Woodmont Investment Counsel LLC Reduces Stake in United Parcel Service, Inc. $UPS

Woodmont Investment Counsel LLC cut its stake in United Parcel Service, Inc. (NYSE:UPS) by 38.0% in the third quarter, Holdings Channel reports. The fund owned 16,244 shares of the transportation company’s stock after selling 9,952 shares during the period. Woodmont Investment Counsel LLC’s holdings in United Parcel Service were worth $1,357,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of UPS. Cornerstone Wealth Group LLC raised its position in shares of United Parcel Service by 3.9% during the 2nd quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock valued at $258,000 after buying an additional 97 shares during the period. CFS Investment Advisory Services LLC increased its stake in United Parcel Service by 2.6% during the third quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock worth $372,000 after acquiring an additional 108 shares during the last quarter. Richwood Investment Advisors LLC raised its position in United Parcel Service by 1.9% in the second quarter. Richwood Investment Advisors LLC now owns 6,089 shares of the transportation company’s stock valued at $615,000 after purchasing an additional 115 shares during the period. MSH Capital Advisors LLC lifted its stake in shares of United Parcel Service by 1.4% in the 2nd quarter. MSH Capital Advisors LLC now owns 8,088 shares of the transportation company’s stock valued at $816,000 after purchasing an additional 115 shares during the last quarter. Finally, Wealth Advisory Solutions LLC lifted its position in United Parcel Service by 2.3% in the third quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company’s stock valued at $431,000 after buying an additional 118 shares during the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Insider Buying and Selling at United Parcel Service

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.13% of the stock is currently owned by corporate insiders.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

Analyst Ratings Changes

Several research firms recently issued reports on UPS. Jefferies Financial Group increased their target price on United Parcel Service from $115.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Wells Fargo & Company increased their target price on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Oppenheimer boosted their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Stephens upped their price objective on United Parcel Service from $113.00 to $115.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. Finally, Hsbc Global Res upgraded United Parcel Service from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, United Parcel Service presently has a consensus rating of “Hold” and a consensus price target of $113.67.

United Parcel Service Stock Up 0.1%

Shares of NYSE UPS opened at $106.14 on Monday. The business has a 50-day moving average of $101.76 and a two-hundred day moving average of $93.52. The company has a market capitalization of $90.05 billion, a price-to-earnings ratio of 16.18, a price-to-earnings-growth ratio of 1.67 and a beta of 1.11. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $123.70. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30.

United Parcel Service (NYSE:UPS) last issued its earnings results 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. The business had revenue of $24.50 billion for the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business’s quarterly revenue was down 3.2% on a year-over-year basis. During the same quarter last year, the company earned $2.75 EPS. On average, analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be given a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a yield of 6.2%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

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.