17,696 Shares in United Parcel Service, Inc. $UPS Bought by Arbor Capital Management Inc. ADV

Arbor Capital Management Inc. ADV bought a new position in shares of United Parcel Service, Inc. (NYSE:UPS) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 17,696 shares of the transportation company’s stock, valued at approximately $1,502,000.

Several other large investors also recently modified their holdings of the business. Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of United Parcel Service by 4.2% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 816,547 shares of the transportation company’s stock valued at $68,206,000 after purchasing an additional 32,891 shares during the last quarter. Hussman Strategic Advisors Inc. bought a new position in United Parcel Service during the 3rd quarter valued at approximately $2,631,000. EPG Wealth Management LLC bought a new position in United Parcel Service during the 3rd quarter valued at approximately $239,000. One Wealth Advisors LLC purchased a new position in United Parcel Service during the third quarter valued at $268,000. Finally, Phoenix Financial Ltd. boosted its holdings in United Parcel Service by 33.0% in the third quarter. Phoenix Financial Ltd. now owns 4,869 shares of the transportation company’s stock worth $407,000 after acquiring an additional 1,207 shares in the last quarter. 60.26% of the stock is owned by institutional investors.

United Parcel Service News Summary

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

• Positive Sentiment: Q4 beat and upbeat 2026 revenue guide: UPS reported Q4 revenue and adjusted EPS above estimates and guided to higher 2026 revenue, underpinning the stock’s fundamental upside. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analysts turning more bullish — multiple price‑target increases and upgrades today (notable raises: Jefferies to $130 buy, Truist to $130 buy, UBS to $125 buy, Oppenheimer to $115 outperform), signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: Shareholder returns highlighted: UPS confirmed a meaningful quarterly dividend (annualized yield ~6%) and continues buybacks — supports income investors and offsets some growth concerns. UPS Q4 press release / earnings deck
• Positive Sentiment: Market narrative shifting to “accumulation”: coverage pieces argue UPS is entering a rebound phase as volume mix improves (international, healthcare, higher‑margin segments). MarketBeat accumulation thesis
• Positive Sentiment: Options flow showed heavy call buying the day after earnings — short‑term bullish positioning by some traders (unusual activity vs. typical volume).
• Neutral Sentiment: Industry operational note: FedEx aims to return MD‑11 freighters to service after the UPS MD‑11 accident — a sector safety/operational development that keeps regulatory and reputational risks in focus. FedEx MD‑11 return plan
• Neutral Sentiment: Some divergence among analysts — Citigroup trimmed its target slightly even as most shops raised theirs, showing not all firms are aligned on upside magnitude. Analyst dissent
• Negative Sentiment: Large workforce cuts: UPS will eliminate up to 30,000 operational jobs (on top of prior reductions) and close facilities as it winds down lower‑margin Amazon volumes — raises short‑term execution risk, transition costs and scrutiny about competitiveness. UPS job cuts announced
• Negative Sentiment: Insider selling: Director/insider Norman M. Brothers Jr. sold ~25,014 shares at ~$106 each — a visible insider sale that can amplify negative sentiment even if it’s routine. Insider sale SEC filing
• Negative Sentiment: Coverage pointing to costly Amazon unwind: analysis pieces warn the separation from Amazon is expensive and competitive pressures in U.S. delivery remain strong, which could weigh on margins while network changes take effect. Invezz analysis

United Parcel Service Trading Down 3.2%

NYSE:UPS opened at $103.77 on Thursday. United Parcel Service, Inc. has a one year low of $82.00 and a one year high of $136.58. The business has a fifty day moving average price of $101.23 and a 200-day moving average price of $93.47. The firm has a market capitalization of $88.03 billion, a price-to-earnings ratio of 16.04, a price-to-earnings-growth ratio of 2.32 and a beta of 1.11. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30.

United Parcel Service (NYSE:UPS) last released its 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. The company had revenue of $24.50 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%.United Parcel Service’s quarterly 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 earnings per share. Sell-side analysts forecast that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be paid a dividend of $1.64 per share. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.3%. United Parcel Service’s payout ratio is 101.39%.

Insider Transactions at United Parcel Service

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 transaction of $2,655,236.10. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.13% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on UPS shares. Citigroup reduced their price objective on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday. Jefferies Financial Group raised their price target on shares of United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a research report on Wednesday. Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a research report on Friday, January 9th. Deutsche Bank Aktiengesellschaft increased their target price on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research note on Wednesday. Finally, HSBC upgraded United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $115.22.

United Parcel Service Company 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.