Wealthfront Advisers LLC raised its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 18.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 98,676 shares of the transportation company’s stock after buying an additional 15,474 shares during the period. Wealthfront Advisers LLC’s holdings in United Parcel Service were worth $8,242,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in UPS. Evelyn Partners Investment Management Europe Ltd boosted its stake 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 worth $25,000 after buying an additional 131 shares in the last quarter. Mid American Wealth Advisory Group Inc. purchased a new position in shares of United Parcel Service during the second quarter worth approximately $26,000. Salzhauer Michael bought a new stake in shares of United Parcel Service in the 3rd quarter worth approximately $31,000. Physician Wealth Advisors Inc. boosted its stake in shares of United Parcel Service by 76.5% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after purchasing an additional 163 shares in the last quarter. Finally, FNY Investment Advisers LLC purchased a new stake in United Parcel Service during the second quarter valued at about $34,000. 60.26% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
Several research analysts have recently commented on UPS shares. Wells Fargo & Company boosted their target price on United Parcel Service from $96.00 to $110.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. UBS Group boosted their price objective on United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. BNP Paribas Exane cut shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price on the stock. in a report on Tuesday, January 13th. Citigroup decreased 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 research note on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft increased their price target 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, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $113.67.
Insiders Place Their Bets
In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.13% of the company’s stock.
United Parcel Service Stock Up 1.1%
Shares of United Parcel Service stock opened at $120.04 on Thursday. The company’s fifty day simple moving average is $105.07 and its two-hundred day simple moving average is $94.41. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $123.70. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. The company has a market cap of $101.84 billion, a P/E ratio of 18.30, a PEG ratio of 1.88 and a beta of 1.11.
United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.20 by $0.18. The company had revenue of $24.48 billion for the quarter, compared to analyst estimates 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 period in the previous year, the company posted $2.75 earnings per share. Research analysts anticipate that United Parcel Service, Inc. will post 7.95 EPS for the current year.
United Parcel Service Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be given a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 5.5%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s dividend payout ratio is 100.00%.
United Parcel Service News Summary
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: Bernstein raised its price target to $128 and reiterated an Outperform after UPS’s strong Q4 results, supporting upside to the stock from buy-side confidence. Bernstein Raises UPS Price Target
- Positive Sentiment: Zacks Research raised Q4 2027 EPS estimates (to $3.27) and Q4 2026 EPS (to $2.90), and nudged FY2026 slightly higher — these back-end upgrades imply stronger profitability later in the cycle.
- Neutral Sentiment: Coverage/flow stories show option activity and analyst target summaries that can amplify moves but don’t change fundamentals by themselves. See options flow coverage and analyst target roundup. Options Whale Bets on UPS Analysts’ Target Prices for UPS
- Negative Sentiment: Zacks cut multiple near-term EPS forecasts (Q1/Q2 2026 and Q1–Q2 2027, and Q3 2027), signaling pressure on short-term earnings and raising the risk that guidance or seasonal volumes will disappoint.
- Negative Sentiment: UPS is entangled in a contract dispute with Temu’s Irish entities over roughly $44M, creating potential revenue/claims uncertainty for its e-commerce parcel business. UPS, Temu dispute
- Negative Sentiment: Labor friction: the Teamsters claim UPS’s voluntary buyout program violates their agreement, and related union/lawsuit headlines increase execution and cost risk for network labor relations. UPS buyout program dispute Union lawsuit and Temu dispute
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.
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