Winnow Wealth LLC Decreases Position in United Parcel Service, Inc. $UPS

Winnow Wealth LLC trimmed its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 97.8% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 332 shares of the transportation company’s stock after selling 14,505 shares during the period. Winnow Wealth LLC’s holdings in United Parcel Service were worth $28,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in UPS. Cornerstone Wealth Management LLC raised its stake in United Parcel Service by 9.5% in the third quarter. Cornerstone Wealth Management LLC now owns 16,225 shares of the transportation company’s stock valued at $1,355,000 after buying an additional 1,411 shares during the last quarter. Townsquare Capital LLC increased its holdings in shares of United Parcel Service by 14.9% during the third quarter. Townsquare Capital LLC now owns 51,775 shares of the transportation company’s stock valued at $4,325,000 after acquiring an additional 6,708 shares in the last quarter. Argent Advisors Inc. raised its position in shares of United Parcel Service by 2.2% in the 3rd quarter. Argent Advisors Inc. now owns 16,553 shares of the transportation company’s stock valued at $1,383,000 after purchasing an additional 357 shares during the last quarter. Golden State Wealth Management LLC boosted its stake in United Parcel Service by 93.3% in the 3rd quarter. Golden State Wealth Management LLC now owns 2,614 shares of the transportation company’s stock worth $218,000 after purchasing an additional 1,262 shares in the last quarter. Finally, Foundations Investment Advisors LLC grew its position in United Parcel Service by 3.6% during the 3rd quarter. Foundations Investment Advisors LLC now owns 20,125 shares of the transportation company’s stock worth $1,681,000 after purchasing an additional 698 shares during the last quarter. 60.26% of the stock is owned by institutional investors and hedge funds.

United Parcel Service News Summary

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

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.13% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on UPS. UBS Group lifted their price objective on shares of United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday. Stephens lifted their price target on United Parcel Service from $113.00 to $115.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Truist Financial boosted their price target on United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday. BMO Capital Markets raised their price objective on United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research note on Wednesday. Finally, BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price on the stock. in a research report on Tuesday, January 13th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $113.67.

United Parcel Service Trading Up 0.1%

Shares of NYSE:UPS opened at $106.14 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $123.70. The business has a 50 day moving average of $101.76 and a two-hundred day moving average of $93.56. The company has a market capitalization of $90.05 billion, a PE ratio of 16.18, a PEG ratio of 1.66 and a beta of 1.11.

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

United Parcel Service Dividend Announcement

The company 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 $1.64 dividend. The ex-dividend date 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 is 100.00%.

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.