Berkeley Capital Partners LLC Lowers Stake in United Parcel Service, Inc. $UPS

Berkeley Capital Partners LLC reduced its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 54.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,247 shares of the transportation company’s stock after selling 7,445 shares during the quarter. Berkeley Capital Partners LLC’s holdings in United Parcel Service were worth $620,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the company. Plancorp LLC purchased a new stake in shares of United Parcel Service during the 4th quarter worth about $258,000. Rayburn West Financial Services LLC purchased a new stake in shares of United Parcel Service during the 4th quarter worth about $3,451,000. Cardinal Point Capital Management ULC boosted its stake in shares of United Parcel Service by 15.8% during the 4th quarter. Cardinal Point Capital Management ULC now owns 2,925 shares of the transportation company’s stock worth $290,000 after acquiring an additional 400 shares in the last quarter. Grey Ledge Advisors LLC boosted its stake in shares of United Parcel Service by 147.1% during the 4th quarter. Grey Ledge Advisors LLC now owns 6,460 shares of the transportation company’s stock worth $641,000 after acquiring an additional 3,846 shares in the last quarter. Finally, Atria Investments Inc boosted its stake in shares of United Parcel Service by 28.0% during the 4th quarter. Atria Investments Inc now owns 46,434 shares of the transportation company’s stock worth $4,606,000 after acquiring an additional 10,169 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on UPS. Stifel Nicolaus increased their target price on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday, January 28th. Truist Financial upped their price target on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. BMO Capital Markets upped their price target on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a “market perform” rating in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group upped their price target on shares of United Parcel Service from $115.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, United Parcel Service currently has a consensus rating of “Hold” and a consensus target price of $111.87.

United Parcel Service Stock Up 0.0%

UPS stock opened at $98.46 on Thursday. The company has a market cap of $83.60 billion, a price-to-earnings ratio of 15.93, a PEG ratio of 1.57 and a beta of 1.06. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 1.50. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $122.41. The firm has a 50-day moving average of $101.21 and a two-hundred day moving average of $102.56.

United Parcel Service (NYSE:UPS) last released its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.05. The company had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $20.99 billion. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. United Parcel Service’s quarterly revenue was down 1.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.49 EPS. As a group, analysts forecast that United Parcel Service, Inc. will post 7.1 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Monday, May 18th will be issued a $1.64 dividend. The ex-dividend date is Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a yield of 6.7%. United Parcel Service’s dividend payout ratio is presently 106.15%.

United Parcel Service News Summary

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

• Positive Sentiment: Zacks Research raised its EPS estimates for UPS across multiple upcoming quarters, including Q2 2026, Q3 2026 and Q1 2027, signaling analysts see stronger profitability ahead.
• Positive Sentiment: UPS is being highlighted as a potentially undervalued stock under $100, with a forward P/E below the sector average, which may attract value-oriented investors. Undervalued stock article
• Neutral Sentiment: Jim Cramer commented that UPS is more of a growth-versus-yield debate than a pure income story, which does not materially change the business outlook but may influence investor sentiment. Jim Cramer commentary
• Neutral Sentiment: UPS disclosed that board member Kevin M. Warsh resigned following his appointment to the Federal Reserve, a governance change that is notable but not likely to have a direct near-term operating impact. Board resignation announcement
• Negative Sentiment: Investor concern remains that Amazon’s expanding supply chain services could pressure UPS by competing for logistics and delivery business. Amazon competition article

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.