RFG Advisory LLC Sells 12,728 Shares of United Parcel Service, Inc. $UPS

RFG Advisory LLC lessened its stake in United Parcel Service, Inc. (NYSE:UPS) by 40.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,688 shares of the transportation company’s stock after selling 12,728 shares during the quarter. RFG Advisory LLC’s holdings in United Parcel Service were worth $1,561,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Cornerstone Wealth Group LLC raised its position in shares of United Parcel Service by 3.9% in the 2nd quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock valued at $258,000 after buying an additional 97 shares in the last quarter. CFS Investment Advisory Services LLC boosted its position in shares of United Parcel Service by 2.6% during the 3rd quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock worth $372,000 after acquiring an additional 108 shares in the last quarter. Wealth Advisory Solutions LLC increased its stake in United Parcel Service by 2.3% in the third quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company’s stock valued at $431,000 after acquiring an additional 118 shares during the last quarter. Westside Investment Management Inc. raised its position in United Parcel Service by 14.8% during the second quarter. Westside Investment Management Inc. now owns 960 shares of the transportation company’s stock valued at $97,000 after purchasing an additional 124 shares in the last quarter. Finally, Country Trust Bank raised its position in United Parcel Service by 4.8% during the second quarter. Country Trust Bank now owns 2,747 shares of the transportation company’s stock valued at $277,000 after purchasing an additional 125 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Bernstein raised its price target on UPS to $128 (from $125) and kept an Outperform rating after UPS’s stronger-than-expected Q4, which supports buy-side momentum and helps sentiment. Bernstein Raises UPS Price Target to $128 After Strong Q4 Beat
• Positive Sentiment: Unusual options activity (“whale” bets) in UPS suggests some traders are positioning for further upside or volatility, which can amplify intraday buying pressure. This Is What Whales Are Betting On United Parcel Service
• Neutral Sentiment: Wall Street coverage remains mixed but constructive — consensus target prices sit above current levels for some firms, providing a baseline for further analyst-driven moves. What Are Wall Street Analysts’ Target Price for United Parcel Service Stock?
• Negative Sentiment: UPS is involved in a dispute tied to deliveries for e-commerce firm Temu and related billing/contract issues (reported ~$44M contested), raising questions about claims exposure and contract terms with large shippers. UPS, Temu’s Irish entities locked in $44 million dispute
• Negative Sentiment: Labor/legal risk: the Teamsters allege UPS’s buyout program violates their agreement and union litigation is active — any escalation or contract fallout could increase labor costs or operational disruption. UPS Buyout Program Violates Teamsters Agreement, Union Claims
• Negative Sentiment: Zacks cut near-term EPS estimates (Q1/Q2 FY2027 and FY2027/FY2028 revisions lower), which pressures forward earnings expectations and could limit multiple expansion if revisions continue. (Source: Zacks/MarketBeat coverage)

United Parcel Service Stock Performance

NYSE:UPS opened at $120.04 on Thursday. The stock’s 50-day moving average is $105.07 and its 200-day moving average is $94.41. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year 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 stock has a market cap of $101.84 billion, a P/E ratio of 18.30, a price-to-earnings-growth ratio of 1.88 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $23.91 billion. During the same period last year, the company earned $2.75 EPS. The firm’s revenue was down 3.2% compared to the same quarter last year. Equities research analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be paid a $1.64 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 5.5%. United Parcel Service’s payout ratio is currently 100.00%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Jefferies Financial Group lifted their price target on United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a research note on Friday, January 9th. Truist Financial boosted their target price on United Parcel Service from $120.00 to $130.00 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 research note on Thursday, January 8th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on shares of United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a 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 given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, United Parcel Service has a consensus rating of “Hold” and a consensus price target of $113.67.

Insiders Place Their Bets

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.13% of the stock is owned by insiders.

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.