Bailard Inc. Has $2.25 Million Holdings in United Parcel Service, Inc. $UPS

Bailard Inc. grew its holdings in United Parcel Service, Inc. (NYSE:UPS) by 8.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 22,268 shares of the transportation company’s stock after purchasing an additional 1,829 shares during the period. Bailard Inc.’s holdings in United Parcel Service were worth $2,248,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. lifted its position in United Parcel Service by 1.5% in the 1st quarter. Vanguard Group Inc. now owns 66,136,226 shares of the transportation company’s stock worth $7,274,323,000 after buying an additional 999,832 shares in the last quarter. Charles Schwab Investment Management Inc. increased its stake in shares of United Parcel Service by 7.7% in the first 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 during the last quarter. Geode Capital Management LLC raised its holdings in shares of United Parcel Service by 4.8% during the second quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock worth $1,675,733,000 after acquiring an additional 762,407 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in United Parcel Service by 124.0% during the first quarter. Goldman Sachs Group Inc. now owns 9,011,107 shares of the transportation company’s stock valued at $991,132,000 after purchasing an additional 4,988,044 shares during the last quarter. Finally, Northern Trust Corp grew its stake in United Parcel Service by 0.3% in the first quarter. Northern Trust Corp now owns 7,415,523 shares of the transportation company’s stock valued at $815,633,000 after purchasing an additional 23,918 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other United Parcel Service news, Director Christiana Smith Shi purchased 500 shares of the business’s stock in a transaction dated Friday, August 22nd. The stock was bought at an average cost of $88.17 per share, for a total transaction of $44,085.00. Following the completion of the acquisition, the director directly owned 500 shares in the company, valued at $44,085. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.13% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on UPS. Morgan Stanley reduced their price target on United Parcel Service from $80.00 to $75.00 and set an “underweight” rating for the company in a report on Wednesday, July 30th. Barclays reduced their target price on shares of United Parcel Service from $90.00 to $80.00 and set an “underweight” rating for the company in a research note on Thursday, July 31st. JPMorgan Chase & Co. increased their price target on shares of United Parcel Service from $85.00 to $97.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 29th. Weiss Ratings restated a “sell (d+)” rating on shares of United Parcel Service in a report on Wednesday, October 8th. Finally, Bank of America decreased their price objective on shares of United Parcel Service from $83.00 to $81.00 and set an “underperform” rating for the company in a report on Friday, September 26th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, sixteen have assigned a Hold rating and four have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $110.00.

United Parcel Service Stock Performance

NYSE:UPS opened at $96.12 on Thursday. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $138.67. The firm’s fifty day simple moving average is $87.46 and its 200 day simple moving average is $92.90. The company has a current ratio of 1.30, a quick ratio of 1.32 and a debt-to-equity ratio of 1.50. The firm has a market capitalization of $81.47 billion, a PE ratio of 14.86, a PEG ratio of 2.29 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, topping analysts’ consensus estimates of $1.31 by $0.43. The firm had revenue of $21.42 billion during the quarter, compared to analyst estimates of $20.94 billion. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The business’s revenue was down 3.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.76 EPS. United Parcel Service has set its Q4 2025 guidance at EPS. On average, sell-side analysts anticipate that United Parcel Service, Inc. will post 7.95 EPS for the current year.

United Parcel Service Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 4th. Investors of record on Monday, November 17th will be paid a dividend of $1.64 per share. The ex-dividend date is Monday, November 17th. This represents a $6.56 annualized dividend and a yield of 6.8%. United Parcel Service’s dividend payout ratio is presently 101.39%.

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.