Columbia Asset Management Lowers Position in United Parcel Service, Inc. $UPS

Columbia Asset Management lowered its position in United Parcel Service, Inc. (NYSE:UPS) by 12.2% in the 3rd quarter, Holdings Channel reports. The fund owned 37,698 shares of the transportation company’s stock after selling 5,244 shares during the quarter. Columbia Asset Management’s holdings in United Parcel Service were worth $3,149,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. Evelyn Partners Investment Management Europe Ltd boosted its stake in United Parcel Service by 110.1% in the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after purchasing an additional 131 shares in the last quarter. Mid American Wealth Advisory Group Inc. bought a new stake in shares of United Parcel Service during the second quarter valued at approximately $26,000. Salzhauer Michael bought a new position in United Parcel Service in the 3rd quarter valued at approximately $31,000. RMG Wealth Management LLC purchased a new stake in shares of United Parcel Service during the second quarter valued at $34,000. Finally, FNY Investment Advisers LLC purchased a new position in United Parcel Service in the 2nd quarter worth about $34,000. 60.26% of the stock is currently owned by institutional investors.

Insider Activity at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction on 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 legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.13% of the company’s stock.

United Parcel Service Price Performance

NYSE:UPS opened at $106.14 on Friday. The business’s 50-day simple moving average is $101.76 and its two-hundred day simple moving average is $93.60. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $123.70. The stock has a market cap of $90.05 billion, a PE ratio of 16.18, a P/E/G ratio of 1.66 and a beta of 1.11. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.50 billion during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm’s revenue was down 3.2% on a year-over-year basis. During the same quarter last year, the business posted $2.75 earnings per share. As a group, analysts forecast that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be given a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

United Parcel Service News Summary

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

Analysts Set New Price Targets

A number of brokerages have recently commented on UPS. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research note on Thursday, January 8th. JPMorgan Chase & Co. increased their target price on United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a report on Wednesday. TD Cowen boosted their price target on United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a research note on Wednesday. UBS Group upped their target price on shares of United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a report on Wednesday. Finally, Oppenheimer lifted their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $113.67.

About United Parcel Service

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.