Fullcircle Wealth LLC Grows Stock Position in United Parcel Service, Inc. $UPS

Key Points

• Fullcircle Wealth LLC increased its stake in United Parcel Service (UPS) by 3.7% during the second quarter, holding 92,182 shares valued at $9.3 million, making it their largest holding.
• UPS reported an earnings per share (EPS) of $1.74 for the last quarter, exceeding expectations of $1.31, although its revenue declined 3.7% year-over-year.
• The company announced a quarterly dividend of $1.64, resulting in an annualized dividend yield of 7.0% and a dividend payout ratio of 101.39%.

Fullcircle Wealth LLC grew its position in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 3.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 92,182 shares of the transportation company's stock after purchasing an additional 3,259 shares during the period. United Parcel Service comprises about 3.4% of Fullcircle Wealth LLC's holdings, making the stock its largest holding. Fullcircle Wealth LLC's holdings in United Parcel Service were worth $9,305,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Peregrine Asset Advisers Inc. bought a new stake in United Parcel Service in the 2nd quarter worth approximately $4,285,000. Access Investment Management LLC purchased a new position in shares of United Parcel Service during the second quarter worth approximately $791,000. Machina Capital S.A.S. lifted its holdings in shares of United Parcel Service by 67.0% in the 2nd quarter. Machina Capital S.A.S. now owns 28,912 shares of the transportation company's stock worth $2,918,000 after acquiring an additional 11,595 shares during the last quarter. Westside Investment Management Inc. boosted its stake in shares of United Parcel Service by 14.8% in the 2nd quarter. Westside Investment Management Inc. now owns 960 shares of the transportation company's stock valued at $97,000 after purchasing an additional 124 shares in the last quarter. Finally, Intellectus Partners LLC grew its holdings in shares of United Parcel Service by 17.8% during the 2nd quarter. Intellectus Partners LLC now owns 10,044 shares of the transportation company's stock valued at $1,014,000 after purchasing an additional 1,516 shares during the last quarter. 60.26% of the stock is currently owned by institutional investors.

United Parcel Service Price Performance

Shares of UPS stock opened at $94.10 on Tuesday. The firm has a market cap of $79.76 billion, a P/E ratio of 14.54, a P/E/G ratio of 2.29 and a beta of 1.10. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $138.67. The business's 50 day moving average price is $86.42 and its 200-day moving average price is $93.01. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.32 and a current ratio of 1.30.

United Parcel Service (NYSE:UPS - Get Free Report) last announced its earnings results on Tuesday, October 28th. The transportation company reported $1.74 EPS for the quarter, beating analysts' consensus estimates of $1.31 by $0.43. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The company had revenue of $21.40 billion during the quarter, compared to the consensus estimate of $20.94 billion. During the same quarter in the prior year, the company earned $1.76 earnings per share. The firm's revenue for the quarter was down 3.7% on a year-over-year basis. United Parcel Service has set its Q4 2025 guidance at EPS. On average, equities research analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 4th. Stockholders of record on Monday, August 18th were given a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 7.0%. The ex-dividend date of this dividend was Monday, August 18th. United Parcel Service's dividend payout ratio (DPR) is currently 101.39%.

Insider Buying and Selling at United Parcel Service

In related news, Director Christiana Smith Shi purchased 500 shares of United Parcel Service stock in a transaction that occurred on Friday, August 22nd. The shares were bought at an average price of $88.17 per share, for a total transaction of $44,085.00. Following the completion of the transaction, the director directly owned 500 shares of the company's stock, valued at $44,085. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.13% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on UPS shares. Oppenheimer lowered their price target on shares of United Parcel Service from $114.00 to $100.00 and set an "outperform" rating for the company in a research note on Wednesday, July 30th. Wells Fargo & Company boosted their target price on United Parcel Service from $91.00 to $96.00 and gave the company an "equal weight" rating in a research note on Wednesday, October 29th. Evercore ISI reduced their price target on United Parcel Service from $103.00 to $97.00 and set an "in-line" rating on the stock in a research report on Wednesday, July 30th. Citigroup lifted their price target on United Parcel Service from $112.00 to $120.00 and gave the stock a "buy" rating in a research note on Wednesday, October 29th. Finally, Deutsche Bank Aktiengesellschaft dropped their price objective on United Parcel Service from $100.00 to $88.00 and set a "hold" rating for the company in a research note on Thursday, October 2nd. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, sixteen have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $110.00.

About United Parcel Service

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.

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