Perfromance Wealth Partners LLC Makes New $658,000 Investment in United Parcel Service, Inc. $UPS

Perfromance Wealth Partners LLC bought a new position in United Parcel Service, Inc. (NYSE:UPS) during the 4th quarter, Holdings Channel reports. The institutional investor bought 6,636 shares of the transportation company’s stock, valued at approximately $658,000.

Other hedge funds have also added to or reduced their stakes in the company. Salzhauer Michael bought a new stake in United Parcel Service in the third quarter worth $31,000. Physician Wealth Advisors Inc. boosted its holdings in United Parcel Service by 76.5% in the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after acquiring an additional 163 shares in the last quarter. Avion Wealth boosted its holdings in United Parcel Service by 284.1% in the third 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. Princeton Global Asset Management LLC lifted its holdings in shares of United Parcel Service by 241.4% during the fourth quarter. Princeton Global Asset Management LLC now owns 454 shares of the transportation company’s stock valued at $45,000 after purchasing an additional 321 shares in the last quarter. Finally, Winch Advisory Services LLC lifted its holdings in shares of United Parcel Service by 37.3% during the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock valued at $38,000 after purchasing an additional 124 shares in the last quarter. 60.26% of the stock is owned by institutional investors.

United Parcel Service Stock Up 0.4%

UPS stock opened at $97.56 on Wednesday. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The business’s 50-day moving average is $106.74 and its two-hundred day moving average is $99.48. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22. The company has a market cap of $82.84 billion, a price-to-earnings ratio of 14.87, a P/E/G ratio of 1.54 and a beta of 1.12.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates 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 $24.48 billion for the quarter, compared to the consensus estimate of $23.91 billion. During the same quarter in the prior year, the company earned $2.75 earnings per share. United Parcel Service’s revenue was down 3.2% on a year-over-year basis. As a group, analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were issued a $1.64 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $6.56 dividend on an annualized basis and a yield of 6.7%. United Parcel Service’s dividend payout ratio is currently 100.00%.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Citigroup cut its price target slightly to $118 but kept a “buy” rating, implying roughly 21% upside from the current share price — a supportive analyst voice that can lift sentiment. Benzinga
• Neutral Sentiment: FedEx’s recent rally (shares up materially in the past quarter) highlights sector moves that could influence market comparisons for UPS, but it’s not direct company-specific news for UPS. FedEx Stock Rises 16.2% in 3 Months
• Neutral Sentiment: An AI data-center energy storage market report is not UPS-specific and is unlikely to move UPS shares materially; included here as broader macro/sector context. AI Data Center Energy Storage Market Outlook
• Negative Sentiment: UPS reached a settlement with the Teamsters that caps voluntary driver buyouts at 7,500 and limits severance offers; while the deal removes labor uncertainty, it constrains UPS’s ability to reduce headcount and capture near-term margin savings. UPS, Teamsters reach settlement that caps driver severance offers
• Negative Sentiment: Bank of America trimmed its price target (to $105) and highlighted the settlement’s impact on the path to margin recovery — another downward revision that can weigh on the stock. UPS Price Target Trimmed to $105 by BofA
• Negative Sentiment: Diesel prices have jumped sharply amid geopolitical tensions, pushing trucking surcharges to their highest levels since 2022 — this increases operating costs for UPS and pressures near-term margins. Diesel Prices Jump Nearly 50%
• Negative Sentiment: An analyst piece warns that macroeconomic headwinds for capital-intensive couriers are rising, underscoring demand and cost risks for UPS going forward. Should Investors Buy UPS Stock Today?

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on UPS. Wells Fargo & Company upped their price target on United Parcel Service from $96.00 to $110.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target on the stock in a report on Friday, January 9th. Citigroup lowered their price target on United Parcel Service from $120.00 to $118.00 and set a “buy” rating on the stock in a report on Tuesday. TD Cowen upped their price target on United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Finally, BNP Paribas Exane downgraded United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target on the stock. in a report on Tuesday, January 13th. Two investment 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. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $113.60.

Insider Buying and Selling

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.13% of the stock is currently owned by insiders.

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.