AustralianSuper Pty Ltd Lowers Stock Position in United Parcel Service, Inc. $UPS

AustralianSuper Pty Ltd decreased its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 31.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 53,002 shares of the transportation company’s stock after selling 24,769 shares during the period. AustralianSuper Pty Ltd’s holdings in United Parcel Service were worth $4,427,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Evelyn Partners Investment Management Europe Ltd lifted its position in shares of United Parcel Service by 110.1% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after acquiring an additional 131 shares during the period. Mid American Wealth Advisory Group Inc. purchased a new position in United Parcel Service during the second quarter worth $26,000. Twin Peaks Wealth Advisors LLC purchased a new stake in United Parcel Service during the 2nd quarter worth about $34,000. RMG Wealth Management LLC purchased a new position in United Parcel Service in the 2nd quarter valued at about $34,000. Finally, FNY Investment Advisers LLC acquired a new stake in shares of United Parcel Service during the 2nd quarter worth about $34,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

United Parcel Service Stock Up 0.1%

Shares of NYSE UPS opened at $106.14 on Friday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $123.70. The stock’s 50-day simple moving average is $101.76 and its 200-day simple moving average is $93.60. The firm has a market cap of $90.05 billion, a price-to-earnings ratio of 16.18, a PEG ratio of 1.66 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm had revenue of $24.50 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same quarter in the prior year, the business posted $2.75 earnings per share. United Parcel Service’s revenue for the quarter was down 3.2% on a year-over-year basis. As a group, equities analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

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

Insider Activity

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’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 SEC, which can be accessed through this link. Company insiders own 0.13% of the company’s stock.

Trending Headlines about 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

A number of brokerages recently issued reports on UPS. Weiss Ratings restated a “sell (d+)” rating on shares of United Parcel Service in a research report on Wednesday, January 21st. Stephens lifted their target price on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday. Stifel Nicolaus lifted their price target on shares of United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a research report on Wednesday. Susquehanna upped their price target on shares of United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Finally, HSBC upgraded United Parcel Service from a “hold” rating to a “buy” rating in a report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $113.67.

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.