Cary Street Partners Financial LLC trimmed its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 60.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 14,754 shares of the transportation company’s stock after selling 22,791 shares during the quarter. Cary Street Partners Financial LLC’s holdings in United Parcel Service were worth $1,232,000 at the end of the most recent quarter.
A number of other large investors also recently bought and sold shares of UPS. Brighton Jones LLC grew its holdings in shares of United Parcel Service by 63.8% in 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 purchased a new stake in United Parcel Service in the 2nd quarter valued at about $277,000. Fjarde AP Fonden Fourth Swedish National Pension Fund grew its stake in United Parcel Service by 21.8% in the 2nd quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 28,141 shares of the transportation company’s stock worth $2,841,000 after acquiring an additional 5,033 shares in the last quarter. SVB Wealth LLC bought a new position in United Parcel Service in the 2nd quarter worth about $848,000. Finally, Flagship Harbor Advisors LLC increased its position in shares of United Parcel Service by 57.1% during the second quarter. Flagship Harbor Advisors LLC now owns 7,172 shares of the transportation company’s stock worth $724,000 after acquiring an additional 2,606 shares during the period. Hedge funds and other institutional investors own 60.26% of the company’s stock.
United Parcel Service Stock Down 0.7%
United Parcel Service stock opened at $115.85 on Friday. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $123.70. The business has a fifty day moving average price of $109.25 and a 200-day moving average price of $96.74. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22. The stock has a market capitalization of $98.29 billion, a price-to-earnings ratio of 17.66, a PEG ratio of 1.85 and a beta of 1.11.
United Parcel Service Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors 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 yield of 5.7%. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.
Key United Parcel Service News
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: UPS reported a quarterly earnings beat and the stock has rallied since that report, supporting a view that near‑term fundamentals can improve. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
- Positive Sentiment: UPS’s Louisville hub is now the world’s largest express air cargo hub, strengthening network capacity and competitive positioning versus FedEx. UPS facility overtakes FedEx as world’s largest express air cargo hub
- Positive Sentiment: Growth in the cargo aircraft charter market and broader e‑commerce logistics tailwinds could expand demand for UPS’s air/logistics services. Cargo Aircraft Charter Service Industry Report 2026-2035
- Neutral Sentiment: Competitors (and shippers seeking alternatives) are improving features and coverage, which could pressure pricing or share if UPS doesn’t match service changes. 3 ways FedEx, UPS competitors are leveling up in 2026
- Neutral Sentiment: Macro labor data show only modest increases in initial jobless claims; not a direct UPS issue but relevant to consumer demand and labor market dynamics. US filings for jobless aid rise modestly to 212,000
- Negative Sentiment: A U.S. court allowed UPS to proceed with a driver buyout program and UPS has begun notifying drivers; the broader restructuring includes plans to close union‑staffed sortation centers and possible cuts up to ~30,000 roles — a move that increases short‑term execution, legal and labor‑relation risk even if intended to improve margins. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
- Negative Sentiment: Related: UPS has started notifying delivery drivers about voluntary buyouts — this amplifies the near‑term uncertainty about staffing, service levels and potential contract disputes. UPS begins notifying delivery drivers about optional buyout program
- Negative Sentiment: Legal exposure: a wrongful‑death suit was filed after last November’s UPS aircraft crash, adding litigation risk and potential reputational impact. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
- Negative Sentiment: MarketWatch flagged that UPS underperformed peers on Wednesday, reflecting investor concern about the combination of restructuring uncertainty and competitive pressure. United Parcel Service Inc. Cl B stock underperforms Wednesday
Insiders Place Their Bets
In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’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 filing with the SEC, which is available at this link. Corporate insiders own 0.13% of the company’s stock.
Analyst Upgrades and Downgrades
A number of brokerages recently issued reports on UPS. Weiss Ratings upgraded United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Bank of America upgraded United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 target price for the company in a report on Friday, January 9th. Citigroup cut their price target on United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft lifted their price objective on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. increased their target price on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a report 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $113.67.
Read Our Latest Stock Report on UPS
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.
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