BIP Wealth LLC Has $1.72 Million Stock Holdings in United Parcel Service, Inc. $UPS

BIP Wealth LLC increased its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 467.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,316 shares of the transportation company’s stock after purchasing an additional 14,264 shares during the quarter. BIP Wealth LLC’s holdings in United Parcel Service were worth $1,718,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its position 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 worth $1,529,000 after acquiring an additional 4,723 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in United Parcel Service during the 2nd quarter worth approximately $277,000. SVB Wealth LLC acquired a new stake in United Parcel Service during the 2nd quarter worth approximately $848,000. WINTON GROUP Ltd acquired a new stake in United Parcel Service during the 2nd quarter worth approximately $820,000. Finally, L2 Asset Management LLC boosted its position in United Parcel Service by 5.4% during the 2nd quarter. L2 Asset Management LLC now owns 3,336 shares of the transportation company’s stock worth $337,000 after buying an additional 172 shares during the period. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service Trading Up 2.9%

UPS opened at $100.43 on Thursday. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $122.41. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45. The company has a market cap of $85.27 billion, a P/E ratio of 15.31, a price-to-earnings-growth ratio of 1.54 and a beta of 1.12. The company has a fifty day moving average price of $106.68 and a two-hundred day moving average price of $99.49.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share 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 firm had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same period in the previous year, the firm posted $2.75 earnings per share. The business’s revenue was down 3.2% compared to the same quarter last year. Analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were paid a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a yield of 6.5%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.

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 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.13% of the company’s stock.

United Parcel Service News Summary

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

• Positive Sentiment: Sector tailwind — logistics and supply-chain stocks rallied after ceasefire news, lifting sentiment for parcel carriers like UPS as investors anticipate smoother global flows and higher volume recovery. Read More.
• Positive Sentiment: Peer strength — FedEx’s recent share gains and upbeat momentum underline potential operational improvements across the sector; investors sometimes re-rate UPS when peers show successful cost cuts or guidance. Read More.
• Neutral Sentiment: Executive moves in the industry — ACERTUS hired a former UPS leader as CRO. This is notable for talent flow and competitive dynamics but is not an immediate financial impact on UPS. Read More.
• Neutral Sentiment: Local franchise news — Pak Mail ownership change is operationally immaterial to UPS’s enterprise results; watch only as a sign of continued retail demand for shipping services. Read More.
• Neutral Sentiment: Analyst tweak but still constructive — Citigroup trimmed its price target slightly ($120→$118) while keeping a Buy rating, signaling modest revision to estimates rather than a change in bullish view. Read More.
• Negative Sentiment: Labor/structural cost risk — UPS and the Teamsters reached a settlement that caps driver buyouts and protects seniority through 2028; analysts warn this could tighten the path to margin recovery by reducing flexibility and locking in costs. Read More.
• Negative Sentiment: Fuel cost pressure — diesel prices spiked sharply, pushing trucking surcharges to multi-year highs; higher fuel directly raises UPS operating costs and compresses margins if not fully passed to customers. Read More.
• Negative Sentiment: Analyst caution — Bank of America trimmed its UPS price target (to $105) and other outlets note growing macro headwinds for capital-intensive carriers, adding downward pressure to near-term sentiment. Read More.
• Negative Sentiment: Macro caution piece — coverage pointing to rising macro and operating headwinds for UPS (higher costs, capacity constraints) may reinforce investor caution on margins and capital returns. Read More.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on UPS shares. BNP Paribas Exane downgraded shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price on the stock. in a research report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. raised their target price on United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. TD Cowen raised their target price on United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Finally, BMO Capital Markets raised their target price on United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $113.03.

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.