United Parcel Service, Inc. $UPS Shares Acquired by NewEdge Wealth LLC

NewEdge Wealth LLC lifted its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 72.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 15,742 shares of the transportation company’s stock after acquiring an additional 6,617 shares during the quarter. NewEdge Wealth LLC’s holdings in United Parcel Service were worth $1,315,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. CFS Investment Advisory Services LLC raised its stake in shares of United Parcel Service by 2.6% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock worth $372,000 after buying an additional 108 shares in the last quarter. Center for Financial Planning Inc. raised its position in United Parcel Service by 4.6% in the third quarter. Center for Financial Planning Inc. now owns 2,558 shares of the transportation company’s stock worth $214,000 after acquiring an additional 112 shares in the last quarter. Wealth Advisory Solutions LLC lifted its holdings in United Parcel Service by 2.3% in the 3rd quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company’s stock valued at $431,000 after acquiring an additional 118 shares during the last quarter. Westside Investment Management Inc. boosted its position in shares of United Parcel Service by 14.8% during the 2nd quarter. Westside Investment Management Inc. now owns 960 shares of the transportation company’s stock valued at $97,000 after purchasing an additional 124 shares in the last quarter. Finally, Country Trust Bank grew its stake in shares of United Parcel Service by 4.8% in the 2nd quarter. Country Trust Bank now owns 2,747 shares of the transportation company’s stock worth $277,000 after purchasing an additional 125 shares during the last quarter. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service News Roundup

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

• Positive Sentiment: Analyst outlooks and scenario pieces highlight upside over the next year if cost cuts and mix improvements stick; the Motley Fool snapshot argues a compelling one‑year upside while warning execution risk. Where Will UPS Be in 1 Year?
• Positive Sentiment: Longer-term TAM expansion: a new industry market report cites bio‑pharmaceutical logistics as a fast‑growing area (includes UPS among leading providers) — a potential high-margin growth corridor (cold chain, cell & gene therapies, IoT tracking). Bio-Pharmaceutical Logistics Market Report 2026-2035
• Neutral Sentiment: Income/valuation pieces mention UPS as a high‑yield turnaround candidate for income investors, but these are speculative and hinge on execution of cuts and margin recovery. Top High-Yield Stocks to Double Up on Right Now
• Neutral Sentiment: Valuation and strategy analyses are re‑rating UPS as facility closures and shifts in Amazon volumes reshape the business — these writeups balance near‑term hits with potential structural benefits from a leaner network. A Look At United Parcel Service’s Valuation
• Negative Sentiment: Operational disruption: UPS disclosed nearly two dozen package facilities slated for closure in 2026 and plans to shutter a Columbia, SC area hub — these moves signal sizable layoffs and short‑term disruption to volumes and local operations. UPS is closing package facilities: See the list
• Negative Sentiment: Labor/legal risk: the Teamsters told a judge they want to block UPS’s $150,000 driver buyouts, warning that thousands could accept — if the program is blocked or litigated, UPS may face higher costs or slower headcount reductions. Teamsters urge judge to block UPS buyouts
• Negative Sentiment: Investor rotation risk: coverage notes money rotating into FedEx (restructuring/spin plans) as FedEx hits highs — that shift can weigh on UPS multiple and relative performance. Beyond the Box: How FedEx Is Winning

Insider Activity

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.13% of the company’s stock.

Wall Street Analyst Weigh In

UPS has been the subject of a number of recent research reports. Oppenheimer increased their price objective on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. HSBC raised United Parcel Service from a “hold” rating to a “buy” rating in a report on Wednesday, January 28th. Citigroup dropped their price target on United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. BNP Paribas Exane lowered shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective for the company. in a research note on Tuesday, January 13th. Finally, Jefferies Financial Group raised their target price on shares of United Parcel Service from $115.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, United Parcel Service has an average rating of “Hold” and a consensus target price of $113.67.

United Parcel Service Price Performance

Shares of UPS opened at $116.71 on Monday. The business’s 50-day moving average is $107.82 and its 200-day moving average is $95.86. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22. The company has a market capitalization of $99.01 billion, a price-to-earnings ratio of 17.79, a P/E/G ratio of 1.85 and a beta of 1.10. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The firm had revenue of $24.48 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm’s revenue was down 3.2% on a year-over-year basis. During the same period in the previous year, the firm posted $2.75 earnings per share. Equities research analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 5.6%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is currently 100.00%.

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.