Carlson Capital L.P. Acquires 15,406 Shares of United Parcel Service, Inc. $UPS

Carlson Capital L.P. grew its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 290.7% during the 1st quarter, HoldingsChannel reports. The fund owned 20,706 shares of the transportation company’s stock after buying an additional 15,406 shares during the period. United Parcel Service comprises 0.6% of Carlson Capital L.P.’s portfolio, making the stock its 19th biggest holding. Carlson Capital L.P.’s holdings in United Parcel Service were worth $2,037,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of United Parcel Service by 1.8% during the 4th quarter. Vanguard Group Inc. now owns 68,496,420 shares of the transportation company’s stock valued at $6,794,160,000 after purchasing an additional 1,218,432 shares during the period. State Street Corp lifted its holdings in United Parcel Service by 3.3% during the 4th quarter. State Street Corp now owns 32,092,627 shares of the transportation company’s stock worth $3,183,268,000 after purchasing an additional 1,029,377 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its stake in United Parcel Service by 3.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 27,142,759 shares of the transportation company’s stock worth $2,692,290,000 after purchasing an additional 856,125 shares during the period. Geode Capital Management LLC boosted its stake in United Parcel Service by 1.4% in the 4th quarter. Geode Capital Management LLC now owns 17,154,091 shares of the transportation company’s stock worth $1,703,291,000 after purchasing an additional 240,253 shares during the period. Finally, Victory Capital Management Inc. grew its holdings in United Parcel Service by 72.9% during the 4th quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock valued at $1,370,639,000 after buying an additional 5,826,824 shares in the last quarter. 60.26% of the stock is owned by institutional investors.

United Parcel Service News Summary

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

• Positive Sentiment: Strong quarterly results and higher outlook: UPS reported second-quarter earnings of $1.76 per share, above the $1.65 consensus estimate, while revenue reached $22.83 billion versus expectations of $21.86 billion. Revenue increased 7.6% year over year, and the company raised its full-year outlook. UPS posts strong Q2 2026 results, raises full-year outlook
• Positive Sentiment: Improving business mix: UPS said the China-to-U.S. trade lane has returned to growth, its 18-month reduction in Amazon volumes is complete, and higher-margin freight is gaining traction. These developments could support margins and reduce uncertainty around the company’s business restructuring. UPS Says China-to-US Trade Lane Has Returned to Growth
• Positive Sentiment: Analyst price-target support: BMO Capital Markets raised its UPS target to $115, while Susquehanna increased its target to $120. Stifel, UBS and Oppenheimer also issued forecasts indicating potential appreciation. BMO raises UPS price target Stifel forecast
• Positive Sentiment: Small-business growth initiative: New digital tools for pickup management, label creation and mobile shipping could help UPS attract small-business customers and gain market share over time. UPS digital tools for small businesses
• Neutral Sentiment: Analyst views remain divided: While several firms see upside, Stephens issued a pessimistic forecast, highlighting uncertainty around the pace of the recovery. Stephens pessimistic forecast
• Negative Sentiment: Dividend and cash-flow concerns: A recent comparison with FedEx noted that UPS’s dividend consumed nearly all of its adjusted free cash flow last year, raising concerns about dividend sustainability and financial flexibility. UPS versus FedEx dividend analysis

Wall Street Analysts Forecast Growth

UPS has been the topic of several analyst reports. Sanford C. Bernstein upped their price target on United Parcel Service from $130.00 to $133.00 and gave the company an “outperform” rating in a research report on Tuesday, July 21st. Stifel Nicolaus raised their price objective on shares of United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a research report on Wednesday. Oppenheimer raised their price objective on shares of United Parcel Service from $115.00 to $117.00 and gave the company an “outperform” rating in a research report on Wednesday. Stephens reduced their price objective on shares of United Parcel Service from $135.00 to $130.00 and set an “overweight” rating for the company in a research note on Wednesday. Finally, Citizens Jmp assumed coverage on shares of United Parcel Service in a report on Wednesday, July 15th. They set a “market perform” rating on the stock. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $117.41.

United Parcel Service Stock Performance

NYSE:UPS opened at $104.25 on Friday. The business’s 50-day moving average price is $109.12 and its two-hundred day moving average price is $106.66. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The stock has a market cap of $88.62 billion, a P/E ratio of 19.38, a PEG ratio of 1.90 and a beta of 1.05. The company has a quick ratio of 1.21, a current ratio of 1.18 and a debt-to-equity ratio of 1.58.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $22.83 billion during the quarter, compared to the consensus estimate of $21.86 billion. During the same quarter last year, the company posted $1.55 EPS. The company’s revenue for the quarter 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. As a group, equities analysts predict that United Parcel Service, Inc. will post 7.21 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, May 18th were given a dividend of $1.64 per share. The ex-dividend date was Monday, May 18th. This represents a $6.56 annualized dividend and a yield of 6.3%. United Parcel Service’s payout ratio is presently 121.93%.

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.