Bull Harbor Capital LLC Invests $1.37 Million in United Parcel Service, Inc. $UPS

Bull Harbor Capital LLC purchased a new position in United Parcel Service, Inc. (NYSE:UPS) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 13,952 shares of the transportation company’s stock, valued at approximately $1,373,000.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in United Parcel Service by 1.8% during the fourth quarter. Vanguard Group Inc. now owns 68,496,420 shares of the transportation company’s stock worth $6,794,160,000 after buying an additional 1,218,432 shares during the last quarter. State Street Corp boosted its position in United Parcel Service by 3.3% during the fourth quarter. State Street Corp now owns 32,092,627 shares of the transportation company’s stock valued at $3,183,268,000 after acquiring an additional 1,029,377 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its position in United Parcel Service by 3.3% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 27,142,759 shares of the transportation company’s stock valued at $2,692,290,000 after acquiring an additional 856,125 shares during the last quarter. Geode Capital Management LLC grew its holdings in United Parcel Service by 1.4% during the 4th quarter. Geode Capital Management LLC now owns 17,154,091 shares of the transportation company’s stock worth $1,703,291,000 after acquiring an additional 240,253 shares during the period. Finally, Victory Capital Management Inc. grew its holdings in United Parcel Service by 72.9% during the 4th quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock worth $1,370,639,000 after acquiring an additional 5,826,824 shares during the period. 60.26% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. Susquehanna lifted their price objective on United Parcel Service from $118.00 to $120.00 and gave the stock a “neutral” rating in a research report on Wednesday. Oppenheimer upped their target price on United Parcel Service from $115.00 to $117.00 and gave the company an “outperform” rating in a research report on Wednesday. Citigroup raised their target price on United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Weiss Ratings upgraded United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, July 10th. Finally, Stifel Nicolaus boosted their price target on United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $115.33.

United Parcel Service Stock Performance

Shares of UPS stock opened at $104.58 on Thursday. The company has a current ratio of 1.18, a quick ratio of 1.21 and a debt-to-equity ratio of 1.58. The firm has a fifty day simple moving average of $108.92 and a two-hundred day simple moving average of $106.70. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $122.41. The firm has a market capitalization of $88.89 billion, a PE ratio of 19.44, a price-to-earnings-growth ratio of 1.68 and a beta of 1.05.

United Parcel Service (NYSE:UPS) last released its quarterly earnings data on Tuesday, July 28th. The transportation company reported $1.76 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.11. The firm had revenue of $22.83 billion for the quarter, compared to analyst estimates of $21.86 billion. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The business’s quarterly revenue was up 7.6% compared to the same quarter last year. During the same period last year, the firm earned $1.55 earnings per share. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Analysts forecast that United Parcel Service, Inc. will post 7.11 EPS for the current fiscal year.

United Parcel Service Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Investors of record on Monday, May 18th were issued a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.3%. The ex-dividend date was Monday, May 18th. United Parcel Service’s dividend payout ratio is currently 121.93%.

United Parcel Service News Summary

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

• Positive Sentiment: Second-quarter results exceeded expectations. UPS reported revenue of approximately $22.8 billion, up 7.6% year over year, and adjusted EPS of $1.76 versus the $1.65–$1.66 consensus. Growth in pricing, premium services and network efficiency helped offset lower package volumes. UPS beats earnings expectations, raises full-year guidance
• Positive Sentiment: UPS raised its full-year outlook. The company now expects 2026 revenue of about $91.2 billion and EPS of $7.22, above consensus estimates of roughly $90.0 billion and $7.12. Management said the planned reduction of lower-margin Amazon shipments is complete, creating a foundation for second-half margin expansion. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: Several analysts increased their targets. UBS raised its target to $124 and Stifel to $115, both maintaining buy ratings. Oppenheimer lifted its target to $117 with an outperform rating, while BMO and Susquehanna also raised targets. Stephens reduced its target to $130 but retained an overweight rating.
• Neutral Sentiment: Valuation may appeal to long-term investors. Commentary highlights that UPS has recovered over the past year but remains well below its three-year-ago level, with some valuation measures suggesting the market may be underpricing its cash-flow and earnings potential. Is United Parcel Service Stock A Bargain Before Earnings?
• Negative Sentiment: Profitability remains the key investor concern. GAAP EPS was only $0.71, versus $1.76 adjusted, after $891 million in after-tax transformation charges. Consolidated operating profit also fell sharply, while international operating profit and near-term domestic expectations weakened. Investors remain skeptical that higher-margin growth can fully offset the loss of Amazon volume.
• Negative Sentiment: Competitive pressure is increasing. Retailers are diversifying away from the traditional UPS-FedEx-USPS delivery network as customers demand faster and often free shipping, potentially pressuring UPS volumes, pricing and margins. Carrier diversification unravels the last-mile delivery duopoly

United Parcel Service Company 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.