United Parcel Service, Inc. $UPS Shares Acquired by Principal Financial Group Inc.

Posted by Geri Gentry on Jul 17th, 2026

Principal Financial Group Inc. lifted its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 0.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 821,279 shares of the transportation company’s stock after acquiring an additional 5,996 shares during the period. Principal Financial Group Inc. owned 0.10% of United Parcel Service worth $80,797,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Potomac Fund Management Inc. ADV increased its stake in United Parcel Service by 0.8% in the fourth quarter. Potomac Fund Management Inc. ADV now owns 11,324 shares of the transportation company’s stock valued at $1,123,000 after purchasing an additional 90 shares during the period. Westbourne Investments Inc. raised its stake in United Parcel Service by 1.2% during the 4th quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock valued at $781,000 after acquiring an additional 91 shares during the last quarter. Ipsen Advisor Group LLC raised its stake in United Parcel Service by 1.7% during the 4th quarter. Ipsen Advisor Group LLC now owns 5,670 shares of the transportation company’s stock valued at $562,000 after acquiring an additional 95 shares during the last quarter. Webster Bank N. A. lifted its position in United Parcel Service by 16.7% during the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after acquiring an additional 100 shares during the period. Finally, Peoples Financial Services CORP. grew its stake in shares of United Parcel Service by 2.5% in the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock valued at $400,000 after purchasing an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

United Parcel Service Trading Up 3.7%

NYSE:UPS opened at $117.16 on Friday. The stock has a fifty day moving average price of $106.34 and a two-hundred day moving average price of $106.01. The stock has a market capitalization of $99.59 billion, a price-to-earnings ratio of 18.96, a PEG ratio of 1.80 and a beta of 1.05. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.21 and a current ratio of 1.21. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41.

United Parcel Service (NYSE:UPS – Get Free Report) last released its earnings results on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.05. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.The company had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $20.99 billion. During the same quarter last year, the company earned $1.49 earnings per share. United Parcel Service’s quarterly revenue was down 1.4% compared to the same quarter last year. As a group, sell-side analysts anticipate that United Parcel Service, Inc. will post 7.1 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, May 18th were paid a $1.64 dividend. The ex-dividend date was Monday, May 18th. This represents a $6.56 annualized dividend and a dividend yield of 5.6%. United Parcel Service’s dividend payout ratio (DPR) is 106.15%.

Analyst Upgrades and Downgrades

UPS has been the subject of several analyst reports. Stephens upgraded United Parcel Service to a “strong-buy” rating in a research note on Wednesday, July 8th. Evercore lowered their price objective on shares of 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. Citigroup upped their price objective on shares of United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, July 9th. Susquehanna raised their target price on shares of United Parcel Service from $116.00 to $118.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 29th. Finally, UBS Group lowered their target price on shares of United Parcel Service from $125.00 to $123.00 and set a “buy” rating on the stock in a report on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $111.10.

Get Our Latest Analysis on United Parcel Service

Key Headlines Impacting United Parcel Service

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

Positive Sentiment: UPS is being highlighted as a top dividend stock, with a roughly 5.93% yield, which may attract income-focused investors and support the share price. Here’s Why United Parcel Service Inc. (UPS) is a Top Dividend Stock to Invest in, According to Jim Simons’ Renaissance Technologies
Positive Sentiment: Several articles argue UPS may still be undervalued after its multi-year decline, suggesting upside if the company can sustain its rebound and improve fundamentals. UPS (UPS) Stock Looks Undervalued Despite Its 33% Five Year Slide
Neutral Sentiment: Citizens JMP initiated coverage with a “market perform” rating, which suggests a wait-and-see stance rather than a strong bullish or bearish signal. United Parcel Service (NYSE:UPS) Coverage Initiated by Analysts at Citizens Jmp
Neutral Sentiment: UPS settled a long-running racial discrimination case, removing a legal overhang, though the news is more about risk reduction than a clear growth catalyst. UPS (NYSE:UPS) Settles Former Driver Racial Discrimination Case After Lengthy Legal Fight
Negative Sentiment: Morgan Stanley reiterated an Underweight rating and raised its price target only modestly, signaling continued skepticism about UPS’s near-term upside. Here’s Why United Parcel Service Inc. (UPS) is a Top Dividend Stock to Invest in, According to Jim Simons’ Renaissance Technologies

About United Parcel Service

(Free Report)

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.