United Parcel Service, Inc. $UPS Position Reduced by Inlet Private Wealth LLC

Inlet Private Wealth LLC cut its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 81.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,980 shares of the transportation company’s stock after selling 17,438 shares during the quarter. Inlet Private Wealth LLC’s holdings in United Parcel Service were worth $395,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Flagship Harbor Advisors LLC lifted its stake in United Parcel Service by 22.0% during the fourth quarter. Flagship Harbor Advisors LLC now owns 13,209 shares of the transportation company’s stock valued at $1,310,000 after buying an additional 2,379 shares in the last quarter. Newbridge Financial Services Group Inc. lifted its position in shares of United Parcel Service by 229.4% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 998 shares of the transportation company’s stock worth $99,000 after purchasing an additional 695 shares in the last quarter. Cidel Asset Management Inc. lifted its position in shares of United Parcel Service by 11.0% in the fourth quarter. Cidel Asset Management Inc. now owns 9,532 shares of the transportation company’s stock worth $945,000 after purchasing an additional 942 shares in the last quarter. Leo Wealth LLC purchased a new stake in shares of United Parcel Service in the fourth quarter worth approximately $637,000. Finally, Allen Mooney & Barnes Investment Advisors LLC purchased a new stake in shares of United Parcel Service in the fourth quarter worth approximately $211,000. 60.26% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

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

United Parcel Service Price Performance

Shares of UPS opened at $97.09 on Tuesday. The firm has a market cap of $82.44 billion, a PE ratio of 14.80, a PEG ratio of 1.54 and a beta of 1.12. The firm’s 50 day moving average price is $106.94 and its 200 day moving average price is $99.38. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.48 billion for the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company’s revenue for the quarter was down 3.2% on a year-over-year basis. During the same quarter last year, the firm earned $2.75 earnings per share. As a group, research analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Tuesday, February 17th were given a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.8%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

More United Parcel Service News

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

• Positive Sentiment: Settlement removes a near-term labor overhang and reduces the risk of a prolonged dispute or work stoppage that could disrupt operations — a clarity positive for reliability and short-term cash flow visibility. UPS, Teamsters reach settlement that caps driver severance offers
• Neutral Sentiment: Analysts remain split on 2026 outlook; price targets now span roughly $85–$135 as some firms lift long-term views while others flag near-term pressure on earnings — increased analyst dispersion can widen intraday volatility. How The Investment Story For United Parcel Service (UPS) Is Shifting On 2026 Expectations
• Neutral Sentiment: Market summaries note the stock moved lower with average volume below typical levels; these coverage pieces give context but add no new material facts. United Parcel Service (UPS) Stock Declines While Market Improves
• Negative Sentiment: The key concession: UPS agreed to cap voluntary driver buyouts at 7,500. That cap limits the company’s ability to shrink headcount via buyouts and extract near-term cost savings, which could weigh on margins and near-term EPS expectations. Investors appear to be marking down the stock on the reduced restructuring upside. UPS to cap driver buyouts at 7,500 after Teamster pushback

Analyst Ratings Changes

UPS has been the subject of a number of research analyst reports. BMO Capital Markets increased their price target on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft increased their price target on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. increased their price target on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Finally, HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average 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.