United Parcel Service, Inc. $UPS Stock: WestEnd Advisors LLC Decreases Stake

WestEnd Advisors LLC decreased its holdings in United Parcel Service, Inc. (NYSE:UPS) by 13.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 328,553 shares of the transportation company’s stock after selling 51,016 shares during the quarter. WestEnd Advisors LLC’s holdings in United Parcel Service were worth $30,700,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in the stock. Legacy Wealth Managment LLC ID raised its holdings in United Parcel Service by 48.6% in the 1st quarter. Legacy Wealth Managment LLC ID now owns 309 shares of the transportation company’s stock worth $30,000 after purchasing an additional 101 shares in the last quarter. Markowski Investments bought a new stake in shares of United Parcel Service during the 2nd quarter valued at about $30,000. Allied Private Wealth LLC bought a new stake in shares of United Parcel Service during the 2nd quarter valued at about $34,000. Grove Bank & Trust boosted its stake in shares of United Parcel Service by 49.8% during the 2nd quarter. Grove Bank & Trust now owns 379 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 126 shares in the last quarter. Finally, Community Financial Services Group LLC increased its position in shares of United Parcel Service by 170.1% during the second quarter. Community Financial Services Group LLC now owns 370 shares of the transportation company’s stock valued at $41,000 after buying an additional 233 shares during the period. Institutional investors own 60.26% of the company’s stock.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 6.9% year over year to approximately $22.9 billion, while adjusted earnings per share reached $1.69, above the roughly $1.62–$1.63 analyst consensus. Adjusted operating profit was $2.1 billion. UPS beats quarterly expectations, raises full-year guidance again
• Positive Sentiment: Full-year guidance was raised again: UPS now expects about $92.6 billion in 2026 revenue and $8.75 billion in operating profit. Adjusted full-year EPS guidance increased to $7.28 from $7.22, above the $7.19 analyst estimate. UPS expects $92.6B 2026 revenue as it raises operating profit outlook to $8.75B
• Positive Sentiment: Improving mix is supporting margins: Higher-paying international air shipments, premium healthcare logistics and data-center construction helped offset the planned reduction in lower-margin Amazon deliveries. Management said holiday revenue and profit should improve even with slightly lower package volume. UPS raises annual forecasts as higher-paying shipments boost margin
• Positive Sentiment: Cash generation and pricing provide additional support: Free cash flow reportedly increased 53.8%, and UPS plans a 5.9% average rate increase effective December 21, which could help offset cost pressures. United Parcel Service Q3 Earnings Beat on Pricing, 2026 Outlook Raised
• Neutral Sentiment: Reported earnings included impairment charges: GAAP diluted EPS was $1.37, below the $1.69 adjusted figure, reflecting goodwill and asset impairment charges. The charges reduce reported profitability but appear largely separate from the improved operating outlook. UPS Reports Goodwill and Asset Impairment Charges

United Parcel Service Stock Up 6.1%

UPS opened at $106.43 on Wednesday. The stock has a 50-day moving average price of $98.92 and a 200-day moving average price of $104.64. United Parcel Service, Inc. has a 1 year low of $90.84 and a 1 year high of $122.41.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, October 27th. The transportation company reported $1.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.62 by $0.07. The firm had revenue of $22.90 billion during the quarter, compared to the consensus estimate of $22.27 billion. During the same quarter in the previous year, the firm earned $1.74 EPS. The business’s revenue for the quarter was up 6.9% on a year-over-year basis. As a group, equities research analysts expect that United Parcel Service, Inc. will post 7.19 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th were paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. The ex-dividend date was Monday, August 17th.

Analysts Set New Price Targets

Several brokerages have commented on UPS. Stifel Nicolaus raised their price objective on shares of United Parcel Service from $114.00 to $115.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. BMO Capital Markets lifted their price objective on United Parcel Service from $110.00 to $115.00 and gave the company a “market perform” rating in a research report on Wednesday, July 29th. Weiss Ratings upgraded United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, August 17th. Stephens decreased their target price on United Parcel Service from $135.00 to $130.00 and set an “overweight” rating for the company in a research report on Wednesday, July 29th. Finally, BNP Paribas Exane decreased their target price on United Parcel Service from $90.00 to $85.00 and set an “underperform” rating for the company in a research report on Wednesday, September 30th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, United Parcel Service has an average rating of “Hold” and a consensus target price of $115.70.

United Parcel Service Company Profile

United Parcel Service, Inc (NYSE: UPS) is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.