Financial Solutions Advisory Group Inc. bought a new stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) during the first quarter, HoldingsChannel reports. The institutional investor bought 6,078 shares of the transportation company’s stock, valued at approximately $598,000.
Several other hedge funds also recently modified their holdings of the business. Norges Bank acquired a new position in United Parcel Service in the fourth quarter valued at about $902,446,000. Victory Capital Management Inc. grew its position in shares of United Parcel Service by 72.9% during the 4th quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock worth $1,370,639,000 after buying an additional 5,826,824 shares during the period. AQR Capital Management LLC increased its stake in shares of United Parcel Service by 175.7% in the 4th quarter. AQR Capital Management LLC now owns 5,200,135 shares of the transportation company’s stock valued at $515,801,000 after acquiring an additional 3,314,166 shares during the last quarter. Pacer Advisors Inc. increased its stake in shares of United Parcel Service by 507.8% in the 4th quarter. Pacer Advisors Inc. now owns 3,244,234 shares of the transportation company’s stock valued at $321,796,000 after acquiring an additional 2,710,470 shares during the last quarter. Finally, Bank of America Corp DE raised its position in shares of United Parcel Service by 23.3% in the 1st quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company’s stock valued at $957,053,000 after acquiring an additional 1,836,651 shares during the period. Institutional investors own 60.26% of the company’s stock.
Analysts Set New Price Targets
A number of research analysts recently issued reports on the stock. BMO Capital Markets boosted their price objective on shares of United Parcel Service from $110.00 to $115.00 and gave the company a “market perform” rating in a report on Wednesday. Citigroup increased their target price on shares of United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Susquehanna lifted their price target on shares of United Parcel Service from $118.00 to $120.00 and gave the stock a “neutral” rating in a research report on Wednesday. Sanford C. Bernstein upped their price objective on shares of United Parcel Service from $130.00 to $133.00 and gave the company an “outperform” rating in a research report on Tuesday, July 21st. Finally, Citizens Jmp started coverage on shares of United Parcel Service in a research report on Wednesday, July 15th. They issued a “market perform” rating for the company. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $117.41.
United Parcel Service News Summary
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: Strong quarterly results and higher outlook: UPS reported second-quarter earnings of $1.76 per share, above the $1.65 consensus estimate, while revenue reached $22.83 billion versus expectations of $21.86 billion. Revenue increased 7.6% year over year, and the company raised its full-year outlook. UPS posts strong Q2 2026 results, raises full-year outlook
- Positive Sentiment: Improving business mix: UPS said the China-to-U.S. trade lane has returned to growth, its 18-month reduction in Amazon volumes is complete, and higher-margin freight is gaining traction. These developments could support margins and reduce uncertainty around the company’s business restructuring. UPS Says China-to-US Trade Lane Has Returned to Growth
- Positive Sentiment: Analyst price-target support: BMO Capital Markets raised its UPS target to $115, while Susquehanna increased its target to $120. Stifel, UBS and Oppenheimer also issued forecasts indicating potential appreciation. BMO raises UPS price target Stifel forecast
- Positive Sentiment: Small-business growth initiative: New digital tools for pickup management, label creation and mobile shipping could help UPS attract small-business customers and gain market share over time. UPS digital tools for small businesses
- Neutral Sentiment: Analyst views remain divided: While several firms see upside, Stephens issued a pessimistic forecast, highlighting uncertainty around the pace of the recovery. Stephens pessimistic forecast
- Negative Sentiment: Dividend and cash-flow concerns: A recent comparison with FedEx noted that UPS’s dividend consumed nearly all of its adjusted free cash flow last year, raising concerns about dividend sustainability and financial flexibility. UPS versus FedEx dividend analysis
United Parcel Service Trading Down 1.0%
NYSE:UPS opened at $104.25 on Friday. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.18 and a quick ratio of 1.21. The business’s 50-day simple moving average is $109.12 and its 200-day simple moving average is $106.66. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The stock has a market capitalization of $88.61 billion, a PE ratio of 19.38, a price-to-earnings-growth ratio of 1.88 and a beta of 1.05.
United Parcel Service (NYSE:UPS – Get Free Report) last posted its earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.65 by $0.11. The business had revenue of $22.83 billion during the quarter, compared to analysts’ expectations of $21.86 billion. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.United Parcel Service’s revenue for the quarter was up 7.6% compared to the same quarter last year. During the same period in the prior year, the business earned $1.55 EPS. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Sell-side analysts expect that United Parcel Service, Inc. will post 7.21 earnings per share for the current fiscal year.
United Parcel Service Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were issued a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. The ex-dividend date was Monday, May 18th. United Parcel Service’s dividend payout ratio is 121.93%.
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.
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