Laurel Wealth Advisors LLC Decreases Stock Holdings in United Parcel Service, Inc. $UPS

Laurel Wealth Advisors LLC trimmed its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 99.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,670 shares of the transportation company’s stock after selling 2,477,743 shares during the period. Laurel Wealth Advisors LLC’s holdings in United Parcel Service were worth $2,144,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Evelyn Partners Investment Management Europe Ltd raised its position in United Parcel Service by 110.1% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 131 shares during the last quarter. Salzhauer Michael bought a new stake in shares of United Parcel Service in the 3rd quarter worth approximately $31,000. Physician Wealth Advisors Inc. grew its position 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 buying an additional 163 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of United Parcel Service during the second quarter valued at approximately $34,000. Finally, Avion Wealth raised its holdings in shares of United Parcel Service by 284.1% during the third quarter. Avion Wealth now owns 434 shares of the transportation company’s stock valued at $36,000 after acquiring an additional 321 shares in the last quarter. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.13% of the company’s stock.

Key United Parcel Service News

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

• Positive Sentiment: UPS reported a quarterly earnings beat and the stock has rallied since that report, supporting a view that near‑term fundamentals can improve. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: UPS’s Louisville hub is now the world’s largest express air cargo hub, strengthening network capacity and competitive positioning versus FedEx. UPS facility overtakes FedEx as world’s largest express air cargo hub
• Positive Sentiment: Growth in the cargo aircraft charter market and broader e‑commerce logistics tailwinds could expand demand for UPS’s air/logistics services. Cargo Aircraft Charter Service Industry Report 2026-2035
• Neutral Sentiment: Competitors (and shippers seeking alternatives) are improving features and coverage, which could pressure pricing or share if UPS doesn’t match service changes. 3 ways FedEx, UPS competitors are leveling up in 2026
• Neutral Sentiment: Macro labor data show only modest increases in initial jobless claims; not a direct UPS issue but relevant to consumer demand and labor market dynamics. US filings for jobless aid rise modestly to 212,000
• Negative Sentiment: A U.S. court allowed UPS to proceed with a driver buyout program and UPS has begun notifying drivers; the broader restructuring includes plans to close union‑staffed sortation centers and possible cuts up to ~30,000 roles — a move that increases short‑term execution, legal and labor‑relation risk even if intended to improve margins. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
• Negative Sentiment: Related: UPS has started notifying delivery drivers about voluntary buyouts — this amplifies the near‑term uncertainty about staffing, service levels and potential contract disputes. UPS begins notifying delivery drivers about optional buyout program
• Negative Sentiment: Legal exposure: a wrongful‑death suit was filed after last November’s UPS aircraft crash, adding litigation risk and potential reputational impact. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
• Negative Sentiment: MarketWatch flagged that UPS underperformed peers on Wednesday, reflecting investor concern about the combination of restructuring uncertainty and competitive pressure. United Parcel Service Inc. Cl B stock underperforms Wednesday

Wall Street Analyst Weigh In

UPS has been the topic of several recent analyst reports. Bank of America upgraded shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target on the stock in a report on Friday, January 9th. TD Cowen raised their target price on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Susquehanna boosted 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 report on Tuesday, January 20th. Truist Financial increased their price target on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Finally, Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $113.67.

United Parcel Service Trading Down 0.7%

Shares of NYSE UPS opened at $115.85 on Monday. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $123.70. The stock has a market cap of $98.28 billion, a P/E ratio of 17.66, a price-to-earnings-growth ratio of 1.83 and a beta of 1.11. The firm has a 50-day moving average of $109.25 and a 200 day moving average of $96.86. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The business had revenue of $24.48 billion for the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter in the prior year, the company earned $2.75 earnings per share. The business’s revenue was down 3.2% compared to the same quarter last year. As a group, sell-side analysts expect 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. Shareholders of record on Tuesday, February 17th will be paid a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a yield of 5.7%. United Parcel Service’s payout ratio is presently 100.00%.

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.