United Parcel Service, Inc. $UPS Shares Sold by Steigerwald Gordon & Koch Inc.

Key Points

• Institutional selling: Steigerwald Gordon & Koch cut its UPS stake by 27.4%, selling 22,650 shares and leaving 60,152 shares worth about $5.97M, while insider Norman M. Brothers Jr. sold 25,014 shares for roughly $2.66M.
• Mixed fundamentals: UPS beat Q4 estimates with $2.38 EPS (vs. $2.20 est.) and $24.48B revenue (but down 3.2% YoY), and analysts maintain a consensus "Hold" with a $113.03 average price target.
• Cost cuts and dividend risks: Management is cutting roughly 30,000 jobs as part of savings plans, and UPS pays a hefty quarterly dividend ($1.64; annualized yield ~6.5%) with a 100% payout ratio, prompting cash-flow and dividend sustainability concerns.

Steigerwald Gordon & Koch Inc. lessened its holdings in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 27.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 60,152 shares of the transportation company's stock after selling 22,650 shares during the period. Steigerwald Gordon & Koch Inc.'s holdings in United Parcel Service were worth $5,966,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Robeco Institutional Asset Management B.V. boosted its position in shares of United Parcel Service by 29.2% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 149,220 shares of the transportation company's stock worth $14,801,000 after buying an additional 33,726 shares during the period. Successful Portfolios LLC boosted its position in United Parcel Service by 15.9% during the fourth quarter. Successful Portfolios LLC now owns 3,392 shares of the transportation company's stock valued at $367,000 after purchasing an additional 465 shares during the last quarter. Howard Capital Management Inc. boosted its position in United Parcel Service by 60.5% during the fourth quarter. Howard Capital Management Inc. now owns 14,852 shares of the transportation company's stock valued at $1,473,000 after purchasing an additional 5,598 shares during the last quarter. Ritholtz Wealth Management boosted its position in United Parcel Service by 850.6% during the fourth quarter. Ritholtz Wealth Management now owns 24,677 shares of the transportation company's stock valued at $2,448,000 after purchasing an additional 22,081 shares during the last quarter. Finally, Diversify Advisory Services LLC boosted its position in United Parcel Service by 30.7% during the fourth quarter. Diversify Advisory Services LLC now owns 12,961 shares of the transportation company's stock valued at $1,386,000 after purchasing an additional 3,043 shares during the last quarter. Institutional investors and hedge funds own 60.26% of the company's stock.

Insider Buying and Selling at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business's stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is owned by corporate insiders.

United Parcel Service News Summary

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

• Positive Sentiment: Geopolitical relief — reports that vessels are again passing through the Strait of Hormuz after a U.S.–Iran ceasefire helped lift logistics and shipping stocks, a direct tailwind for UPS's global freight and intermodal operations. Why United Parcel Service (UPS) Stock Is Up Today
• Positive Sentiment: Sector-wide bounce — broader supply-chain and freight names rallied on the ceasefire news, which tends to boost short-term outlook for volume and routing stability across carriers including UPS. Supply Chain Stocks Soar on Ceasefire News
• Positive Sentiment: Valuation/strategic pivot — analysts and commentators note UPS is trading below peer multiples as it shifts toward higher-margin healthcare and B2B segments while reducing Amazon volumes and targeting $3B of savings, supporting a value-buy narrative for some investors. UPS Stock Trades at a Discounted Valuation: Is it a Buy Signal?
• Neutral Sentiment: Investor attention — UPS has been one of the most-searched stocks recently, increasing liquidity and volatility risk but not implying a directional thesis by itself. Investors Heavily Search United Parcel Service, Inc. (UPS): Here is What You Need to Know
• Neutral Sentiment: Talent movement in the industry — a former UPS leader joining a competitor (ACERTUS) is notable for sector dynamics but has limited immediate impact on UPS fundamentals. ACERTUS Hires Former UPS Leader as New Chief Revenue Officer
• Negative Sentiment: Major job cuts announced — reports that UPS will eliminate roughly 30,000 positions as part of a large cost-cutting plan raise concerns about volume weakness and execution risk, even if cuts could improve margins over time. UPS layoffs: Delivery giant to slash 30,000 jobs in major cost-cutting drive; who will be impacted?
• Negative Sentiment: Cash-flow concerns — analysis flagged two red flags around UPS's cash-flow quality and dividend coverage, which could weigh on investor confidence if free cash flow underperforms expectations. 2 Red Flags Waving Over UPS Cash Flow
• Negative Sentiment: Analyst headwinds — JPMorgan trimmed its price target and Citigroup lowered expectations, reflecting a mixed freight outlook and keeping near-term analyst sentiment cautious. UPS Faces Target Cut from JPMorgan Amid Mixed Freight Outlook Citigroup Has Lowered Expectations for United Parcel Service NYSE: UPS Stock Price

Analysts Set New Price Targets

A number of analysts recently issued reports on UPS shares. TD Cowen lifted their price objective on United Parcel Service from $101.00 to $115.00 and gave the company a "hold" rating in a research report on Wednesday, January 28th. Wolfe Research reissued a "peer perform" rating on shares of United Parcel Service in a research report on Thursday, January 8th. Susquehanna lifted their price objective on United Parcel Service from $105.00 to $115.00 and gave the company a "neutral" rating in a research report on Tuesday, January 20th. BNP Paribas Exane cut United Parcel Service from a "neutral" rating to an "underperform" rating and set a $85.00 price objective for the company. in a research report on Tuesday, January 13th. Finally, Oppenheimer lifted their price objective on United Parcel Service from $107.00 to $115.00 and gave the company an "outperform" rating in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target of $113.03.

United Parcel Service Price Performance

Shares of NYSE:UPS opened at $101.69 on Friday. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The business has a 50-day moving average of $106.50 and a two-hundred day moving average of $99.73. The stock has a market capitalization of $86.35 billion, a P/E ratio of 15.50, a P/E/G ratio of 1.60 and a beta of 1.12. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22.

United Parcel Service (NYSE:UPS - Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping analysts' consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company had revenue of $24.48 billion during the quarter, compared to analysts' expectations of $23.91 billion. During the same quarter in the previous year, the firm earned $2.75 earnings per share. The business's quarterly revenue was down 3.2% compared to the same quarter last year. On average, equities research analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Announces Dividend

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

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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