United Parcel Service, Inc. $UPS Shares Acquired by DNB Asset Management AS

DNB Asset Management AS increased its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 3.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 290,096 shares of the transportation company’s stock after acquiring an additional 9,272 shares during the period. DNB Asset Management AS’s holdings in United Parcel Service were worth $24,232,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Evelyn Partners Investment Management Europe Ltd grew its holdings in United Parcel Service by 110.1% in the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 131 shares during the period. Salzhauer Michael purchased a new position in shares of United Parcel Service during the 3rd quarter valued at approximately $31,000. Physician Wealth Advisors Inc. lifted its position in shares of United Parcel Service by 76.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after buying an additional 163 shares in the last quarter. Twin Peaks Wealth Advisors LLC acquired a new stake in United Parcel Service in the 2nd quarter valued at $34,000. Finally, Avion Wealth increased its holdings in United Parcel Service by 284.1% in the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after acquiring an additional 321 shares in the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

United Parcel Service News Summary

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

• Positive Sentiment: UPS reported a quarterly earnings beat and the stock has rallied since that report, supporting a view that near‑term fundamentals can improve. UPS (UPS) Up 9.8% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: UPS’s Louisville hub is now the world’s largest express air cargo hub, strengthening network capacity and competitive positioning versus FedEx. UPS facility overtakes FedEx as world’s largest express air cargo hub
• Positive Sentiment: Growth in the cargo aircraft charter market and broader e‑commerce logistics tailwinds could expand demand for UPS’s air/logistics services. Cargo Aircraft Charter Service Industry Report 2026-2035
• Neutral Sentiment: Competitors (and shippers seeking alternatives) are improving features and coverage, which could pressure pricing or share if UPS doesn’t match service changes. 3 ways FedEx, UPS competitors are leveling up in 2026
• Neutral Sentiment: Macro labor data show only modest increases in initial jobless claims; not a direct UPS issue but relevant to consumer demand and labor market dynamics. US filings for jobless aid rise modestly to 212,000
• Negative Sentiment: A U.S. court allowed UPS to proceed with a driver buyout program and UPS has begun notifying drivers; the broader restructuring includes plans to close union‑staffed sortation centers and possible cuts up to ~30,000 roles — a move that increases short‑term execution, legal and labor‑relation risk even if intended to improve margins. Court-Approved Buyouts Put UPS Workforce Reset And Margin Goals To Test
• Negative Sentiment: Related: UPS has started notifying delivery drivers about voluntary buyouts — this amplifies the near‑term uncertainty about staffing, service levels and potential contract disputes. UPS begins notifying delivery drivers about optional buyout program
• Negative Sentiment: Legal exposure: a wrongful‑death suit was filed after last November’s UPS aircraft crash, adding litigation risk and potential reputational impact. Wife of Pilot Killed in Deadly UPS Aircraft Crash Sues Boeing, General Electric
• Negative Sentiment: MarketWatch flagged that UPS underperformed peers on Wednesday, reflecting investor concern about the combination of restructuring uncertainty and competitive pressure. United Parcel Service Inc. Cl B stock underperforms Wednesday

Insider Activity

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated 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 document filed with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.13% of the company’s stock.

United Parcel Service Trading Down 0.7%

Shares of United Parcel Service stock opened at $115.85 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.22. The stock’s 50 day simple moving average is $109.25 and its 200-day simple moving average is $96.74. The stock has a market cap of $98.29 billion, a P/E ratio of 17.66, a P/E/G ratio of 1.85 and a beta of 1.11. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $123.70.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, topping analysts’ consensus estimates 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 firm’s revenue was down 3.2% compared to the same quarter last year. During the same quarter last year, the business posted $2.75 earnings per share. Analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be given a dividend of $1.64 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 5.7%. United Parcel Service’s payout ratio is presently 100.00%.

Analysts Set New Price Targets

Several research firms have issued reports on UPS. TD Cowen increased their price objective on shares of United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. Wall Street Zen upgraded United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Sanford C. Bernstein raised their target price on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. Finally, Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $113.67.

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.