Pacer Advisors Inc. Acquires 2,710,470 Shares of United Parcel Service, Inc. $UPS

Pacer Advisors Inc. boosted its holdings in United Parcel Service, Inc. (NYSE:UPS) by 507.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,244,234 shares of the transportation company’s stock after buying an additional 2,710,470 shares during the period. Pacer Advisors Inc.’s holdings in United Parcel Service were worth $321,796,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the business. Westbourne Investments Inc. increased its position in United Parcel Service by 1.2% in the 4th quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after buying an additional 91 shares during the period. Webster Bank N. A. increased its position in United Parcel Service by 16.7% in the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after buying an additional 100 shares during the period. Peoples Financial Services CORP. increased its position in United Parcel Service by 2.5% in the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock worth $400,000 after buying an additional 100 shares during the period. Argyle Capital Management LLC increased its position in United Parcel Service by 0.4% in the 4th quarter. Argyle Capital Management LLC now owns 27,505 shares of the transportation company’s stock worth $2,728,000 after buying an additional 100 shares during the period. Finally, Spurstone Advisory Services LLC increased its position in United Parcel Service by 2.7% in the 4th quarter. Spurstone Advisory Services LLC now owns 3,742 shares of the transportation company’s stock worth $371,000 after buying an additional 100 shares during the period. 60.26% of the stock is owned by institutional investors.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Zacks Research raised its EPS estimates for UPS across multiple upcoming quarters, including Q2 2026, Q3 2026 and Q1 2027, signaling analysts see stronger profitability ahead.
• Positive Sentiment: UPS is being highlighted as a potentially undervalued stock under $100, with a forward P/E below the sector average, which may attract value-oriented investors. Undervalued stock article
• Neutral Sentiment: Jim Cramer commented that UPS is more of a growth-versus-yield debate than a pure income story, which does not materially change the business outlook but may influence investor sentiment. Jim Cramer commentary
• Neutral Sentiment: UPS disclosed that board member Kevin M. Warsh resigned following his appointment to the Federal Reserve, a governance change that is notable but not likely to have a direct near-term operating impact. Board resignation announcement
• Negative Sentiment: Investor concern remains that Amazon’s expanding supply chain services could pressure UPS by competing for logistics and delivery business. Amazon competition article

Wall Street Analyst Weigh In

Several research analysts have commented on UPS shares. Susquehanna lifted their price target on United Parcel Service from $116.00 to $118.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 29th. Oppenheimer lifted their price target on United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Wells Fargo & Company lifted their price target on United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. Truist Financial lifted their price target on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and an average price target of $111.87.

United Parcel Service Stock Performance

UPS opened at $98.46 on Thursday. The stock has a market cap of $83.60 billion, a PE ratio of 15.93, a P/E/G ratio of 1.57 and a beta of 1.06. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 1.50. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41. The stock’s 50 day simple moving average is $101.21 and its 200-day simple moving average is $102.56.

United Parcel Service (NYSE:UPS) last released its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.05. The business had revenue of $21.20 billion for the quarter, compared to analysts’ expectations of $20.99 billion. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.United Parcel Service’s quarterly revenue was down 1.4% on a year-over-year basis. During the same period in the previous year, the business posted $1.49 earnings per share. Sell-side analysts forecast that United Parcel Service, Inc. will post 7.1 EPS for the current year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Monday, May 18th will be given a dividend of $1.64 per share. The ex-dividend date is Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.7%. United Parcel Service’s payout ratio is currently 106.15%.

United Parcel Service 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.