United Parcel Service, Inc. $UPS Stock Position Raised by Dupree Financial Group LLC

Key Points

• Dupree Financial Group LLC raised its stake in UPS by 192.1% in Q4 to 104,383 shares worth $10.35 million (about 3.8% of its portfolio and its 8th largest holding), while other institutions including AQR, Invesco, Victory, Assenagon and Nordea also increased positions and hedge funds now own 60.26% of the stock.
• UPS beat Q4 estimates with EPS of $2.38 (vs. $2.20) and revenue of $24.48 billion, though revenue fell 3.2% year‑over‑year; the company declared a quarterly dividend of $1.64 (annualized $6.56) for a 6.1% yield and a 100% payout ratio.
• Analysts are mixed: the consensus rating is Hold with a $113.03 price target, even as several firms recently raised targets and issued buy or hold recommendations.

Dupree Financial Group LLC grew its stake in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 192.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 104,383 shares of the transportation company's stock after acquiring an additional 68,643 shares during the period. United Parcel Service accounts for approximately 3.8% of Dupree Financial Group LLC's portfolio, making the stock its 8th largest holding. Dupree Financial Group LLC's holdings in United Parcel Service were worth $10,354,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in UPS. AQR Capital Management LLC lifted its position in shares of United Parcel Service by 94.8% during the second quarter. AQR Capital Management LLC now owns 2,300,081 shares of the transportation company's stock worth $231,388,000 after acquiring an additional 1,119,372 shares in the last quarter. Invesco Ltd. lifted its position in shares of United Parcel Service by 17.3% during the third quarter. Invesco Ltd. now owns 6,724,265 shares of the transportation company's stock worth $561,678,000 after acquiring an additional 993,461 shares in the last quarter. Victory Capital Management Inc. lifted its position in shares of United Parcel Service by 10.5% during the third quarter. Victory Capital Management Inc. now owns 7,991,490 shares of the transportation company's stock worth $667,109,000 after acquiring an additional 761,217 shares in the last quarter. Assenagon Asset Management S.A. lifted its position in shares of United Parcel Service by 155.9% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,071,487 shares of the transportation company's stock worth $106,281,000 after acquiring an additional 652,750 shares in the last quarter. Finally, Nordea Investment Management AB lifted its position in shares of United Parcel Service by 17.9% during the third quarter. Nordea Investment Management AB now owns 4,243,806 shares of the transportation company's stock worth $353,870,000 after acquiring an additional 645,522 shares in the last quarter. Hedge funds and other institutional investors own 60.26% of the company's stock.

Analyst Upgrades and Downgrades

UPS has been the topic of several recent research reports. Stephens increased their target price on United Parcel Service from $113.00 to $115.00 and gave the stock an "equal weight" rating in a research report on Wednesday, January 28th. Jefferies Financial Group increased their target price on United Parcel Service from $115.00 to $130.00 and gave the stock a "buy" rating in a research report on Wednesday, January 28th. Weiss Ratings upgraded United Parcel Service from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Friday, February 6th. TD Cowen increased their target price on United Parcel Service from $101.00 to $115.00 and gave the stock a "hold" rating in a research report on Wednesday, January 28th. Finally, Stifel Nicolaus upped their price target on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a "buy" rating in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $113.03.

United Parcel Service Trading Down 0.7%

United Parcel Service stock opened at $107.01 on Friday. The stock has a market cap of $90.86 billion, a P/E ratio of 16.31, a PEG ratio of 1.70 and a beta of 1.12. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The firm's fifty day moving average price is $104.24 and its 200-day moving average price is $101.06. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22.

United Parcel Service (NYSE:UPS - Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.48 billion for the quarter, compared to analysts' expectations of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The business's quarterly revenue was down 3.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.75 earnings per share. Equities research analysts forecast that United Parcel Service, Inc. will post 7.07 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were issued a $1.64 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.1%. United Parcel Service's dividend payout ratio is presently 100.00%.

Insider Buying and Selling at United Parcel Service

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company's stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders own 0.19% of the company's stock.

Key United Parcel Service News

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

• Positive Sentiment: Indiana state tax court granted partial summary judgment to UPS on the wording of Indiana’s special fuel tax statute, a legal win that could reduce UPS’s tax exposure or lead to refunds. State tax court grants partial summary judgment to UPS over language of Indiana’s special fuel tax statute
• Positive Sentiment: An Indiana judge has indicated UPS overpaid fuel tax for private-road travel, reinforcing the potential for refunds or lowered future liabilities from the state dispute. This reduces a contingent tax risk on the balance sheet. UPS Overpaid Fuel Tax on Private Road Travel, Indiana Judge Says
• Positive Sentiment: UPS announced a temporary $0.23-per-pound surge fee across seven services on U.S. imports/exports, which should increase near-term revenue per shipment and help margins on cross-border volume. UPS adds temporary surge fee to US imports, exports
• Neutral Sentiment: Coverage notes that UPS has been a trending ticker and that analysts and Zacks readers are parsing its Q1 estimates and key operational metrics—heightening focus on the upcoming quarter and increasing short-term volatility. United Parcel Service, Inc. (UPS) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Pre-earnings previews examine expected Q1 metrics beyond headline revenue and EPS; investor attention to margin drivers, international volumes, and pricing will matter for near-term guidance and sentiment. Curious about UPS (UPS) Q1 Performance? Explore Wall Street Estimates for Key Metrics
• Negative Sentiment: UPS plans to close its Defiance, Ohio terminal in June—a localized network contraction that may save costs but could signal capacity rationalization or weigh on near-term local volumes and sentiment. UPS will be closing Defiance terminal in June
• Neutral Sentiment: Market headlines reported the stock moved higher in the prior session despite a broader market slip—today’s direction looks driven more by the mix of company-specific news and profit-taking than by any single factor. United Parcel Service (UPS) Increases Despite Market Slip: Here's What You Need to Know

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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