United Parcel Service, Inc. $UPS Shares Bought by Edgestream Partners L.P.

Edgestream Partners L.P. lifted its holdings in United Parcel Service, Inc. (NYSE:UPS) by 108.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 45,978 shares of the transportation company’s stock after acquiring an additional 23,906 shares during the quarter. Edgestream Partners L.P.’s holdings in United Parcel Service were worth $4,523,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Kentucky Retirement Systems lifted its stake in United Parcel Service by 28.1% during the first quarter. Kentucky Retirement Systems now owns 59,017 shares of the transportation company’s stock valued at $6,202,000 after purchasing an additional 12,934 shares during the last quarter. Cassady Wealth & Retirement Planning LLC acquired a new position in United Parcel Service in the first quarter worth approximately $204,000. Lodge Hill Capital LLC acquired a new position in United Parcel Service in the first quarter worth approximately $10,330,000. Centaurus Financial Inc. increased its holdings in shares of United Parcel Service by 13.4% in the first quarter. Centaurus Financial Inc. now owns 30,233 shares of the transportation company’s stock valued at $2,974,000 after buying an additional 3,569 shares in the last quarter. Finally, Bull Harbor Capital LLC bought a new position in shares of United Parcel Service in the first quarter valued at $1,373,000. 60.26% of the stock is currently owned by institutional investors.

United Parcel Service Stock Down 1.0%

UPS stock opened at $104.25 on Friday. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.18 and a quick ratio of 1.21. The firm has a market capitalization of $88.62 billion, a P/E ratio of 19.38, a P/E/G ratio of 1.90 and a beta of 1.05. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $122.41. The company’s 50 day simple moving average is $109.12 and its 200-day simple moving average is $106.66.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, topping analysts’ consensus estimates of $1.65 by $0.11. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The firm had revenue of $22.83 billion during the quarter, compared to analyst estimates of $21.86 billion. During the same quarter last year, the business posted $1.55 EPS. The company’s revenue was up 7.6% on a year-over-year basis. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, equities research analysts anticipate that United Parcel Service, Inc. will post 7.21 EPS for the current year.

United Parcel Service Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were issued a $1.64 dividend. The ex-dividend date was Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.3%. United Parcel Service’s dividend payout ratio is presently 121.93%.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on UPS. Weiss Ratings upgraded United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, July 10th. Citigroup boosted their target price on United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Citizens Jmp initiated coverage on United Parcel Service in a report on Wednesday, July 15th. They set a “market perform” rating for the company. Evercore reduced their target price on United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a report on Wednesday, April 22nd. Finally, Stephens decreased their price target on United Parcel Service from $135.00 to $130.00 and set an “overweight” rating for the company in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $117.41.

Key United Parcel Service News

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

• Positive Sentiment: Strong quarterly results and higher outlook: UPS reported second-quarter earnings of $1.76 per share, above the $1.65 consensus estimate, while revenue reached $22.83 billion versus expectations of $21.86 billion. Revenue increased 7.6% year over year, and the company raised its full-year outlook. UPS posts strong Q2 2026 results, raises full-year outlook
• Positive Sentiment: Improving business mix: UPS said the China-to-U.S. trade lane has returned to growth, its 18-month reduction in Amazon volumes is complete, and higher-margin freight is gaining traction. These developments could support margins and reduce uncertainty around the company’s business restructuring. UPS Says China-to-US Trade Lane Has Returned to Growth
• Positive Sentiment: Analyst price-target support: BMO Capital Markets raised its UPS target to $115, while Susquehanna increased its target to $120. Stifel, UBS and Oppenheimer also issued forecasts indicating potential appreciation. BMO raises UPS price target Stifel forecast
• Positive Sentiment: Small-business growth initiative: New digital tools for pickup management, label creation and mobile shipping could help UPS attract small-business customers and gain market share over time. UPS digital tools for small businesses
• Neutral Sentiment: Analyst views remain divided: While several firms see upside, Stephens issued a pessimistic forecast, highlighting uncertainty around the pace of the recovery. Stephens pessimistic forecast
• Negative Sentiment: Dividend and cash-flow concerns: A recent comparison with FedEx noted that UPS’s dividend consumed nearly all of its adjusted free cash flow last year, raising concerns about dividend sustainability and financial flexibility. UPS versus FedEx dividend analysis

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.