Vestmark Advisory Solutions Inc. acquired a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 6,202 shares of the transportation company’s stock, valued at approximately $518,000.
A number of other hedge funds and other institutional investors have also recently modified their holdings of UPS. Evelyn Partners Investment Management Europe Ltd raised its stake in United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 131 shares in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of United Parcel Service during the 2nd quarter valued at about $34,000. Salzhauer Michael bought a new position in shares of United Parcel Service in the 3rd quarter valued at about $31,000. Physician Wealth Advisors Inc. grew its position in United Parcel Service by 76.5% in the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after acquiring an additional 163 shares in the last quarter. Finally, Avion Wealth increased its stake in United Parcel Service by 284.1% during the third quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after acquiring an additional 321 shares during the last quarter. 60.26% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of equities analysts have recently commented on the company. Bank of America upgraded United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 target price for the company in a report on Friday, January 9th. TD Cowen lifted their price objective on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. increased their target price on shares of United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a research note on Wednesday, January 28th. Stifel Nicolaus lifted their price target on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Finally, Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and a consensus price target of $113.67.
United Parcel Service News Summary
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: UPS reported a quarterly earnings beat and the stock has rallied since that report, supporting a view that near‑term fundamentals can improve. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
- Positive Sentiment: UPS’s Louisville hub is now the world’s largest express air cargo hub, strengthening network capacity and competitive positioning versus FedEx. UPS facility overtakes FedEx as world’s largest express air cargo hub
- Positive Sentiment: Growth in the cargo aircraft charter market and broader e‑commerce logistics tailwinds could expand demand for UPS’s air/logistics services. Cargo Aircraft Charter Service Industry Report 2026-2035
- Neutral Sentiment: Competitors (and shippers seeking alternatives) are improving features and coverage, which could pressure pricing or share if UPS doesn’t match service changes. 3 ways FedEx, UPS competitors are leveling up in 2026
- Neutral Sentiment: Macro labor data show only modest increases in initial jobless claims; not a direct UPS issue but relevant to consumer demand and labor market dynamics. US filings for jobless aid rise modestly to 212,000
- Negative Sentiment: A U.S. court allowed UPS to proceed with a driver buyout program and UPS has begun notifying drivers; the broader restructuring includes plans to close union‑staffed sortation centers and possible cuts up to ~30,000 roles — a move that increases short‑term execution, legal and labor‑relation risk even if intended to improve margins. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
- Negative Sentiment: Related: UPS has started notifying delivery drivers about voluntary buyouts — this amplifies the near‑term uncertainty about staffing, service levels and potential contract disputes. UPS begins notifying delivery drivers about optional buyout program
- Negative Sentiment: Legal exposure: a wrongful‑death suit was filed after last November’s UPS aircraft crash, adding litigation risk and potential reputational impact. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
- Negative Sentiment: MarketWatch flagged that UPS underperformed peers on Wednesday, reflecting investor concern about the combination of restructuring uncertainty and competitive pressure. United Parcel Service Inc. Cl B stock underperforms Wednesday
United Parcel Service Trading Down 0.7%
Shares of UPS opened at $115.85 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22. The firm has a market capitalization of $98.29 billion, a price-to-earnings ratio of 17.66, a PEG ratio of 1.85 and a beta of 1.11. The company has a 50-day moving average of $109.25 and a 200 day moving average of $96.74. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $123.70.
United Parcel Service (NYSE:UPS – Get Free Report) last posted its quarterly 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. The firm had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company’s revenue was down 3.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.75 earnings per share. On average, research analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current year.
United Parcel Service Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 5.7%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s payout ratio is presently 100.00%.
Insiders Place Their Bets
In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.13% of the stock is currently owned by company insiders.
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.
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