Royal Fund Management LLC raised its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 55.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 15,414 shares of the transportation company’s stock after purchasing an additional 5,500 shares during the period. Royal Fund Management LLC’s holdings in United Parcel Service were worth $1,516,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. IFC & Insurance Marketing Inc. bought a new stake in shares of United Parcel Service during the fourth quarter valued at about $25,000. University of Texas Texas AM Investment Management Co. bought a new position in United Parcel Service in the 4th quarter valued at about $25,000. Coston McIsaac & Partners increased 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 valued at $27,000 after buying an additional 119 shares during the period. Torren Management LLC acquired a new position in United Parcel Service during the 4th quarter valued at about $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of United Parcel Service during the 4th quarter worth about $29,000. Institutional investors own 60.26% of the company’s stock.
More United Parcel Service News
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: UPS reported second-quarter adjusted EPS of $1.76 and revenue of approximately $22.8 billion, exceeding consensus estimates. Management also raised its full-year outlook, citing better pricing, growth in premium services and efficiency gains after resetting Amazon delivery volumes. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
- Positive Sentiment: Analysts at Stifel, UBS, Oppenheimer, Susquehanna and BMO raised their UPS price targets, generally maintaining positive or constructive ratings. The revisions indicate that Wall Street sees potential upside if the company delivers the anticipated second-half margin improvement.
- Positive Sentiment: UPS is expanding digital tools for small and midsize businesses, including faster label creation, improved pickup management and broader mobile capabilities. The initiative could help attract higher-value commercial customers and take market share from competing carriers. UPS Makes Shipping Easier than Ever with New Digital Tools for SMB Customers
- Neutral Sentiment: Value investor Rupal Bhansali cited UPS as an attractively valued, high-yield global stock. This supports the long-term valuation case, although it does not directly change near-term earnings expectations. This Value Investor Favors Global Stocks With Low Valuations, High Yields
- Negative Sentiment: Investor skepticism remains after the earnings release because the profitability decline overshadowed the revenue and EPS beat. Lower Amazon package volumes, restructuring needs and weak package volumes could pressure margins while the network is reset. Why United Parcel Service Stock Is Down Today
- Negative Sentiment: UPS’s dividend reportedly consumed nearly 99% of adjusted free cash flow last year, raising concerns about financial flexibility despite its high yield. Increasing retailer use of alternative last-mile carriers also presents a competitive risk. UPS Vs. FedEx: Why One Dividend Claimed 99 Percent of Free Cash Flow
United Parcel Service Trading Up 0.7%
United Parcel Service (NYSE:UPS – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.65 by $0.11. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.The company had revenue of $22.83 billion for the quarter, compared to analysts’ expectations of $21.86 billion. During the same quarter in the prior year, the company earned $1.55 earnings per share. The firm’s revenue was up 7.6% on a year-over-year basis. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. On average, research analysts anticipate that United Parcel Service, Inc. will post 7.23 EPS for the current fiscal year.
United Parcel Service Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were given a dividend of $1.64 per share. The ex-dividend date of this dividend was Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.2%. United Parcel Service’s payout ratio is 121.93%.
Wall Street Analysts Forecast Growth
UPS has been the subject of several recent analyst reports. Stifel Nicolaus increased their price objective on shares of United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday. Wall Street Zen lowered United Parcel Service from a “buy” rating to a “hold” rating in a research note on Sunday, July 26th. Susquehanna lifted their price target on United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a research report on Wednesday. Citizens Jmp began coverage on United Parcel Service in a research note on Wednesday, July 15th. They issued a “market perform” rating on the stock. Finally, Citigroup upped their price objective on United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a report 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 issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $117.41.
Read Our Latest Analysis on United Parcel Service
United Parcel Service Company 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.
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