United Parcel Service, Inc. $UPS Position Increased by Savvy Advisors Inc.

Savvy Advisors Inc. raised its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 79.5% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 17,908 shares of the transportation company’s stock after purchasing an additional 7,929 shares during the quarter. Savvy Advisors Inc.’s holdings in United Parcel Service were worth $1,776,000 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. Salzhauer Michael bought a new stake in United Parcel Service during the third quarter worth approximately $31,000. Physician Wealth Advisors Inc. boosted its holdings in United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after buying an additional 163 shares in the last quarter. Avion Wealth boosted its holdings in United Parcel Service by 284.1% during the third quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after buying an additional 321 shares in the last quarter. Winch Advisory Services LLC boosted its holdings in United Parcel Service by 37.3% during the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock worth $38,000 after buying an additional 124 shares in the last quarter. Finally, WPG Advisers LLC boosted its holdings in United Parcel Service by 47.7% during the third quarter. WPG Advisers LLC now owns 486 shares of the transportation company’s stock worth $41,000 after buying an additional 157 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors.

United Parcel Service News Summary

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

• Positive Sentiment: Settlement removes a near-term labor overhang and reduces the risk of a prolonged dispute or work stoppage that could disrupt operations — a clarity positive for reliability and short-term cash flow visibility. UPS, Teamsters reach settlement that caps driver severance offers
• Neutral Sentiment: Analysts remain split on 2026 outlook; price targets now span roughly $85–$135 as some firms lift long-term views while others flag near-term pressure on earnings — increased analyst dispersion can widen intraday volatility. How The Investment Story For United Parcel Service (UPS) Is Shifting On 2026 Expectations
• Neutral Sentiment: Market summaries note the stock moved lower with average volume below typical levels; these coverage pieces give context but add no new material facts. United Parcel Service (UPS) Stock Declines While Market Improves
• Negative Sentiment: The key concession: UPS agreed to cap voluntary driver buyouts at 7,500. That cap limits the company’s ability to shrink headcount via buyouts and extract near-term cost savings, which could weigh on margins and near-term EPS expectations. Investors appear to be marking down the stock on the reduced restructuring upside. UPS to cap driver buyouts at 7,500 after Teamster pushback

Wall Street Analyst Weigh In

A number of analysts recently weighed in on UPS shares. Truist Financial raised 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, January 28th. Wolfe Research restated a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. BNP Paribas Exane cut shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price for the company. in a report on Tuesday, January 13th. BMO Capital Markets raised their target price on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a report on Wednesday, January 28th. Finally, Oppenheimer raised their target price on shares of United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $113.67.

Insider Buying and Selling

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s 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 document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.13% of the company’s stock.

United Parcel Service Trading Down 1.1%

United Parcel Service stock opened at $97.09 on Tuesday. The company has a 50 day moving average price of $106.94 and a 200 day moving average price of $99.38. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $122.41. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22. The firm has a market capitalization of $82.44 billion, a price-to-earnings ratio of 14.80, a P/E/G ratio of 1.54 and a beta of 1.12.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS 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 firm had revenue of $24.48 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same quarter last year, the business posted $2.75 EPS. The company’s revenue was down 3.2% on a year-over-year basis. Research analysts forecast that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Tuesday, February 17th were paid a $1.64 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a yield of 6.8%. United Parcel Service’s dividend payout ratio (DPR) is currently 100.00%.

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.