Calamos Advisors LLC Has $11.47 Million Stock Position in United Parcel Service, Inc. $UPS

Calamos Advisors LLC lowered its stake in United Parcel Service, Inc. (NYSE:UPS) by 3.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 115,675 shares of the transportation company’s stock after selling 4,697 shares during the period. Calamos Advisors LLC’s holdings in United Parcel Service were worth $11,474,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently made changes to their positions in UPS. Shrier Wealth Management LLC bought a new stake in shares of United Parcel Service in the 4th quarter valued at about $1,099,000. Strategic Planning Inc. bought a new stake in shares of United Parcel Service in the 3rd quarter valued at about $3,885,000. Victory Capital Management Inc. grew its position in shares of United Parcel Service by 10.5% in the 3rd 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 last quarter. Jaffetilchin Investment Partners LLC grew its position in shares of United Parcel Service by 192.7% in the 4th quarter. Jaffetilchin Investment Partners LLC now owns 19,734 shares of the transportation company’s stock valued at $1,957,000 after buying an additional 12,993 shares during the last quarter. Finally, Integrity Advisory Solutions LLC bought a new stake in shares of United Parcel Service in the 3rd quarter valued at about $6,868,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Indiana state tax court granted partial summary judgment to UPS on the wording of Indiana’s special fuel tax statute, a legal win that could reduce UPS’s tax exposure or lead to refunds. State tax court grants partial summary judgment to UPS over language of Indiana’s special fuel tax statute
• Positive Sentiment: An Indiana judge has indicated UPS overpaid fuel tax for private-road travel, reinforcing the potential for refunds or lowered future liabilities from the state dispute. This reduces a contingent tax risk on the balance sheet. UPS Overpaid Fuel Tax on Private Road Travel, Indiana Judge Says
• Positive Sentiment: UPS announced a temporary $0.23-per-pound surge fee across seven services on U.S. imports/exports, which should increase near-term revenue per shipment and help margins on cross-border volume. UPS adds temporary surge fee to US imports, exports
• Neutral Sentiment: Coverage notes that UPS has been a trending ticker and that analysts and Zacks readers are parsing its Q1 estimates and key operational metrics—heightening focus on the upcoming quarter and increasing short-term volatility. United Parcel Service, Inc. (UPS) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Pre-earnings previews examine expected Q1 metrics beyond headline revenue and EPS; investor attention to margin drivers, international volumes, and pricing will matter for near-term guidance and sentiment. Curious about UPS (UPS) Q1 Performance? Explore Wall Street Estimates for Key Metrics
• Negative Sentiment: UPS plans to close its Defiance, Ohio terminal in June—a localized network contraction that may save costs but could signal capacity rationalization or weigh on near-term local volumes and sentiment. UPS will be closing Defiance terminal in June
• Neutral Sentiment: Market headlines reported the stock moved higher in the prior session despite a broader market slip—today’s direction looks driven more by the mix of company-specific news and profit-taking than by any single factor. United Parcel Service (UPS) Increases Despite Market Slip: Here’s What You Need to Know

Insider Activity

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’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 transaction of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.19% of the stock is owned by corporate insiders.

United Parcel Service Stock Down 0.7%

Shares of NYSE:UPS opened at $107.01 on Friday. The company has a market capitalization of $90.86 billion, a price-to-earnings ratio of 16.31, a P/E/G ratio of 1.70 and a beta of 1.12. 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 business’s 50-day moving average is $104.24 and its 200-day moving average is $101.17. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.48 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm’s revenue was down 3.2% compared to the same quarter last year. During the same period in the previous year, the business earned $2.75 EPS. Equities research analysts predict that United Parcel Service, Inc. will post 7.07 earnings per share for the current year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were paid a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.1%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s payout ratio is currently 100.00%.

Analyst Upgrades and Downgrades

UPS has been the topic of a number of analyst reports. UBS Group upped their price target on United Parcel Service from $116.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Weiss Ratings upgraded United Parcel Service from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday. BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target on the stock. in a research report on Tuesday, January 13th. Susquehanna boosted their price objective on United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. Finally, Stifel Nicolaus boosted their price objective on United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. One research 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, United Parcel Service 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.