6,636 Shares in United Parcel Service, Inc. $UPS Acquired by Perfromance Wealth Partners LLC

Perfromance Wealth Partners LLC bought a new position in United Parcel Service, Inc. (NYSE:UPS) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 6,636 shares of the transportation company’s stock, valued at approximately $658,000.

Other hedge funds also recently bought and sold shares of the company. Salzhauer Michael bought a new stake in United Parcel Service in the 3rd quarter worth approximately $31,000. Physician Wealth Advisors Inc. increased its stake in United Parcel Service by 76.5% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after purchasing an additional 163 shares during the period. Avion Wealth increased its stake in United Parcel Service by 284.1% in the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after purchasing an additional 321 shares during the period. Winch Advisory Services LLC increased its stake in United Parcel Service by 37.3% in the 3rd quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock worth $38,000 after purchasing an additional 124 shares during the period. Finally, WPG Advisers LLC increased its stake in United Parcel Service by 47.7% in the 3rd quarter. WPG Advisers LLC now owns 486 shares of the transportation company’s stock worth $41,000 after purchasing an additional 157 shares during the period. Institutional investors own 60.26% of the company’s stock.

United Parcel Service Price Performance

Shares of UPS stock opened at $97.56 on Wednesday. The stock has a market cap of $82.84 billion, a price-to-earnings ratio of 14.87, a PEG ratio of 1.54 and a beta of 1.12. The business’s fifty day moving average is $106.74 and its 200 day moving average is $99.48. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. The company had revenue of $24.48 billion for the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm’s revenue for the quarter was down 3.2% on a year-over-year basis. During the same period in the prior year, the firm earned $2.75 earnings per share. Research analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were issued a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.7%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s payout ratio is 100.00%.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Citigroup cut its price target slightly to $118 but kept a “buy” rating, implying roughly 21% upside from the current share price — a supportive analyst voice that can lift sentiment. Benzinga
• Neutral Sentiment: FedEx’s recent rally (shares up materially in the past quarter) highlights sector moves that could influence market comparisons for UPS, but it’s not direct company-specific news for UPS. FedEx Stock Rises 16.2% in 3 Months
• Neutral Sentiment: An AI data-center energy storage market report is not UPS-specific and is unlikely to move UPS shares materially; included here as broader macro/sector context. AI Data Center Energy Storage Market Outlook
• Negative Sentiment: UPS reached a settlement with the Teamsters that caps voluntary driver buyouts at 7,500 and limits severance offers; while the deal removes labor uncertainty, it constrains UPS’s ability to reduce headcount and capture near-term margin savings. UPS, Teamsters reach settlement that caps driver severance offers
• Negative Sentiment: Bank of America trimmed its price target (to $105) and highlighted the settlement’s impact on the path to margin recovery — another downward revision that can weigh on the stock. UPS Price Target Trimmed to $105 by BofA
• Negative Sentiment: Diesel prices have jumped sharply amid geopolitical tensions, pushing trucking surcharges to their highest levels since 2022 — this increases operating costs for UPS and pressures near-term margins. Diesel Prices Jump Nearly 50%
• Negative Sentiment: An analyst piece warns that macroeconomic headwinds for capital-intensive couriers are rising, underscoring demand and cost risks for UPS going forward. Should Investors Buy UPS Stock Today?

Insider Buying and Selling

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 0.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. TD Cowen lifted their price target on United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. BMO Capital Markets lifted their price target on United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research note on Wednesday, January 28th. Susquehanna boosted their price target on United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. Deutsche Bank Aktiengesellschaft upped their price target on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Finally, BNP Paribas Exane cut United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price on the stock. in a research note on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $113.60.

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.