27,793 Shares in United Parcel Service, Inc. $UPS Bought by Great Lakes Advisors LLC

Great Lakes Advisors LLC acquired a new position in shares of United Parcel Service, Inc. (NYSE:UPS) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 27,793 shares of the transportation company’s stock, valued at approximately $2,988,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. University of Texas Texas AM Investment Management Co. acquired a new stake in United Parcel Service during the 4th quarter worth approximately $25,000. IFC & Insurance Marketing Inc. acquired a new position in shares of United Parcel Service during the fourth quarter worth about $25,000. Coston McIsaac & Partners increased its stake in shares of United Parcel Service by 77.8% during the fourth quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company’s stock worth $27,000 after acquiring an additional 119 shares during the period. Torren Management LLC purchased a new position in United Parcel Service during the fourth quarter worth about $29,000. Finally, Kemnay Advisory Services Inc. acquired a new stake in United Parcel Service in the fourth quarter valued at about $29,000. 60.26% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on UPS shares. Citigroup lifted their price objective on United Parcel Service from $127.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, July 9th. Weiss Ratings upgraded United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday. BMO Capital Markets upped their price objective on United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a report on Wednesday, July 29th. Sanford C. Bernstein increased their price objective on United Parcel Service from $130.00 to $133.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 21st. Finally, Susquehanna boosted their target price on shares of United Parcel Service from $118.00 to $120.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 29th. 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. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $117.41.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Higher long-term earnings expectations: Zacks Research raised its FY2026 EPS estimate to $7.22 from $7.16, FY2027 to $7.55 from $7.37, and FY2028 to $7.69 from $7.44. Estimates were also increased for several upcoming quarters, suggesting analysts see potential for improving profitability beyond the near term.
• Positive Sentiment: Asia-Pacific capacity expansion: UPS received U.S. approval to transfer six Hong Kong flying rights to Clark International Airport in the Philippines. The move could expand capacity across regional trade lanes and support future parcel and freight growth. UPS wins approval to shift Hong Kong flying rights
• Neutral Sentiment: Valuation remains a debate: Commentary notes that UPS shares trade at a discount after a steep five-year decline, with valuation potentially offering downside support. However, investors remain focused on whether earnings and cash flow can recover enough to justify a re-rating. UPS valuation analysis UPS stock trades at a discount
• Negative Sentiment: Amazon relationship is the key overhang: UPS is phasing out most of its last-mile delivery services for Amazon. While the decision may improve margins by reducing reliance on a large, lower-margin customer, it creates a significant near-term volume and revenue risk and raises questions about how quickly UPS can replace the business. UPS is walking away from Amazon
• Negative Sentiment: Near-term estimates are uneven: Zacks cut its Q3 2026 EPS forecast to $1.60 from $1.82, signaling potential softness before the projected longer-term recovery. This near-term earnings concern likely limits the benefit from the broader upward estimate revisions.

United Parcel Service Price Performance

Shares of NYSE:UPS opened at $102.69 on Friday. The firm has a market capitalization of $87.37 billion, a price-to-earnings ratio of 19.09, a price-to-earnings-growth ratio of 1.86 and a beta of 1.06. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.18 and a quick ratio of 1.18. The business’s 50 day simple moving average is $108.52 and its 200-day simple moving average is $106.41. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $122.41.

United Parcel Service (NYSE:UPS) last released its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating the consensus estimate of $1.65 by $0.11. The firm had revenue of $22.83 billion during the quarter, compared to the consensus estimate of $21.86 billion. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.United Parcel Service’s quarterly revenue was up 7.6% on a year-over-year basis. During the same period last year, the business posted $1.55 EPS. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, equities analysts forecast that United Parcel Service, Inc. will post 7.22 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th will be paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a dividend yield of 6.4%. The ex-dividend date of this dividend is Monday, August 17th. United Parcel Service’s payout ratio is 121.93%.

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.