5,866 Shares in United Parcel Service, Inc. $UPS Acquired by Forteris Wealth Management Inc.

Forteris Wealth Management Inc. acquired a new position in United Parcel Service, Inc. (NYSE:UPS) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 5,866 shares of the transportation company’s stock, valued at approximately $582,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Westbourne Investments Inc. lifted its position in United Parcel Service by 1.2% in the fourth quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock worth $781,000 after purchasing an additional 91 shares during the period. Webster Bank N. A. lifted its position in United Parcel Service by 16.7% in the fourth quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after purchasing an additional 100 shares during the period. Peoples Financial Services CORP. lifted its position in United Parcel Service by 2.5% in the fourth quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock worth $400,000 after purchasing an additional 100 shares during the period. Tema Etfs LLC lifted its position in United Parcel Service by 0.8% in the fourth quarter. Tema Etfs LLC now owns 12,999 shares of the transportation company’s stock worth $1,289,000 after purchasing an additional 101 shares during the period. Finally, CFS Investment Advisory Services LLC lifted its position in United Parcel Service by 2.6% in the third quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock worth $372,000 after purchasing an additional 108 shares during the period. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service News Roundup

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

Analyst Ratings Changes

UPS has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft upped their target price on United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. upped their target price on United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Stifel Nicolaus upped their target price on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. HSBC upgraded United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday, January 28th. Finally, Oppenheimer upped their target price on United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $113.03.

Insider Activity at United Parcel Service

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of the 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 Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.19% of the company’s stock.

United Parcel Service Price Performance

Shares of NYSE:UPS opened at $104.96 on Friday. United Parcel Service, Inc. has a one year low of $82.00 and a one year high of $122.41. The stock has a fifty day moving average of $105.67 and a 200-day moving average of $100.17. The company has a market capitalization of $89.12 billion, a PE ratio of 16.00, a price-to-earnings-growth ratio of 1.63 and a beta of 1.12. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 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 company had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same quarter in the prior year, the firm earned $2.75 EPS. The company’s quarterly revenue was down 3.2% compared to the same quarter last year. As a group, equities analysts anticipate that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently disclosed 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. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.2%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s dividend payout ratio is 100.00%.

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.