Townsquare Capital LLC Boosts Position in United Parcel Service, Inc. $UPS

Townsquare Capital LLC boosted its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 14.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,775 shares of the transportation company’s stock after buying an additional 6,708 shares during the quarter. Townsquare Capital LLC’s holdings in United Parcel Service were worth $4,325,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in UPS. Evelyn Partners Investment Management Europe Ltd raised its stake in shares of United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after acquiring an additional 131 shares in the last quarter. Mid American Wealth Advisory Group Inc. purchased a new position in United Parcel Service during the 2nd quarter worth $26,000. Salzhauer Michael bought a new position in shares of United Parcel Service during the 3rd quarter worth $31,000. RMG Wealth Management LLC purchased a new position in shares of United Parcel Service during the second quarter valued at $34,000. Finally, FNY Investment Advisers LLC purchased a new stake in United Parcel Service in the second quarter worth about $34,000. 60.26% of the stock is currently owned by institutional investors.

Insider Activity at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the business’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 0.13% of the company’s stock.

United Parcel Service Price Performance

Shares of NYSE UPS opened at $105.86 on Friday. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70. The company has a market cap of $89.81 billion, a PE ratio of 16.14, a P/E/G ratio of 2.27 and a beta of 1.11. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. The business has a 50-day simple moving average of $101.53 and a two-hundred day simple moving average of $93.56.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.50 billion for the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company’s revenue for the quarter was down 3.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.75 earnings per share. As a group, equities analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be paid a dividend of $1.64 per share. 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 presently 100.00%.

More United Parcel Service News

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

• Positive Sentiment: Analysts are turning more bullish: multiple firms have raised price targets and upgraded ratings in recent days, signaling expectations for margin recovery and stronger 2026 revenue. Read More.
• Positive Sentiment: Large broker notes with higher targets — notably Truist (raised to $130) and TD Cowen (raised to $115) — add upward pressure by highlighting faster revenue recovery and margin leverage. Read More.
• Positive Sentiment: Q4 results and 2026 guide support the bullish case: management beat estimates and guided to higher 2026 revenue, which underpins analyst optimism and the recent accumulation narrative. Read More.
• Positive Sentiment: Options flow showed heavy call buying after earnings — a short‑term bullish signal that some traders expect further upside. Read More.
• Neutral Sentiment: Industry operational note: FedEx is planning MD‑11 freighter returns after the UPS MD‑11 accident — keeps regulatory/safety issues and sector operational focus in play but is not a direct earnings driver for UPS. Read More.
• Neutral Sentiment: Some firms (e.g., Susquehanna) raised targets but kept Neutral ratings — showing consensus is improving but not unanimous. Read More.
• Negative Sentiment: Major workforce reductions announced: UPS plans to cut up to 30,000 jobs and close ~24 facilities while scaling back lower‑margin Amazon volumes — a near‑term cost and execution risk that can pressure sentiment and revenues during the transition. Read More.
• Negative Sentiment: Safety/fleet headline: UPS is retiring the fleet of MD‑11 planes involved in the Louisville crash — a reputational and cost item that keeps regulatory scrutiny active. Read More.
• Negative Sentiment: Insider selling: Director Norman M. Brothers Jr. sold ~25,014 shares at roughly $106 — a visible sale that can amplify short‑term downside sentiment even if not unusual. Read More.
• Negative Sentiment: Analysts and commentary warn the Amazon unwind is costly: several pieces note the separation from Amazon and the shift toward higher‑margin mix will incur transition costs and competitive pressure in U.S. delivery. Read More.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on UPS shares. Stifel Nicolaus boosted their price target on shares of United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday. Citigroup dropped their target price on United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday. Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target for the company in a research report on Friday, January 9th. BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price on the stock. in a research note on Tuesday, January 13th. Finally, Wells Fargo & Company increased their price target on shares of United Parcel Service from $96.00 to $110.00 and gave the company an “equal weight” rating in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and an average price target of $115.22.

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.