Orographic Financial Advisors LLC Purchases New Shares in United Parcel Service, Inc. $UPS

Orographic Financial Advisors LLC acquired a new position in shares of United Parcel Service, Inc. (NYSE:UPS) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,079 shares of the transportation company’s stock, valued at approximately $499,000.

Other institutional investors also recently bought and sold shares of the company. Royal Fund Management LLC grew its holdings in shares of United Parcel Service by 55.5% during the first quarter. Royal Fund Management LLC now owns 15,414 shares of the transportation company’s stock worth $1,516,000 after buying an additional 5,500 shares during the last quarter. Bank of America Corp DE raised its stake in United Parcel Service by 23.3% during the 1st quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company’s stock valued at $957,053,000 after acquiring an additional 1,836,651 shares during the last quarter. Edgestream Partners L.P. raised its stake in United Parcel Service by 108.3% during the 1st quarter. Edgestream Partners L.P. now owns 45,978 shares of the transportation company’s stock valued at $4,523,000 after acquiring an additional 23,906 shares during the last quarter. Kentucky Retirement Systems raised its stake in United Parcel Service by 28.1% during the 1st quarter. Kentucky Retirement Systems now owns 59,017 shares of the transportation company’s stock valued at $6,202,000 after acquiring an additional 12,934 shares during the last quarter. Finally, Cassady Wealth & Retirement Planning LLC acquired a new stake in United Parcel Service during the 1st quarter worth approximately $204,000. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service Stock Performance

NYSE UPS opened at $105.31 on Friday. The company has a current ratio of 1.18, a quick ratio of 1.21 and a debt-to-equity ratio of 1.58. The business’s 50 day moving average is $109.06 and its two-hundred day moving average is $106.68. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $122.41. The stock has a market capitalization of $89.52 billion, a price-to-earnings ratio of 19.57, a PEG ratio of 1.59 and a beta of 1.05.

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 return on equity of 37.50% and a net margin of 5.08%.The business had revenue of $22.83 billion during the quarter, compared to analysts’ expectations of $21.86 billion. During the same period last year, the firm earned $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. Research analysts expect that United Parcel Service, Inc. will post 7.23 EPS for the current year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, May 18th were given a $1.64 dividend. The ex-dividend date was Monday, May 18th. This represents a $6.56 annualized dividend and a yield of 6.2%. United Parcel Service’s dividend payout ratio is presently 121.93%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on UPS shares. Wall Street Zen lowered United Parcel Service from a “buy” rating to a “hold” rating in a report on Sunday, July 26th. BMO Capital Markets increased their price target on United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a report on Wednesday. Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, July 10th. Susquehanna lifted their price objective on shares of United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a research report on Wednesday. Finally, Sanford C. Bernstein boosted their price objective on shares of United Parcel Service from $130.00 to $133.00 and gave the company an “outperform” rating in a research note on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, United Parcel Service currently has an average rating of “Hold” and an average price target of $117.41.

Trending Headlines about United Parcel Service

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 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.