Artisan Partners Limited Partnership Boosts Stock Position in United Parcel Service, Inc. $UPS

Artisan Partners Limited Partnership raised its stake in United Parcel Service, Inc. (NYSE:UPS) by 3.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,503,367 shares of the transportation company’s stock after purchasing an additional 44,159 shares during the quarter. Artisan Partners Limited Partnership owned 0.18% of United Parcel Service worth $125,576,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Lansing Street Advisors purchased a new position in United Parcel Service in the 3rd quarter valued at $289,000. Integrated Advisors Network LLC lifted its stake in shares of United Parcel Service by 27.2% in the 3rd quarter. Integrated Advisors Network LLC now owns 14,152 shares of the transportation company’s stock worth $1,182,000 after acquiring an additional 3,022 shares during the period. DNB Asset Management AS boosted its holdings in shares of United Parcel Service by 3.3% in the third quarter. DNB Asset Management AS now owns 290,096 shares of the transportation company’s stock valued at $24,232,000 after acquiring an additional 9,272 shares in the last quarter. Clifford Swan Investment Counsel LLC increased its stake in shares of United Parcel Service by 2.3% during the third quarter. Clifford Swan Investment Counsel LLC now owns 976,357 shares of the transportation company’s stock worth $81,555,000 after acquiring an additional 21,931 shares during the period. Finally, Mesirow Financial Investment Management Inc. raised its holdings in United Parcel Service by 2.0% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,506 shares of the transportation company’s stock worth $1,045,000 after purchasing an additional 247 shares in the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

Insider Activity

In other United Parcel Service 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 value of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.13% of the stock is owned by company insiders.

United Parcel Service Stock Performance

Shares of UPS stock opened at $115.85 on Friday. The stock 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 quick ratio of 1.22 and a current ratio of 1.22. The stock has a market cap of $98.29 billion, a PE ratio of 17.66, a P/E/G ratio of 1.85 and a beta of 1.11. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $123.70.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.20 by $0.18. The company had revenue of $24.48 billion for the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.United Parcel Service’s revenue was down 3.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.75 earnings per share. Sell-side 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 firm also recently announced 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. 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 payout ratio is presently 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

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on UPS. Jefferies Financial Group lifted their price objective on United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Stephens lifted their price target on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. Oppenheimer upped 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. Truist Financial raised their target price on United Parcel Service from $120.00 to $130.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, BMO Capital Markets boosted their target price on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research 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 given a Sell rating to the stock. Based on data from MarketBeat.com, United Parcel Service presently has a consensus rating of “Hold” and a consensus price target of $113.67.

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.