United Parcel Service, Inc. $UPS Shares Acquired by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D increased its holdings in United Parcel Service, Inc. (NYSE:UPS) by 3.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 253,718 shares of the transportation company’s stock after buying an additional 9,246 shares during the period. State of New Jersey Common Pension Fund D’s holdings in United Parcel Service were worth $21,193,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in UPS. Evelyn Partners Investment Management Europe Ltd raised its position in United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after acquiring an additional 131 shares during the last quarter. Mid American Wealth Advisory Group Inc. acquired a new position in shares of United Parcel Service during the 2nd quarter worth approximately $26,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of United Parcel Service during the 2nd quarter worth approximately $34,000. FNY Investment Advisers LLC purchased a new stake in United Parcel Service in the 2nd quarter valued at approximately $34,000. Finally, Salzhauer Michael acquired a new stake in United Parcel Service during the 3rd quarter valued at $31,000. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have weighed in on UPS shares. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Stephens upped their target price on shares of United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. Evercore lifted their price target on shares of United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a report on Wednesday, January 21st. BNP Paribas Exane downgraded shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective on the stock. in a research note on Tuesday, January 13th. Finally, Wells Fargo & Company raised their target price on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $113.67.

United Parcel Service Price Performance

UPS opened at $119.15 on Monday. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $123.70. The company’s 50 day simple moving average is $106.03 and its 200 day simple moving average is $94.78. The stock has a market capitalization of $101.09 billion, a PE ratio of 18.16, a P/E/G ratio of 1.89 and a beta of 1.10. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.48 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. United Parcel Service’s revenue was down 3.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.75 earnings per share. As a group, sell-side analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current 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 issued a $1.64 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a yield of 5.5%. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

Insider Transactions at United Parcel Service

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the firm’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 0.13% of the company’s stock.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Last quarter UPS reported better-than-expected results (EPS and revenue beat), which underpins investor confidence in earnings power and supports the rally. MarketBeat: UPS profile
• Positive Sentiment: Options market activity shows large, bullish bets (“whales” positioning), suggesting speculative or hedged interest that can amplify upside momentum. This Is What Whales Are Betting On United Parcel Service
• Neutral Sentiment: Industry trend toward warehouse automation (UPS among adopters) is a multi-year cost and efficiency positive but raises near-term capex and labor-transition risks — investors will watch execution and ROI. How packaging and logistics companies are automating their warehouses
• Neutral Sentiment: Zacks issued a string of mixed estimate revisions (some quarters raised, others cut); the net effect is uncertainty on near-term quarters while longer-term estimates were nudged slightly. Investors should focus on guidance and cadence of margin recovery. MarketBeat: Zacks revisions summary
• Negative Sentiment: UPS’s plan to cut about 30,000 jobs has hit a legal roadblock amid strategic shifts (including Amazon-related contract dynamics), creating uncertainty on cost-savings timing and potential litigation or bargaining costs. UPS’ plan to cut 30,000 jobs hits legal roadblock amid Amazon pivot
• Negative Sentiment: New union litigation and a dispute tied to Temu highlight rising labor and contract risks that could pressure costs, service levels and margins if escalations continue. UPS Union Lawsuit And Temu Dispute Test Labor And Contract Story
• Negative Sentiment: An AmericanBankingNews piece flags a pessimistic near-term Q1 outlook from Zacks, reflecting analyst cuts to early-2026 quarters — a downside catalyst if results or guidance miss. Zacks Research Has Pessimistic Outlook of UPS Q1 Earnings

About United Parcel Service

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.