United Parcel Service, Inc. $UPS Shares Acquired by Ranch Capital Advisors Inc.

Key Points

• Ranch Capital Advisors increased its UPS stake by 609% in the fourth quarter, ending with 18,321 shares valued at about $1.8 million. Several other hedge funds also added to or initiated positions, and institutional investors now own 60.26% of the company.
• UPS shares were up about 0.6% and opened at $98.98. The stock remains below its 50-day and 200-day moving averages, while analysts’ views are mixed with a consensus rating of Hold and an average target price of $111.87.
• The company reported better-than-expected quarterly earnings of $1.07 per share on revenue of $21.20 billion, and it continues to offer a large dividend. UPS declared a $1.64 quarterly dividend, implying a 6.6% annualized yield, though the payout ratio is above 100%.

Ranch Capital Advisors Inc. lifted its position in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 609.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 18,321 shares of the transportation company's stock after buying an additional 15,737 shares during the quarter. Ranch Capital Advisors Inc.'s holdings in United Parcel Service were worth $1,817,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Coston McIsaac & Partners grew its holdings in shares of United Parcel Service by 77.8% in the fourth quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company's stock valued at $27,000 after purchasing an additional 119 shares in the last quarter. Torren Management LLC acquired a new stake in shares of United Parcel Service in the fourth quarter valued at $29,000. Physician Wealth Advisors Inc. boosted its holdings in United Parcel Service by 76.5% in the third 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 period. Winch Advisory Services LLC boosted its holdings in United Parcel Service by 37.3% in the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company's stock valued at $38,000 after purchasing an additional 124 shares during the period. Finally, Activest Wealth Management grew 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 worth $40,000 after purchasing an additional 241 shares in the last quarter. Institutional investors and hedge funds own 60.26% of the company's stock.

United Parcel Service News Summary

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

• Positive Sentiment: Some Wall Street analysts remain moderately bullish on UPS, which can help support investor confidence despite the stock’s recent underperformance versus the broader market. Are Wall Street Analysts Bullish on United Parcel Service Stock?
• Positive Sentiment: Bullish commentary from investors highlighted UPS’s valuation, noting its trailing and forward P/E multiples as potentially attractive for value-focused buyers. Is United Parcel Service, Inc. (UPS) A Good Stock To Buy Now?
• Neutral Sentiment: A report questioning whether UPS could face pressure amid Russell 1000 trends adds a cautious macro backdrop, but does not appear to signal a major company-specific change. Could United Parcel Service Face Pressure Amid Russell 1000 Trends?
• Negative Sentiment: Zacks Research trimmed EPS estimates for multiple future periods, including FY2026, FY2027, FY2028, Q3 2027 and Q4 2027, reinforcing concern that earnings growth could be less robust than previously expected.
• Negative Sentiment: A board member resignation following a Federal Reserve appointment introduces a small governance headline, but it is likely a secondary factor compared with the earnings revisions.

United Parcel Service Stock Up 0.6%

Shares of NYSE UPS opened at $98.98 on Friday. The company has a market capitalization of $84.14 billion, a price-to-earnings ratio of 16.02, a price-to-earnings-growth ratio of 1.57 and a beta of 1.06. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.21 and a quick ratio of 1.21. The business has a 50-day moving average of $100.68 and a two-hundred day moving average of $102.61. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41.

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

United Parcel Service Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Monday, May 18th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.6%. The ex-dividend date is Monday, May 18th. United Parcel Service's dividend payout ratio is currently 106.15%.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Citigroup upped their price target on United Parcel Service from $118.00 to $127.00 and gave the stock a "buy" rating in a report on Wednesday, April 29th. Susquehanna boosted their price objective on United Parcel Service from $116.00 to $118.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 29th. Weiss Ratings lowered shares of United Parcel Service from a "hold (c)" rating to a "sell (d+)" rating in a research note on Friday, May 8th. Stephens raised their target price on shares of United Parcel Service from $113.00 to $115.00 and gave the company an "equal weight" rating in a report on Wednesday, January 28th. Finally, TD Cowen lifted their price target on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a "hold" rating in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have assigned a Hold rating and four have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $111.87.

About United Parcel Service

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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