United Parcel Service, Inc. $UPS Stake Reduced by Modera Wealth Management LLC

Modera Wealth Management LLC reduced its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 8.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 107,010 shares of the transportation company’s stock after selling 9,911 shares during the quarter. Modera Wealth Management LLC’s holdings in United Parcel Service were worth $10,614,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. AQR Capital Management LLC boosted its position in United Parcel Service by 94.8% during the 2nd 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 during the period. Invesco Ltd. boosted its position in United Parcel Service by 17.3% during the 3rd 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 during the period. Victory Capital Management Inc. boosted its position in United Parcel Service by 10.5% during the 3rd 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 during the period. The Manufacturers Life Insurance Company boosted its position in United Parcel Service by 130.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,303,804 shares of the transportation company’s stock worth $131,606,000 after acquiring an additional 737,858 shares during the period. Finally, Assenagon Asset Management S.A. boosted its position in United Parcel Service by 155.9% during the 4th 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 during the period. 60.26% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on UPS shares. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. JPMorgan Chase & Co. boosted their price target on United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. HSBC upgraded United Parcel Service from a “hold” rating to a “buy” rating in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft upped their price objective on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Finally, BMO Capital Markets upped their price objective on United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, United Parcel Service currently has a consensus rating of “Hold” and a consensus target price of $113.60.

Insider Transactions at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 0.13% of the company’s stock.

United Parcel Service Price Performance

NYSE UPS opened at $97.56 on Wednesday. The stock’s 50-day moving average price is $106.74 and its two-hundred day moving average price is $99.48. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45. The company has a market cap of $82.84 billion, a PE ratio of 14.87, a PEG ratio of 1.54 and a beta of 1.12. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) 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 the consensus estimate of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.75 EPS. On average, analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.7%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s payout ratio is presently 100.00%.

Key United Parcel Service News

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

• Positive Sentiment: Citigroup cut its price target slightly to $118 but kept a “buy” rating, implying roughly 21% upside from the current share price — a supportive analyst voice that can lift sentiment. Benzinga
• Neutral Sentiment: FedEx’s recent rally (shares up materially in the past quarter) highlights sector moves that could influence market comparisons for UPS, but it’s not direct company-specific news for UPS. FedEx Stock Rises 16.2% in 3 Months
• Neutral Sentiment: An AI data-center energy storage market report is not UPS-specific and is unlikely to move UPS shares materially; included here as broader macro/sector context. AI Data Center Energy Storage Market Outlook
• Negative Sentiment: UPS reached a settlement with the Teamsters that caps voluntary driver buyouts at 7,500 and limits severance offers; while the deal removes labor uncertainty, it constrains UPS’s ability to reduce headcount and capture near-term margin savings. UPS, Teamsters reach settlement that caps driver severance offers
• Negative Sentiment: Bank of America trimmed its price target (to $105) and highlighted the settlement’s impact on the path to margin recovery — another downward revision that can weigh on the stock. UPS Price Target Trimmed to $105 by BofA
• Negative Sentiment: Diesel prices have jumped sharply amid geopolitical tensions, pushing trucking surcharges to their highest levels since 2022 — this increases operating costs for UPS and pressures near-term margins. Diesel Prices Jump Nearly 50%
• Negative Sentiment: An analyst piece warns that macroeconomic headwinds for capital-intensive couriers are rising, underscoring demand and cost risks for UPS going forward. Should Investors Buy UPS Stock Today?

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.