Cullen Capital Management LLC purchased a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,656,471 shares of the transportation company’s stock, valued at approximately $178,071,000. United Parcel Service comprises approximately 1.8% of Cullen Capital Management LLC’s investment portfolio, making the stock its 24th largest holding. Cullen Capital Management LLC owned 0.19% of United Parcel Service at the end of the most recent quarter.
Other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in United Parcel Service in the 4th quarter valued at $902,446,000. Victory Capital Management Inc. grew its position in shares of United Parcel Service by 72.9% in the fourth quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock valued at $1,370,639,000 after purchasing an additional 5,826,824 shares during the period. AQR Capital Management LLC grew its position in shares of United Parcel Service by 175.7% in the fourth quarter. AQR Capital Management LLC now owns 5,200,135 shares of the transportation company’s stock valued at $515,801,000 after purchasing an additional 3,314,166 shares during the period. Pacer Advisors Inc. increased its stake in United Parcel Service by 507.8% in the fourth quarter. Pacer Advisors Inc. now owns 3,244,234 shares of the transportation company’s stock valued at $321,796,000 after purchasing an additional 2,710,470 shares during the last quarter. Finally, Bank of America Corp DE lifted its position in United Parcel Service by 23.3% during the first quarter. Bank of America Corp DE now owns 9,728,123 shares of the transportation company’s stock worth $957,053,000 after buying an additional 1,836,651 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.
Trending Headlines about United Parcel Service
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: UPS disclosed that it is investing more than $2 billion from 2024 through 2028 across its International, Healthcare and Supply Chain Solutions businesses. The spending is intended to improve delivery speed, customer control and supply-chain resilience amid changing trade routes and regulations. UPS is investing $2 billion in international, healthcare and supply chain businesses
- Positive Sentiment: Projects include new logistics hubs in the Philippines, Canada and Hong Kong, expanded international air connections, freight infrastructure and additional healthcare logistics capacity. These investments could strengthen UPS’s position in faster-growing cross-border and specialized-shipping markets. UPS Is Investing Over $2 Billion Across Operations
- Positive Sentiment: The healthcare strategy includes cold-chain capabilities, supporting pharmaceuticals and weight-loss medicines. Investors may view this as an opportunity to capture higher-value, specialized shipments rather than relying solely on traditional package volume. UPS investing $2 billion in international and healthcare logistics
- Positive Sentiment: The announcement reinforces UPS’s network-optimization strategy and signals progress toward improving its business mix, international reach and operational efficiency.
- Neutral Sentiment: UPS eliminated approximately 2 million lower-quality Amazon packages per day. Reducing less-profitable volume may improve margins and capacity, but the lost shipments could also weigh on revenue and leave UPS more dependent on replacing volume with higher-value business. UPS Stopped Carrying 2 Million Amazon Packages a Day
- Negative Sentiment: The multiyear investment program requires substantial capital before its revenue and profit benefits are fully realized, creating execution and return-on-investment risks.
- Negative Sentiment: Analyst commentary warns that UPS’s dividend could remain frozen through 2027. The company’s high yield and concerns about payout growth continue to signal investor uncertainty about cash flow and the pace of recovery. Prediction: UPS Dividend Remains Frozen Through 2027
Analyst Ratings Changes
View Our Latest Stock Report on United Parcel Service
United Parcel Service Price Performance
UPS opened at $102.73 on Tuesday. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $122.41. The company has a 50 day moving average of $108.28 and a two-hundred day moving average of $106.28. The company has a market cap of $87.40 billion, a P/E ratio of 19.09, a P/E/G ratio of 1.84 and a beta of 1.06. The company has a quick ratio of 1.18, a current ratio of 1.18 and a debt-to-equity ratio of 1.58.
United Parcel Service (NYSE:UPS – Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, topping analysts’ consensus estimates of $1.65 by $0.11. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. 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 prior year, the company earned $1.55 EPS. The firm’s revenue was up 7.6% on a year-over-year basis. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. On average, analysts expect that United Parcel Service, Inc. will post 7.22 earnings per share for the current year.
United Parcel Service Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Monday, August 17th will be given a $1.64 dividend. The ex-dividend date of this dividend is Monday, August 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.4%. United Parcel Service’s dividend payout ratio is presently 121.93%.
About United Parcel Service
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.
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