Birch Capital Management LLC Raises Stake in United Parcel Service, Inc. $UPS

Birch Capital Management LLC grew its holdings in United Parcel Service, Inc. (NYSE:UPS) by 19.5% during the second quarter, HoldingsChannel reports. The fund owned 62,243 shares of the transportation company’s stock after purchasing an additional 10,136 shares during the period. United Parcel Service accounts for about 3.3% of Birch Capital Management LLC’s investment portfolio, making the stock its 11th biggest holding. Birch Capital Management LLC’s holdings in United Parcel Service were worth $6,691,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of UPS. University of Texas Texas AM Investment Management Co. acquired a new position in United Parcel Service in the fourth quarter valued at $25,000. IFC & Insurance Marketing Inc. acquired a new position in shares of United Parcel Service during the 4th quarter worth approximately $25,000. Coston McIsaac & Partners boosted its stake in shares of United Parcel Service by 77.8% during the 4th quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company’s stock worth $27,000 after purchasing an additional 119 shares during the last quarter. Kemnay Advisory Services Inc. purchased a new stake in shares of United Parcel Service in the fourth quarter valued at $29,000. Finally, Legacy Wealth Managment LLC ID raised its stake in United Parcel Service by 48.6% during the first quarter. Legacy Wealth Managment LLC ID now owns 309 shares of the transportation company’s stock worth $30,000 after purchasing an additional 101 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.

United Parcel Service News Roundup

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

• Positive Sentiment: Strong quarterly performance supports the investment case. UPS was highlighted among the air-freight and logistics companies that outperformed in the second quarter. The company reported $1.76 in earnings per share, ahead of the $1.65 consensus estimate, while revenue increased 7.6% year over year to $22.83 billion, above expectations. Q2 earnings outperformers: United Parcel Service and the rest of the air freight and logistics stocks
• Positive Sentiment: High dividend yield may attract income-focused investors. Recent commentary described UPS as an undervalued dividend opportunity, with a yield of roughly 6.2%. The yield offers investors income while they wait for management’s turnaround efforts to improve growth and profitability. UPS has also appeared in screens of highly rated, high-dividend stocks. This Under-the-Radar Dividend Stock Yields 6.2%: Is It a Buy?
• Positive Sentiment: Marketing investment could support the UPS Store franchise network. The UPS Store introduced “Blu,” its first brand character, as part of a multiyear digital, television, social and print campaign intended to support franchisees and strengthen consumer engagement. The move is strategically positive, although its direct financial impact is uncertain. The UPS Store enlists first brand character to support franchisees
• Neutral Sentiment: Executive changes create both opportunity and execution risk. UPS’s new global operating model takes effect September 1, with new leaders for major business units and a newly created Chief Global Commercial Strategy Officer role. The transition is intended to refine the company’s transformation, but investors may remain cautious while judging whether the changes accelerate growth. UPS Announces Executive Leadership Changes and New Global Operating Model
• Negative Sentiment: The retirement of longtime executive Kate Gutmann adds uncertainty. Gutmann led UPS’s international, healthcare and supply-chain solutions businesses and was credited with expanding its healthcare and international logistics capabilities. Her departure for personal reasons removes an experienced leader during an important restructuring period. UPS Rejiggers Operating Model and Names Chief Global Operations Officer

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on UPS shares. Citigroup boosted their price target on United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Susquehanna boosted their price objective on United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Stifel Nicolaus lifted their price target on United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, August 17th. Finally, Stephens dropped their target price on shares of United Parcel Service from $135.00 to $130.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $117.41.

United Parcel Service Stock Performance

NYSE:UPS opened at $102.50 on Wednesday. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41. The firm has a market capitalization of $87.20 billion, a PE ratio of 19.05, a PEG ratio of 1.86 and a beta of 1.06. The firm’s fifty day simple moving average is $108.07 and its 200 day simple moving average is $105.73. The company has a current ratio of 1.18, a quick ratio of 1.18 and a debt-to-equity ratio of 1.58.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.65 by $0.11. The firm had revenue of $22.83 billion for the quarter, compared to analyst estimates of $21.86 billion. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.The company’s quarterly revenue was up 7.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.55 earnings per share. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. On average, sell-side analysts anticipate that United Parcel Service, Inc. will post 7.22 EPS for the current year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th will be issued a $1.64 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.4%. United Parcel Service’s dividend payout ratio is presently 121.93%.

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.