Miller Investment Management LP Lowers Stock Holdings in United Parcel Service, Inc. $UPS

Miller Investment Management LP reduced its position in United Parcel Service, Inc. (NYSE:UPS) by 40.5% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 9,947 shares of the transportation company’s stock after selling 6,760 shares during the quarter. Miller Investment Management LP’s holdings in United Parcel Service were worth $831,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in UPS. CFS Investment Advisory Services LLC grew its holdings in shares of United Parcel Service by 2.6% in the third quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock valued at $372,000 after purchasing an additional 108 shares in the last quarter. Center for Financial Planning Inc. lifted its holdings in United Parcel Service by 4.6% during the 3rd quarter. Center for Financial Planning Inc. now owns 2,558 shares of the transportation company’s stock worth $214,000 after buying an additional 112 shares in the last quarter. Wealth Advisory Solutions LLC boosted its position in United Parcel Service by 2.3% in the 3rd quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company’s stock valued at $431,000 after buying an additional 118 shares during the period. Westside Investment Management Inc. boosted its position in United Parcel Service by 14.8% in the 2nd quarter. Westside Investment Management Inc. now owns 960 shares of the transportation company’s stock valued at $97,000 after buying an additional 124 shares during the period. Finally, Country Trust Bank grew its stake in shares of United Parcel Service by 4.8% in the second quarter. Country Trust Bank now owns 2,747 shares of the transportation company’s stock worth $277,000 after acquiring an additional 125 shares in the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.

More United Parcel Service News

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

• Positive Sentiment: Analyst view: UPS is repositioning for a multi‑year margin inflection — shifting from volume growth to automation, higher‑value verticals (targeting 68% U.S. volume automation by FY2026 and $20B in healthcare revenue) that should lower OPEX and lift operating margins over time. United Parcel Service: From Legacy Drag To Margin Inflection
• Positive Sentiment: Legal win for cost actions: A U.S. judge ruled UPS can offer up to $150,000 buyouts to unionized drivers — this preserves a key tool for accelerating voluntary separations and lowering long‑run labor costs if the company executes the program. UPS can offer $150,000 buyouts to unionized drivers, US judge rules
• Positive Sentiment: Court cleared short‑term hurdle: A judge denied the Teamsters’ emergency plea to halt the driver buyout rollout, allowing UPS to continue offering separation packages to a large portion of its driver base — eases immediate legal blockage to the plan. UPS driver buyouts: Court denies Teamsters plea to halt rollout
• Neutral Sentiment: Relative landscape: Analyst pieces comparing UPS and FDX highlight divergence on cost cuts, growth outlook and valuation — investors may rotate between peers as they price execution risk vs. upside. UPS vs. FDX: Which Parcel Delivery Giant Offers Greater Potential Now?
• Neutral Sentiment: Note of caution: Coverage explaining the recent rally argues that improved estimates don’t guarantee sustained upside — investors should watch execution and timing of cost savings. United Parcel Service Rally Explained: Why Better Estimates Don’t Automatically Mean Upside
• Negative Sentiment: Labor and network risk: UPS is closing dozens of package/sortation facilities and pursuing the largest U.S. network reconfiguration in its history — mass layoffs, restructuring charges, and an active legal fight with the Teamsters increase short‑term cost and execution risk and are pressuring investor sentiment. UPS Union Clash Puts Cost Cuts And Network Overhaul In Focus

United Parcel Service Price Performance

Shares of NYSE UPS opened at $115.06 on Tuesday. The stock’s 50-day simple moving average is $108.11 and its 200-day simple moving average is $96.06. The firm has a market capitalization of $97.62 billion, a PE ratio of 17.54, a price-to-earnings-growth ratio of 1.85 and a beta of 1.11. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $123.70. 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) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The firm had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm’s quarterly revenue was down 3.2% compared to the same quarter last year. During the same period in the prior year, the company posted $2.75 earnings per share. As a group, equities research analysts forecast that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be given a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 5.7%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.

Insider Buying and Selling

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction 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 sale was disclosed in a document filed with the SEC, which can be accessed through this link. 0.13% of the stock is owned by corporate insiders.

Analyst Ratings Changes

UPS has been the topic of a number of recent research reports. Truist Financial upped their price objective on United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Citigroup cut their price target on United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. 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 report on Friday, January 9th. Weiss Ratings raised United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Finally, JPMorgan Chase & Co. upped their target price on shares of United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $113.67.

About United Parcel Service

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.