United Parcel Service, Inc. $UPS Shares Bought by RiverFront Investment Group LLC

RiverFront Investment Group LLC grew its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 937.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 245,564 shares of the transportation company’s stock after acquiring an additional 221,905 shares during the period. RiverFront Investment Group LLC’s holdings in United Parcel Service were worth $24,358,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Westbourne Investments Inc. grew its holdings in United Parcel Service by 1.2% during the 4th quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after acquiring an additional 91 shares in the last quarter. Webster Bank N. A. lifted its position in shares of United Parcel Service by 16.7% in the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after buying an additional 100 shares during the last quarter. Peoples Financial Services CORP. lifted its position in shares of United Parcel Service by 2.5% in the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock worth $400,000 after buying an additional 100 shares during the last quarter. Argyle Capital Management LLC lifted its position in shares of United Parcel Service by 0.4% in the 4th quarter. Argyle Capital Management LLC now owns 27,505 shares of the transportation company’s stock worth $2,728,000 after buying an additional 100 shares during the last quarter. Finally, Spurstone Advisory Services LLC lifted its position in shares of United Parcel Service by 2.7% in the 4th quarter. Spurstone Advisory Services LLC now owns 3,742 shares of the transportation company’s stock worth $371,000 after buying an additional 100 shares during the last quarter. 60.26% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the stock. Oppenheimer raised their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Truist Financial raised 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 report on Wednesday, January 28th. Evercore reduced their price target on shares of United Parcel Service from $115.00 to $113.00 and set an “in-line” rating on the stock in a research report on Wednesday, April 22nd. TD Cowen raised their price target 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. Finally, JPMorgan Chase & Co. raised their price target on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $111.87.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Some Wall Street analysts remain moderately bullish on UPS, which can help support investor confidence despite the stock’s recent underperformance versus the broader market. Are Wall Street Analysts Bullish on United Parcel Service Stock?
• Positive Sentiment: Bullish commentary from investors highlighted UPS’s valuation, noting its trailing and forward P/E multiples as potentially attractive for value-focused buyers. Is United Parcel Service, Inc. (UPS) A Good Stock To Buy Now?
• Neutral Sentiment: A report questioning whether UPS could face pressure amid Russell 1000 trends adds a cautious macro backdrop, but does not appear to signal a major company-specific change. Could United Parcel Service Face Pressure Amid Russell 1000 Trends?
• Negative Sentiment: Zacks Research trimmed EPS estimates for multiple future periods, including FY2026, FY2027, FY2028, Q3 2027 and Q4 2027, reinforcing concern that earnings growth could be less robust than previously expected.
• Negative Sentiment: A board member resignation following a Federal Reserve appointment introduces a small governance headline, but it is likely a secondary factor compared with the earnings revisions.

United Parcel Service Trading Up 0.1%

Shares of NYSE:UPS opened at $98.98 on Monday. The company has a market cap of $84.14 billion, a PE ratio of 16.02, a P/E/G ratio of 1.57 and a beta of 1.06. The company’s 50-day moving average price is $100.68 and its 200 day moving average price is $102.71. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The company has a quick ratio of 1.21, a current ratio of 1.21 and a debt-to-equity ratio of 1.50.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.05. The firm had revenue of $21.20 billion for the quarter, compared to the consensus estimate of $20.99 billion. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. United Parcel Service’s quarterly revenue was down 1.4% compared to the same quarter last year. During the same period last year, the firm posted $1.49 EPS. Sell-side analysts anticipate that United Parcel Service, Inc. will post 7.1 earnings per share for the current year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Investors of record on Monday, May 18th will be given a $1.64 dividend. The ex-dividend date is Monday, May 18th. This represents a $6.56 annualized dividend and a yield of 6.6%. United Parcel Service’s dividend payout ratio (DPR) is currently 106.15%.

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.