United Parcel Service
About: As the world's largest parcel delivery company, UPS manages a massive fleet of more than 500 planes and 100,000 vehicles, along with many hundreds of sorting facilities, to deliver an average of about 22 million packages per day to residences and businesses across the globe. UPS' domestic US package operations generate around 65% of total revenue, while international package makes up 20%. Air and ocean freight forwarding and contract logistics make up the remainder.
Employees: 329,200
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
11% more repeat investments, than reductions
Existing positions increased: 910 | Existing positions reduced: 820
3% more call options, than puts
Call options by funds: $1.78B | Put options by funds: $1.73B
2.65% less ownership
Funds ownership: 69.99% [Q4 2024] → 67.34% (-2.65%) [Q1 2025]
4% less funds holding
Funds holding: 2,247 [Q4 2024] → 2,152 (-95) [Q1 2025]
16% less funds holding in top 10
Funds holding in top 10: 43 [Q4 2024] → 36 (-7) [Q1 2025]
21% less first-time investments, than exits
New positions opened: 186 | Existing positions closed: 234
23% less capital invested
Capital invested by funds: $70.4B [Q4 2024] → $54.3B (-$16.2B) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Citigroup Ariel Rosa | 25%upside $127 | Buy Maintained | 9 Jul 2025 |
JP Morgan Brian Ossenbeck | 6%upside $107 | Neutral Maintained | 8 Jul 2025 |
UBS Thomas Wadewitz | 22%upside $124 | Buy Maintained | 2 Jul 2025 |
B of A Securities Ken Hoexter | 14%upside $115 | Buy Maintained | 16 May 2025 |
Loop Capital Rick Paterson | 4%upside $105 | Hold Maintained | 30 Apr 2025 |
Financial journalist opinion
Based on 41 articles about UPS published over the past 30 days
