United Parcel Service, Inc. $UPS Position Raised by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC boosted its position in United Parcel Service, Inc. (NYSE:UPS) by 74.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 11,695 shares of the transportation company’s stock after purchasing an additional 4,990 shares during the period. EverSource Wealth Advisors LLC’s holdings in United Parcel Service were worth $977,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of UPS. Evelyn Partners Investment Management Europe Ltd lifted its holdings in shares of 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 period. Twin Peaks Wealth Advisors LLC acquired a new stake in United Parcel Service in the 2nd quarter valued at about $34,000. Salzhauer Michael bought a new position in shares of United Parcel Service during the 3rd quarter valued at about $31,000. Physician Wealth Advisors Inc. grew 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 worth $31,000 after purchasing an additional 163 shares during the last quarter. Finally, Avion Wealth grew its stake in shares of United Parcel Service by 284.1% in the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after purchasing an additional 321 shares during the last quarter. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service Stock Performance

Shares of United Parcel Service stock opened at $113.94 on Thursday. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $123.70. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The stock has a market cap of $96.66 billion, a PE ratio of 17.37, a price-to-earnings-growth ratio of 1.83 and a beta of 1.11. The business has a fifty day simple moving average of $108.68 and a 200-day simple moving average of $96.39.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data 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. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same period in the prior year, the business 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 Announces Dividend

The business 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. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a yield of 5.8%. United Parcel Service’s payout ratio is presently 100.00%.

Insiders Place Their Bets

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the 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 available at this hyperlink. Corporate insiders own 0.13% of the company’s stock.

More United Parcel Service News

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

• Positive Sentiment: A U.S. judge has cleared UPS to offer up to $150,000 voluntary buyouts to unionized drivers, allowing the company to move ahead with plans to reduce headcount and reshape its network — a concrete step to accelerate labor-related cost savings. UPS can offer $150,000 buyouts to unionized drivers, US judge rules
• Positive Sentiment: Coverage highlights UPS’s broader cost plan — including cuts of ~30,000 roles, reduced Amazon volumes and additional network reconfiguration — which management says should deliver multibillion-dollar savings and help margins over time. These actions support the company’s margin-recovery thesis despite near-term disruption. UPS Gets Court Approval for $150K Driver Buyouts: Will This Ease Cost?
• Positive Sentiment: Longer-term investor commentary points to a structural turnaround: targets for higher automation, expansion into healthcare logistics, and a shift from volume growth to higher-margin services that could drive multi-year margin improvement if execution stays on track. United Parcel Service: From Legacy Drag To Margin Inflection
• Neutral Sentiment: Investor attention is elevated (Zacks notes increased searches/interest), which can amplify moves but doesn’t by itself signal a directional catalyst. Watch quarterly updates and execution on buyouts and volume mix for clearer direction. United Parcel Service, Inc. (UPS) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Income/valuation concerns persist: analysis argues dividend-cut fears have eased but upside is limited given the current yield and the stock’s valuation; investors seeking significant near-term share-price gains may remain disappointed until clearer revenue recovery. UPS: Dividend Cut Fears Mostly Gone, But So Is The Upside

Analyst Upgrades and Downgrades

Several research firms recently commented on UPS. Wall Street Zen raised shares of United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. UBS Group raised their price objective on United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Wolfe Research restated a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Stifel Nicolaus upped their target price on United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, Wells Fargo & Company increased their price target on United Parcel Service from $96.00 to $110.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $113.67.

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.