Colonial Trust Advisors reduced its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 47.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,941 shares of the transportation company’s stock after selling 13,275 shares during the period. Colonial Trust Advisors’ holdings in United Parcel Service were worth $1,248,000 at the end of the most recent quarter.
A number of other institutional investors have also modified their holdings of UPS. Brighton Jones LLC boosted its holdings in shares of United Parcel Service by 63.8% during the fourth quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock worth $1,529,000 after purchasing an additional 4,723 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in United Parcel Service in the second quarter valued at $277,000. Wealthfront Advisers LLC lifted its position in United Parcel Service by 72.1% during the second quarter. Wealthfront Advisers LLC now owns 83,202 shares of the transportation company’s stock worth $8,398,000 after buying an additional 34,851 shares during the period. AustralianSuper Pty Ltd acquired a new stake in United Parcel Service in the 2nd quarter worth about $7,850,000. Finally, SYM FINANCIAL Corp grew its holdings in United Parcel Service by 50.1% in the 2nd quarter. SYM FINANCIAL Corp now owns 3,302 shares of the transportation company’s stock valued at $333,000 after buying an additional 1,102 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.
Insider Transactions at United Parcel Service
In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service 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 document filed with the SEC, which is accessible through this link. 0.13% of the stock is owned by company insiders.
United Parcel Service Stock Up 0.4%
United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating the consensus estimate 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 company had revenue of $24.48 billion for the quarter, compared to analyst estimates of $23.91 billion. During the same period last year, the company posted $2.75 earnings per share. The firm’s revenue was down 3.2% compared to the same quarter last year. Equities research analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.
United Parcel Service Announces Dividend
The business 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 dividend on an annualized basis and a yield of 5.7%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio is currently 100.00%.
Wall Street Analysts Forecast Growth
UPS has been the topic of several recent analyst reports. Stephens increased their price objective on shares of United Parcel Service from $113.00 to $115.00 and gave the stock an “equal weight” rating in a 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 target on the stock in a research note on Friday, January 9th. HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. Stifel Nicolaus increased their target price on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. 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 assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $113.67.
Read Our Latest Stock Report on United Parcel Service
Key Stories Impacting United Parcel Service
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: Analyst thesis: UPS is shifting from volume-driven growth to a multi-year, margin-focused turnaround — targets include 68% U.S. volume automation by FY2026 and a $20B healthcare business, which should structurally lower OPEX and lift profitability over time. The piece expects sequential revenue and high single‑digit operating profit growth after mid‑2026. United Parcel Service: From Legacy Drag To Margin Inflection
- Positive Sentiment: Legal clearance for buyouts: A U.S. judge ruled UPS can offer up to $150,000 buyouts to unionized drivers, and a separate court denied the Teamsters’ plea to halt the buyout rollout — removing an immediate legal barrier to workforce reductions and enabling near‑term cost savings. UPS can offer $150,000 buyouts to unionized drivers, US judge rules
- Neutral Sentiment: Network overhaul underway: UPS is executing its largest U.S. network reconfiguration — dozens of package and sortation facility closures, expanded automation and new voluntary separation plans. This is intended to cut costs and modernize the network, but timing and execution risk remain. UPS Union Clash Puts Cost Cuts And Network Overhaul In Focus
- Negative Sentiment: Labor conflict and investor concern: The Teamsters have filed emergency legal action and alleged contract breaches tied to new programs; that labor friction raises the risk of protracted disputes, reputational cost, and potential operational interruptions that could pressure near‑term margins. Investors are watching closely. How Investors Are Reacting To United Parcel Service (UPS) Union Clash Over Automation And Facility Closures
- Negative Sentiment: Near‑term headwinds: Analysts and commentators note restructuring costs, Amazon volume reductions and the disruption from facility closures could weigh on near‑term results even if margins improve later. Local closures are already affecting communities, underscoring execution risk. UPS is closing package facilities in U.S.: Are any locations in N.Y. affected?
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.
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