United Parcel Service, Inc. $UPS Shares Sold by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd lowered its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 31.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 53,002 shares of the transportation company’s stock after selling 24,769 shares during the quarter. AustralianSuper Pty Ltd’s holdings in United Parcel Service were worth $4,427,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Cornerstone Wealth Group LLC increased its stake in United Parcel Service by 3.9% during the second quarter. Cornerstone Wealth Group LLC now owns 2,557 shares of the transportation company’s stock valued at $258,000 after purchasing an additional 97 shares during the last quarter. CFS Investment Advisory Services LLC boosted its holdings in shares of United Parcel Service by 2.6% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock valued at $372,000 after buying an additional 108 shares during the period. Richwood Investment Advisors LLC grew its position in shares of United Parcel Service by 1.9% during the 2nd quarter. Richwood Investment Advisors LLC now owns 6,089 shares of the transportation company’s stock valued at $615,000 after buying an additional 115 shares during the last quarter. MSH Capital Advisors LLC raised its stake in United Parcel Service by 1.4% during the second quarter. MSH Capital Advisors LLC now owns 8,088 shares of the transportation company’s stock worth $816,000 after acquiring an additional 115 shares during the period. Finally, Wealth Advisory Solutions LLC lifted its holdings in United Parcel Service by 2.3% in the third quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company’s stock worth $431,000 after acquiring an additional 118 shares during the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

Insider Activity at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 0.13% of the stock is owned by insiders.

United Parcel Service News Summary

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price?target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short?term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower?margin Amazon volumes, which creates restructuring costs, execution risk and near?term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non?strategic. Insider sale SEC filing

Analyst Upgrades and Downgrades

UPS has been the subject of several recent research reports. Hsbc Global Res raised United Parcel Service from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Truist Financial upped their price objective on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research note on Wednesday. JPMorgan Chase & Co. raised their target price on United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a research note on Wednesday. Susquehanna upped their price target on shares of United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Finally, HSBC raised shares of United Parcel Service from a “hold” rating to a “buy” rating in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, United Parcel Service has a consensus rating of “Hold” and a consensus target price of $113.67.

United Parcel Service Stock Up 0.1%

UPS stock opened at $106.14 on Friday. The company has a market capitalization of $90.05 billion, a price-to-earnings ratio of 16.18, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $123.70. The firm’s 50-day moving average is $101.76 and its two-hundred day moving average is $93.60.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company had revenue of $24.50 billion for the quarter, compared to analysts’ expectations of $23.91 billion. During the same period last year, the firm earned $2.75 EPS. The firm’s revenue for the quarter was down 3.2% on a year-over-year basis. On average, analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be paid a $1.64 dividend. The ex-dividend date of this dividend is Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. United Parcel Service’s payout ratio is currently 100.00%.

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.