United Parcel Service, Inc. $UPS Stake Lifted by PYA Waltman Capital LLC

PYA Waltman Capital LLC increased its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 41.1% during the 2nd quarter, Holdings Channel.com reports. The firm owned 62,676 shares of the transportation company’s stock after buying an additional 18,245 shares during the quarter. United Parcel Service accounts for 1.6% of PYA Waltman Capital LLC’s investment portfolio, making the stock its 15th biggest holding. PYA Waltman Capital LLC’s holdings in United Parcel Service were worth $6,738,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in UPS. Proficio Capital Partners LLC bought a new stake in shares of United Parcel Service in the 2nd quarter worth $508,000. Headlands Technologies LLC acquired a new stake in shares of United Parcel Service in the second quarter valued at $217,000. Greenleaf Trust boosted its stake in United Parcel Service by 5.8% during the second quarter. Greenleaf Trust now owns 7,484 shares of the transportation company’s stock valued at $805,000 after buying an additional 413 shares in the last quarter. New Mexico Educational Retirement Board boosted its stake in United Parcel Service by 7.6% during the second quarter. New Mexico Educational Retirement Board now owns 36,762 shares of the transportation company’s stock valued at $3,952,000 after buying an additional 2,600 shares in the last quarter. Finally, Ferguson Wellman Capital Management Inc. grew its holdings in United Parcel Service by 10.2% during the second quarter. Ferguson Wellman Capital Management Inc. now owns 112,529 shares of the transportation company’s stock worth $12,097,000 after acquiring an additional 10,417 shares during the period. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service Stock Down 1.7%

Shares of United Parcel Service stock opened at $102.50 on Wednesday. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $122.41. The firm has a market capitalization of $87.20 billion, a PE ratio of 19.05, a price-to-earnings-growth ratio of 1.86 and a beta of 1.06. The company has a quick ratio of 1.18, a current ratio of 1.18 and a debt-to-equity ratio of 1.58. The stock’s fifty day moving average is $108.07 and its 200-day moving average is $105.73.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.11. The business had revenue of $22.83 billion during the quarter, compared to analyst estimates of $21.86 billion. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.United Parcel Service’s revenue for the quarter was up 7.6% on a year-over-year basis. During the same quarter last year, the company posted $1.55 EPS. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Equities analysts anticipate that United Parcel Service, Inc. will post 7.22 earnings per share for the current year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Monday, August 17th will be issued a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.4%. The ex-dividend date is Monday, August 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 121.93%.

Analyst Upgrades and Downgrades

UPS has been the topic of several research reports. BMO Capital Markets boosted their price target on shares of United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a research report on Wednesday, July 29th. Stifel Nicolaus raised their price objective on shares of United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Stephens lowered their price objective on shares of United Parcel Service from $135.00 to $130.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 29th. Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, August 17th. Finally, Citigroup increased their target price on shares of United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $117.41.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Strong quarterly performance supports the investment case. UPS was highlighted among the air-freight and logistics companies that outperformed in the second quarter. The company reported $1.76 in earnings per share, ahead of the $1.65 consensus estimate, while revenue increased 7.6% year over year to $22.83 billion, above expectations. Q2 earnings outperformers: United Parcel Service and the rest of the air freight and logistics stocks
• Positive Sentiment: High dividend yield may attract income-focused investors. Recent commentary described UPS as an undervalued dividend opportunity, with a yield of roughly 6.2%. The yield offers investors income while they wait for management’s turnaround efforts to improve growth and profitability. UPS has also appeared in screens of highly rated, high-dividend stocks. This Under-the-Radar Dividend Stock Yields 6.2%: Is It a Buy?
• Positive Sentiment: Marketing investment could support the UPS Store franchise network. The UPS Store introduced “Blu,” its first brand character, as part of a multiyear digital, television, social and print campaign intended to support franchisees and strengthen consumer engagement. The move is strategically positive, although its direct financial impact is uncertain. The UPS Store enlists first brand character to support franchisees
• Neutral Sentiment: Executive changes create both opportunity and execution risk. UPS’s new global operating model takes effect September 1, with new leaders for major business units and a newly created Chief Global Commercial Strategy Officer role. The transition is intended to refine the company’s transformation, but investors may remain cautious while judging whether the changes accelerate growth. UPS Announces Executive Leadership Changes and New Global Operating Model
• Negative Sentiment: The retirement of longtime executive Kate Gutmann adds uncertainty. Gutmann led UPS’s international, healthcare and supply-chain solutions businesses and was credited with expanding its healthcare and international logistics capabilities. Her departure for personal reasons removes an experienced leader during an important restructuring period. UPS Rejiggers Operating Model and Names Chief Global Operations Officer

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.