Syntax Research Inc. Purchases 14,970 Shares of United Parcel Service, Inc. $UPS

Syntax Research Inc. grew its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 230.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,473 shares of the transportation company’s stock after purchasing an additional 14,970 shares during the period. Syntax Research Inc.’s holdings in United Parcel Service were worth $1,794,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. grew its stake 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 acquiring an additional 768,912 shares during the last quarter. State Street Corp boosted its stake 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 purchasing an additional 444,384 shares in the last quarter. Charles Schwab Investment Management Inc. grew its position in 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 worth $2,603,459,000 after purchasing an additional 746,667 shares during the last quarter. Geode Capital Management LLC grew its position in United Parcel Service by 4.8% during the 2nd quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock worth $1,675,733,000 after purchasing an additional 762,407 shares during the last quarter. Finally, Norges Bank acquired a new position in United Parcel Service during the 2nd quarter valued at approximately $851,842,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

Key Stories Impacting United Parcel Service

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 Stock Up 0.1%

Shares of UPS opened at $106.14 on Monday. The company has a market capitalization of $90.05 billion, a price-to-earnings ratio of 16.18, a PEG ratio of 1.67 and a beta of 1.10. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $123.70. The stock’s 50-day moving average price is $101.76 and its 200-day moving average price is $93.52. The company has a quick ratio of 1.30, a current ratio of 1.22 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating the consensus estimate of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company had revenue of $24.50 billion during the quarter, compared to analysts’ expectations of $23.91 billion. During the same period last year, the business earned $2.75 earnings per share. United Parcel Service’s quarterly revenue was down 3.2% on a year-over-year basis. On average, sell-side analysts predict that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s payout ratio is currently 100.00%.

Insider Transactions at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 0.13% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. TD Cowen lifted their price objective on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. UBS Group raised their target price on United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Susquehanna boosted their price target on United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. Stifel Nicolaus increased their price objective on United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $113.67.

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.