Kesler Norman & Wride LLC Has $2.52 Million Stock Position in United Parcel Service, Inc. $UPS

Kesler Norman & Wride LLC boosted its holdings in United Parcel Service, Inc. (NYSE:UPS) by 1,376.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 30,119 shares of the transportation company’s stock after purchasing an additional 28,079 shares during the quarter. Kesler Norman & Wride LLC’s holdings in United Parcel Service were worth $2,516,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of UPS. Brighton Jones LLC increased its stake in United Parcel Service by 63.8% in the fourth quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock valued at $1,529,000 after purchasing an additional 4,723 shares in the last quarter. Caxton Associates LLP acquired a new stake in shares of United Parcel Service in the 1st quarter valued at about $363,000. MBB Public Markets I LLC acquired a new stake in shares of United Parcel Service in the 1st quarter valued at about $297,000. Plato Investment Management Ltd increased its position in United Parcel Service by 76.6% in the 1st quarter. Plato Investment Management Ltd now owns 4,889 shares of the transportation company’s stock valued at $544,000 after buying an additional 2,121 shares in the last quarter. Finally, Flaharty Asset Management LLC acquired a new position in United Parcel Service during the 1st quarter worth approximately $33,000. 60.26% of the stock is currently owned by institutional investors.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Sanford C. Bernstein raised its price target to $125 and moved to an “outperform” rating, implying meaningful upside and lending buy-side momentum. Read More.
• Positive Sentiment: Citigroup increased its target from $120 to $126 and kept a “buy” rating — another bullish signal from a major bank reinforcing upside expectations. Read More. Read More.
• Positive Sentiment: UBS lifted its price target to $116, adding to the string of upward revisions that support a higher consensus valuation. Read More.
• Positive Sentiment: Bank of America upgraded UPS from “underperform” to “neutral” with a $114 target — a defensive-to-stable move that reduces one source of selling pressure. Read More.
• Positive Sentiment: Recent earnings showed a margin-focused beat (“Efficiency Reimagined”), which drove a sharp post-earnings rally and underpins analyst optimism about sustained profitability improvements. Read More.
• Neutral Sentiment: Wolfe Research maintained a “peer perform” rating — neutral coverage that suggests expectations are balanced among some institutional analysts. Read More. Read More.
• Neutral Sentiment: Market commentary and pieces asking whether to “revisit UPS” after recent weakness provide context for investors weighing valuation vs. near-term risks. Read More.
• Neutral Sentiment: Coverage noting UPS’s inclusion in wide-moat / large-cap ETFs (e.g., MOAT) can support demand from passive and factor funds but is a slower, less direct catalyst. Read More.
• Neutral Sentiment: Macro commentary (Fed rate-cut debate) is being watched as it could lift cyclicals and dividend stocks, but the net effect on UPS depends on broader economic activity and shipping volumes. Read More.

United Parcel Service Trading Up 1.1%

NYSE:UPS opened at $108.11 on Friday. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $136.99. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 1.50. The firm’s 50 day moving average is $97.86 and its 200 day moving average is $93.08. The stock has a market capitalization of $91.72 billion, a PE ratio of 16.71, a price-to-earnings-growth ratio of 2.42 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, topping the consensus estimate of $1.31 by $0.43. The company had revenue of $21.42 billion during the quarter, compared to the consensus estimate of $20.94 billion. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The firm’s quarterly revenue was down 3.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.76 EPS. Sell-side analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 4th. Investors of record on Monday, November 17th were issued a $1.64 dividend. The ex-dividend date of this dividend was Monday, November 17th. This represents a $6.56 annualized dividend and a yield of 6.1%. United Parcel Service’s dividend payout ratio (DPR) is 101.39%.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on UPS shares. Citigroup increased their target price on United Parcel Service from $120.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a research note on Thursday. Stephens upgraded United Parcel Service to a “hold” rating in a report on Wednesday, October 29th. BMO Capital Markets restated a “market perform” rating and set a $96.00 price objective (down from $125.00) on shares of United Parcel Service in a research note on Friday, September 19th. Finally, JPMorgan Chase & Co. upped their target price on shares of United Parcel Service from $85.00 to $97.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eighteen have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and a consensus price target of $111.82.

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.