Cwm LLC Purchases 98,309 Shares of United Parcel Service, Inc. $UPS

Cwm LLC increased its position in United Parcel Service, Inc. (NYSE:UPS) by 49.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 297,357 shares of the transportation company’s stock after purchasing an additional 98,309 shares during the quarter. Cwm LLC’s holdings in United Parcel Service were worth $29,495,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Salzhauer Michael bought a new position in United Parcel Service in the third quarter worth $31,000. Physician Wealth Advisors Inc. lifted its holdings in shares of United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after acquiring an additional 163 shares during the period. Avion Wealth lifted its holdings in shares of United Parcel Service by 284.1% during the third quarter. Avion Wealth now owns 434 shares of the transportation company’s stock valued at $36,000 after acquiring an additional 321 shares during the period. Winch Advisory Services LLC lifted its holdings in shares of United Parcel Service by 37.3% during the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock valued at $38,000 after acquiring an additional 124 shares during the period. Finally, WPG Advisers LLC lifted its holdings in shares of United Parcel Service by 47.7% during the third quarter. WPG Advisers LLC now owns 486 shares of the transportation company’s stock valued at $41,000 after acquiring an additional 157 shares during the period. 60.26% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft lifted their price objective on United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Sanford C. Bernstein lifted their price objective on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a report on Friday, January 9th. Oppenheimer lifted their price objective on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Finally, BMO Capital Markets lifted their price objective on United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, United Parcel Service has an average rating of “Hold” and a consensus target price of $113.03.

United Parcel Service Stock Performance

United Parcel Service stock opened at $104.96 on Friday. The stock has a 50-day simple moving average of $105.67 and a 200 day simple moving average of $100.17. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. 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 $89.12 billion, a price-to-earnings ratio of 16.00, a P/E/G ratio of 1.63 and a beta of 1.12.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business had revenue of $24.48 billion during the quarter, compared to analysts’ expectations of $23.91 billion. During the same period in the previous year, the business posted $2.75 earnings per share. The firm’s revenue for the quarter was down 3.2% compared to the same quarter last year. On average, research analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Tuesday, February 17th were given a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a yield of 6.2%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Nationwide RFID rollout: UPS completed a network‑wide RFID sensing implementation across its U.S. small‑package system, a multi‑hundred‑million dollar upgrade intended to replace manual barcode scans with real‑time visibility and improve delivery accuracy and efficiency. Investors view this as a structural improvement to margins and service reliability. United Parcel Service (UPS) Is Up 5.8% After Network-Wide RFID Rollout Across U.S. Operations
• Positive Sentiment: Technology coverage and analyst takeaways emphasize the RFID move as a meaningful operational advantage that can reduce manual labor, cut misdeliveries and unlock data for pricing/route optimization. This narrative is supporting upside sentiment. WSJ report on UPS RFID rollout
• Positive Sentiment: Same‑day delivery scaling: Roadie (a UPS company) and Centiro announced an integration to simplify same‑day delivery for retailers and 3PLs — a complementary move that supports growth in higher‑margin, time‑sensitive services. From Warehouse to Doorstep in Hours: Roadie and Centiro Simplify Same-Day Delivery for Retailers
• Neutral Sentiment: Quarterly results context: UPS’s Jan quarter beat EPS and revenue estimates (EPS $2.38 vs. $2.20 est.; revenue modestly above forecasts) but revenue was down year‑over‑year. The beat helps sentiment, but mixed top‑line trends keep some caution. MarketBeat UPS summary
• Neutral Sentiment: Industry comparison and valuation debate: Recent pieces contrast UPS with peers (e.g., 3M) and examine whether UPS is a better buy today — useful for longer‑term investors but less likely to drive intraday moves. 3M vs. United Parcel Service
• Neutral Sentiment: Local franchise news: Transfer of a Pak Mail location in Austin is franchise‑level activity (Annex Brands) and has negligible impact on UPS’s national results. New Ownership of Pak Mail in Austin, Texas
• Negative Sentiment: Structural demand and cost concerns: Analysis pieces question whether parcel demand and labor costs will constrain upside, and note mixed multi‑year returns — these points feed caution among investors who worry upside is already priced in. Is It Time To Reassess UPS After Recent Parcel Demand Headlines And Mixed Returns?
• Negative Sentiment: Strategic critique: Commentators argue UPS (and FedEx) must move further up the e‑commerce value chain (e.g., marketplace integrations) to capture higher‑growth B2C share — a signal that additional strategic investments or partnerships may be required and could pressure margins in the near term. Commentary: FedEx and UPS need to move up the e-commerce food chain

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.