of the transportation company’s stock after selling 19,842 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in United Parcel Service were worth $3,477,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Evelyn Partners Investment Management Europe Ltd grew its holdings in United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 131 shares during the period. Mid American Wealth Advisory Group Inc. bought a new position in shares of United Parcel Service during the second quarter worth $26,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of United Parcel Service during the second quarter worth $34,000. RMG Wealth Management LLC bought a new stake in shares of United Parcel Service in the 2nd quarter valued at $34,000. Finally, FNY Investment Advisers LLC bought a new stake in shares of United Parcel Service in the 2nd quarter valued at $34,000. 60.26% of the stock is owned by institutional investors.

United Parcel Service Trading Up 0.3%

NYSE:UPS opened at $107.24 on Wednesday. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $136.99. The company has a market cap of $90.98 billion, a P/E ratio of 16.57, a price-to-earnings-growth ratio of 2.31 and a beta of 1.11. The company has a quick ratio of 1.30, a current ratio of 1.30 and a debt-to-equity ratio of 1.50. The business has a 50 day moving average price of $101.01 and a two-hundred day moving average price of $93.40.

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, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The firm had revenue of $24.50 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same period last year, the company earned $2.75 earnings per share. The business’s revenue was down 3.2% compared to the same quarter last year. As a group, analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.1%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is 101.39%.

United Parcel Service News Summary

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

• Positive Sentiment: Q4 beat and upbeat 2026 guide — UPS posted $24.5B in Q4 revenue and adjusted EPS above estimates; it guided 2026 revenue to $89.7B, above Street consensus, driven by stronger international margins and higher-yield package mix. This is the main driver lifting the stock. Article Title
• Positive Sentiment: Higher, reliable cash return — UPS declared a quarterly dividend of $1.64 per share (annualized yield ~6.1%), ex-dividend Feb. 17, supporting income-focused investor demand and providing a valuation floor relative to peers.
• Positive Sentiment: Analyst/institutional tone turning constructive — MarketBeat and other outlets note institutional accumulation, analyst upgrades and a narrative that UPS is transitioning to higher-margin, targeted growth areas, which reinforces the post-earnings rally. Article Title
• Positive Sentiment: Unusual options activity — a notable uptick in call buying (about 63,994 calls) suggests some traders are positioning for further upside after the beat/guidance.
• Neutral Sentiment: Strategic shift in volume mix — UPS is deliberately reducing low-margin Amazon volume and refocusing on healthcare, cross-border and B2B, which should improve long-term mix but may depress near-term top-line growth during the transition. Article Title
• Neutral Sentiment: Q4 included notable one-time charges — GAAP results reflect charges (aircraft retirement etc.) that reduced headline EPS; adjusted results beat, so investors must judge how recurring benefits offset one-offs. Article Title
• Negative Sentiment: Large job cuts and restructuring risk — UPS will eliminate up to 30,000 operational roles in 2026 (on top of ~48,000 cuts in 2025) as it unwinds work for Amazon and retools its network; this underscores the cost and execution risk of the separation and could pressure operations and near-term sentiment. Article Title
• Negative Sentiment: Scale and execution questions remain — repeated large layoffs and the Amazon unwind highlight structural challenges; if volume declines or execution slips, margins and growth could be weaker than management expects.

Analysts Set New Price Targets

A number of research analysts have issued reports on UPS shares. Evercore ISI boosted their target price on United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research note on Wednesday, January 21st. Wall Street Zen upgraded United Parcel Service from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. TD Cowen boosted their price objective on United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a research report on Wednesday. UBS Group raised their target price on shares of United Parcel Service from $113.00 to $116.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Finally, Citigroup lifted their price target on shares of United Parcel Service from $120.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. One 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 issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $112.09.

United Parcel Service Company Profile

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.