United Asset Strategies Inc. Cuts Position in United Parcel Service, Inc. $UPS

23 Apr 2026, 08:30 by Amy Steele · The Cerbat Gem

United Asset Strategies Inc. cut its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 45.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,743 shares of the transportation company’s stock after selling 12,422 shares during the quarter. United Asset Strategies Inc.’s holdings in United Parcel Service were worth $1,462,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Kingswood Wealth Advisors LLC increased its holdings in shares of United Parcel Service by 16.1% in the 4th quarter. Kingswood Wealth Advisors LLC now owns 24,985 shares of the transportation company’s stock valued at $2,478,000 after acquiring an additional 3,460 shares during the period. KLP Kapitalforvaltning AS boosted its position in shares of United Parcel Service by 2.7% in the 4th quarter. KLP Kapitalforvaltning AS now owns 270,493 shares of the transportation company’s stock worth $26,830,000 after purchasing an additional 7,200 shares in the last quarter. Columbia Asset Management lifted its position in United Parcel Service by 1.2% during the 4th quarter. Columbia Asset Management now owns 38,162 shares of the transportation company’s stock worth $3,785,000 after acquiring an additional 464 shares during the period. Global Trust Wealth Management LLC acquired a new stake in United Parcel Service during the 4th quarter worth about $350,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH lifted its position in United Parcel Service by 15.7% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 847,839 shares of the transportation company’s stock worth $85,002,000 after acquiring an additional 114,989 shares during the period. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

United Parcel Service Stock Performance

NYSE UPS opened at $105.41 on Thursday. The stock has a 50-day simple moving average of $104.69 and a two-hundred day simple moving average of $100.87. The firm has a market capitalization of $89.51 billion, a P/E ratio of 16.07, a PEG ratio of 1.67 and a beta of 1.12. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22.

United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings data 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. The business had revenue of $24.48 billion during the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company’s revenue was down 3.2% on a year-over-year basis. During the same quarter last year, the business posted $2.75 EPS. On average, equities analysts forecast that United Parcel Service, Inc. will post 7.07 earnings per share for the current year.

United Parcel Service Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Tuesday, February 17th were paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. The ex-dividend date was Tuesday, February 17th. United Parcel Service’s payout ratio is currently 100.00%.

Insider Buying and Selling at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.19% of the stock is currently owned by corporate insiders.

Key Stories Impacting United Parcel Service

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

Positive Sentiment: UPS expanded its Happy Returns network to over 10,000 U.S. drop‑off locations — a scale advantage in reverse logistics that can drive higher-margin returns revenue and deepen retailer relationships. UPS expands its Happy Returns network to over 10K locations
Positive Sentiment: Management is shifting focus toward higher‑margin SMB customers and healthcare logistics — a strategic mix move that could offset weak e‑commerce volumes from large accounts and support better long‑run margins. UPS to Report Q1 Earnings: Should You Buy, Sell or Hold the Stock?
Neutral Sentiment: UPS and peers have begun filing for tariff refunds tied to the IEEPA tariffs; refunds could help customers and reduce political/legal overhang, but timing and amount remain uncertain. UPS, FedEx and DHL file for tariff refunds
Neutral Sentiment: Brokerage coverage remains broadly neutral: Evercore trimmed its price target from $115 to $113 and keeps an “in‑line” rating, and consensus broker sentiment is a Hold — suggests limited near‑term upside from analyst revisions alone.
Negative Sentiment: Near‑term earnings risk: previews flag rising oil prices, tariff impacts and shrinking Amazon volumes as key headwinds that could drive a QoQ earnings decline and weaker guidance in the April 28 report. UPS to Report Q1 Earnings: Should You Buy, Sell or Hold the Stock?
Negative Sentiment: Analysts expect a decline in Q1 earnings and caution there may not be the setup for an earnings beat; that increases the risk of downside to the stock if guidance disappoints. Analysts Estimate UPS to Report a Decline in Earnings

Wall Street Analyst Weigh In

A number of analysts have commented on the company. HSBC raised United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday, January 28th. Stifel Nicolaus lifted their price target on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. lifted their price objective on United Parcel Service from $99.00 to $107.00 and gave the company a “neutral” rating in a research note on Wednesday, January 28th. Sanford C. Bernstein lifted their price objective on United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. Finally, BNP Paribas Exane lowered United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective for the company. in a research note on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $113.03.

Check Out Our Latest Stock Report on UPS

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.