Kentucky Retirement Systems Increases Holdings in United Parcel Service, Inc. $UPS

Kentucky Retirement Systems lifted its position in United Parcel Service, Inc. (NYSE:UPS) by 28.1% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 59,017 shares of the transportation company’s stock after purchasing an additional 12,934 shares during the period. Kentucky Retirement Systems’ holdings in United Parcel Service were worth $6,202,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. University of Texas Texas AM Investment Management Co. purchased a new stake in shares of United Parcel Service in the 4th quarter worth $25,000. IFC & Insurance Marketing Inc. purchased a new stake in United Parcel Service in the 4th quarter worth approximately $25,000. Coston McIsaac & Partners raised its stake in United Parcel Service by 77.8% during the 4th quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company’s stock worth $27,000 after acquiring an additional 119 shares during the period. Torren Management LLC purchased a new stake in shares of United Parcel Service during the fourth quarter worth about $29,000. Finally, Kemnay Advisory Services Inc. purchased a new position in United Parcel Service in the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on UPS shares. Evercore dropped their price objective on shares of United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a report on Wednesday, April 22nd. Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, July 10th. BMO Capital Markets upped their target price on shares of United Parcel Service from $110.00 to $115.00 and gave the company a “market perform” rating in a research report on Wednesday. Susquehanna lifted their price objective on shares of United Parcel Service from $118.00 to $120.00 and gave the stock a “neutral” rating in a research note on Wednesday. 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 investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $115.33.

United Parcel Service Stock Down 0.9%

Shares of NYSE UPS opened at $104.58 on Thursday. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $122.41. The firm has a market capitalization of $88.89 billion, a price-to-earnings ratio of 19.44, a PEG ratio of 1.68 and a beta of 1.05. The stock has a 50 day moving average price of $108.92 and a 200 day moving average price of $106.70. The company has a debt-to-equity ratio of 1.58, a quick ratio of 1.21 and a current ratio of 1.18.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, beating the consensus estimate of $1.65 by $0.11. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The business had revenue of $22.83 billion during the quarter, compared to analyst estimates of $21.86 billion. During the same quarter in the previous year, the business posted $1.55 EPS. The company’s quarterly revenue was up 7.6% compared to the same quarter last year. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Sell-side analysts expect that United Parcel Service, Inc. will post 7.11 earnings per share for the current year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, May 18th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. The ex-dividend date was Monday, May 18th. United Parcel Service’s payout ratio is 121.93%.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Second-quarter results exceeded expectations. UPS reported revenue of approximately $22.8 billion, up 7.6% year over year, and adjusted EPS of $1.76 versus the $1.65–$1.66 consensus. Growth in pricing, premium services and network efficiency helped offset lower package volumes. UPS beats earnings expectations, raises full-year guidance
• Positive Sentiment: UPS raised its full-year outlook. The company now expects 2026 revenue of about $91.2 billion and EPS of $7.22, above consensus estimates of roughly $90.0 billion and $7.12. Management said the planned reduction of lower-margin Amazon shipments is complete, creating a foundation for second-half margin expansion. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: Several analysts increased their targets. UBS raised its target to $124 and Stifel to $115, both maintaining buy ratings. Oppenheimer lifted its target to $117 with an outperform rating, while BMO and Susquehanna also raised targets. Stephens reduced its target to $130 but retained an overweight rating.
• Neutral Sentiment: Valuation may appeal to long-term investors. Commentary highlights that UPS has recovered over the past year but remains well below its three-year-ago level, with some valuation measures suggesting the market may be underpricing its cash-flow and earnings potential. Is United Parcel Service Stock A Bargain Before Earnings?
• Negative Sentiment: Profitability remains the key investor concern. GAAP EPS was only $0.71, versus $1.76 adjusted, after $891 million in after-tax transformation charges. Consolidated operating profit also fell sharply, while international operating profit and near-term domestic expectations weakened. Investors remain skeptical that higher-margin growth can fully offset the loss of Amazon volume.
• Negative Sentiment: Competitive pressure is increasing. Retailers are diversifying away from the traditional UPS-FedEx-USPS delivery network as customers demand faster and often free shipping, potentially pressuring UPS volumes, pricing and margins. Carrier diversification unravels the last-mile delivery duopoly

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.