Fluent Financial LLC Invests $6.74 Million in United Parcel Service, Inc. $UPS

29 Mar 2026, 10:31 by Kim Johansen · The Markets Daily

Fluent Financial LLC bought a new stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 67,969 shares of the transportation company’s stock, valued at approximately $6,742,000. United Parcel Service accounts for about 2.6% of Fluent Financial LLC’s investment portfolio, making the stock its 10th largest holding.

A number of other large investors also recently made changes to their positions in the company. Twin Peaks Wealth Advisors LLC purchased a new position in United Parcel Service during the second quarter worth about $34,000. Salzhauer Michael purchased a new stake in United Parcel Service in the 3rd quarter valued at about $31,000. Physician Wealth Advisors Inc. lifted its position in shares of United Parcel Service by 76.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after buying an additional 163 shares in the last quarter. Avion Wealth lifted its position in shares of United Parcel Service by 284.1% during the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after buying an additional 321 shares in the last quarter. Finally, Winch Advisory Services LLC boosted its stake in shares of United Parcel Service by 37.3% in the 3rd quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock worth $38,000 after buying an additional 124 shares during the last quarter. 60.26% of the stock is owned by institutional investors.

United Parcel Service News Summary

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

Positive Sentiment: UPS opened its largest Asia‑Pacific logistics hub — a nearly $100M, highly automated center the company says doubles capacity and boosts productivity for the region, supporting long‑term revenue growth and network efficiency. UPS Boosts Its Presence in Asia Pacific With New Logistics Center
Positive Sentiment: A report highlights a new distribution center in Taiwan that UPS calls the “crown jewel” of its Asia‑Pacific network, which management will point to as evidence of improving capacity and automation that can lift margins over time. New UPS distribution center in Taiwan doubles capacity, productivity
Positive Sentiment: Optimistic analyst/opinion pieces argue UPS is a value play and that current headwinds may turn to tailwinds, supporting a buy-case for longer‑term investors if execution on cost and pricing holds. Buy UPS. Better Days Await the Stock.
Neutral Sentiment: Coverage assessing UPS valuation concludes shares are trading near “narrative fair value” after recent declines — useful context for investors weighing whether the pullback reflects fundamentals or sentiment. Assessing United Parcel Service (UPS) Valuation As Shares Hover Near Narrative Fair Value
Neutral Sentiment: Analyst/trending stock writeups (Zacks) and broader market notes explain why UPS is on screens — they summarize recent fundamentals, valuation, and investor interest but contain mixed near‑term implications. Here is What to Know Beyond Why United Parcel Service, Inc. (UPS) is a Trending Stock
Neutral Sentiment: Macro labor/tech headlines (e.g., layoffs at Meta/Epic) are background for the market but are not direct drivers for UPS operationally; they can, however, influence overall risk appetite. Job cuts at Meta, Epic Games, but new unemployment claims hold steady
Negative Sentiment: UPS withdrew a voluntary driver buyout/separation option in 13 states after Teamsters challenges and multiple grievances — a sign of tougher labor dynamics that raise uncertainty around future headcount, cost control and margin improvement. UPS retracts driver buyout option in 13 states under union pressure
Negative Sentiment: Commentary questions whether the retreat on driver buyouts forces UPS to rethink its efficiency and margin strategy — investors worry this could delay cost savings and weigh on EPS trajectory. Should UPS’s (UPS) Driver Buyout Retreat Prompt a Rethink of Its Efficiency and Margin Strategy?
Negative Sentiment: Rising transport costs prompted the U.S. Postal Service to plan an 8% fuel surcharge on parcels — a reminder that fuel inflation is back on the industry cost agenda and could pressure UPS margins if not fully passed through. Postal Service to Impose Its First-Ever Fuel Surcharge on Packages

United Parcel Service Stock Down 2.8%

UPS stock opened at $94.78 on Friday. The stock has a fifty day moving average of $108.17 and a 200-day moving average of $98.74. United Parcel Service, Inc. has a fifty-two week low of $82.00 and a fifty-two week high of $122.41. The company has a market capitalization of $80.47 billion, a price-to-earnings ratio of 14.45, a PEG ratio of 1.49 and a beta of 1.08. 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 – Get Free Report) last announced its quarterly earnings data 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 business had revenue of $24.48 billion for the quarter, compared to analysts’ expectations 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 previous year, the business posted $2.75 EPS. As a group, equities research analysts predict that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th were given a $1.64 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $6.56 annualized dividend and a dividend yield of 6.9%. United Parcel Service’s payout ratio is 100.00%.

Insider Activity at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of the company’s stock in a transaction that occurred 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 legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.13% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Citigroup reduced their target price on United Parcel Service from $126.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft boosted their price objective on United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. Stephens upped their price objective on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 28th. Jefferies Financial Group raised their target price on United Parcel Service from $115.00 to $130.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. lifted their target price on 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 research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, United Parcel Service presently has a consensus rating of “Hold” and a consensus target price of $113.67.

Get Our Latest Report on UPS

United Parcel Service Company Profile

(Free Report)

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.