Modera Wealth Management LLC Has $12.68 Million Stock Holdings in United Parcel Service, Inc. $UPS

Modera Wealth Management LLC trimmed its position in United Parcel Service, Inc. (NYSE:UPS) by 9.2% during the second quarter, Holdings Channel reports. The firm owned 125,637 shares of the transportation company’s stock after selling 12,670 shares during the quarter. Modera Wealth Management LLC’s holdings in United Parcel Service were worth $12,682,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. Goldman Sachs Group Inc. lifted its position in shares of United Parcel Service by 124.0% in the first quarter. Goldman Sachs Group Inc. now owns 9,011,107 shares of the transportation company’s stock valued at $991,132,000 after buying an additional 4,988,044 shares during the last quarter. Pacer Advisors Inc. increased its holdings in shares of United Parcel Service by 1,056.6% during the 1st quarter. Pacer Advisors Inc. now owns 4,336,175 shares of the transportation company’s stock worth $476,936,000 after acquiring an additional 3,961,255 shares during the last quarter. Nuveen LLC bought a new stake in United Parcel Service in the 1st quarter valued at $201,358,000. Charles Schwab Investment Management Inc. lifted its holdings in United Parcel Service by 7.7% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 25,045,472 shares of the transportation company’s stock valued at $2,754,751,000 after purchasing an additional 1,780,807 shares during the last quarter. Finally, Assenagon Asset Management S.A. boosted its position in United Parcel Service by 443.6% during the second quarter. Assenagon Asset Management S.A. now owns 1,549,962 shares of the transportation company’s stock worth $156,453,000 after purchasing an additional 1,264,842 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.

United Parcel Service Trading Up 0.8%

Shares of UPS stock opened at $93.64 on Friday. The stock has a market cap of $79.37 billion, a P/E ratio of 14.47, a price-to-earnings-growth ratio of 2.29 and a beta of 1.11. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $138.67. The company has a current ratio of 1.30, a quick ratio of 1.32 and a debt-to-equity ratio of 1.50. The stock has a 50 day simple moving average of $86.77 and a 200 day simple moving average of $92.99.

United Parcel Service (NYSE:UPS) last released its 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 $21.40 billion during the quarter, compared to the consensus estimate of $20.94 billion. During the same period in the prior year, the company posted $1.76 EPS. The company’s revenue was down 3.7% compared to the same quarter last year. United Parcel Service has set its Q4 2025 guidance at EPS. On average, research analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Monday, November 17th will be given a $1.64 dividend. The ex-dividend date is Monday, November 17th. This represents a $6.56 annualized dividend and a dividend yield of 7.0%. United Parcel Service’s payout ratio is presently 101.39%.

Insider Buying and Selling at United Parcel Service

In other news, Director Christiana Smith Shi purchased 500 shares of United Parcel Service stock in a transaction that occurred on Friday, August 22nd. The shares were acquired 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 approximately $44,085. The trade was a ∞ increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Company insiders own 0.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on UPS shares. UBS Group increased their price objective on shares of United Parcel Service from $110.00 to $113.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Morgan Stanley decreased their price target on shares of United Parcel Service from $80.00 to $75.00 and set an “underweight” rating on the stock in a research note on Wednesday, July 30th. Barclays reduced their price objective on United Parcel Service from $90.00 to $80.00 and set an “underweight” rating for the company in a report on Thursday, July 31st. Wells Fargo & Company lifted their price target on United Parcel Service from $91.00 to $96.00 and gave the stock an “equal weight” rating in a report on Wednesday, October 29th. Finally, Vertical Research reaffirmed a “hold” rating and issued a $103.00 price objective on shares of United Parcel Service in a report on Wednesday, July 30th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, sixteen have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, United Parcel Service currently has an average rating of “Hold” and a consensus price target of $110.00.

United Parcel Service Profile

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.