NYSE · Industrials

UNITED PARCEL SERVICE UPS

United Parcel Service, Inc., a package delivery and logistics provider, offers transportation and delivery services. It operates through two segments, U.S. Domestic Package and International Package. The U.S.

Trucking Freight/Courier Services

Company profile

Business mix

  • It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery services for express letters, documents, packages and palletized freight through air and ground services.
  • The International Package segment provides small package operations in Europe, the Middle East and Africa, Canada and Latin America, and Asia.
  • The company offers a range of guaranteed day- and time-definite international transportation services; day-definite services; cross-border ground package delivery; contract-only, e-commerce solutions for non-urgent, and cross-border shipments.
  • It also provides international air and ocean freight forwarding, contract logistics, customs brokerage and insurance, mail services, healthcare logistics, distribution, and post-sales services.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in integrated freight & logistics?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.56 FCF 4.9% Buyback 0.5%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Miller Value Partners Bill Miller 3.1% $11.7M 2026-03-31
Tweedy, Browne Company 0.1% $1.5M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $3.8M Estimated from net added shares
Reduction amount $994,819 Estimated from net reduced shares
Net share change / base shares +7.3% +28,069 / 383,687
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.5% 13F value change -$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 287,245 Last 1 periods -10,112 (-3.5%) Total shares 277,133 Value $27.3M
Miller Value Partners Bill Miller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 37.5% 13F value change +$3.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 86,600 Last 1 periods +32,508 (+37.5%) Total shares 119,108 Value $11.7M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Major increase Shares 57.6% 13F value change +$550,138
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 9,842 Last 1 periods +5,673 (+57.6%) Total shares 15,515 Value $1.5M

Recent mentions

No public mentions.