Bell Bank Trims Holdings in United Parcel Service, Inc. $UPS

Bell Bank trimmed its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 115,625 shares of the transportation company’s stock after selling 8,992 shares during the quarter. United Parcel Service accounts for approximately 0.5% of Bell Bank’s investment portfolio, making the stock its 29th largest holding. Bell Bank’s holdings in United Parcel Service were worth $11,469,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. BLVD Private Wealth LLC purchased a new stake in shares of United Parcel Service in the 2nd quarter worth $1,479,000. Strategic Planning Inc. purchased a new position in shares of United Parcel Service during the third quarter valued at $3,885,000. Victory Capital Management Inc. increased its stake in shares of United Parcel Service by 10.5% during the third quarter. Victory Capital Management Inc. now owns 7,991,490 shares of the transportation company’s stock valued at $667,109,000 after buying an additional 761,217 shares during the period. World Investment Advisors raised its holdings in shares of United Parcel Service by 260.4% in the third quarter. World Investment Advisors now owns 78,577 shares of the transportation company’s stock valued at $6,564,000 after acquiring an additional 56,772 shares in the last quarter. Finally, Addenda Capital Inc. raised its holdings in shares of United Parcel Service by 28.0% in the third quarter. Addenda Capital Inc. now owns 88,067 shares of the transportation company’s stock valued at $7,356,000 after acquiring an additional 19,289 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors.

United Parcel Service Price Performance

UPS opened at $94.78 on Friday. The business’s 50-day moving average is $108.17 and its two-hundred day moving average is $98.74. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41. 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 firm has a market capitalization of $80.47 billion, a PE ratio of 14.45, a price-to-earnings-growth ratio of 1.49 and a beta of 1.08.

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

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Tuesday, February 17th were given a dividend of $1.64 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a yield of 6.9%. United Parcel Service’s dividend payout ratio is presently 100.00%.

Wall Street Analysts Forecast Growth

UPS has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft upped their price objective on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Sanford C. Bernstein raised their target price 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. Wolfe Research restated a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Weiss Ratings raised shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Finally, HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $113.67.

Insider Buying and Selling

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction that occurred on Wednesday, January 28th. The shares were 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 Securities & Exchange Commission, which is available through the SEC website. 0.13% of the stock is owned by insiders.

More United Parcel Service News

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

• Positive Sentiment: UPS opened its largest Asia‑Pacific logistics hub — a nearly $100M, highly automated center the company says doubles capacity and boosts productivity for the region, supporting long‑term revenue growth and network efficiency. UPS Boosts Its Presence in Asia Pacific With New Logistics Center
• Positive Sentiment: A report highlights a new distribution center in Taiwan that UPS calls the “crown jewel” of its Asia‑Pacific network, which management will point to as evidence of improving capacity and automation that can lift margins over time. New UPS distribution center in Taiwan doubles capacity, productivity
• Positive Sentiment: Optimistic analyst/opinion pieces argue UPS is a value play and that current headwinds may turn to tailwinds, supporting a buy-case for longer‑term investors if execution on cost and pricing holds. Buy UPS. Better Days Await the Stock.
• Neutral Sentiment: Coverage assessing UPS valuation concludes shares are trading near “narrative fair value” after recent declines — useful context for investors weighing whether the pullback reflects fundamentals or sentiment. Assessing United Parcel Service (UPS) Valuation As Shares Hover Near Narrative Fair Value
• Neutral Sentiment: Analyst/trending stock writeups (Zacks) and broader market notes explain why UPS is on screens — they summarize recent fundamentals, valuation, and investor interest but contain mixed near‑term implications. Here is What to Know Beyond Why United Parcel Service, Inc. (UPS) is a Trending Stock
• Neutral Sentiment: Macro labor/tech headlines (e.g., layoffs at Meta/Epic) are background for the market but are not direct drivers for UPS operationally; they can, however, influence overall risk appetite. Job cuts at Meta, Epic Games, but new unemployment claims hold steady
• Negative Sentiment: UPS withdrew a voluntary driver buyout/separation option in 13 states after Teamsters challenges and multiple grievances — a sign of tougher labor dynamics that raise uncertainty around future headcount, cost control and margin improvement. UPS retracts driver buyout option in 13 states under union pressure
• Negative Sentiment: Commentary questions whether the retreat on driver buyouts forces UPS to rethink its efficiency and margin strategy — investors worry this could delay cost savings and weigh on EPS trajectory. Should UPS’s (UPS) Driver Buyout Retreat Prompt a Rethink of Its Efficiency and Margin Strategy?
• Negative Sentiment: Rising transport costs prompted the U.S. Postal Service to plan an 8% fuel surcharge on parcels — a reminder that fuel inflation is back on the industry cost agenda and could pressure UPS margins if not fully passed through. Postal Service to Impose Its First-Ever Fuel Surcharge on Packages

About United Parcel Service

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.