United Parcel Service, Inc. $UPS Stake Decreased by First National Bank of Mount Dora Trust Investment Services

Key Points

• First National Bank of Mount Dora Trust Investment Services reduced its UPS stake by 41.9% in the first quarter, selling 27,058 shares and retaining 37,591 shares valued at approximately $3.7 million. Institutional investors own 60.26% of UPS.
• UPS reported quarterly EPS of $1.76, beating the $1.65 consensus estimate, while revenue rose 7.6% year over year to $22.83 billion. The company maintained fiscal 2026 guidance of $7.22 EPS.
• UPS pays an annualized dividend of $6.56 per share, yielding about 6.3%, though its 121.93% payout ratio raises sustainability concerns. Analysts remain divided, with the stock carrying a consensus “Hold” rating and an average price target of $117.41.

First National Bank of Mount Dora Trust Investment Services cut its holdings in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 41.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,591 shares of the transportation company's stock after selling 27,058 shares during the period. First National Bank of Mount Dora Trust Investment Services' holdings in United Parcel Service were worth $3,698,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in UPS. University of Texas Texas AM Investment Management Co. bought a new stake in United Parcel Service during the 4th quarter valued at $25,000. IFC & Insurance Marketing Inc. bought a new position in shares of United Parcel Service in the fourth quarter worth $25,000. Coston McIsaac & Partners increased its holdings in shares of United Parcel Service by 77.8% during 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 during the period. Torren Management LLC acquired a new position in shares of United Parcel Service during the fourth quarter valued at $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of United Parcel Service during the fourth quarter valued at about $29,000. 60.26% of the stock is owned by institutional investors.

United Parcel Service Stock Up 0.0%

UPS stock opened at $104.25 on Monday. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $122.41. The firm has a market cap of $88.62 billion, a PE ratio of 19.38, a P/E/G ratio of 1.88 and a beta of 1.06. The firm has a 50 day simple moving average of $109.12 and a 200 day simple moving average of $106.65. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.18 and a quick ratio of 1.21.

United Parcel Service (NYSE:UPS - Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.65 by $0.11. The firm had revenue of $22.83 billion for the quarter, compared to analyst estimates of $21.86 billion. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The firm's quarterly revenue was up 7.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.55 earnings per share. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Equities research analysts forecast that United Parcel Service, Inc. will post 7.21 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were given a dividend of $1.64 per share. The ex-dividend date of this dividend was Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.3%. United Parcel Service's payout ratio is 121.93%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on UPS. BMO Capital Markets increased their target price on shares of United Parcel Service from $110.00 to $115.00 and gave the company a "market perform" rating in a research report on Wednesday, July 29th. Stifel Nicolaus upped their price target on shares of United Parcel Service from $114.00 to $115.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. UBS Group increased their price objective on shares of United Parcel Service from $123.00 to $124.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. Stephens dropped their target price on United Parcel Service from $135.00 to $130.00 and set an "overweight" rating on the stock in a report on Wednesday, July 29th. Finally, Wall Street Zen downgraded United Parcel Service from a "buy" rating to a "hold" rating in a research report on Sunday, July 26th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, United Parcel Service currently has an average rating of "Hold" and an average target price of $117.41.

Key United Parcel Service News

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

• Positive Sentiment: Strong quarterly results and higher outlook: UPS reported second-quarter earnings of $1.76 per share, above the $1.65 consensus estimate, while revenue reached $22.83 billion versus expectations of $21.86 billion. Revenue increased 7.6% year over year, and the company raised its full-year outlook. UPS posts strong Q2 2026 results, raises full-year outlook
• Positive Sentiment: Improving business mix: UPS said the China-to-U.S. trade lane has returned to growth, its 18-month reduction in Amazon volumes is complete, and higher-margin freight is gaining traction. These developments could support margins and reduce uncertainty around the company’s business restructuring. UPS Says China-to-US Trade Lane Has Returned to Growth
• Positive Sentiment: Analyst price-target support: BMO Capital Markets raised its UPS target to $115, while Susquehanna increased its target to $120. Stifel, UBS and Oppenheimer also issued forecasts indicating potential appreciation. BMO raises UPS price target Stifel forecast
• Positive Sentiment: Small-business growth initiative: New digital tools for pickup management, label creation and mobile shipping could help UPS attract small-business customers and gain market share over time. UPS digital tools for small businesses
• Neutral Sentiment: Analyst views remain divided: While several firms see upside, Stephens issued a pessimistic forecast, highlighting uncertainty around the pace of the recovery. Stephens pessimistic forecast
• Negative Sentiment: Dividend and cash-flow concerns: A recent comparison with FedEx noted that UPS’s dividend consumed nearly all of its adjusted free cash flow last year, raising concerns about dividend sustainability and financial flexibility. UPS versus FedEx dividend analysis

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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