Caprock Group LLC Invests $1.71 Million in United Parcel Service, Inc. $UPS

Caprock Group LLC bought a new stake in shares of United Parcel Service, Inc. (NYSE:UPS) during the third quarter, Holdings Channel reports. The institutional investor bought 19,138 shares of the transportation company’s stock, valued at approximately $1,711,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Krilogy Financial LLC bought a new position in shares of United Parcel Service during the 3rd quarter worth about $1,348,000. Madison Asset Management LLC raised its stake in United Parcel Service by 2.0% during the 3rd quarter. Madison Asset Management LLC now owns 11,160 shares of the transportation company’s stock worth $932,000 after buying an additional 221 shares during the period. Westbourne Investments Inc. boosted its holdings in United Parcel Service by 12.2% in the third quarter. Westbourne Investments Inc. now owns 7,785 shares of the transportation company’s stock worth $650,000 after acquiring an additional 846 shares in the last quarter. Advisors Asset Management Inc. grew its stake in United Parcel Service by 11.1% in the third quarter. Advisors Asset Management Inc. now owns 293,909 shares of the transportation company’s stock valued at $24,550,000 after acquiring an additional 29,377 shares during the period. Finally, Center for Financial Planning Inc. increased its holdings in shares of United Parcel Service by 4.6% during the third quarter. Center for Financial Planning Inc. now owns 2,558 shares of the transportation company’s stock valued at $214,000 after acquiring an additional 112 shares in the last quarter. 60.26% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Oppenheimer increased their target price on United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Wolfe Research reaffirmed a “peer perform” rating on shares of United Parcel Service in a research note on Thursday, January 8th. JPMorgan Chase & Co. lifted their price objective on shares of United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Wells Fargo & Company upped their target price on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Finally, Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target on the stock in a research report on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $113.67.

United Parcel Service News Roundup

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

• Positive Sentiment: Last quarter UPS reported better-than-expected results (EPS and revenue beat), which underpins investor confidence in earnings power and supports the rally. MarketBeat: UPS profile
• Positive Sentiment: Options market activity shows large, bullish bets (“whales” positioning), suggesting speculative or hedged interest that can amplify upside momentum. This Is What Whales Are Betting On United Parcel Service
• Neutral Sentiment: Industry trend toward warehouse automation (UPS among adopters) is a multi-year cost and efficiency positive but raises near-term capex and labor-transition risks — investors will watch execution and ROI. How packaging and logistics companies are automating their warehouses
• Neutral Sentiment: Zacks issued a string of mixed estimate revisions (some quarters raised, others cut); the net effect is uncertainty on near-term quarters while longer-term estimates were nudged slightly. Investors should focus on guidance and cadence of margin recovery. MarketBeat: Zacks revisions summary
• Negative Sentiment: UPS’s plan to cut about 30,000 jobs has hit a legal roadblock amid strategic shifts (including Amazon-related contract dynamics), creating uncertainty on cost-savings timing and potential litigation or bargaining costs. UPS’ plan to cut 30,000 jobs hits legal roadblock amid Amazon pivot
• Negative Sentiment: New union litigation and a dispute tied to Temu highlight rising labor and contract risks that could pressure costs, service levels and margins if escalations continue. UPS Union Lawsuit And Temu Dispute Test Labor And Contract Story
• Negative Sentiment: An AmericanBankingNews piece flags a pessimistic near-term Q1 outlook from Zacks, reflecting analyst cuts to early-2026 quarters — a downside catalyst if results or guidance miss. Zacks Research Has Pessimistic Outlook of UPS Q1 Earnings

United Parcel Service Stock Up 0.9%

UPS opened at $119.15 on Friday. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70. The firm has a market capitalization of $101.09 billion, a P/E ratio of 18.16, a PEG ratio of 1.87 and a beta of 1.11. The company’s 50-day moving average is $106.03 and its 200 day moving average is $94.70. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same period in the prior year, the firm posted $2.75 EPS. The firm’s quarterly revenue was down 3.2% compared to the same quarter last year. Research analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a yield of 5.5%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.

Insiders Place Their Bets

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 legal filing with the SEC, which is available at this link. Corporate insiders own 0.13% of the company’s stock.

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.