Diversified Management Inc. Buys Shares of 5,950 United Parcel Service, Inc. $UPS

Diversified Management Inc. purchased a new position in shares of United Parcel Service, Inc. (NYSE:UPS) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 5,950 shares of the transportation company’s stock, valued at approximately $590,000.

A number of other hedge funds and other institutional investors have also modified their holdings of UPS. Westbourne Investments Inc. lifted its stake in shares of United Parcel Service by 1.2% during the fourth quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company’s stock valued at $781,000 after buying an additional 91 shares during the period. Webster Bank N. A. grew its stake in United Parcel Service by 16.7% in 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. Tema Etfs LLC grew its stake in United Parcel Service by 0.8% in the 4th quarter. Tema Etfs LLC now owns 12,999 shares of the transportation company’s stock worth $1,289,000 after acquiring an additional 101 shares during the period. CFS Investment Advisory Services LLC raised its holdings in United Parcel Service by 2.6% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock valued at $372,000 after acquiring an additional 108 shares during the last quarter. Finally, Center for Financial Planning Inc. raised its holdings in United Parcel Service by 4.6% in the 3rd quarter. Center for Financial Planning Inc. now owns 2,558 shares of the transportation company’s stock valued at $214,000 after acquiring an additional 112 shares during the last quarter. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS completed a nationwide RFID package‑sensing rollout (vehicles, hubs, labels) after investing ~>$100M, promising real‑time visibility, fewer manual scans, higher delivery accuracy and potential operating-cost savings. Market reaction was positive. United Parcel Service (UPS) Is Up 5.8% After Network-Wide RFID Rollout Across U.S. Operations
• Positive Sentiment: Analysts and trade press highlight RFID as a structural upgrade that could improve yield management and customer SLAs by replacing barcode scans with automated sensors — a potential long‑term margin and service quality tailwind. Is United Parcel’s Nationwide RFID Rollout a Strong Signal for Growth?
• Positive Sentiment: Roadie (a UPS company) and Centiro announced an integration to help retailers scale same‑day delivery without disrupting warehouse operations — this strengthens UPS’s last‑mile capabilities and partnerships for e‑commerce customers. From Warehouse to Doorstep in Hours: Roadie and Centiro Simplify Same-Day Delivery for Retailers
• Positive Sentiment: Investor commentary (buy‑side/strategy pieces) frames recent weakness as a potential buying opportunity given valuation and dividend yield, which could attract income/value investors if execution on tech upgrades improves margins. United Parcel Service: Buying Opportunities After The Selloff United With Valuation
• Neutral Sentiment: UPS will report Q1 results on April 28; management commentary and updated guidance will likely be the next major market mover. UPS To Release First-Quarter 2026 Results On Tuesday, April 28, 2026
• Neutral Sentiment: Industry commentary urges UPS to pursue deeper e‑commerce marketplace integration to capture B2C growth — a strategic recommendation rather than immediate news, so timing of any execution risk/reward is uncertain. Commentary: FedEx and UPS need to move up the e-commerce food chain
• Negative Sentiment: Some analyst writeups flag mixed returns, slowing parcel volume trends and labor/cost pressures — reminders that technology upgrades must translate into margin improvement to sustain the rally. This keeps upside conditional on execution and upcoming quarterly results. Is It Time To Reassess UPS (UPS) After Recent Parcel Demand Headlines And Mixed Returns?

Insider Activity

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction that occurred 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 0.19% of the company’s stock.

United Parcel Service Trading Up 0.3%

UPS stock opened at $103.50 on Thursday. 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 company has a market cap of $87.88 billion, a price-to-earnings ratio of 15.78, a PEG ratio of 1.62 and a beta of 1.12. The business has a fifty day simple moving average of $105.90 and a 200-day simple moving average of $100.14. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $122.41.

United Parcel Service (NYSE:UPS) last issued its earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm had revenue of $24.48 billion for the quarter, compared to analysts’ expectations of $23.91 billion. During the same quarter last year, the firm earned $2.75 earnings per share. The firm’s revenue for the quarter was down 3.2% compared to the same quarter last year. On average, equities research analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. The ex-dividend date of this dividend was Tuesday, February 17th. United Parcel Service’s payout ratio is currently 100.00%.

Analysts Set New Price Targets

Several research firms have recently issued reports on UPS. UBS Group raised their price objective on United Parcel Service from $116.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Wells Fargo & Company increased their target price on United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. Sanford C. Bernstein raised their price target on United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. Stephens lifted their price target on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. Finally, Oppenheimer upped their price objective on shares of United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $113.03.

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.