Avantax Planning Partners Inc. Raises Stock Holdings in United Parcel Service, Inc. $UPS

Avantax Planning Partners Inc. raised its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 25.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 59,908 shares of the transportation company’s stock after purchasing an additional 12,039 shares during the quarter. Avantax Planning Partners Inc.’s holdings in United Parcel Service were worth $5,942,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of UPS. Westbourne Investments Inc. boosted its holdings in shares of United Parcel Service by 1.2% in the 4th quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock valued at $781,000 after acquiring an additional 91 shares during the last quarter. Webster Bank N. A. lifted its position in United Parcel Service by 16.7% during the fourth quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock valued at $69,000 after purchasing an additional 100 shares during the period. Peoples Financial Services CORP. grew its position in United Parcel Service by 2.5% during the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock worth $400,000 after purchasing an additional 100 shares during the period. Argyle Capital Management LLC raised its stake in shares of United Parcel Service by 0.4% during the 4th quarter. Argyle Capital Management LLC now owns 27,505 shares of the transportation company’s stock valued at $2,728,000 after buying an additional 100 shares during the last quarter. Finally, Spurstone Advisory Services LLC boosted its stake in shares of United Parcel Service by 2.7% in the fourth quarter. Spurstone Advisory Services LLC now owns 3,742 shares of the transportation company’s stock worth $371,000 after buying an additional 100 shares during the last quarter. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

United Parcel Service News Summary

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

• Positive Sentiment: Zacks Research raised near-term EPS estimates for UPS in several periods, including Q2 2026, Q3 2026, Q1 2027, and Q2 2027, suggesting analysts still see earnings resilience in parts of the business.
• Positive Sentiment: A separate bullish article highlighted UPS as a potential value opportunity, noting its relatively low trailing and forward P/E multiples versus its stock price and earnings outlook. Article: Is United Parcel Service, Inc. (UPS) A Good Stock To Buy Now?
• Neutral Sentiment: Jim Cramer commented on UPS in a broader market discussion, emphasizing that he favors growth stocks over yield-focused names; this was more commentary than a direct fundamental catalyst. Article: Jim Cramer on United Parcel
• Neutral Sentiment: United Parcel disclosed that board member Kevin M. Warsh resigned following his Federal Reserve appointment, which is notable governance news but not clearly a major operating driver. Article: United Parcel Board Member Resigns Following Fed Appointment
• Negative Sentiment: Zacks Research lowered UPS earnings estimates for Q4 2026, Q3 2027, Q4 2027, FY2027, and FY2028, reinforcing concerns that profit growth could slow over the next few years.

Wall Street Analyst Weigh In

UPS has been the subject of several recent research reports. Oppenheimer lifted their target price on shares of United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday, January 28th. TD Cowen raised their target price on United Parcel Service from $101.00 to $115.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Citigroup upped their price target on United Parcel Service from $118.00 to $127.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. Finally, Wells Fargo & Company increased their price target on United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, United Parcel Service currently has a consensus rating of “Hold” and an average price target of $111.87.

United Parcel Service Stock Down 0.1%

UPS opened at $98.34 on Friday. The company has a market cap of $83.59 billion, a PE ratio of 15.91, a price-to-earnings-growth ratio of 1.57 and a beta of 1.06. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The company has a 50-day moving average price of $100.91 and a 200 day moving average price of $102.64. The company has a quick ratio of 1.21, a current ratio of 1.21 and a debt-to-equity ratio of 1.50.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, April 28th. The transportation company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.05. The company had revenue of $21.20 billion for the quarter, compared to analysts’ expectations of $20.99 billion. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The firm’s quarterly revenue was down 1.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.49 EPS. Sell-side analysts expect that United Parcel Service, Inc. will post 7.1 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Stockholders of record on Monday, May 18th will be issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 6.7%. The ex-dividend date is Monday, May 18th. United Parcel Service’s payout ratio is currently 106.15%.

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.