Ally Financial Inc. Acquires Shares of 60,000 United Parcel Service, Inc. $UPS

Key Points

• Ally Financial acquired 60,000 UPS shares in the second quarter, valued at approximately $6.45 million and representing about 0.8% of its portfolio. Institutional investors collectively own 60.26% of UPS.
• UPS reported quarterly earnings of $1.76 per share, beating estimates of $1.65, while revenue rose 7.6% year over year to $22.83 billion. Analysts expect full-year fiscal 2026 EPS of $7.22.
• UPS declared a quarterly dividend of $1.64, equivalent to a 6.4% annualized yield, though its payout ratio is elevated at 121.93%. Analysts maintain an average “Hold” rating with a $117.41 price target.

Ally Financial Inc. acquired a new position in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 60,000 shares of the transportation company's stock, valued at approximately $6,450,000. United Parcel Service makes up about 0.8% of Ally Financial Inc.'s portfolio, making the stock its 28th largest position.

Several other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in shares of United Parcel Service by 1.8% during the fourth quarter. Vanguard Group Inc. now owns 68,496,420 shares of the transportation company's stock valued at $6,794,160,000 after buying an additional 1,218,432 shares during the last quarter. State Street Corp boosted its stake in shares of United Parcel Service by 3.3% in the 4th quarter. State Street Corp now owns 32,092,627 shares of the transportation company's stock worth $3,183,268,000 after buying an additional 1,029,377 shares during the last quarter. Charles Schwab Investment Management Inc. grew its stake in shares of United Parcel Service by 3.3% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 27,142,759 shares of the transportation company's stock valued at $2,692,290,000 after purchasing an additional 856,125 shares during the period. Geode Capital Management LLC grew its position in United Parcel Service by 1.4% during the fourth quarter. Geode Capital Management LLC now owns 17,154,091 shares of the transportation company's stock valued at $1,703,291,000 after buying an additional 240,253 shares during the period. Finally, Victory Capital Management Inc. grew its position in shares of United Parcel Service by 72.9% during the 4th quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company's stock valued at $1,370,639,000 after acquiring an additional 5,826,824 shares during the period. 60.26% of the stock is owned by institutional investors.

United Parcel Service Stock Performance

Shares of United Parcel Service stock opened at $102.06 on Monday. The company has a debt-to-equity ratio of 1.58, a quick ratio of 1.18 and a current ratio of 1.18. The company has a market capitalization of $86.83 billion, a PE ratio of 18.97, a P/E/G ratio of 1.84 and a beta of 1.06. The company has a 50-day simple moving average of $108.40 and a two-hundred day simple moving average of $106.35. United Parcel Service, Inc. has a one year low of $82.00 and a one year high of $122.41.

United Parcel Service (NYSE:UPS - Get Free Report) last posted its earnings results on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, beating analysts' consensus estimates of $1.65 by $0.11. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The company had revenue of $22.83 billion during the quarter, compared to analysts' expectations of $21.86 billion. During the same quarter in the prior year, the company posted $1.55 earnings per share. United Parcel Service's revenue for the quarter was up 7.6% compared to the same quarter last year. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Research analysts expect that United Parcel Service, Inc. will post 7.22 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Investors of record on Monday, August 17th will be given a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.4%. The ex-dividend date of this dividend is Monday, August 17th. United Parcel Service's dividend payout ratio (DPR) is presently 121.93%.

Analyst Ratings Changes

Several research firms recently issued reports on UPS. Citigroup increased their target price on shares of United Parcel Service from $127.00 to $132.00 and gave the stock a "buy" rating in a report on Thursday, July 9th. Sanford C. Bernstein raised their price objective on United Parcel Service from $130.00 to $133.00 and gave the company an "outperform" rating in a research report on Tuesday, July 21st. Wall Street Zen upgraded shares of United Parcel Service from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Citizens Jmp started coverage on United Parcel Service in a research note on Wednesday, July 15th. They set a "market perform" rating on the stock. Finally, Susquehanna boosted their price objective on shares of United Parcel Service from $118.00 to $120.00 and gave the company a "neutral" rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $117.41.

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.

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