United Parcel Service, Inc. $UPS Shares Sold by Cullen Investment Group LTD.

Cullen Investment Group LTD. trimmed its holdings in United Parcel Service, Inc. (NYSE:UPS) by 43.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 46,217 shares of the transportation company’s stock after selling 36,097 shares during the quarter. Cullen Investment Group LTD.’s holdings in United Parcel Service were worth $4,993,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the business. Brighton Jones LLC raised its holdings in shares of United Parcel Service by 63.8% in the 4th 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 in the last quarter. Sivia Capital Partners LLC bought a new stake in United Parcel Service during the second quarter worth approximately $277,000. SVB Wealth LLC acquired a new position in United Parcel Service in the second quarter worth approximately $848,000. AlphaCore Capital LLC increased its holdings in shares of United Parcel Service by 160.9% in the second quarter. AlphaCore Capital LLC now owns 1,156 shares of the transportation company’s stock valued at $117,000 after buying an additional 713 shares in the last quarter. Finally, Waterloo Capital L.P. bought a new position in shares of United Parcel Service in the second quarter valued at $201,000. Institutional investors own 60.26% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Stephens raised their price objective on United Parcel Service from $113.00 to $115.00 and gave the stock an “equal weight” rating in a research note on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft upped 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. Citigroup decreased their price target on United Parcel Service from $126.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Bank of America raised 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. Finally, BMO Capital Markets boosted their price objective on United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $113.67.

United Parcel Service Price Performance

UPS opened at $98.38 on Thursday. The stock has a fifty day moving average of $108.64 and a 200-day moving average of $98.57. The firm has a market capitalization of $83.54 billion, a P/E ratio of 15.00, a PEG ratio of 1.55 and a beta of 1.08. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $122.41. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The business had revenue of $24.48 billion for the quarter, compared to the consensus estimate 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 for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.75 earnings per share. Equities analysts forecast that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.7%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s payout ratio is 100.00%.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS opened a $100M logistics hub in Taiwan to serve semiconductor and tech customers (TSMC, Applied Materials). This expands capacity in a high-growth, higher-margin vertical (chip/equipment logistics) and supports long-term revenue growth in APAC. UPS opens $100 million Taiwan logistics hub to meet tech boom demand
• Positive Sentiment: The U.S. Postal Service announced an 8% fuel surcharge on parcels — the first-ever — which narrows any parcel-price advantage USPS may have had and could reduce competitive price pressure on UPS if the surcharge remains in place. Postal Service to Impose Its First-Ever Fuel Surcharge on Packages
• Neutral Sentiment: Reports say UPS cut ~30,000 jobs and closed 24 facilities again in 2026. That reduces operating costs (potential margin support) but may signal demand softness or raise service/risk concerns if cuts affect capacity. Third year in a row, UPS cuts 30,000 jobs and closes 24 facilities in 2026
• Negative Sentiment: UPS has withdrawn its voluntary driver buyout program in the Central region after Teamsters grievances and acknowledgement of contract violations — heightening labor tensions and legal/contract risk that could force higher labor costs or disrupt operations. UPS withdraws latest driver buyout scheme in central region states UPS ADMITS DRIVER BUYOUTS VIOLATE TEAMSTERS CONTRACT IN CENTRAL REGION
• Negative Sentiment: FedEx is expanding same-day capabilities (FedEx SameDay Local), signaling tougher competition in fast-delivery segments where UPS competes and could face margin pressure or the need for incremental investment. FedEx Ramps Up Competition With Amazon for Same-Day Delivery. The Stock Rose.

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 stock was 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 accessible through this link. 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.