Bailard Inc. Has $2.25 Million Position in United Parcel Service, Inc. $UPS

Bailard Inc. increased its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 8.9% during the second quarter, Holdings Channel reports. The institutional investor owned 22,268 shares of the transportation company’s stock after purchasing an additional 1,829 shares during the quarter. Bailard Inc.’s holdings in United Parcel Service were worth $2,248,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mid American Wealth Advisory Group Inc. bought a new stake in shares of United Parcel Service in the 2nd quarter worth approximately $26,000. Hemington Wealth Management raised its stake in shares of United Parcel Service by 68.9% in the first quarter. Hemington Wealth Management now owns 282 shares of the transportation company’s stock valued at $31,000 after purchasing an additional 115 shares in the last quarter. Saudi Central Bank bought a new position in United Parcel Service in the first quarter worth $32,000. Flaharty Asset Management LLC bought a new position in United Parcel Service in the first quarter worth $33,000. Finally, RMG Wealth Management LLC acquired a new stake in United Parcel Service during the second quarter worth $34,000. 60.26% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, Director Christiana Smith Shi acquired 500 shares of the stock in a transaction on Friday, August 22nd. The stock was purchased at an average price of $88.17 per share, for a total transaction of $44,085.00. Following the transaction, the director owned 500 shares of the company’s stock, valued at $44,085. The trade was a ? increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.13% of the stock is currently owned by corporate insiders.

United Parcel Service Stock Performance

NYSE:UPS opened at $96.12 on Thursday. The stock has a market capitalization of $81.47 billion, a P/E ratio of 14.86, a price-to-earnings-growth ratio of 2.29 and a beta of 1.11. The company has a current ratio of 1.30, a quick ratio of 1.32 and a debt-to-equity ratio of 1.50. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $138.67. The firm has a 50 day moving average of $87.46 and a 200-day moving average of $92.90.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, beating analysts’ consensus estimates of $1.31 by $0.43. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The firm had revenue of $21.42 billion during the quarter, compared to analysts’ expectations of $20.94 billion. During the same period last year, the firm posted $1.76 EPS. The business’s revenue was down 3.7% on a year-over-year basis. United Parcel Service has set its Q4 2025 guidance at EPS. As a group, sell-side 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 declared a quarterly dividend, which will be paid on Thursday, December 4th. Investors of record on Monday, November 17th will be given a dividend of $1.64 per share. The ex-dividend date is Monday, November 17th. This represents a $6.56 annualized dividend and a yield of 6.8%. United Parcel Service’s dividend payout ratio is 101.39%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Morgan Stanley dropped their price objective on shares of United Parcel Service from $80.00 to $75.00 and set an “underweight” rating for the company in a research note on Wednesday, July 30th. Barclays dropped their price target on shares of United Parcel Service from $90.00 to $80.00 and set an “underweight” rating for the company in a research report on Thursday, July 31st. Citigroup upped their price objective on United Parcel Service from $112.00 to $120.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. UBS Group increased their target price on United Parcel Service from $110.00 to $113.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Finally, Evercore ISI decreased their price target on United Parcel Service from $103.00 to $97.00 and set an “in-line” rating on the stock in a research note on Wednesday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, sixteen have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $110.00.

About United Parcel Service

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.