TrueMark Investments LLC Acquires 44,957 Shares of United Parcel Service, Inc. $UPS

TrueMark Investments LLC grew its holdings in United Parcel Service, Inc. (NYSE:UPS) by 277.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,134 shares of the transportation company’s stock after acquiring an additional 44,957 shares during the period. TrueMark Investments LLC’s holdings in United Parcel Service were worth $6,064,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Twin Peaks Wealth Advisors LLC bought a new stake in United Parcel Service during the 2nd quarter valued at approximately $34,000. Salzhauer Michael purchased a new position in United Parcel Service in the 3rd quarter worth approximately $31,000. Physician Wealth Advisors Inc. boosted its stake in 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 period. Avion Wealth grew its holdings in United Parcel Service by 284.1% during the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company’s stock valued at $36,000 after buying an additional 321 shares in the last quarter. Finally, Winch Advisory Services LLC grew its holdings in United Parcel Service by 37.3% during the 3rd quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock valued at $38,000 after buying an additional 124 shares in the last quarter. Institutional investors own 60.26% of the company’s stock.

More United Parcel Service News

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

• Positive Sentiment: UPS opened its largest Asia‑Pacific logistics hub — a nearly $100M, highly automated center the company says doubles capacity and boosts productivity for the region, supporting long‑term revenue growth and network efficiency. UPS Boosts Its Presence in Asia Pacific With New Logistics Center
• Positive Sentiment: A report highlights a new distribution center in Taiwan that UPS calls the “crown jewel” of its Asia‑Pacific network, which management will point to as evidence of improving capacity and automation that can lift margins over time. New UPS distribution center in Taiwan doubles capacity, productivity
• Positive Sentiment: Optimistic analyst/opinion pieces argue UPS is a value play and that current headwinds may turn to tailwinds, supporting a buy-case for longer‑term investors if execution on cost and pricing holds. Buy UPS. Better Days Await the Stock.
• Neutral Sentiment: Coverage assessing UPS valuation concludes shares are trading near “narrative fair value” after recent declines — useful context for investors weighing whether the pullback reflects fundamentals or sentiment. Assessing United Parcel Service (UPS) Valuation As Shares Hover Near Narrative Fair Value
• Neutral Sentiment: Analyst/trending stock writeups (Zacks) and broader market notes explain why UPS is on screens — they summarize recent fundamentals, valuation, and investor interest but contain mixed near‑term implications. Here is What to Know Beyond Why United Parcel Service, Inc. (UPS) is a Trending Stock
• Neutral Sentiment: Macro labor/tech headlines (e.g., layoffs at Meta/Epic) are background for the market but are not direct drivers for UPS operationally; they can, however, influence overall risk appetite. Job cuts at Meta, Epic Games, but new unemployment claims hold steady
• Negative Sentiment: UPS withdrew a voluntary driver buyout/separation option in 13 states after Teamsters challenges and multiple grievances — a sign of tougher labor dynamics that raise uncertainty around future headcount, cost control and margin improvement. UPS retracts driver buyout option in 13 states under union pressure
• Negative Sentiment: Commentary questions whether the retreat on driver buyouts forces UPS to rethink its efficiency and margin strategy — investors worry this could delay cost savings and weigh on EPS trajectory. Should UPS’s (UPS) Driver Buyout Retreat Prompt a Rethink of Its Efficiency and Margin Strategy?
• Negative Sentiment: Rising transport costs prompted the U.S. Postal Service to plan an 8% fuel surcharge on parcels — a reminder that fuel inflation is back on the industry cost agenda and could pressure UPS margins if not fully passed through. Postal Service to Impose Its First-Ever Fuel Surcharge on Packages

United Parcel Service Stock Down 0.0%

NYSE UPS opened at $94.78 on Monday. The stock has a 50 day moving average price of $108.17 and a 200-day moving average price of $98.84. United Parcel Service, Inc. has a one year low of $82.00 and a one year 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 company has a market capitalization of $80.47 billion, a P/E ratio of 14.45, a P/E/G ratio of 1.49 and a beta of 1.08.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. The company had revenue of $24.48 billion for the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. United Parcel Service’s quarterly revenue was down 3.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.75 earnings per share. As a group, equities analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were issued a $1.64 dividend. The ex-dividend date was Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.9%. United Parcel Service’s payout ratio is 100.00%.

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on UPS shares. Sanford C. Bernstein boosted their target price on shares of United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a report on Friday, January 9th. Citigroup cut their target price on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Oppenheimer lifted their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. boosted 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 note on Wednesday, January 28th. Finally, Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price 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.