Norris Financial Group LLC Makes New $2.56 Million Investment in United Parcel Service, Inc. $UPS

Norris Financial Group LLC acquired a new stake in shares of United Parcel Service, Inc. (NYSE:UPS) in the first quarter, HoldingsChannel.com reports. The firm acquired 26,063 shares of the transportation company’s stock, valued at approximately $2,564,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in United Parcel Service by 63.8% during the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock valued at $1,529,000 after purchasing an additional 4,723 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in United Parcel Service during the second quarter worth about $277,000. SVB Wealth LLC acquired a new stake in shares of United Parcel Service during the second quarter worth approximately $848,000. Treasurer of the State of North Carolina raised its stake in shares of United Parcel Service by 2.7% in the second quarter. Treasurer of the State of North Carolina now owns 342,866 shares of the transportation company’s stock valued at $34,609,000 after acquiring an additional 9,124 shares during the last quarter. Finally, Ieq Capital LLC raised its stake in shares of United Parcel Service by 154.5% in the second quarter. Ieq Capital LLC now owns 104,819 shares of the transportation company’s stock valued at $10,580,000 after acquiring an additional 63,629 shares during the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

More United Parcel Service News

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

• Positive Sentiment: UPS reported second-quarter adjusted EPS of $1.76 and revenue of approximately $22.8 billion, exceeding consensus estimates. Management also raised its full-year outlook, citing better pricing, growth in premium services and efficiency gains after resetting Amazon delivery volumes. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: Analysts at Stifel, UBS, Oppenheimer, Susquehanna and BMO raised their UPS price targets, generally maintaining positive or constructive ratings. The revisions indicate that Wall Street sees potential upside if the company delivers the anticipated second-half margin improvement.
• Positive Sentiment: UPS is expanding digital tools for small and midsize businesses, including faster label creation, improved pickup management and broader mobile capabilities. The initiative could help attract higher-value commercial customers and take market share from competing carriers. UPS Makes Shipping Easier than Ever with New Digital Tools for SMB Customers
• Neutral Sentiment: Value investor Rupal Bhansali cited UPS as an attractively valued, high-yield global stock. This supports the long-term valuation case, although it does not directly change near-term earnings expectations. This Value Investor Favors Global Stocks With Low Valuations, High Yields
• Negative Sentiment: Investor skepticism remains after the earnings release because the profitability decline overshadowed the revenue and EPS beat. Lower Amazon package volumes, restructuring needs and weak package volumes could pressure margins while the network is reset. Why United Parcel Service Stock Is Down Today
• Negative Sentiment: UPS’s dividend reportedly consumed nearly 99% of adjusted free cash flow last year, raising concerns about financial flexibility despite its high yield. Increasing retailer use of alternative last-mile carriers also presents a competitive risk. UPS Vs. FedEx: Why One Dividend Claimed 99 Percent of Free Cash Flow

Analyst Ratings Changes

A number of research firms recently commented on UPS. Evercore decreased their price target on United Parcel Service from $115.00 to $113.00 and set an “in-line” rating on the stock in a research report on Wednesday, April 22nd. Stephens reduced their price objective on United Parcel Service from $135.00 to $130.00 and set an “overweight” rating on the stock in a research note on Wednesday. Susquehanna increased their target price on United Parcel Service from $118.00 to $120.00 and gave the stock a “neutral” rating in a report on Wednesday. Stifel Nicolaus raised their target price on United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, UBS Group lifted their price target on United Parcel Service from $123.00 to $124.00 and gave the company a “buy” rating in a report on Wednesday. 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 one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $117.41.

United Parcel Service Trading Up 0.7%

Shares of UPS opened at $105.31 on Friday. The stock’s fifty day simple moving average is $109.06 and its 200-day simple moving average is $106.68. The firm has a market capitalization of $89.52 billion, a PE ratio of 19.57, a price-to-earnings-growth ratio of 1.59 and a beta of 1.05. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $122.41. The company has a quick ratio of 1.21, a current ratio of 1.18 and a debt-to-equity ratio of 1.58.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, topping the consensus estimate of $1.65 by $0.11. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.The firm had revenue of $22.83 billion during the quarter, compared to analysts’ expectations of $21.86 billion. During the same period in the previous year, the business posted $1.55 EPS. The company’s quarterly revenue was up 7.6% compared to the same quarter last year. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, research analysts predict that United Parcel Service, Inc. will post 7.23 earnings per share for the current year.

United Parcel Service Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, May 18th were issued a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.2%. The ex-dividend date was Monday, May 18th. United Parcel Service’s dividend payout ratio is currently 121.93%.

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.