Live Oak Private Wealth LLC Purchases 1,868 Shares of United Parcel Service, Inc. $UPS

Live Oak Private Wealth LLC lifted its position in United Parcel Service, Inc. (NYSE:UPS) by 2.8% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 67,909 shares of the transportation company’s stock after acquiring an additional 1,868 shares during the period. Live Oak Private Wealth LLC’s holdings in United Parcel Service were worth $6,855,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in UPS. Goldman Sachs Group Inc. raised its position in shares of United Parcel Service by 124.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 9,011,107 shares of the transportation company’s stock worth $991,132,000 after acquiring an additional 4,988,044 shares in the last quarter. Pacer Advisors Inc. raised its position in shares of United Parcel Service by 1,056.6% in the 1st quarter. Pacer Advisors Inc. now owns 4,336,175 shares of the transportation company’s stock worth $476,936,000 after acquiring an additional 3,961,255 shares in the last quarter. Nuveen LLC bought a new position in shares of United Parcel Service in the 1st quarter worth approximately $201,358,000. Charles Schwab Investment Management Inc. raised its position in shares of United Parcel Service by 7.7% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 25,045,472 shares of the transportation company’s stock worth $2,754,751,000 after acquiring an additional 1,780,807 shares in the last quarter. Finally, Assenagon Asset Management S.A. raised its position in shares of United Parcel Service by 443.6% in the 2nd quarter. Assenagon Asset Management S.A. now owns 1,549,962 shares of the transportation company’s stock worth $156,453,000 after acquiring an additional 1,264,842 shares in the last quarter. Institutional investors own 60.26% of the company’s stock.

United Parcel Service Stock Performance

United Parcel Service stock opened at $97.30 on Thursday. The stock’s 50 day moving average is $85.96 and its 200 day moving average is $93.06. The company has a quick ratio of 1.32, a current ratio of 1.30 and a debt-to-equity ratio of 1.50. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $138.67. The company has a market capitalization of $82.47 billion, a P/E ratio of 15.04, a PEG ratio of 1.80 and a beta of 1.10.

United Parcel Service (NYSE:UPS) last issued its earnings results on Tuesday, October 28th. The transportation company reported $1.74 EPS for the quarter, beating the consensus estimate of $1.31 by $0.43. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The business had revenue of $21.40 billion for the quarter, compared to the consensus estimate of $20.94 billion. During the same period last year, the business posted $1.76 EPS. The company’s revenue was down 3.7% compared to the same quarter last year. United Parcel Service has set its Q4 2025 guidance at EPS. On average, equities research analysts predict 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, September 4th. Shareholders of record on Monday, August 18th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.7%. The ex-dividend date was Monday, August 18th. United Parcel Service’s dividend payout ratio (DPR) is currently 97.62%.

Insider Buying and Selling at United Parcel Service

In other United Parcel Service news, CEO Carol B. Tome bought 11,682 shares of the business’s stock in a transaction on Friday, August 1st. The shares were acquired at an average cost of $85.67 per share, for a total transaction of $1,000,796.94. Following the purchase, the chief executive officer owned 24,718 shares in the company, valued at approximately $2,117,591.06. This trade represents a 89.61% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Christiana Smith Shi bought 500 shares of the business’s stock in a transaction on Friday, August 22nd. The shares were acquired at an average price of $88.17 per share, for a total transaction of $44,085.00. Following the completion of the purchase, the director owned 500 shares in the company, valued at approximately $44,085. The trade was a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.13% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on UPS. Wall Street Zen lowered United Parcel Service from a “hold” rating to a “sell” rating in a research report on Saturday, September 20th. Barclays decreased their target price on United Parcel Service from $90.00 to $80.00 and set an “underweight” rating for the company in a research report on Thursday, July 31st. BNP Paribas upgraded United Parcel Service to a “hold” rating in a research note on Thursday, July 3rd. Deutsche Bank Aktiengesellschaft cut their price target on United Parcel Service from $100.00 to $88.00 and set a “hold” rating on the stock in a research note on Thursday, October 2nd. Finally, UBS Group upped their price target on United Parcel Service from $110.00 to $113.00 and gave the stock a “buy” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $110.00.

United Parcel Service Company Profile

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.