United Parcel Service, Inc. $UPS Stake Raised by Asset Management One Co. Ltd.

Key Points

• Asset Management One increased its UPS stake by 9.7% in the third quarter, adding 34,299 shares to own 389,226 shares valued at approximately $36.4 million. Institutional investors collectively hold 60.26% of UPS stock.
• UPS reported quarterly EPS of $1.69 versus the $1.62 consensus, while revenue rose 6.9% year over year to $22.9 billion, exceeding expectations.
• Analyst sentiment remains mixed: UPS has a consensus “Hold” rating and an average price target of $118.45, while declining domestic package volumes remain a concern despite improved margins and higher-margin shipment growth.

Asset Management One Co. Ltd. raised its stake in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 9.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 389,226 shares of the transportation company's stock after purchasing an additional 34,299 shares during the quarter. Asset Management One Co. Ltd.'s holdings in United Parcel Service were worth $36,369,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the stock. Roman Butler Fullerton & Co. purchased a new position in United Parcel Service during the 3rd quarter valued at about $665,000. Midland Wealth Advisors LLC grew its holdings in United Parcel Service by 3.8% in the third quarter. Midland Wealth Advisors LLC now owns 2,996 shares of the transportation company's stock worth $280,000 after purchasing an additional 111 shares during the period. Abundance Wealth Counselors grew its holdings in United Parcel Service by 4.6% in the third quarter. Abundance Wealth Counselors now owns 9,832 shares of the transportation company's stock worth $919,000 after purchasing an additional 429 shares during the period. Oppenheimer & Co. Inc. increased its stake in shares of United Parcel Service by 29.7% during the third quarter. Oppenheimer & Co. Inc. now owns 144,377 shares of the transportation company's stock valued at $13,491,000 after purchasing an additional 33,095 shares in the last quarter. Finally, Park Avenue Securities LLC increased its stake in shares of United Parcel Service by 10.5% during the third quarter. Park Avenue Securities LLC now owns 43,147 shares of the transportation company's stock valued at $4,032,000 after purchasing an additional 4,117 shares in the last quarter. Institutional investors own 60.26% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the company. Wall Street Zen downgraded United Parcel Service from a "buy" rating to a "hold" rating in a research note on Saturday, September 19th. JPMorgan Chase & Co. dropped their target price on United Parcel Service from $118.00 to $115.00 and set a "neutral" rating on the stock in a report on Wednesday, July 29th. BNP Paribas Exane dropped their price target on shares of United Parcel Service from $90.00 to $85.00 and set an "underperform" rating on the stock in a research note on Wednesday, September 30th. Weiss Ratings upgraded United Parcel Service from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Monday, August 17th. Finally, Oppenheimer lifted their target price on shares of United Parcel Service from $117.00 to $119.00 and gave the stock an "outperform" rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, United Parcel Service has a consensus rating of "Hold" and an average price target of $118.45.

United Parcel Service Price Performance

NYSE UPS opened at $105.40 on Thursday. United Parcel Service, Inc. has a 12 month low of $90.84 and a 12 month high of $122.41. The stock has a market cap of $89.67 billion, a price-to-earnings ratio of 19.59, a PEG ratio of 1.86 and a beta of 1.07. The company's 50 day moving average is $98.99 and its two-hundred day moving average is $104.63. The company has a current ratio of 1.18, a quick ratio of 1.18 and a debt-to-equity ratio of 1.58.

United Parcel Service (NYSE:UPS - Get Free Report) last posted its quarterly earnings results on Tuesday, October 27th. The transportation company reported $1.69 earnings per share for the quarter, topping analysts' consensus estimates of $1.62 by $0.07. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The business had revenue of $22.90 billion during the quarter, compared to analyst estimates of $22.27 billion. During the same period in the prior year, the business posted $1.74 earnings per share. The company's revenue was up 6.9% on a year-over-year basis. As a group, research analysts anticipate that United Parcel Service, Inc. will post 7.19 earnings per share for the current year.

United Parcel Service Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Monday, August 17th were paid a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.2%. The ex-dividend date was Monday, August 17th. United Parcel Service's dividend payout ratio is presently 121.93%.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Raised 2026 outlook: UPS lifted its full-year adjusted earnings forecast to $7.28 per share from $7.22, while forecasting approximately $92.6 billion in revenue and $8.75 billion in operating profit. UPS Raises Outlook as Revenue Climbs
• Positive Sentiment: Third-quarter beat: Adjusted EPS of $1.69 exceeded the $1.62 consensus, while revenue rose 6.9% year over year to $22.9 billion, ahead of expectations. Free cash flow also increased sharply, supporting the company’s dividend and potential future buybacks. UPS beats quarterly expectations, raises full-year guidance again
• Positive Sentiment: Better shipment mix: Higher-margin international air shipments, premium healthcare and data-center logistics, along with network efficiencies and pricing, are improving margins even as UPS reduces lower-margin Amazon deliveries. UPS raises annual forecasts as higher-paying shipments boost margin
• Positive Sentiment: Analyst support: Citigroup, UBS, Truist, Oppenheimer, TD Cowen, Wells Fargo and Bank of America all raised their UPS price targets. Citi’s target increased to $131 and UBS’s to $125; both maintain buy ratings.
• Neutral Sentiment: Mixed Wall Street outlook: Barclays raised its target to $95 but retained an underweight rating, indicating that some analysts believe the stock’s recovery is already reflected in its valuation.
• Negative Sentiment: Volume remains a concern: Domestic package volumes are declining, and UPS expects to generate higher profits from fewer holiday deliveries. That strategy improves near-term margins but could limit revenue growth and raises questions about the sustainability of the recovery. UPS Q3 Earnings Call Highlights Margin Gains and Raised Outlook

United Parcel Service Company Profile

United Parcel Service, Inc NYSE: UPS is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.

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