United Parcel Service, Inc. $UPS is Mountain Hill Investment Partners Corp.’s 3rd Largest Position

Mountain Hill Investment Partners Corp. decreased its position in United Parcel Service, Inc. (NYSE:UPS) by 5.0% in the fourth quarter, Holdings Channel reports. The firm owned 95,415 shares of the transportation company’s stock after selling 4,999 shares during the period. United Parcel Service accounts for 6.8% of Mountain Hill Investment Partners Corp.’s investment portfolio, making the stock its 3rd largest holding. Mountain Hill Investment Partners Corp.’s holdings in United Parcel Service were worth $9,464,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Parcion Private Wealth LLC bought a new position in United Parcel Service in the fourth quarter worth approximately $653,000. Greenwood Capital Associates LLC raised its stake in United Parcel Service by 5.2% in the fourth quarter. Greenwood Capital Associates LLC now owns 9,819 shares of the transportation company’s stock worth $974,000 after buying an additional 486 shares in the last quarter. Nations Financial Group Inc. IA ADV raised its stake in United Parcel Service by 52.4% in the fourth quarter. Nations Financial Group Inc. IA ADV now owns 5,726 shares of the transportation company’s stock worth $568,000 after buying an additional 1,968 shares in the last quarter. United Advisor Group LLC raised its stake in United Parcel Service by 2.8% in the fourth quarter. United Advisor Group LLC now owns 69,088 shares of the transportation company’s stock worth $6,853,000 after buying an additional 1,852 shares in the last quarter. Finally, Cornerstone Wealth Group LLC raised its stake in United Parcel Service by 9.3% in the fourth quarter. Cornerstone Wealth Group LLC now owns 2,734 shares of the transportation company’s stock worth $271,000 after buying an additional 233 shares in the last quarter. Institutional investors own 60.26% of the company’s stock.

Key United Parcel Service News

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

Wall Street Analyst Weigh In

UPS has been the subject of a number of recent research reports. Sanford C. Bernstein boosted their price objective on shares of United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. TD Cowen boosted their price objective on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. BMO Capital Markets boosted their price objective on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research note on Wednesday, January 28th. Weiss Ratings raised shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Finally, Citigroup reduced their price objective on shares of United Parcel Service from $120.00 to $118.00 and set a “buy” rating for the company in a research note on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $113.03.

United Parcel Service Stock Performance

Shares of UPS stock opened at $104.96 on Friday. The business’s fifty day simple moving average is $105.67 and its 200-day simple moving average is $100.17. The company has a market cap of $89.12 billion, a PE ratio of 16.00, a PEG ratio of 1.63 and a beta of 1.12. The company has a current ratio of 1.22, a quick 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.

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

United Parcel Service Announces Dividend

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

Insider Activity

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Insiders own 0.19% of the company’s stock.

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.