Legal & General Group Plc Acquires 95,454 Shares of United Parcel Service, Inc. $UPS

Key Points

• Legal & General Group Plc raised its stake in United Parcel Service by 95,454 shares (a 2.3% increase), bringing its holdings to 4,212,625 shares—about 0.50% ownership valued at $351.9 million per the latest 13F filing.
• UPS beat quarterly expectations (EPS $2.38 vs. $2.20; revenue $24.48B vs. $23.91B) but revenue fell 3.2% year-over-year, and the company pays a quarterly dividend that implies a 6.5% yield with a 100% payout ratio, signaling potential dividend sustainability risk.
• Investor sentiment is cautious after an ~11% pullback and FedEx surpassing UPS in market value; analysts are mixed and the MarketBeat consensus is a Hold with an average target of $113.67.

Legal & General Group Plc lifted its holdings in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,212,625 shares of the transportation company's stock after purchasing an additional 95,454 shares during the quarter. Legal & General Group Plc owned approximately 0.50% of United Parcel Service worth $351,881,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of UPS. CFS Investment Advisory Services LLC boosted its holdings in United Parcel Service by 2.6% in the third quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company's stock worth $372,000 after purchasing an additional 108 shares in the last quarter. Center for Financial Planning Inc. raised its holdings in United Parcel Service by 4.6% during the third quarter. Center for Financial Planning Inc. now owns 2,558 shares of the transportation company's stock valued at $214,000 after buying an additional 112 shares in the last quarter. Wealth Advisory Solutions LLC raised its holdings in United Parcel Service by 2.3% during the third quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company's stock valued at $431,000 after buying an additional 118 shares in the last quarter. Winch Advisory Services LLC lifted its position in shares of United Parcel Service by 37.3% in the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company's stock worth $38,000 after buying an additional 124 shares during the last quarter. Finally, Country Trust Bank lifted its position in shares of United Parcel Service by 4.8% in the second quarter. Country Trust Bank now owns 2,747 shares of the transportation company's stock worth $277,000 after buying an additional 125 shares during the last quarter. Institutional investors own 60.26% of the company's stock.

United Parcel Service Trading Down 0.1%

United Parcel Service stock opened at $100.77 on Thursday. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $122.41. 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 firm has a market capitalization of $85.56 billion, a PE ratio of 15.36, a PEG ratio of 1.59 and a beta of 1.08. The business's 50-day simple moving average is $110.15 and its 200-day simple moving average is $97.81.

United Parcel Service (NYSE:UPS - Get Free Report) last announced 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 firm had revenue of $24.48 billion during 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%.The firm's revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.75 EPS. Equities research analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were given a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.5%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service's dividend payout ratio is currently 100.00%.

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm's stock in a transaction on 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 this hyperlink. Insiders own 0.13% of the company's stock.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS is actively shifting toward higher-margin B2B opportunities to offset reduced Amazon volume; that strategic pivot could stabilize revenue mix over time. UPS Leaning into B2B Opportunity Amid Amazon Reduction
• Neutral Sentiment: Debate over UPS’s capital‑heavy network: scale and infrastructure remain a competitive advantage, but rising energy and AI-driven costs could make the asset base a longer-term liability to margins. Is UPS’s (UPS) Capital-Heavy Network an Edge or Liability as Energy and AI Costs Shift?
• Neutral Sentiment: Longer-term performance context on parcel carriers vs. the market; useful background for investors but less immediate impact on near-term price action. Investing $1,000 in FedEx or UPS a Decade Ago Would Have Garnered How Much?
• Negative Sentiment: Coverage highlights that Amazon’s exit/reset of its UPS relationship is prompting fresh scrutiny of UPS’s valuation and whether the dividend is sustainable if volume and margins deteriorate. UPS Reset After Amazon Exit Puts Valuation And Dividend Under Scrutiny
• Negative Sentiment: BofA cut its price target (to $112) after UPS’s CFO signaled a softer Q1 outlook, signaling analyst caution and likely contributing to selling pressure. BofA Trims UPS Target as Analyst Flags Weaker Q1 Outlook
• Negative Sentiment: Market-cap shift: FedEx has overtaken UPS for market value for the first time — a symbolic blow to investor confidence in UPS’s near-term leadership. FedEx tops UPS in market value for the first time
• Negative Sentiment: Recent market commentary and analyses are asking how far UPS shares can fall given network reconfiguration risks, Amazon volume shifts and margin pressure — reinforcing downside sentiment. How Low Can UPS Stock Go?
• Negative Sentiment: Short-term price weakness: coverage noting an ~11% pullback over the past week signals momentum-driven selling that can amplify volatility. UPS Falls 11% — And FedEx Just Stole Its Crown

Wall Street Analysts Forecast Growth

UPS has been the topic of a number of analyst reports. BNP Paribas Exane lowered United Parcel Service from a "neutral" rating to an "underperform" rating and set a $85.00 price objective on the stock. in a report on Tuesday, January 13th. Evercore boosted their target price on United Parcel Service from $94.00 to $113.00 and gave the stock an "in-line" rating in a report on Wednesday, January 21st. Stifel Nicolaus upped their target price on United Parcel Service from $112.00 to $116.00 and gave the stock a "buy" rating in a research report on Wednesday, January 28th. BMO Capital Markets increased their price target on United Parcel Service from $105.00 to $110.00 and gave the company a "market perform" rating in a report on Wednesday, January 28th. Finally, Wolfe Research restated a "peer perform" rating on shares of United Parcel Service in a research note on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of "Hold" and an average target price of $113.67.

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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