Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 4.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 816,547 shares of the transportation company’s stock after buying an additional 32,891 shares during the period. Mirae Asset Global Investments Co. Ltd. owned about 0.10% of United Parcel Service worth $68,206,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Cornerstone Wealth Group LLC boosted its holdings in United Parcel Service by 3.9% during the 2nd quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock valued at $258,000 after acquiring an additional 97 shares during the period. CFS Investment Advisory Services LLC increased its stake in United Parcel Service by 2.6% in the third quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock worth $372,000 after purchasing an additional 108 shares during the period. Richwood Investment Advisors LLC lifted its position in shares of United Parcel Service by 1.9% during the second quarter. Richwood Investment Advisors LLC now owns 6,089 shares of the transportation company’s stock worth $615,000 after purchasing an additional 115 shares during the last quarter. MSH Capital Advisors LLC lifted its position in shares of United Parcel Service by 1.4% during the second quarter. MSH Capital Advisors LLC now owns 8,088 shares of the transportation company’s stock worth $816,000 after purchasing an additional 115 shares during the last quarter. Finally, Wealth Advisory Solutions LLC boosted its stake in shares of United Parcel Service by 2.3% during the third quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company’s stock valued at $431,000 after purchasing an additional 118 shares during the period. 60.26% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling
In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.13% of the company’s stock.
Key Stories Impacting United Parcel Service
- Positive Sentiment: Q4 beat and upbeat 2026 revenue guide: UPS reported Q4 revenue and adjusted EPS above estimates and guided to higher 2026 revenue, underpinning the stock’s fundamental upside. UPS forecasts higher 2026 revenue
- Positive Sentiment: Analysts turning more bullish — multiple price‑target increases and upgrades today (notable raises: Jefferies to $130 buy, Truist to $130 buy, UBS to $125 buy, Oppenheimer to $115 outperform), signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
- Positive Sentiment: Shareholder returns highlighted: UPS confirmed a meaningful quarterly dividend (annualized yield ~6%) and continues buybacks — supports income investors and offsets some growth concerns. UPS Q4 press release / earnings deck
- Positive Sentiment: Market narrative shifting to “accumulation”: coverage pieces argue UPS is entering a rebound phase as volume mix improves (international, healthcare, higher‑margin segments). MarketBeat accumulation thesis
- Positive Sentiment: Options flow showed heavy call buying the day after earnings — short‑term bullish positioning by some traders (unusual activity vs. typical volume).
- Neutral Sentiment: Industry operational note: FedEx aims to return MD‑11 freighters to service after the UPS MD‑11 accident — a sector safety/operational development that keeps regulatory and reputational risks in focus. FedEx MD‑11 return plan
- Neutral Sentiment: Some divergence among analysts — Citigroup trimmed its target slightly even as most shops raised theirs, showing not all firms are aligned on upside magnitude. Analyst dissent
- Negative Sentiment: Large workforce cuts: UPS will eliminate up to 30,000 operational jobs (on top of prior reductions) and close facilities as it winds down lower‑margin Amazon volumes — raises short‑term execution risk, transition costs and scrutiny about competitiveness. UPS job cuts announced
- Negative Sentiment: Insider selling: Director/insider Norman M. Brothers Jr. sold ~25,014 shares at ~$106 each — a visible insider sale that can amplify negative sentiment even if it’s routine. Insider sale SEC filing
- Negative Sentiment: Coverage pointing to costly Amazon unwind: analysis pieces warn the separation from Amazon is expensive and competitive pressures in U.S. delivery remain strong, which could weigh on margins while network changes take effect. Invezz analysis
United Parcel Service Stock Performance
Shares of UPS stock opened at $103.77 on Thursday. The company’s 50 day moving average is $101.23 and its 200 day moving average is $93.47. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The firm has a market cap of $88.03 billion, a price-to-earnings ratio of 16.04, a PEG ratio of 2.32 and a beta of 1.11. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $136.58.
United Parcel Service (NYSE:UPS – Get Free Report) last announced its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business had revenue of $24.50 billion for the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter last year, the firm earned $2.75 EPS. The business’s revenue for the quarter was down 3.2% on a year-over-year basis. On average, sell-side analysts anticipate that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.
United Parcel Service Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.3%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s payout ratio is 101.39%.
Wall Street Analyst Weigh In
UPS has been the topic of several recent analyst reports. HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday. Stifel Nicolaus raised their target price on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday. Susquehanna lifted their price target on shares of United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. JPMorgan Chase & Co. increased their price objective on United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research note on Wednesday. Finally, Evercore ISI lifted their target price on United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fifteen have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $115.22.
Check Out Our Latest Stock Report on United Parcel Service
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.
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