CapWealth Advisors LLC Raises Holdings in United Parcel Service, Inc. $UPS

CapWealth Advisors LLC increased its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 9.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 216,227 shares of the transportation company’s stock after acquiring an additional 19,188 shares during the quarter. CapWealth Advisors LLC’s holdings in United Parcel Service were worth $18,061,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Brighton Jones LLC increased its holdings in United Parcel Service by 63.8% during the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock valued at $1,529,000 after purchasing an additional 4,723 shares during the period. Sivia Capital Partners LLC bought a new stake in United Parcel Service in the second quarter valued at $277,000. Farther Finance Advisors LLC increased its position in United Parcel Service by 14.5% during the 2nd quarter. Farther Finance Advisors LLC now owns 14,338 shares of the transportation company’s stock valued at $1,447,000 after purchasing an additional 1,811 shares during the period. GAMMA Investing LLC raised its holdings in United Parcel Service by 87.7% in the 2nd quarter. GAMMA Investing LLC now owns 12,280 shares of the transportation company’s stock worth $1,240,000 after purchasing an additional 5,738 shares in the last quarter. Finally, CHICAGO TRUST Co NA lifted its position in shares of United Parcel Service by 171.4% in the 2nd quarter. CHICAGO TRUST Co NA now owns 10,172 shares of the transportation company’s stock worth $1,027,000 after purchasing an additional 6,424 shares during the period. Institutional investors own 60.26% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on UPS. Sanford C. Bernstein boosted their price target on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. Wells Fargo & Company increased their target price on United Parcel Service from $91.00 to $96.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 29th. Wall Street Zen upgraded United Parcel Service from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. UBS Group upped 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. Finally, Evercore ISI raised their price objective on United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fifteen have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $111.84.

United Parcel Service Trading Up 1.8%

NYSE UPS opened at $108.48 on Thursday. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $136.99. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 1.50. The stock’s fifty day moving average price is $99.96 and its 200-day moving average price is $93.29. The stock has a market cap of $92.03 billion, a P/E ratio of 16.77, a P/E/G ratio of 2.31 and a beta of 1.11.

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

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Stockholders of record on Monday, November 17th were paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.0%. The ex-dividend date was Monday, November 17th. United Parcel Service’s dividend payout ratio is currently 101.39%.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Evercore raised its price target to $113 (from $94) and kept an “in‑line” rating, signaling improved analyst confidence and providing upside to the current price. Evercore price target raise
• Positive Sentiment: Susquehanna bumped its target to $115 (from $105) with a neutral rating, another upward revision that supports the recent rally. Susquehanna price target raise
• Positive Sentiment: Several bullish writeups highlight valuation, improving fundamentals and technicals as a buy case — reinforcing investor interest. Seeking Alpha buy thesis
• Positive Sentiment: Coverage and pieces noting operational improvements and better revenue quality (e.g., “3 Key Reasons the Future Is Looking Up for UPS”) support a constructive view on the turnaround. Fool positive outlook
• Neutral Sentiment: Long‑term performance/features pieces (e.g., 20‑year return retrospectives) provide context but are unlikely to change near‑term price action. MSN long-term return
• Neutral Sentiment: Analyses assessing valuation after the Efficiency Reimagined overhaul note mixed returns — useful for longer‑horizon investors but not an immediate catalyst. Yahoo valuation assessment
• Neutral Sentiment: Reminder pieces that UPS is expected to report quarterly results next week — a scheduled event that will likely be the next main catalyst. Earnings date reminder
• Negative Sentiment: Critical analysis argues the turnaround’s lower expectations don’t prove the plan is working, flagging execution risk and investor caution. Seeking Alpha critical piece
• Negative Sentiment: Zacks and other previews warn Q4 could show weak volumes and near‑term headwinds that cloud the recovery narrative — a possible downside catalyst if results disappoint. Zacks earnings preview

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.