Franklin Street Advisors Inc. NC Purchases 91,264 Shares of United Parcel Service, Inc. $UPS

Franklin Street Advisors Inc. NC raised its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 3,691.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 93,736 shares of the transportation company’s stock after acquiring an additional 91,264 shares during the quarter. Franklin Street Advisors Inc. NC’s holdings in United Parcel Service were worth $9,298,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of UPS. Capital Investment Advisory Services LLC boosted its position in shares of United Parcel Service by 7.9% during the 4th quarter. Capital Investment Advisory Services LLC now owns 42,309 shares of the transportation company’s stock worth $4,197,000 after purchasing an additional 3,091 shares in the last quarter. Prime Capital Investment Advisors LLC boosted its position in shares of United Parcel Service by 25.5% during the 4th quarter. Prime Capital Investment Advisors LLC now owns 15,500 shares of the transportation company’s stock worth $1,537,000 after purchasing an additional 3,153 shares in the last quarter. BIP Wealth LLC boosted its position in shares of United Parcel Service by 467.4% during the 4th quarter. BIP Wealth LLC now owns 17,316 shares of the transportation company’s stock worth $1,718,000 after purchasing an additional 14,264 shares in the last quarter. Greenleaf Trust boosted its position in shares of United Parcel Service by 31.5% during the 4th quarter. Greenleaf Trust now owns 6,820 shares of the transportation company’s stock worth $676,000 after purchasing an additional 1,634 shares in the last quarter. Finally, Jefferson Bridge Capital LLC bought a new position in shares of United Parcel Service during the 4th quarter worth about $564,000. Institutional investors own 60.26% of the company’s stock.

United Parcel Service Trading Up 2.9%

UPS opened at $100.43 on Thursday. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The firm has a market capitalization of $85.27 billion, a PE ratio of 15.31, a P/E/G ratio of 1.54 and a beta of 1.12. The company’s 50-day moving average is $106.68 and its 200 day moving average is $99.49.

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

United Parcel Service Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Tuesday, February 17th were issued a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s dividend payout ratio is currently 100.00%.

Insider Buying and Selling at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a document filed with the SEC, which is available at this link. 0.13% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

UPS has been the topic of a number of research analyst reports. Citigroup cut their price objective on shares of United Parcel Service from $120.00 to $118.00 and set a “buy” rating on the stock in a research report on Tuesday. JPMorgan Chase & Co. increased their price objective on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. UBS Group increased their price objective on shares of United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. BMO Capital Markets increased their price objective on shares of 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. Finally, BNP Paribas Exane cut shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a research report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and a consensus target price of $113.03.

United Parcel Service News Roundup

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.

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.