United Parcel Service, Inc. $UPS Stake Decreased by WestEnd Advisors LLC

WestEnd Advisors LLC reduced its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 13.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 328,553 shares of the transportation company’s stock after selling 51,016 shares during the quarter. WestEnd Advisors LLC’s holdings in United Parcel Service were worth $30,700,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of the business. Wellington Management Group LLP increased its holdings in United Parcel Service by 262.7% in the 2nd quarter. Wellington Management Group LLP now owns 3,046,707 shares of the transportation company’s stock worth $327,521,000 after buying an additional 2,206,666 shares in the last quarter. Bank of America Corp DE lifted its stake in United Parcel Service by 23.3% during the 1st quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company’s stock valued at $957,053,000 after acquiring an additional 1,836,651 shares during the period. Manning & Napier Advisors LLC bought a new position in United Parcel Service during the 2nd quarter valued at about $192,304,000. Cullen Capital Management LLC bought a new position in United Parcel Service during the 2nd quarter valued at about $178,071,000. Finally, First Trust Advisors LP lifted its stake in United Parcel Service by 37.4% during the 1st quarter. First Trust Advisors LP now owns 3,631,133 shares of the transportation company’s stock valued at $357,231,000 after acquiring an additional 988,442 shares during the period. 60.26% of the stock is owned by hedge funds and other institutional investors.

Key United Parcel Service News

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 6.9% year over year to approximately $22.9 billion, while adjusted earnings per share reached $1.69, above the roughly $1.62–$1.63 analyst consensus. Adjusted operating profit was $2.1 billion. UPS beats quarterly expectations, raises full-year guidance again
• Positive Sentiment: Full-year guidance was raised again: UPS now expects about $92.6 billion in 2026 revenue and $8.75 billion in operating profit. Adjusted full-year EPS guidance increased to $7.28 from $7.22, above the $7.19 analyst estimate. UPS expects $92.6B 2026 revenue as it raises operating profit outlook to $8.75B
• Positive Sentiment: Improving mix is supporting margins: Higher-paying international air shipments, premium healthcare logistics and data-center construction helped offset the planned reduction in lower-margin Amazon deliveries. Management said holiday revenue and profit should improve even with slightly lower package volume. UPS raises annual forecasts as higher-paying shipments boost margin
• Positive Sentiment: Cash generation and pricing provide additional support: Free cash flow reportedly increased 53.8%, and UPS plans a 5.9% average rate increase effective December 21, which could help offset cost pressures. United Parcel Service Q3 Earnings Beat on Pricing, 2026 Outlook Raised
• Neutral Sentiment: Reported earnings included impairment charges: GAAP diluted EPS was $1.37, below the $1.69 adjusted figure, reflecting goodwill and asset impairment charges. The charges reduce reported profitability but appear largely separate from the improved operating outlook. UPS Reports Goodwill and Asset Impairment Charges

United Parcel Service Stock Performance

Shares of UPS opened at $106.43 on Wednesday. The business has a 50-day simple moving average of $98.92 and a two-hundred day simple moving average of $104.64. United Parcel Service, Inc. has a 52 week low of $90.84 and a 52 week high of $122.41.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, October 27th. The transportation company reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.07. The company had revenue of $22.90 billion for the quarter, compared to analysts’ expectations of $22.27 billion. During the same period in the previous year, the firm earned $1.74 earnings per share. The firm’s quarterly revenue was up 6.9% on a year-over-year basis. Analysts forecast that United Parcel Service, Inc. will post 7.19 EPS for the current year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Monday, August 17th were issued a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.2%. The ex-dividend date of this dividend was Monday, August 17th.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on UPS shares. The Goldman Sachs Group raised their price target on shares of United Parcel Service from $128.00 to $132.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Truist Financial decreased their price objective on shares of United Parcel Service from $130.00 to $115.00 and set a “buy” rating for the company in a report on Wednesday, October 7th. Stephens lowered their price objective on shares of United Parcel Service from $135.00 to $130.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 29th. Susquehanna increased their price objective on shares of United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Finally, BNP Paribas Exane dropped their target price on shares of United Parcel Service from $90.00 to $85.00 and set an “underperform” rating on the stock in a report on Wednesday, September 30th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and an average price target of $115.70.

United Parcel Service Company Profile

United Parcel Service, Inc (NYSE: UPS) is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.