Cowa LLC Purchases 9,487 Shares of United Parcel Service, Inc. $UPS

Cowa LLC grew its holdings in United Parcel Service, Inc. (NYSE:UPS) by 108.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 18,272 shares of the transportation company’s stock after purchasing an additional 9,487 shares during the quarter. Cowa LLC’s holdings in United Parcel Service were worth $1,526,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Mufg Securities Americas Inc. grew its position in shares of United Parcel Service by 22.1% during the 3rd quarter. Mufg Securities Americas Inc. now owns 19,848 shares of the transportation company’s stock worth $1,658,000 after buying an additional 3,587 shares during the period. Krane Funds Advisors LLC raised its holdings in United Parcel Service by 8.4% in the third quarter. Krane Funds Advisors LLC now owns 5,399 shares of the transportation company’s stock worth $462,000 after purchasing an additional 417 shares during the period. AXQ Capital LP boosted its position in shares of United Parcel Service by 124.3% during the third quarter. AXQ Capital LP now owns 13,173 shares of the transportation company’s stock worth $1,100,000 after purchasing an additional 7,299 shares in the last quarter. First Financial Bankshares Inc acquired a new position in shares of United Parcel Service in the 3rd quarter valued at $206,000. Finally, Compound Planning Inc. increased its position in shares of United Parcel Service by 0.8% in the 3rd quarter. Compound Planning Inc. now owns 19,155 shares of the transportation company’s stock valued at $1,600,000 after buying an additional 149 shares in the last quarter. 60.26% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Wells Fargo & Company lifted their price objective on United Parcel Service from $96.00 to $110.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday, January 28th. Bank of America raised shares of 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. Oppenheimer lifted their price target on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. Finally, BNP Paribas Exane cut United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective for the company. in a research report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $113.67.

United Parcel Service Price Performance

Shares of UPS opened at $115.06 on Tuesday. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45. The company’s fifty day simple moving average is $108.11 and its 200 day simple moving average is $96.06. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $123.70. The company has a market cap of $97.62 billion, a price-to-earnings ratio of 17.54, a PEG ratio of 1.85 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The firm had revenue of $24.48 billion during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter last year, the company posted $2.75 earnings per share. On average, research analysts forecast 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 declared a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be given a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a yield of 5.7%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s payout ratio is 100.00%.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: The court denied the Teamsters’ emergency plea to halt UPS’s driver buyout rollout, clearing a major legal obstacle for the company to proceed with voluntary separation plans for roughly 105,000 drivers — a near‑term enabler of the company’s cost‑cutting and restructuring. UPS driver buyouts: Court denies Teamsters plea to halt rollout
• Positive Sentiment: The Supreme Court struck down expansive tariffs previously announced by the administration — a development that supports cross‑border trade volumes over time and reduces a layer of macro uncertainty for parcel carriers. Can I get a tariff refund from DHL, UPS, or FedEx after the Supreme Court struck down Trump’s tariffs?
• Neutral Sentiment: Local coverage outlines which U.S. package facilities are being closed and whether New York locations are affected — useful for assessing regional operational impacts but not new to the larger network plan. UPS is closing package facilities in U.S.: Are any locations in N.Y. affected?
• Neutral Sentiment: Analyst/industry pieces compare UPS to FedEx on valuation, cost‑cutting and growth outlook — helpful context for investors deciding between peers but not immediate catalysts. UPS vs FDX: Which Parcel Delivery Giant Offers Greater Potential Now?
• Neutral Sentiment: Opinion/analysis on the recent UPS rally and why improved estimates don’t guarantee further upside — useful for framing expectations around guidance vs. execution. United Parcel Service Rally Explained: Why Better Estimates Don’t Automatically Mean Upside
• Neutral Sentiment: Report of a public figure acquiring UPS shares — small informational item that can be viewed as a sentiment signal but not a material catalyst. United Parcel Service (NYSE:UPS) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.
• Negative Sentiment: Broader coverage details UPS’s largest U.S. network reconfiguration — dozens of facility closures, major automation, and mass layoff/buyout programs — which raises execution, service disruption and PR risks during the transition. UPS Union Clash Puts Cost Cuts And Network Overhaul In Focus
• Negative Sentiment: The Teamsters have launched emergency legal action alleging contract breaches tied to workforce programs (Driver Choice Program and broader buyouts), increasing the chance of protracted legal battles or labor disruption. How Investors Are Reacting To United Parcel Service (UPS) Union Clash Over Automation And Facility Closures
• Negative Sentiment: Macro headlines showing volatility from tariff/conflict news have pressured trade‑sensitive stocks today, creating an uncertain demand backdrop for carriers reliant on global volumes. Shares of Trade-Vulnerable Retailers Tumble

Insider Transactions at United Parcel Service

In other 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 stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.13% of the stock is owned by corporate 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.