Modera Wealth Management LLC Reduces Stock Position in United Parcel Service, Inc. $UPS

Modera Wealth Management LLC cut its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 8.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 107,010 shares of the transportation company’s stock after selling 9,911 shares during the quarter. Modera Wealth Management LLC’s holdings in United Parcel Service were worth $10,614,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. New Wave Wealth Advisors LLC increased its holdings in United Parcel Service by 11.8% during the 4th quarter. New Wave Wealth Advisors LLC now owns 4,049 shares of the transportation company’s stock worth $402,000 after purchasing an additional 428 shares during the last quarter. Aaron Wealth Advisors LLC increased its holdings in United Parcel Service by 48.4% during the 4th quarter. Aaron Wealth Advisors LLC now owns 9,819 shares of the transportation company’s stock worth $974,000 after purchasing an additional 3,204 shares during the last quarter. Flagship Harbor Advisors LLC increased its holdings in United Parcel Service by 22.0% during the 4th quarter. Flagship Harbor Advisors LLC now owns 13,209 shares of the transportation company’s stock worth $1,310,000 after purchasing an additional 2,379 shares during the last quarter. Newbridge Financial Services Group Inc. increased its holdings in United Parcel Service by 229.4% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 998 shares of the transportation company’s stock worth $99,000 after purchasing an additional 695 shares during the last quarter. Finally, Cidel Asset Management Inc. increased its holdings in United Parcel Service by 11.0% during the 4th quarter. Cidel Asset Management Inc. now owns 9,532 shares of the transportation company’s stock worth $945,000 after purchasing an additional 942 shares during the last quarter. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

UPS has been the topic of several analyst reports. Sanford C. Bernstein lifted their price objective on United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. Citigroup dropped their price objective on United Parcel Service from $120.00 to $118.00 and set a “buy” rating on the stock in a report on Tuesday. Jefferies Financial Group lifted their price objective on United Parcel Service from $115.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Truist Financial lifted their price objective on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Finally, Wells Fargo & Company lifted their price objective on United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $113.60.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Citigroup cut its price target slightly to $118 but kept a “buy” rating, implying roughly 21% upside from the current share price — a supportive analyst voice that can lift sentiment. Benzinga
• Neutral Sentiment: FedEx’s recent rally (shares up materially in the past quarter) highlights sector moves that could influence market comparisons for UPS, but it’s not direct company-specific news for UPS. FedEx Stock Rises 16.2% in 3 Months
• Neutral Sentiment: An AI data-center energy storage market report is not UPS-specific and is unlikely to move UPS shares materially; included here as broader macro/sector context. AI Data Center Energy Storage Market Outlook
• Negative Sentiment: UPS reached a settlement with the Teamsters that caps voluntary driver buyouts at 7,500 and limits severance offers; while the deal removes labor uncertainty, it constrains UPS’s ability to reduce headcount and capture near-term margin savings. UPS, Teamsters reach settlement that caps driver severance offers
• Negative Sentiment: Bank of America trimmed its price target (to $105) and highlighted the settlement’s impact on the path to margin recovery — another downward revision that can weigh on the stock. UPS Price Target Trimmed to $105 by BofA
• Negative Sentiment: Diesel prices have jumped sharply amid geopolitical tensions, pushing trucking surcharges to their highest levels since 2022 — this increases operating costs for UPS and pressures near-term margins. Diesel Prices Jump Nearly 50%
• Negative Sentiment: An analyst piece warns that macroeconomic headwinds for capital-intensive couriers are rising, underscoring demand and cost risks for UPS going forward. Should Investors Buy UPS Stock Today?

United Parcel Service Price Performance

Shares of NYSE UPS opened at $97.56 on Wednesday. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45. The company has a market capitalization of $82.84 billion, a price-to-earnings ratio of 14.87, a price-to-earnings-growth ratio of 1.54 and a beta of 1.12. The business has a 50 day simple moving average of $106.74 and a 200-day simple moving average of $99.48.

United Parcel Service (NYSE:UPS) last issued 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 38.30% and a net margin of 6.28%.The business had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same period in the previous year, the business earned $2.75 EPS. The business’s quarterly revenue was down 3.2% on a year-over-year basis. As a group, equities research analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were issued a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.7%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s payout ratio is 100.00%.

Insider Buying and Selling at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.13% of the company’s stock.

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.