Twin Capital Management Inc. Has $2.64 Million Stock Position in United Parcel Service, Inc. $UPS

Twin Capital Management Inc. lifted its position in United Parcel Service, Inc. (NYSE:UPS) by 139.7% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,880 shares of the transportation company’s stock after buying an additional 15,668 shares during the period. Twin Capital Management Inc.’s holdings in United Parcel Service were worth $2,644,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new position in United Parcel Service during the fourth quarter worth about $902,446,000. Victory Capital Management Inc. increased its holdings in shares of United Parcel Service by 72.9% in the fourth quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock worth $1,370,639,000 after acquiring an additional 5,826,824 shares in the last quarter. AQR Capital Management LLC raised its position in shares of United Parcel Service by 175.7% during the fourth quarter. AQR Capital Management LLC now owns 5,200,135 shares of the transportation company’s stock worth $515,801,000 after purchasing an additional 3,314,166 shares during the period. Pacer Advisors Inc. raised its position in shares of United Parcel Service by 507.8% during the fourth quarter. Pacer Advisors Inc. now owns 3,244,234 shares of the transportation company’s stock worth $321,796,000 after purchasing an additional 2,710,470 shares during the period. Finally, Manning & Napier Advisors LLC bought a new position in shares of United Parcel Service during the 4th quarter valued at about $181,951,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

United Parcel Service Stock Performance

Shares of United Parcel Service stock opened at $112.89 on Thursday. The firm has a market cap of $95.96 billion, a price-to-earnings ratio of 18.27, a price-to-earnings-growth ratio of 1.81 and a beta of 1.05. The stock’s 50-day moving average is $106.00 and its 200-day moving average is $105.90. 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 current ratio of 1.21 and a quick ratio of 1.21.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 earnings per share (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 business had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $20.99 billion. During the same period last year, the company earned $1.49 earnings per share. United Parcel Service’s quarterly revenue was down 1.4% on a year-over-year basis. Equities analysts predict that United Parcel Service, Inc. will post 7.1 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, May 18th were given a dividend of $1.64 per share. The ex-dividend date of this dividend was Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a yield of 5.8%. United Parcel Service’s dividend payout ratio is 106.15%.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Stephens upgraded United Parcel Service to a “strong-buy” rating in a research report on Wednesday, July 8th. Evercore dropped their target price on shares of United Parcel Service from $115.00 to $113.00 and set an “in-line” rating on the stock in a report on Wednesday, April 22nd. UBS Group cut their price target on shares of United Parcel Service from $125.00 to $123.00 and set a “buy” rating on the stock in a research note on Wednesday, April 29th. Citigroup upped their price target on shares of United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Finally, Weiss Ratings raised shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, July 10th. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, United Parcel Service has a consensus rating of “Hold” and a consensus target price of $111.10.

United Parcel Service News Summary

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

• Positive Sentiment: UPS was upgraded to a Zacks Rank #2 (Buy), which suggests improving earnings expectations and may help boost investor confidence in the stock. What Makes UPS (UPS) a New Buy Stock
• Positive Sentiment: An analysis published Tuesday argued UPS looks undervalued versus a discounted cash flow estimate, highlighting potential upside after a long-term decline in the share price. UPS (UPS) Stock Looks Undervalued Despite Its 33% Five Year Slide
• Neutral Sentiment: UPS announced it will report second-quarter 2026 results on July 28, keeping investors focused on execution, margins, and guidance ahead of earnings. UPS To Release Second-Quarter 2026 Results On Tuesday, July 28, 2026
• Neutral Sentiment: United Parcel Service settled a racial discrimination lawsuit, ending a long legal dispute that removed one source of uncertainty, though the headline also keeps employment and reputation issues in view. UPS (NYSE:UPS) Settles Former Driver Racial Discrimination Case After Lengthy Legal Fight
• Negative Sentiment: The USPS inspector general suggested the Postal Service reassess its UPS air cargo contract because minimum volume requirements have been difficult to meet, raising a potential risk to a key business relationship. Should the Postal Service Reassess Its UPS Air Contract?

United Parcel Service 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.