Great Lakes Advisors LLC Makes New $2.99 Million Investment in United Parcel Service, Inc. $UPS

Great Lakes Advisors LLC bought a new position in shares of United Parcel Service, Inc. (NYSE:UPS) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 27,793 shares of the transportation company’s stock, valued at approximately $2,988,000.

A number of other hedge funds also recently added to or reduced their stakes in UPS. Foster & Motley Inc. purchased a new position in United Parcel Service in the second quarter valued at $368,000. Trust Co. of Vermont acquired a new stake in United Parcel Service in the 2nd quarter valued at about $478,000. Orca Investment Management LLC purchased a new position in shares of United Parcel Service in the 2nd quarter valued at about $1,689,000. Stoneridge Investment Partners LLC purchased a new position in shares of United Parcel Service in the 2nd quarter valued at about $734,000. Finally, Wedge Capital Management L L P NC grew its position in shares of United Parcel Service by 5.0% during the second quarter. Wedge Capital Management L L P NC now owns 120,800 shares of the transportation company’s stock worth $12,986,000 after buying an additional 5,774 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

UPS has been the topic of several analyst reports. Stifel Nicolaus raised their target price on shares of United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Susquehanna boosted their price target on shares of United Parcel Service from $118.00 to $120.00 and gave the stock a “neutral” rating in a report on Wednesday, July 29th. BMO Capital Markets raised their price objective on shares of United Parcel Service from $110.00 to $115.00 and gave the company a “market perform” rating in a report on Wednesday, July 29th. Citigroup lifted their price objective on shares of United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Finally, UBS Group boosted their target price on shares of United Parcel Service from $123.00 to $124.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and a consensus target price of $117.41.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Higher long-term earnings expectations: Zacks Research raised its FY2026 EPS estimate to $7.22 from $7.16, FY2027 to $7.55 from $7.37, and FY2028 to $7.69 from $7.44. Estimates were also increased for several upcoming quarters, suggesting analysts see potential for improving profitability beyond the near term.
• Positive Sentiment: Asia-Pacific capacity expansion: UPS received U.S. approval to transfer six Hong Kong flying rights to Clark International Airport in the Philippines. The move could expand capacity across regional trade lanes and support future parcel and freight growth. UPS wins approval to shift Hong Kong flying rights
• Neutral Sentiment: Valuation remains a debate: Commentary notes that UPS shares trade at a discount after a steep five-year decline, with valuation potentially offering downside support. However, investors remain focused on whether earnings and cash flow can recover enough to justify a re-rating. UPS valuation analysis UPS stock trades at a discount
• Negative Sentiment: Amazon relationship is the key overhang: UPS is phasing out most of its last-mile delivery services for Amazon. While the decision may improve margins by reducing reliance on a large, lower-margin customer, it creates a significant near-term volume and revenue risk and raises questions about how quickly UPS can replace the business. UPS is walking away from Amazon
• Negative Sentiment: Near-term estimates are uneven: Zacks cut its Q3 2026 EPS forecast to $1.60 from $1.82, signaling potential softness before the projected longer-term recovery. This near-term earnings concern likely limits the benefit from the broader upward estimate revisions.

United Parcel Service Stock Down 0.2%

Shares of NYSE:UPS opened at $102.69 on Friday. The firm has a 50 day simple moving average of $108.52 and a 200-day simple moving average of $106.41. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The company has a current ratio of 1.18, a quick ratio of 1.18 and a debt-to-equity ratio of 1.58. The company has a market capitalization of $87.37 billion, a PE ratio of 19.09, a P/E/G ratio of 1.86 and a beta of 1.06.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, beating 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 for the quarter, compared to the consensus estimate of $21.86 billion. During the same period last year, the firm 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. On average, equities analysts predict that United Parcel Service, Inc. will post 7.22 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th will be issued a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.4%. The ex-dividend date of this dividend is Monday, August 17th. United Parcel Service’s payout ratio is presently 121.93%.

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.