ABN Amro Investment Solutions Sells 20,604 Shares of United Parcel Service, Inc. $UPS

ABN Amro Investment Solutions reduced its holdings in United Parcel Service, Inc. (NYSE:UPS) by 32.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 43,265 shares of the transportation company’s stock after selling 20,604 shares during the period. ABN Amro Investment Solutions’ holdings in United Parcel Service were worth $3,614,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Evelyn Partners Investment Management Europe Ltd increased its position in United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after acquiring an additional 131 shares during the period. Mid American Wealth Advisory Group Inc. acquired a new stake in United Parcel Service in the 2nd quarter worth $26,000. Salzhauer Michael bought a new position in shares of United Parcel Service during the 3rd quarter worth about $31,000. Physician Wealth Advisors Inc. raised its position in shares of United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after buying an additional 163 shares during the last quarter. Finally, FNY Investment Advisers LLC bought a new stake in shares of United Parcel Service in the second quarter valued at about $34,000. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service Stock Up 0.9%

Shares of NYSE:UPS opened at $119.15 on Monday. The company’s fifty day moving average is $106.03 and its 200-day moving average is $94.78. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $123.70. The company has a market capitalization of $101.09 billion, a PE ratio of 18.16, a P/E/G ratio of 1.89 and a beta of 1.10.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm’s quarterly revenue was down 3.2% on a year-over-year basis. During the same period last year, the firm posted $2.75 EPS. Equities 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 company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be paid a $1.64 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 5.5%. United Parcel Service’s payout ratio is 100.00%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on UPS shares. Sanford C. Bernstein boosted their price target on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Susquehanna lifted their price objective on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a report on Tuesday, January 20th. Truist Financial raised their target price on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Wall Street Zen raised shares of United Parcel Service from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Finally, Citigroup dropped 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, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and a consensus price target of $113.67.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Last quarter UPS reported better-than-expected results (EPS and revenue beat), which underpins investor confidence in earnings power and supports the rally. MarketBeat: UPS profile
• Positive Sentiment: Options market activity shows large, bullish bets (“whales” positioning), suggesting speculative or hedged interest that can amplify upside momentum. This Is What Whales Are Betting On United Parcel Service
• Neutral Sentiment: Industry trend toward warehouse automation (UPS among adopters) is a multi-year cost and efficiency positive but raises near-term capex and labor-transition risks — investors will watch execution and ROI. How packaging and logistics companies are automating their warehouses
• Neutral Sentiment: Zacks issued a string of mixed estimate revisions (some quarters raised, others cut); the net effect is uncertainty on near-term quarters while longer-term estimates were nudged slightly. Investors should focus on guidance and cadence of margin recovery. MarketBeat: Zacks revisions summary
• Negative Sentiment: UPS’s plan to cut about 30,000 jobs has hit a legal roadblock amid strategic shifts (including Amazon-related contract dynamics), creating uncertainty on cost-savings timing and potential litigation or bargaining costs. UPS’ plan to cut 30,000 jobs hits legal roadblock amid Amazon pivot
• Negative Sentiment: New union litigation and a dispute tied to Temu highlight rising labor and contract risks that could pressure costs, service levels and margins if escalations continue. UPS Union Lawsuit And Temu Dispute Test Labor And Contract Story
• Negative Sentiment: An AmericanBankingNews piece flags a pessimistic near-term Q1 outlook from Zacks, reflecting analyst cuts to early-2026 quarters — a downside catalyst if results or guidance miss. Zacks Research Has Pessimistic Outlook of UPS Q1 Earnings

Insider Activity at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the 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 document filed with the SEC, which is available through the SEC website. 0.13% of the stock is owned by insiders.

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.