Lansforsakringar Fondforvaltning AB publ Grows Position in United Parcel Service, Inc. $UPS

Lansforsakringar Fondforvaltning AB publ increased its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 3.8% in the third quarter, according to its most recent filing with the SEC. The fund owned 231,784 shares of the transportation company’s stock after acquiring an additional 8,501 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in United Parcel Service were worth $19,361,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of UPS. Evelyn Partners Investment Management Europe Ltd lifted its position in shares of 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 purchasing an additional 131 shares during the last quarter. Salzhauer Michael purchased a new position in United Parcel Service in the 3rd quarter worth about $31,000. Physician Wealth Advisors Inc. lifted its holdings in United Parcel Service by 76.5% during the 3rd 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 in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new stake in United Parcel Service in the 2nd quarter valued at about $34,000. Finally, Avion Wealth boosted its position in United Parcel Service by 284.1% in the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company’s stock valued at $36,000 after buying an additional 321 shares during the period. Institutional investors own 60.26% of the company’s stock.

Key United Parcel Service News

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

• Positive Sentiment: Analyst outlooks and scenario pieces highlight upside over the next year if cost cuts and mix improvements stick; the Motley Fool snapshot argues a compelling one‑year upside while warning execution risk. Where Will UPS Be in 1 Year?
• Positive Sentiment: Longer-term TAM expansion: a new industry market report cites bio‑pharmaceutical logistics as a fast‑growing area (includes UPS among leading providers) — a potential high-margin growth corridor (cold chain, cell & gene therapies, IoT tracking). Bio-Pharmaceutical Logistics Market Report 2026-2035
• Neutral Sentiment: Income/valuation pieces mention UPS as a high‑yield turnaround candidate for income investors, but these are speculative and hinge on execution of cuts and margin recovery. Top High-Yield Stocks to Double Up on Right Now
• Neutral Sentiment: Valuation and strategy analyses are re‑rating UPS as facility closures and shifts in Amazon volumes reshape the business — these writeups balance near‑term hits with potential structural benefits from a leaner network. A Look At United Parcel Service’s Valuation
• Negative Sentiment: Operational disruption: UPS disclosed nearly two dozen package facilities slated for closure in 2026 and plans to shutter a Columbia, SC area hub — these moves signal sizable layoffs and short‑term disruption to volumes and local operations. UPS is closing package facilities: See the list
• Negative Sentiment: Labor/legal risk: the Teamsters told a judge they want to block UPS’s $150,000 driver buyouts, warning that thousands could accept — if the program is blocked or litigated, UPS may face higher costs or slower headcount reductions. Teamsters urge judge to block UPS buyouts
• Negative Sentiment: Investor rotation risk: coverage notes money rotating into FedEx (restructuring/spin plans) as FedEx hits highs — that shift can weigh on UPS multiple and relative performance. Beyond the Box: How FedEx Is Winning

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Wolfe Research reaffirmed a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Oppenheimer raised their price objective on United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. upped their target price on United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a report on Wednesday, January 28th. Truist Financial increased their price target 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. Finally, Sanford C. Bernstein lifted their price objective on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $113.67.

Insider Buying and Selling at United Parcel Service

In other 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 transaction of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.13% of the company’s stock.

United Parcel Service Price Performance

NYSE UPS opened at $116.71 on Monday. The firm’s fifty day simple moving average is $107.82 and its two-hundred day simple moving average is $95.86. The firm has a market capitalization of $99.01 billion, a P/E ratio of 17.79, a P/E/G ratio of 1.85 and a beta of 1.10. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $123.70.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data 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 return on equity of 38.30% and a net margin of 6.28%.The firm had revenue of $24.48 billion during the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter last year, the firm earned $2.75 EPS. The business’s quarterly revenue was down 3.2% on a year-over-year basis. Analysts forecast that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be issued a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 5.6%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is currently 100.00%.

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.