Winnow Wealth LLC Sells 14,505 Shares of United Parcel Service, Inc. $UPS

Winnow Wealth LLC cut its holdings in United Parcel Service, Inc. (NYSE:UPS) by 97.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 332 shares of the transportation company’s stock after selling 14,505 shares during the quarter. Winnow Wealth LLC’s holdings in United Parcel Service were worth $28,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Norges Bank purchased a new position in shares of United Parcel Service in the 2nd quarter worth approximately $851,842,000. Laurel Wealth Advisors LLC raised its holdings in shares of United Parcel Service by 11,517.3% in the second quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock worth $252,695,000 after buying an additional 2,481,864 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in shares of United Parcel Service by 78.7% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock worth $412,528,000 after acquiring an additional 1,799,882 shares during the last quarter. Invesco Ltd. boosted its holdings in United Parcel Service by 45.4% during the 2nd quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock valued at $578,467,000 after acquiring an additional 1,789,467 shares during the period. Finally, AQR Capital Management LLC grew its position in United Parcel Service by 94.8% in the 2nd quarter. AQR Capital Management LLC now owns 2,300,081 shares of the transportation company’s stock valued at $231,388,000 after acquiring an additional 1,119,372 shares during the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on UPS. Wolfe Research reissued a “peer perform” rating on shares of United Parcel Service in a research note on Thursday, January 8th. Hsbc Global Res upgraded shares of United Parcel Service from a “hold” rating to a “strong-buy” rating in a report on Wednesday. BMO Capital Markets upped their target price 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. Citigroup reduced their target price on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $113.67.

Insider Transactions at United Parcel Service

In other United Parcel Service 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 transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.13% of the stock is owned by company insiders.

United Parcel Service Price Performance

Shares of UPS opened at $106.14 on Friday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. The company has a 50 day moving average price of $101.76 and a 200-day moving average price of $93.56. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70. The stock has a market capitalization of $90.05 billion, a PE ratio of 16.18, a PEG ratio of 1.66 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.50 billion during the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. United Parcel Service’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.75 earnings per share. Equities analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

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

United Parcel Service News Roundup

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price?target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short?term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower?margin Amazon volumes, which creates restructuring costs, execution risk and near?term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non?strategic. Insider sale SEC filing

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.