United Parcel Service, Inc. $UPS Shares Purchased by National Pension Service

National Pension Service increased its holdings in United Parcel Service, Inc. (NYSE:UPS) by 2.1% in the third quarter, HoldingsChannel.com reports. The firm owned 1,915,972 shares of the transportation company’s stock after buying an additional 38,939 shares during the quarter. National Pension Service’s holdings in United Parcel Service were worth $160,041,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of UPS. Andra AP fonden raised its holdings in United Parcel Service by 95.9% in the 2nd quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock valued at $33,611,000 after buying an additional 163,000 shares during the period. BLVD Private Wealth LLC purchased a new position in United Parcel Service during the second quarter worth about $1,479,000. Strategic Planning Inc. acquired a new stake in shares of United Parcel Service during the third quarter valued at about $3,885,000. Avantax Advisory Services Inc. raised its stake in shares of United Parcel Service by 14.6% in the 2nd quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock valued at $9,525,000 after acquiring an additional 12,035 shares during the period. Finally, Equity Investment Corp raised its stake in shares of United Parcel Service by 16.8% in the 2nd quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock valued at $114,118,000 after acquiring an additional 162,364 shares during the period. 60.26% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction that occurred 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 sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 0.13% of the stock is currently owned by company insiders.

Key United Parcel Service News

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

Analyst Ratings Changes

UPS has been the subject of a number of research analyst reports. Stifel Nicolaus increased their price objective on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday. Citigroup decreased their price target on United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday. TD Cowen raised their price target on United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research report on Wednesday. Evercore ISI lifted their price objective on United Parcel Service from $94.00 to $113.00 and gave the company an “in-line” rating in a research note on Wednesday, January 21st. Finally, Oppenheimer increased their target price on United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $113.67.

United Parcel Service Stock Up 0.1%

United Parcel Service stock opened at $106.14 on Friday. The firm has a market capitalization of $90.05 billion, a P/E ratio of 16.18, a P/E/G ratio of 1.66 and a beta of 1.11. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $123.70. The stock’s fifty day simple moving average is $101.76 and its 200-day simple moving average is $93.56.

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. During the same period last year, the business posted $2.75 earnings per share. United Parcel Service’s revenue was down 3.2% compared to the same quarter last year. As a group, equities analysts expect 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, March 5th. Investors of record on Tuesday, February 17th will be paid a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.2%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s dividend payout ratio is presently 100.00%.

United Parcel Service Company 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.