United Parcel Service, Inc. $UPS Shares Acquired by Mutual Advisors LLC

Mutual Advisors LLC increased its stake in United Parcel Service, Inc. (NYSE:UPS) by 52.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 107,115 shares of the transportation company’s stock after buying an additional 36,761 shares during the period. Mutual Advisors LLC’s holdings in United Parcel Service were worth $9,322,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in UPS. Evelyn Partners Investment Management Europe Ltd increased its holdings in United Parcel Service by 110.1% in the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after buying an additional 131 shares during the last quarter. Mid American Wealth Advisory Group Inc. bought a new position in United Parcel Service during the 2nd quarter worth approximately $26,000. Salzhauer Michael acquired a new position in shares of United Parcel Service in the 3rd quarter worth approximately $31,000. RMG Wealth Management LLC bought a new stake in shares of United Parcel Service in the 2nd quarter valued at approximately $34,000. Finally, FNY Investment Advisers LLC bought a new stake in shares of United Parcel Service in the 2nd quarter valued at approximately $34,000. 60.26% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 0.13% of the stock is currently owned by corporate insiders.

Key Stories Impacting United Parcel Service

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

United Parcel Service Trading Up 0.1%

Shares of NYSE:UPS opened at $106.14 on Friday. 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 company’s 50-day moving average price is $101.76 and its 200 day moving average price is $93.56. The company 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. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, January 27th. The transportation company reported $2.38 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 net margin of 6.28% and a return on equity of 38.30%. United Parcel Service’s quarterly revenue was down 3.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.75 EPS. Sell-side analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Announces Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on UPS. Hsbc Global Res upgraded United Parcel Service from a “hold” rating to a “strong-buy” rating in a research note on Wednesday. Truist Financial increased their target price on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday. Stephens lifted their price target on shares of United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research report on Wednesday. Finally, Citigroup cut their target price on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, United Parcel Service has an average rating of “Hold” and a consensus target price 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.