United Parcel Service, Inc. $UPS Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 16.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 55,064 shares of the transportation company’s stock after purchasing an additional 7,709 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in United Parcel Service were worth $4,599,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Cornerstone Wealth Group LLC grew its position in shares of United Parcel Service by 3.9% during the second quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock worth $258,000 after acquiring an additional 97 shares during the last quarter. Wright Investors Service Inc. boosted its stake in United Parcel Service by 1.3% during the 2nd quarter. Wright Investors Service Inc. now owns 7,861 shares of the transportation company’s stock valued at $793,000 after purchasing an additional 104 shares during the period. Gleason Group Inc. grew its position in United Parcel Service by 1.7% in the 2nd quarter. Gleason Group Inc. now owns 6,864 shares of the transportation company’s stock worth $693,000 after purchasing an additional 113 shares during the last quarter. Richwood Investment Advisors LLC increased its stake in shares of United Parcel Service by 1.9% in the second quarter. Richwood Investment Advisors LLC now owns 6,089 shares of the transportation company’s stock valued at $615,000 after purchasing an additional 115 shares during the period. Finally, MSH Capital Advisors LLC increased its stake in shares of United Parcel Service by 1.4% in the second quarter. MSH Capital Advisors LLC now owns 8,088 shares of the transportation company’s stock valued at $816,000 after purchasing an additional 115 shares during the period. 60.26% of the stock is currently owned by institutional investors.

United Parcel Service News Summary

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

• Positive Sentiment: JPMorgan analyst says UPS stock is expected to rise, providing bullish support that can lift sentiment and buying interest. United Parcel Service (NYSE:UPS) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
• Neutral Sentiment: UPS set to report Q4 2025 results on Jan. 27; management will host a public webcast — a key event that should drive near-term guidance and volatility. UPS To Release Fourth-Quarter 2025 Results On Tuesday, January 27, 2026
• Neutral Sentiment: An NLRB judge ruled UPS’s recording policy is allowed under labor law — a legal win that reduces regulatory/PR risk but is unlikely to move fundamentals materially. UPS Recording Policy Allowed Under Labor Law, NLRB Judge Says
• Neutral Sentiment: Recent price action: shares snapped a six-day winning streak and have shown mixed short-term momentum despite a one-week rally, signaling consolidation ahead of earnings. United Parcel Service shares snap six consecutive sessions of gains
• Negative Sentiment: Zacks highlights persistent revenue and volume declines, noting softer demand and deeper cuts from Amazon — a structural headwind to revenue recovery and margin stability. UPS’ Revenue Struggles Persist: Is a Recovery Possible in 2026?
• Negative Sentiment: BNP Paribas downgraded UPS to “strong sell” (reported via Zacks), adding downward analyst pressure and signaling concerns about near-term fundamentals. Zacks.com
• Negative Sentiment: BNP Paribas Exane cut its rating to “underperform” with an $85 price target — implies ~20% downside from recent levels and could prompt further selling from institutional holders.
• Negative Sentiment: MarketWatch notes UPS underperformed peers on a recent trading day, reflecting relative weakness versus other logistics names and raising concerns about market leadership. United Parcel Service Inc. Cl B stock underperforms Tuesday when compared to competitors

Analysts Set New Price Targets

A number of brokerages recently issued reports on UPS. Susquehanna increased their price objective on United Parcel Service from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. UBS Group increased their price target on United Parcel Service from $113.00 to $116.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Truist Financial lifted their price objective on shares of United Parcel Service from $100.00 to $120.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, BNP Paribas lowered shares of United Parcel Service from a “hold” rating to a “strong sell” rating in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, sixteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and an average target price of $111.42.

United Parcel Service Stock Up 0.6%

UPS stock opened at $107.23 on Thursday. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.30 and a quick ratio of 1.30. The firm has a market capitalization of $90.97 billion, a P/E ratio of 16.57, a P/E/G ratio of 2.32 and a beta of 1.11. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $136.99. The company’s 50 day simple moving average is $98.69 and its 200-day simple moving average is $93.17.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.31 by $0.43. The company had revenue of $21.42 billion for the quarter, compared to the consensus estimate of $20.94 billion. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The company’s revenue was down 3.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.76 EPS. As a group, equities research analysts anticipate that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Monday, November 17th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.1%. The ex-dividend date of this dividend was Monday, November 17th. United Parcel Service’s payout ratio is 101.39%.

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.