United Asset Strategies Inc. Sells 37,030 Shares of United Parcel Service, Inc. $UPS

Posted by Francis Steltz on Oct 31st, 2026

United Asset Strategies Inc. trimmed its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 72.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,401 shares of the transportation company’s stock after selling 37,030 shares during the period. United Asset Strategies Inc.’s holdings in United Parcel Service were worth $1,346,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in UPS. Morey & Quinn Wealth Partners LLC lifted its holdings in United Parcel Service by 7.1% during the 3rd quarter. Morey & Quinn Wealth Partners LLC now owns 3,032 shares of the transportation company’s stock valued at $283,000 after purchasing an additional 200 shares during the last quarter. Childress Capital Advisors LLC boosted its position in United Parcel Service by 19.6% during the third quarter. Childress Capital Advisors LLC now owns 2,869 shares of the transportation company’s stock worth $268,000 after purchasing an additional 470 shares during the period. Shakespeare Wealth Management LLC bought a new position in United Parcel Service during the third quarter worth $357,000. D.A. Davidson & CO. boosted its position in United Parcel Service by 6.1% during the third quarter. D.A. Davidson & CO. now owns 164,075 shares of the transportation company’s stock worth $15,331,000 after purchasing an additional 9,410 shares during the period. Finally, Redmond Asset Management LLC increased its holdings in shares of United Parcel Service by 0.7% in the third quarter. Redmond Asset Management LLC now owns 31,594 shares of the transportation company’s stock valued at $2,952,000 after purchasing an additional 221 shares during the last quarter. 60.26% of the stock is currently owned by institutional investors.

United Parcel Service Stock Up 1.0%

Shares of UPS opened at $108.35 on Friday. United Parcel Service, Inc. has a 12 month low of $90.84 and a 12 month high of $122.41. The firm’s 50 day moving average is $99.19 and its 200-day moving average is $104.63. The stock has a market capitalization of $92.18 billion, a PE ratio of 20.84, a P/E/G ratio of 1.93 and a beta of 1.07. The company has a current ratio of 1.24, a quick ratio of 1.18 and a debt-to-equity ratio of 1.67.

United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings results on Tuesday, October 27th. The transportation company reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.07. The company had revenue of $22.90 billion during the quarter, compared to the consensus estimate of $22.27 billion. United Parcel Service had a net margin of 4.84% and a return on equity of 37.78%. The firm’s quarterly revenue was up 6.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.74 earnings per share. Equities research analysts forecast that United Parcel Service, Inc. will post 7.28 EPS for the current year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, September 3rd. Shareholders of record on Monday, August 17th were paid a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a yield of 6.1%. The ex-dividend date was Monday, August 17th. United Parcel Service’s dividend payout ratio (DPR) is 126.15%.

Insiders Place Their Bets

In other United Parcel Service news, insider Matthew W. Guffey sold 8,318 shares of United Parcel Service stock in a transaction on Wednesday, October 28th. The stock was sold at an average price of $105.39, for a total value of $876,634.02. Following the completion of the transaction, the insider directly owned 271 shares of the company’s stock, valued at $28,560.69. The trade was a 96.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.19% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages have recently weighed in on UPS. Weiss Ratings raised shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, August 17th. Sanford C. Bernstein cut their target price on shares of United Parcel Service from $131.00 to $127.00 and set an “outperform” rating for the company in a research note on Wednesday, October 21st. Stephens reduced their target price on shares of United Parcel Service from $135.00 to $130.00 and set an “overweight” rating for the company in a report on Wednesday, July 29th. BMO Capital Markets lifted their target price on shares of United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a report on Wednesday, July 29th. Finally, TD Cowen upped their price target on shares of United Parcel Service from $115.00 to $116.00 and gave the company a “hold” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $118.45.

Get Our Latest Stock Analysis on UPS

United Parcel Service News Summary

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

Positive Sentiment: UPS exceeded quarterly expectations, reporting $22.90 billion in revenue and adjusted earnings of $1.69 per share versus consensus estimates of $22.27 billion and $1.62, respectively. Management cited stronger premium services, international trade lanes, automation, and improved customer mix. 5 revealing analyst questions from United Parcel Service’s Q3 earnings call
Positive Sentiment: UPS raised its outlook despite declining shipment volume, suggesting that higher revenue per package, productivity improvements, and cost control are more than offsetting weaker demand. The company plans to use automation and radio-frequency tracking for approximately 70% of packages during the holiday season. Why Did United Parcel Service Raise Guidance Despite Falling Volume?
Positive Sentiment: Several analysts, including Wells Fargo, Truist, Barclays, Citigroup, Oppenheimer, Bank of America, and UBS, issued bullish commentary or increased their price targets. The recommendations reinforce the view that UPS’s earnings recovery and valuation offer additional upside. Wells Fargo expects UPS stock to rise
Neutral Sentiment: Comparisons with FedEx highlight UPS’s improved earnings momentum, dividend appeal, and valuation, but also emphasize that future returns depend on sustaining margin gains while handling fewer packages. UPS vs. FedEx: Which Stock Is the Better Buy After Strong Q3 Results?
Negative Sentiment: Insider Matthew W. Guffey sold 8,318 UPS shares for approximately $876,634, reducing his remaining ownership by 96.84%. While one insider sale is not necessarily a fundamental signal, it may modestly weigh on sentiment. SEC insider transaction filing

About United Parcel Service

(Free Report)

United Parcel Service, Inc (NYSE: UPS) is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.