United Parcel Service, Inc. $UPS Stock Holdings Raised by D.A. Davidson & CO.

Key Points

• D.A. Davidson increased its UPS stake by 6.1% in the third quarter to 164,075 shares valued at approximately $15.3 million. Institutional investors and hedge funds collectively own 60.26% of UPS.
• UPS exceeded quarterly expectations, reporting $1.69 in earnings per share and $22.90 billion in revenue, with sales up 6.9% year over year. Management raised its outlook, citing margin improvements, automation and network efficiencies.
• The stock offers a roughly 6.1% dividend yield, but analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $118.45. Domestic package volumes remain a concern heading into the holiday season.

D.A. Davidson & CO. grew its position in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 6.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 164,075 shares of the transportation company's stock after acquiring an additional 9,410 shares during the quarter. D.A. Davidson & CO.'s holdings in United Parcel Service were worth $15,331,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Wellington Management Group LLP increased its holdings in shares of United Parcel Service by 262.7% in the 2nd quarter. Wellington Management Group LLP now owns 3,046,707 shares of the transportation company's stock valued at $327,521,000 after acquiring an additional 2,206,666 shares during the period. Bank of America Corp DE boosted its stake in United Parcel Service by 23.3% during the 1st quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company's stock worth $957,053,000 after purchasing an additional 1,836,651 shares during the period. Manning & Napier Advisors LLC acquired a new stake in United Parcel Service during the 2nd quarter worth $192,304,000. Cullen Capital Management LLC acquired a new stake in United Parcel Service during the 2nd quarter worth $178,071,000. Finally, First Trust Advisors LP grew its position in United Parcel Service by 37.4% during the 1st quarter. First Trust Advisors LP now owns 3,631,133 shares of the transportation company's stock worth $357,231,000 after purchasing an additional 988,442 shares during the last quarter. 60.26% of the stock is owned by institutional investors and hedge funds.

United Parcel Service Price Performance

United Parcel Service stock opened at $107.19 on Friday. The company has a debt-to-equity ratio of 1.67, a current ratio of 1.24 and a quick ratio of 1.18. The business has a 50 day simple moving average of $99.08 and a 200-day simple moving average of $104.63. 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 capitalization of $91.20 billion, a PE ratio of 15.31, a price-to-earnings-growth ratio of 1.89 and a beta of 1.07.

United Parcel Service (NYSE:UPS - Get Free Report) last posted its quarterly earnings data on Tuesday, October 27th. The transportation company reported $1.69 earnings per share for the quarter, beating analysts' consensus estimates of $1.62 by $0.07. The firm had revenue of $22.90 billion for the quarter, compared to analyst estimates of $22.27 billion. United Parcel Service had a net margin of 4.84% and a return on equity of 37.78%. United Parcel Service's quarterly revenue was up 6.9% on a year-over-year basis. During the same period last year, the firm posted $1.74 EPS. Equities analysts predict that United Parcel Service, Inc. will post 7.29 earnings per share for the current year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th were paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.1%. The ex-dividend date was Monday, August 17th. United Parcel Service's dividend payout ratio (DPR) is 126.15%.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: UPS reported third-quarter adjusted earnings of $1.69 per share, above the $1.62 consensus estimate, while revenue of $22.90 billion also exceeded expectations and rose 6.9% year over year. Management raised its 2026 outlook, citing better margins, premium-customer growth and network efficiencies. UPS Q3 Earnings Call Highlights Margin Gains and Raised Outlook
• Positive Sentiment: Analysts responded favorably, with UBS, Citigroup, Truist Financial, Oppenheimer, Wells Fargo, Bank of America and TD Cowen all raising their UPS price targets. Citigroup’s new $131 target and UBS’s $125 target reflect expectations for continued earnings and margin recovery, although ratings range from buy to hold. Citigroup Raises UPS Price Target
• Positive Sentiment: Investors focused on UPS’s dividend and cash-flow potential. Rising free cash flow and operating efficiencies could support the company’s roughly 6% dividend yield and eventually create room for share buybacks. Is United Parcel Service Finally Turning the Corner?
• Positive Sentiment: UPS plans for machines to handle about 70% of packages during the holiday season. Automation and radio-frequency tracking could lower labor costs and help protect margins as the company deliberately prioritizes more profitable shipments. 70% of UPS Packages Will Be Handled by Machines This Holiday Season
• Neutral Sentiment: Comparisons with FedEx and Union Pacific have increased investor attention, with UPS viewed as attractive for its dividend and valuation but less compelling on volume growth. UPS vs. FedEx: Which Stock Is the Better Buy After Strong Q3 Results?
• Negative Sentiment: Domestic package volumes remain under pressure, and Barclays maintained an underweight rating despite lifting its price target to $95. The stock’s rally therefore depends on UPS sustaining its margin gains through the holiday peak. UPS Stock In Focus as Wall Street Raises Price Targets

Wall Street Analysts Forecast Growth

A number of research firms have commented on UPS. Evercore lifted their price objective on shares of United Parcel Service from $117.00 to $118.00 in a research note on Wednesday, July 29th. Stifel Nicolaus upped their target price on shares of United Parcel Service from $114.00 to $115.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. TD Cowen increased their target price on shares of United Parcel Service from $115.00 to $116.00 and gave the stock a "hold" rating in a research note on Wednesday. Bank of America raised their price target on United Parcel Service from $108.00 to $114.00 and gave the stock a "neutral" rating in a report on Wednesday. Finally, Wall Street Zen cut United Parcel Service from a "buy" rating to a "hold" rating in a research report on Saturday, September 19th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $118.45.

United Parcel Service 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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