United Parcel Service, Inc. $UPS Shares Sold by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC decreased its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 6.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 71,901 shares of the transportation company’s stock after selling 5,216 shares during the quarter. Live Oak Private Wealth LLC’s holdings in United Parcel Service were worth $7,132,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in UPS. Brighton Jones LLC grew its stake in shares of United Parcel Service by 63.8% during the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock worth $1,529,000 after purchasing an additional 4,723 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of United Parcel Service during the 2nd quarter worth approximately $277,000. SVB Wealth LLC acquired a new stake in United Parcel Service in the 2nd quarter valued at $848,000. Treasurer of the State of North Carolina grew its stake in United Parcel Service by 2.7% in the 2nd quarter. Treasurer of the State of North Carolina now owns 342,866 shares of the transportation company’s stock valued at $34,609,000 after acquiring an additional 9,124 shares during the period. Finally, Ieq Capital LLC grew its stake in United Parcel Service by 154.5% in the 2nd quarter. Ieq Capital LLC now owns 104,819 shares of the transportation company’s stock valued at $10,580,000 after acquiring an additional 63,629 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.

United Parcel Service News Roundup

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

• Positive Sentiment: Geopolitical relief — reports that vessels are again passing through the Strait of Hormuz after a U.S.–Iran ceasefire helped lift logistics and shipping stocks, a direct tailwind for UPS’s global freight and intermodal operations. Why United Parcel Service (UPS) Stock Is Up Today
• Positive Sentiment: Sector-wide bounce — broader supply-chain and freight names rallied on the ceasefire news, which tends to boost short-term outlook for volume and routing stability across carriers including UPS. Supply Chain Stocks Soar on Ceasefire News
• Positive Sentiment: Valuation/strategic pivot — analysts and commentators note UPS is trading below peer multiples as it shifts toward higher-margin healthcare and B2B segments while reducing Amazon volumes and targeting $3B of savings, supporting a value-buy narrative for some investors. UPS Stock Trades at a Discounted Valuation: Is it a Buy Signal?
• Neutral Sentiment: Investor attention — UPS has been one of the most-searched stocks recently, increasing liquidity and volatility risk but not implying a directional thesis by itself. Investors Heavily Search United Parcel Service, Inc. (UPS): Here is What You Need to Know
• Neutral Sentiment: Talent movement in the industry — a former UPS leader joining a competitor (ACERTUS) is notable for sector dynamics but has limited immediate impact on UPS fundamentals. ACERTUS Hires Former UPS Leader as New Chief Revenue Officer
• Negative Sentiment: Major job cuts announced — reports that UPS will eliminate roughly 30,000 positions as part of a large cost-cutting plan raise concerns about volume weakness and execution risk, even if cuts could improve margins over time. UPS layoffs: Delivery giant to slash 30,000 jobs in major cost-cutting drive; who will be impacted?
• Negative Sentiment: Cash-flow concerns — analysis flagged two red flags around UPS’s cash-flow quality and dividend coverage, which could weigh on investor confidence if free cash flow underperforms expectations. 2 Red Flags Waving Over UPS Cash Flow
• Negative Sentiment: Analyst headwinds — JPMorgan trimmed its price target and Citigroup lowered expectations, reflecting a mixed freight outlook and keeping near-term analyst sentiment cautious. UPS Faces Target Cut from JPMorgan Amid Mixed Freight Outlook Citigroup Has Lowered Expectations for United Parcel Service (NYSE:UPS) Stock Price

United Parcel Service Trading Down 0.0%

Shares of UPS opened at $101.69 on Monday. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $122.41. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.45. The firm’s fifty day moving average is $106.50 and its two-hundred day moving average is $99.84. The stock has a market cap of $86.35 billion, a PE ratio of 15.50, a price-to-earnings-growth ratio of 1.60 and a beta of 1.12.

United Parcel Service (NYSE:UPS) last announced its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.18. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company had revenue of $24.48 billion for the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter in the previous year, the company posted $2.75 EPS. The firm’s quarterly revenue was down 3.2% on a year-over-year basis. Research analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.5%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s payout ratio is 100.00%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on UPS. BMO Capital Markets lifted their price target on shares of United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a research note on Wednesday, January 28th. Bank of America raised shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target on the stock in a research note on Friday, January 9th. Jefferies Financial Group lifted their price target on shares of United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Susquehanna lifted their price target on shares of United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. Finally, BNP Paribas Exane cut shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price target on the stock. in a research note on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, United Parcel Service currently has a consensus rating of “Hold” and a consensus price target of $113.03.

Insider Transactions at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 0.19% of the stock is currently owned by company insiders.

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.