United Parcel Service (NYSE:UPS) Insider Norman Brothers Jr Sells 25,014 Shares

United Parcel Service, Inc. (NYSE:UPS) insider Norman Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction that occurred on Wednesday, January 28th. The shares were 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 Securities & Exchange Commission, which is accessible through the SEC website.

United Parcel Service Stock Performance

Shares of UPS stock traded down $3.43 on Wednesday, reaching $103.77. The stock had a trading volume of 9,246,450 shares, compared to its average volume of 5,891,624. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $136.58. The firm has a market capitalization of $88.03 billion, a price-to-earnings ratio of 16.04, a P/E/G ratio of 2.31 and a beta of 1.11. The firm’s 50-day moving average is $101.01 and its two-hundred day moving average is $93.40. The company has a quick ratio of 1.30, a current ratio of 1.30 and a debt-to-equity ratio of 1.50.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The business had revenue of $24.50 billion for the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter in the prior year, the business earned $2.75 EPS. The firm’s revenue for the quarter was down 3.2% on a year-over-year basis. On average, research analysts expect that United Parcel Service, Inc. will post 7.95 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, March 5th. Stockholders of record on Tuesday, February 17th will be given a $1.64 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. United Parcel Service’s dividend payout ratio is presently 101.39%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. BNP Paribas Exane cut shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price for the company. in a research report on Tuesday, January 13th. Wall Street Zen raised shares of United Parcel Service from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Wolfe Research reaffirmed a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Susquehanna boosted their price target on United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. Finally, Oppenheimer increased their price target on United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $115.22.

Key United Parcel Service News

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

• Positive Sentiment: Q4 results and 2026 guide beat expectations — UPS reported stronger‑than‑expected Q4 revenue and EPS (adjusted EPS beat) and raised 2026 revenue guidance, which underpins the rebound thesis and supports upside. Press Release
• Positive Sentiment: Analyst upgrades and widespread price‑target increases — Multiple firms (Jefferies, Truist, UBS, Oppenheimer, TD Cowen, Stifel, BMO, Wells Fargo, JPMorgan and others) raised targets or ratings this morning, signaling renewed sell‑side conviction that UPS’s turnaround and margin mix can drive mid‑teens‑plus upside. Analyst Roundup
• Positive Sentiment: Capital returns and income appeal — UPS announced a $1.64 quarterly dividend (yield ~6%) and continues buybacks, making the stock attractive to income and value investors while management reallocates away from low‑margin volume. Dividend & Slides
• Neutral Sentiment: Investor positioning shows interest — Unusual options flow with elevated call buying indicates some speculative bullish positioning that could amplify moves on follow‑through news.
• Neutral Sentiment: Market narrative shifting to accumulation — Research pieces argue UPS is transitioning back to growth and that institutional buyers have begun accumulating after late‑2025 weakness, a technical/complacency signal for longer‑term investors. MarketBeat Article
• Negative Sentiment: Large job cuts and cost of Amazon unwind — UPS will cut up to 30,000 operational jobs and close facilities as it reduces Amazon volume; while this trims costs, it highlights the short‑term disruption and execution risk tied to the separation. CNBC
• Negative Sentiment: Regulatory/operational fallout from MD‑11 crash — Ongoing scrutiny after the MD‑11 accident (which involved a UPS‑operated jet) continues to hang over the company; industry actions and investigations (e.g., FedEx MD‑11 grounding/return plans) keep risk premium elevated. Reuters

Institutional Investors Weigh In On United Parcel Service

Hedge funds and other institutional investors have recently bought and sold shares of the company. Evelyn Partners Investment Management Europe Ltd boosted its position in United Parcel Service by 110.1% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after buying an additional 131 shares during the period. Mid American Wealth Advisory Group Inc. bought a new position in shares of United Parcel Service during the second quarter valued at $26,000. Salzhauer Michael acquired a new position in shares of United Parcel Service during the third quarter worth $31,000. Physician Wealth Advisors Inc. grew its stake in shares of United Parcel Service by 76.5% in the third 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 last quarter. Finally, RMG Wealth Management LLC acquired a new stake in United Parcel Service in the second quarter valued at $34,000. Institutional investors own 60.26% of the company’s stock.

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.