Rayburn West Financial Services LLC Invests $3.45 Million in United Parcel Service, Inc. $UPS

Rayburn West Financial Services LLC acquired a new position in United Parcel Service, Inc. (NYSE:UPS) in the fourth quarter, Holdings Channel.com reports. The fund acquired 34,795 shares of the transportation company’s stock, valued at approximately $3,451,000. United Parcel Service accounts for approximately 2.1% of Rayburn West Financial Services LLC’s holdings, making the stock its 16th largest holding.

Other institutional investors have also recently made changes to their positions in the company. Coston McIsaac & Partners boosted its position in shares of United Parcel Service by 77.8% in the 4th quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company’s stock worth $27,000 after purchasing an additional 119 shares in the last quarter. Torren Management LLC acquired a new stake in shares of United Parcel Service in the 4th quarter worth $29,000. Physician Wealth Advisors Inc. boosted 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 purchasing an additional 163 shares in the last quarter. Activest Wealth Management boosted its position in shares of United Parcel Service by 144.3% in the 4th quarter. Activest Wealth Management now owns 408 shares of the transportation company’s stock worth $40,000 after purchasing an additional 241 shares in the last quarter. Finally, Optima Capital LLC acquired a new stake in shares of United Parcel Service in the 4th quarter worth $44,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

United Parcel Service News Roundup

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

• Positive Sentiment: Zacks Research raised its EPS estimates for UPS across multiple upcoming quarters, including Q2 2026, Q3 2026 and Q1 2027, signaling analysts see stronger profitability ahead.
• Positive Sentiment: UPS is being highlighted as a potentially undervalued stock under $100, with a forward P/E below the sector average, which may attract value-oriented investors. Undervalued stock article
• Neutral Sentiment: Jim Cramer commented that UPS is more of a growth-versus-yield debate than a pure income story, which does not materially change the business outlook but may influence investor sentiment. Jim Cramer commentary
• Neutral Sentiment: UPS disclosed that board member Kevin M. Warsh resigned following his appointment to the Federal Reserve, a governance change that is notable but not likely to have a direct near-term operating impact. Board resignation announcement
• Negative Sentiment: Investor concern remains that Amazon’s expanding supply chain services could pressure UPS by competing for logistics and delivery business. Amazon competition article

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. Truist Financial raised their price objective on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Citigroup raised their price objective on United Parcel Service from $118.00 to $127.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Stifel Nicolaus lifted their price target on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. TD Cowen lifted their price target on 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. lifted their price target on 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 investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and an average target price of $111.87.

United Parcel Service Stock Performance

Shares of UPS opened at $98.46 on Thursday. The stock has a 50-day moving average of $101.21 and a two-hundred day moving average of $102.56. 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 1.50, a quick ratio of 1.21 and a current ratio of 1.21. The stock has a market cap of $83.60 billion, a P/E ratio of 15.93, a P/E/G ratio of 1.57 and a beta of 1.06.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.05. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.The company had revenue of $21.20 billion during the quarter, compared to analysts’ expectations of $20.99 billion. During the same quarter in the previous year, the firm posted $1.49 EPS. The firm’s revenue was down 1.4% compared to the same quarter last year. As a group, research analysts predict that United Parcel Service, Inc. will post 7.1 EPS for the current year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Monday, May 18th will be paid a dividend of $1.64 per share. The ex-dividend date is Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.7%. United Parcel Service’s dividend payout ratio (DPR) is presently 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.