Sky Investment Group LLC Has $1.12 Million Holdings in United Parcel Service, Inc. $UPS

Sky Investment Group LLC lessened its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 34.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,295 shares of the transportation company’s stock after selling 5,949 shares during the quarter. Sky Investment Group LLC’s holdings in United Parcel Service were worth $1,120,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Vanguard Group Inc. increased its position in shares of United Parcel Service by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 67,277,988 shares of the transportation company’s stock worth $5,619,730,000 after purchasing an additional 372,850 shares in the last quarter. State Street Corp boosted its position in United Parcel Service by 0.9% in the third quarter. State Street Corp now owns 31,063,250 shares of the transportation company’s stock valued at $2,594,713,000 after buying an additional 288,720 shares in the last quarter. Norges Bank bought a new stake in United Parcel Service during the second quarter worth about $851,842,000. Victory Capital Management Inc. grew its stake in United Parcel Service by 10.5% during the third quarter. Victory Capital Management Inc. now owns 7,991,490 shares of the transportation company’s stock worth $667,109,000 after buying an additional 761,217 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in shares of United Parcel Service by 17.3% during the third quarter. Invesco Ltd. now owns 6,724,265 shares of the transportation company’s stock worth $561,678,000 after buying an additional 993,461 shares in the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on UPS shares. Jefferies Financial Group lifted their target price on shares of United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft increased their price target on United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Truist Financial lifted their price objective on United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. BMO Capital Markets boosted their price objective on United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research note on Wednesday, January 28th. Finally, Stifel Nicolaus increased their target price on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $113.67.

Insider Activity

In other 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 document filed with the SEC, which is accessible through the SEC website. 0.13% of the stock is owned by company insiders.

United Parcel Service Price Performance

UPS opened at $94.78 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22. The stock has a market capitalization of $80.47 billion, a P/E ratio of 14.45, a price-to-earnings-growth ratio of 1.49 and a beta of 1.08. The company’s 50 day simple moving average is $108.17 and its 200-day simple moving average is $98.74. United Parcel Service, Inc. has a one year low of $82.00 and a one year high of $122.41.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm had revenue of $24.48 billion during the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter in the previous year, the company posted $2.75 EPS. United Parcel Service’s revenue was down 3.2% on a year-over-year basis. Sell-side analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were given a dividend of $1.64 per share. The ex-dividend date was Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.9%. United Parcel Service’s payout ratio is presently 100.00%.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: UPS opened its largest Asia‑Pacific logistics hub — a nearly $100M, highly automated center the company says doubles capacity and boosts productivity for the region, supporting long‑term revenue growth and network efficiency. UPS Boosts Its Presence in Asia Pacific With New Logistics Center
• Positive Sentiment: A report highlights a new distribution center in Taiwan that UPS calls the “crown jewel” of its Asia‑Pacific network, which management will point to as evidence of improving capacity and automation that can lift margins over time. New UPS distribution center in Taiwan doubles capacity, productivity
• Positive Sentiment: Optimistic analyst/opinion pieces argue UPS is a value play and that current headwinds may turn to tailwinds, supporting a buy-case for longer‑term investors if execution on cost and pricing holds. Buy UPS. Better Days Await the Stock.
• Neutral Sentiment: Coverage assessing UPS valuation concludes shares are trading near “narrative fair value” after recent declines — useful context for investors weighing whether the pullback reflects fundamentals or sentiment. Assessing United Parcel Service (UPS) Valuation As Shares Hover Near Narrative Fair Value
• Neutral Sentiment: Analyst/trending stock writeups (Zacks) and broader market notes explain why UPS is on screens — they summarize recent fundamentals, valuation, and investor interest but contain mixed near‑term implications. Here is What to Know Beyond Why United Parcel Service, Inc. (UPS) is a Trending Stock
• Neutral Sentiment: Macro labor/tech headlines (e.g., layoffs at Meta/Epic) are background for the market but are not direct drivers for UPS operationally; they can, however, influence overall risk appetite. Job cuts at Meta, Epic Games, but new unemployment claims hold steady
• Negative Sentiment: UPS withdrew a voluntary driver buyout/separation option in 13 states after Teamsters challenges and multiple grievances — a sign of tougher labor dynamics that raise uncertainty around future headcount, cost control and margin improvement. UPS retracts driver buyout option in 13 states under union pressure
• Negative Sentiment: Commentary questions whether the retreat on driver buyouts forces UPS to rethink its efficiency and margin strategy — investors worry this could delay cost savings and weigh on EPS trajectory. Should UPS’s (UPS) Driver Buyout Retreat Prompt a Rethink of Its Efficiency and Margin Strategy?
• Negative Sentiment: Rising transport costs prompted the U.S. Postal Service to plan an 8% fuel surcharge on parcels — a reminder that fuel inflation is back on the industry cost agenda and could pressure UPS margins if not fully passed through. Postal Service to Impose Its First-Ever Fuel Surcharge on Packages

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.