Parcion Private Wealth LLC acquired a new stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 6,586 shares of the transportation company’s stock, valued at approximately $653,000.
Other institutional investors and hedge funds have also bought and sold shares of the company. Salzhauer Michael bought a new position in shares of United Parcel Service in the third quarter worth approximately $31,000. Physician Wealth Advisors Inc. increased its position in shares of United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after acquiring an additional 163 shares in the last quarter. Avion Wealth raised its holdings 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 acquiring an additional 321 shares during the last quarter. Optima Capital LLC purchased a new position in United Parcel Service in the 4th quarter worth approximately $44,000. Finally, Princeton Global Asset Management LLC lifted its position in United Parcel Service by 241.4% in the 4th quarter. Princeton Global Asset Management LLC now owns 454 shares of the transportation company’s stock valued at $45,000 after acquiring an additional 321 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors.
United Parcel Service Price Performance
Shares of UPS opened at $104.96 on Friday. The firm has a market cap of $89.12 billion, a PE ratio of 16.00, a P/E/G ratio of 1.63 and a beta of 1.12. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45. The firm has a fifty day simple moving average of $105.67 and a two-hundred day simple moving average of $100.17. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $122.41.
United Parcel Service Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were given a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.2%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.
Analyst Upgrades and Downgrades
Several brokerages have commented on UPS. Stephens increased their target price on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. Wells Fargo & Company boosted their price target on United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 28th. TD Cowen upped their price target on United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Finally, Evercore lifted their price objective on United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $113.03.
View Our Latest Analysis on United Parcel Service
Key Headlines Impacting United Parcel Service
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: Nationwide RFID rollout: UPS completed a network‑wide RFID sensing implementation across its U.S. small‑package system, a multi‑hundred‑million dollar upgrade intended to replace manual barcode scans with real‑time visibility and improve delivery accuracy and efficiency. Investors view this as a structural improvement to margins and service reliability. United Parcel Service (UPS) Is Up 5.8% After Network-Wide RFID Rollout Across U.S. Operations
- Positive Sentiment: Technology coverage and analyst takeaways emphasize the RFID move as a meaningful operational advantage that can reduce manual labor, cut misdeliveries and unlock data for pricing/route optimization. This narrative is supporting upside sentiment. WSJ report on UPS RFID rollout
- Positive Sentiment: Same‑day delivery scaling: Roadie (a UPS company) and Centiro announced an integration to simplify same‑day delivery for retailers and 3PLs — a complementary move that supports growth in higher‑margin, time‑sensitive services. From Warehouse to Doorstep in Hours: Roadie and Centiro Simplify Same-Day Delivery for Retailers
- Neutral Sentiment: Quarterly results context: UPS’s Jan quarter beat EPS and revenue estimates (EPS $2.38 vs. $2.20 est.; revenue modestly above forecasts) but revenue was down year‑over‑year. The beat helps sentiment, but mixed top‑line trends keep some caution. MarketBeat UPS summary
- Neutral Sentiment: Industry comparison and valuation debate: Recent pieces contrast UPS with peers (e.g., 3M) and examine whether UPS is a better buy today — useful for longer‑term investors but less likely to drive intraday moves. 3M vs. United Parcel Service
- Neutral Sentiment: Local franchise news: Transfer of a Pak Mail location in Austin is franchise‑level activity (Annex Brands) and has negligible impact on UPS’s national results. New Ownership of Pak Mail in Austin, Texas
- Negative Sentiment: Structural demand and cost concerns: Analysis pieces question whether parcel demand and labor costs will constrain upside, and note mixed multi‑year returns — these points feed caution among investors who worry upside is already priced in. Is It Time To Reassess UPS After Recent Parcel Demand Headlines And Mixed Returns?
- Negative Sentiment: Strategic critique: Commentators argue UPS (and FedEx) must move further up the e‑commerce value chain (e.g., marketplace integrations) to capture higher‑growth B2C share — a signal that additional strategic investments or partnerships may be required and could pressure margins in the near term. Commentary: FedEx and UPS need to move up the e-commerce food chain
Insider Transactions at United Parcel Service
In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 0.19% 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.
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