Naples Global Advisors LLC Trims Stock Position in United Parcel Service, Inc. $UPS

Naples Global Advisors LLC trimmed its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 10.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 42,107 shares of the transportation company’s stock after selling 5,061 shares during the quarter. Naples Global Advisors LLC’s holdings in United Parcel Service were worth $3,517,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Strs Ohio grew its holdings in United Parcel Service by 29.8% during the third quarter. Strs Ohio now owns 492,025 shares of the transportation company’s stock valued at $41,099,000 after purchasing an additional 112,911 shares during the period. New Wave Wealth Advisors LLC bought a new position in shares of United Parcel Service in the third quarter worth about $302,000. Leelyn Smith LLC lifted its position in shares of United Parcel Service by 12.0% during the 3rd quarter. Leelyn Smith LLC now owns 26,058 shares of the transportation company’s stock valued at $2,177,000 after buying an additional 2,801 shares in the last quarter. Covestor Ltd increased its holdings in United Parcel Service by 38.1% in the 3rd quarter. Covestor Ltd now owns 1,947 shares of the transportation company’s stock worth $163,000 after acquiring an additional 537 shares in the last quarter. Finally, BIP Wealth LLC lifted its holdings in United Parcel Service by 9.6% during the third quarter. BIP Wealth LLC now owns 3,052 shares of the transportation company’s stock valued at $255,000 after purchasing an additional 268 shares in the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

United Parcel Service Trading Up 0.8%

NYSE UPS opened at $109.34 on Friday. The company has a fifty day moving average of $100.23 and a 200 day moving average of $93.40. The company has a market capitalization of $92.76 billion, a PE ratio of 16.90, a P/E/G ratio of 2.35 and a beta of 1.11. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.30 and a quick ratio of 1.30. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $136.99.

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

United Parcel Service Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Monday, November 17th were given a dividend of $1.64 per share. The ex-dividend date was Monday, November 17th. This represents a $6.56 dividend on an annualized basis and a yield of 6.0%. United Parcel Service’s dividend payout ratio is currently 101.39%.

Analyst Ratings Changes

Several analysts have recently commented on UPS shares. Stifel Nicolaus raised their price objective on shares of United Parcel Service from $110.00 to $112.00 and gave the company a “buy” rating in a research report on Tuesday, December 16th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of United Parcel Service in a research note on Wednesday. Truist Financial raised their target price on shares of United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Evercore ISI increased their price objective on United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a research note on Wednesday. Finally, JPMorgan Chase & Co. lifted their price objective on United Parcel Service from $97.00 to $99.00 and gave the company a “neutral” rating in a report on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fifteen have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $111.84.

United Parcel Service News Summary

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

• Positive Sentiment: Analysts and brokers are turning more constructive — Evercore ISI raised its price target to $113 (in-line rating) and Susquehanna published a bullish price-appreciation forecast, supporting upside sentiment for UPS. Benzinga: Evercore PT raise
• Positive Sentiment: Industry tailwinds for air-freight and cargo and shareholder-friendly moves (cost cuts, efficiency programs) position UPS to capture higher-margin logistics demand versus low-margin parcel volumes. This narrative supports multiple bullish pieces calling UPS a recovery/turnaround candidate. 3 Air-Freight & Cargo Stocks to Monitor in a Prosperous Industry
• Positive Sentiment: Bullish retail commentary and long-term performance retrospectives (Seeking Alpha, The Motley Fool/Yahoo summaries) are reinforcing investor confidence in UPS’s improving revenue quality and delivery-network efficiency. United Parcel Services: Valuation, Fundamentals, And Technicals Are Unitedly Buy
• Neutral Sentiment: Market focus on Q4 results and key metrics: Zacks compiled Wall Street estimates and scenarios — investors are positioning ahead of earnings to see whether top- and bottom-line beats validate the turnaround. Earnings execution will likely move the stock next. Unveiling UPS Q4 Outlook: Wall Street Estimates
• Neutral Sentiment: Strategic shift away from Amazon toward higher‑margin logistics is getting attention — it should lift margins over time but may require near-term execution and reinvestment; some investors view this as reason to reassess positioning. Should UPS’s Shift Away From Amazon Toward Higher-Margin Logistics Require Action From United Parcel Service (UPS) Investors?
• Negative Sentiment: Labor reductions and restructuring remain a headline risk — reporting indicates UPS will have eliminated tens of thousands of jobs through early 2026, which cuts costs but raises operational and reputational risk. UPS will have eliminated at least 68,000 jobs through early 2026
• Negative Sentiment: Legal/liability overhang — UPS negotiated a class settlement in a paid military leave lawsuit, creating a near-term cash/reserve consideration and a reminder of employment-related litigation exposure. UPS Negotiates Class Settlement in Paid Military Leave Lawsuit

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.