Stack Financial Management Inc Takes Position in United Parcel Service, Inc. $UPS

Key Points

• Stack Financial Management bought a new stake of 139,113 UPS shares in Q4, valued at about $13.8 million.
• Amazon Supply Chain Services — Amazon opening its logistics network to outside companies — is being cited as a major competitive threat that sparked a sector-wide selloff and increased near‑term downside risk for UPS.
• UPS recently beat quarterly EPS estimates ($1.07 vs. $1.02), and while it offers a high dividend yield (around 6%), analysts' consensus rating remains Hold with a $112.08 price target.

Stack Financial Management Inc bought a new stake in United Parcel Service, Inc. (NYSE:UPS - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 139,113 shares of the transportation company's stock, valued at approximately $13,799,000.

Other large investors also recently made changes to their positions in the company. Torren Management LLC acquired a new position in United Parcel Service during the 4th quarter valued at about $29,000. Physician Wealth Advisors Inc. boosted its stake in United Parcel Service by 76.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company's stock valued at $31,000 after purchasing an additional 163 shares during the last quarter. Activest Wealth Management boosted its stake in United Parcel Service by 144.3% during the 4th quarter. Activest Wealth Management now owns 408 shares of the transportation company's stock valued at $40,000 after purchasing an additional 241 shares during the last quarter. Avion Wealth boosted its stake in United Parcel Service by 284.1% during the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company's stock valued at $36,000 after purchasing an additional 321 shares during the last quarter. Finally, Optima Capital LLC acquired a new position in United Parcel Service during the 4th quarter valued at about $44,000. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS retains a high dividend yield and value metrics that can attract income and value buyers, providing some support amid the selloff. UPS profile
• Neutral Sentiment: Broader market headwinds — including renewed geopolitical risk in the Middle East — pressured equities generally today, adding to downward momentum in transportation and consumer stocks. Review & Preview: War Redux
• Negative Sentiment: Amazon launched “Amazon Supply Chain Services,” opening its global logistics network to outside companies — a direct, large-scale competitive threat that could pressure UPS’s volumes, pricing power and long-term margins. UPS, FedEx stocks sink after Amazon expands logistics network to other businesses
• Negative Sentiment: Market reaction was severe: legacy carriers saw heavy selling and elevated volume as investors quickly repriced the competitive landscape, citing Amazon’s cost/automation advantages. This repricing increases near‑term downside risk for UPS until clearer competitive impacts show up in results. Why are UPS, FedEx stocks falling today?

United Parcel Service Price Performance

United Parcel Service stock opened at $96.28 on Tuesday. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $122.41. The company's 50 day moving average price is $103.46 and its two-hundred day moving average price is $101.92. The company has a quick ratio of 1.22, a current ratio of 1.21 and a debt-to-equity ratio of 1.50. The stock has a market cap of $81.75 billion, a P/E ratio of 15.58, a P/E/G ratio of 1.71 and a beta of 1.06.

United Parcel Service (NYSE:UPS - Get Free Report) last posted its earnings results on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.02 by $0.05. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The firm had revenue of $21.20 billion for the quarter, compared to analysts' expectations of $20.99 billion. During the same quarter last year, the firm earned $1.49 EPS. The company's quarterly revenue was down 1.4% compared to the same quarter last year. On average, equities analysts predict that United Parcel Service, Inc. will post 7.1 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Susquehanna lifted their price target on United Parcel Service from $116.00 to $118.00 and gave the company a "neutral" rating in a research note on Wednesday, April 29th. Wells Fargo & Company lifted their price target on United Parcel Service from $96.00 to $110.00 and gave the company an "equal weight" rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. lifted their price target on United Parcel Service from $99.00 to $107.00 and gave the company a "neutral" rating in a research note on Wednesday, January 28th. Sanford C. Bernstein lifted their price target on United Parcel Service from $122.00 to $125.00 and gave the company an "outperform" rating in a research note on Friday, January 9th. Finally, BNP Paribas Exane downgraded United Parcel Service from a "neutral" rating to an "underperform" rating and set a $85.00 price target for the company. in a research note on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $112.08.

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.

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