McAdam LLC Raises Holdings in United Parcel Service, Inc. $UPS

McAdam LLC grew its stake in United Parcel Service, Inc. (NYSE:UPS) by 273.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,735 shares of the transportation company’s stock after buying an additional 14,451 shares during the period. McAdam LLC’s holdings in United Parcel Service were worth $1,648,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in shares of United Parcel Service by 1.2% during the second quarter. Vanguard Group Inc. now owns 66,905,138 shares of the transportation company’s stock worth $6,753,405,000 after purchasing an additional 768,912 shares during the last quarter. State Street Corp lifted its position in United Parcel Service by 1.5% in the 2nd quarter. State Street Corp now owns 30,774,530 shares of the transportation company’s stock worth $3,106,381,000 after buying an additional 444,384 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in shares of United Parcel Service by 3.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock valued at $2,603,459,000 after buying an additional 746,667 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of United Parcel Service by 4.8% in the second quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock worth $1,675,733,000 after buying an additional 762,407 shares during the last quarter. Finally, Norges Bank bought a new stake in United Parcel Service during the second quarter valued at about $851,842,000. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

United Parcel Service Stock Performance

Shares of NYSE UPS opened at $106.55 on Wednesday. The company’s fifty day moving average price is $99.71 and its 200 day moving average price is $93.19. The company has a market capitalization of $90.39 billion, a PE ratio of 16.47, a price-to-earnings-growth ratio of 2.33 and a beta of 1.11. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $136.99. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.30 and a current ratio of 1.30.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, October 28th. The transportation company reported $1.74 EPS 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 for the quarter, compared to analysts’ expectations of $20.94 billion. During the same period last year, the firm earned $1.76 EPS. The company’s quarterly revenue was down 3.7% on a year-over-year basis. On average, research analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Monday, November 17th were issued a $1.64 dividend. The ex-dividend date was Monday, November 17th. This represents a $6.56 dividend on an annualized basis and a yield of 6.2%. United Parcel Service’s dividend payout ratio is presently 101.39%.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Analyst action: Susquehanna raised its price target from $105 to $115 (still “neutral”), a modest catalyst that signals room for upside relative to the current price and may support near-term buying interest. Susquehanna price target raise
• Positive Sentiment: Bullish operational case: Multiple bullish write-ups argue UPS’s Efficiency Reimagined program, network upgrades and automation are improving revenue quality and delivery efficiency, which could lift margins over time. These narratives support expectations for better long-term profitability. 3 Key Reasons the Future Is Looking Up for UPS
• Positive Sentiment: Bull case coverage: recent bullish theses (Yahoo/InsiderMonkey summaries of MMMT Wealth’s bull case) emphasize valuation support (mid-teens P/E, yield, buybacks) and operational upside, attracting value/income buyers. United Parcel Service, Inc. (UPS): A Bull Case Theory
• Neutral Sentiment: Valuation debate: some analysts (Zacks, Yahoo piece) call UPS attractively valued with a ~6% yield and strong buybacks, but they caution volume and margin headwinds — a mixed signal that could limit upside until clearer margin improvement. UPS’ Stock Valuation Looks Attractive: Buy or Wait for Now?
• Neutral Sentiment: Income appeal: broader dividend/income screens and articles highlight UPS’s yield and cash returns (dividend + buybacks) as attractive to income-focused investors; this supports baseline demand but doesn’t remove operating risk. Want $1,000 in Dividends per Year? Invest $6,000 Into Each of These 3 Stocks.
• Neutral Sentiment: Upcoming catalyst: the market is watching upcoming quarterly earnings (expected announcement) — results and guidance will likely drive short-term volatility. United Parcel Service (UPS) Expected to Announce Quarterly Earnings on Tuesday
• Negative Sentiment: Critical analysis: a Seeking Alpha piece warns that lower expectations do not prove the turnaround is working, highlighting persistent execution risks, volume pressure and skepticism over whether cost cuts and pricing gains will sustainably offset weak demand. That critique can pressure sentiment among more skeptical investors. United Parcel Service’s Turnaround Story: Lower Expectations Doesn’t Mean The Plan Is Working
• Negative Sentiment: Near-term risk reminders: other coverage (The Motley Fool piece on near-term risk) flags macro and operational threats — weak manufacturing/SMB volumes, tariffs, and free-cash-flow concerns — which could limit upside until results prove durability. UPS in 2026: Near-Term Risk, Long-Term Opportunity

Analyst Upgrades and Downgrades

UPS has been the topic of several recent research reports. Wells Fargo & Company lifted their price target on shares of United Parcel Service from $91.00 to $96.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 29th. Citigroup boosted their target price on United Parcel Service from $120.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. BNP Paribas Exane lowered shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target for the company. in a research note on Tuesday, January 13th. Susquehanna boosted their target price on shares of United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a report on Tuesday. Finally, Truist Financial increased their target price on United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, sixteen have issued a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, United Parcel Service presently has an average rating of “Hold” and an average price target of $111.73.

United Parcel Service Company 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.