McAdam LLC Purchases 14,451 Shares of United Parcel Service, Inc. $UPS

McAdam LLC grew its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 273.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 19,735 shares of the transportation company’s stock after acquiring an additional 14,451 shares during the quarter. McAdam LLC’s holdings in United Parcel Service were worth $1,648,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in UPS. Evelyn Partners Investment Management Europe Ltd lifted its position in shares of United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock worth $25,000 after purchasing an additional 131 shares during the last quarter. Mid American Wealth Advisory Group Inc. bought a new position in United Parcel Service during the 2nd quarter worth about $26,000. Salzhauer Michael purchased a new stake in shares of United Parcel Service in the 3rd quarter worth approximately $31,000. RMG Wealth Management LLC bought a new position in shares of United Parcel Service in the 2nd quarter worth $34,000. Finally, FNY Investment Advisers LLC bought a new position in shares of United Parcel Service in the 2nd quarter worth $34,000. 60.26% of the stock is currently owned by hedge funds and other institutional investors.

United Parcel Service Stock Down 0.3%

NYSE UPS opened at $106.55 on Wednesday. The company has a 50 day moving average of $99.71 and a 200-day moving average of $93.19. The company has a market cap of $90.39 billion, a price-to-earnings ratio of 16.47, a PEG ratio of 2.33 and a beta of 1.11. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 1.50. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $136.99.

United Parcel Service (NYSE:UPS) last released its earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.31 by $0.43. United Parcel Service had a net margin of 6.15% and a return on equity of 40.07%. The company had revenue of $21.42 billion for the quarter, compared to the consensus estimate of $20.94 billion. During the same quarter in the previous year, the company earned $1.76 EPS. United Parcel Service’s quarterly revenue was down 3.7% compared to the same quarter last year. On average, equities research analysts expect that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, December 4th. Stockholders of record on Monday, November 17th were issued a $1.64 dividend. The ex-dividend date was Monday, November 17th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.2%. United Parcel Service’s dividend payout ratio is presently 101.39%.

Analyst Ratings Changes

UPS has been the subject of a number of research analyst reports. Sanford C. Bernstein increased their price target 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. Susquehanna upped their price objective on United Parcel Service from $105.00 to $115.00 and gave the company a “neutral” rating in a research report on Tuesday. Truist Financial boosted their price objective on shares of United Parcel Service from $100.00 to $120.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Finally, Wall Street Zen raised shares of United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, sixteen have given a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $111.73.

Key Headlines Impacting United Parcel Service

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

• Positive Sentiment: Analyst action: Susquehanna raised its price target from $105 to $115 (still “neutral”), a modest catalyst that signals room for upside relative to the current price and may support near-term buying interest. Susquehanna price target raise
• Positive Sentiment: Bullish operational case: Multiple bullish write-ups argue UPS’s Efficiency Reimagined program, network upgrades and automation are improving revenue quality and delivery efficiency, which could lift margins over time. These narratives support expectations for better long-term profitability. 3 Key Reasons the Future Is Looking Up for UPS
• Positive Sentiment: Bull case coverage: recent bullish theses (Yahoo/InsiderMonkey summaries of MMMT Wealth’s bull case) emphasize valuation support (mid-teens P/E, yield, buybacks) and operational upside, attracting value/income buyers. United Parcel Service, Inc. (UPS): A Bull Case Theory
• Neutral Sentiment: Valuation debate: some analysts (Zacks, Yahoo piece) call UPS attractively valued with a ~6% yield and strong buybacks, but they caution volume and margin headwinds — a mixed signal that could limit upside until clearer margin improvement. UPS’ Stock Valuation Looks Attractive: Buy or Wait for Now?
• Neutral Sentiment: Income appeal: broader dividend/income screens and articles highlight UPS’s yield and cash returns (dividend + buybacks) as attractive to income-focused investors; this supports baseline demand but doesn’t remove operating risk. Want $1,000 in Dividends per Year? Invest $6,000 Into Each of These 3 Stocks.
• Neutral Sentiment: Upcoming catalyst: the market is watching upcoming quarterly earnings (expected announcement) — results and guidance will likely drive short-term volatility. United Parcel Service (UPS) Expected to Announce Quarterly Earnings on Tuesday
• Negative Sentiment: Critical analysis: a Seeking Alpha piece warns that lower expectations do not prove the turnaround is working, highlighting persistent execution risks, volume pressure and skepticism over whether cost cuts and pricing gains will sustainably offset weak demand. That critique can pressure sentiment among more skeptical investors. United Parcel Service’s Turnaround Story: Lower Expectations Doesn’t Mean The Plan Is Working
• Negative Sentiment: Near-term risk reminders: other coverage (The Motley Fool piece on near-term risk) flags macro and operational threats — weak manufacturing/SMB volumes, tariffs, and free-cash-flow concerns — which could limit upside until results prove durability. UPS in 2026: Near-Term Risk, Long-Term Opportunity

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.