United Parcel Service, Inc. $UPS Stock Position Decreased by Metis Global Partners LLC

Key Points

• Metis Global Partners LLC trimmed its UPS stake by 16.2% in Q2, selling 5,076 shares and now holds 26,311 shares valued at about $2.656 million.
• Major institutions—Vanguard, Charles Schwab and Goldman Sachs among them—have been adding to their UPS positions (Goldman bought roughly 4.99 million shares), leaving institutional investors with about 60.26% ownership of the company.
• UPS announced a quarterly dividend of $1.64 per share (annualized $6.56), implying a 6.8% yield but a payout ratio above 100%, which could raise questions about dividend sustainability.

Metis Global Partners LLC trimmed its position in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 16.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 26,311 shares of the transportation company's stock after selling 5,076 shares during the quarter. Metis Global Partners LLC's holdings in United Parcel Service were worth $2,656,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in UPS. Vanguard Group Inc. grew its position in United Parcel Service by 1.5% in the first quarter. Vanguard Group Inc. now owns 66,136,226 shares of the transportation company's stock worth $7,274,323,000 after acquiring an additional 999,832 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its stake in shares of United Parcel Service by 7.7% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 25,045,472 shares of the transportation company's stock valued at $2,754,751,000 after purchasing an additional 1,780,807 shares during the last quarter. Goldman Sachs Group Inc. increased its position in United Parcel Service by 124.0% during the first quarter. Goldman Sachs Group Inc. now owns 9,011,107 shares of the transportation company's stock worth $991,132,000 after buying an additional 4,988,044 shares during the last quarter. Northern Trust Corp increased its position in United Parcel Service by 0.3% during the first quarter. Northern Trust Corp now owns 7,415,523 shares of the transportation company's stock worth $815,633,000 after buying an additional 23,918 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in United Parcel Service by 3.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,719,145 shares of the transportation company's stock valued at $519,059,000 after buying an additional 171,303 shares in the last quarter. Institutional investors and hedge funds own 60.26% of the company's stock.

United Parcel Service Stock Performance

NYSE:UPS opened at $95.98 on Monday. The firm has a market capitalization of $81.35 billion, a PE ratio of 14.84, a price-to-earnings-growth ratio of 2.29 and a beta of 1.11. The company has a quick ratio of 1.32, a current ratio of 1.30 and a debt-to-equity ratio of 1.50. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $138.67. The firm has a 50-day moving average price of $86.94 and a 200 day moving average price of $92.93.

United Parcel Service (NYSE:UPS - Get Free Report) last released its quarterly earnings data on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, beating the consensus estimate of $1.31 by $0.43. The company had revenue of $21.42 billion for the quarter, compared to analyst estimates of $20.94 billion. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The company's revenue was down 3.7% compared to the same quarter last year. During the same period in the prior year, the company posted $1.76 EPS. United Parcel Service has set its Q4 2025 guidance at EPS. Research analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Monday, November 17th will be given a dividend of $1.64 per share. The ex-dividend date is Monday, November 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.8%. United Parcel Service's payout ratio is presently 101.39%.

Analysts Set New Price Targets

Several analysts have recently issued reports on UPS shares. Bank of America lowered their price objective on United Parcel Service from $83.00 to $81.00 and set an "underperform" rating on the stock in a report on Friday, September 26th. Evercore ISI decreased their target price on United Parcel Service from $103.00 to $97.00 and set an "in-line" rating for the company in a research report on Wednesday, July 30th. Wells Fargo & Company increased their price target on United Parcel Service from $91.00 to $96.00 and gave the company an "equal weight" rating in a report on Wednesday, October 29th. Stephens upgraded shares of United Parcel Service to a "hold" rating in a research note on Wednesday, October 29th. Finally, BMO Capital Markets reaffirmed a "market perform" rating and set a $96.00 price objective (down from $125.00) on shares of United Parcel Service in a report on Friday, September 19th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, sixteen have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $110.00.

Insider Activity

In other news, Director Christiana Smith Shi acquired 500 shares of the company's stock in a transaction on Friday, August 22nd. The stock was purchased at an average cost of $88.17 per share, with a total value of $44,085.00. Following the acquisition, the director owned 500 shares of the company's stock, valued at $44,085. This trade represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.13% of the stock is owned by company insiders.

About United Parcel Service

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.

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