UPS United Parcel Service, Inc.

bullish SHIFT track record → $103.57 +0.35 (+0.3%)
Mkt Cap $86B P/E 15.5 fwd 12.8 52wk $82.00 - $122.41 Earnings 2026-04-28 1h ago
Insider selling: $3,670,204 sold by 4 insiders (30d)
Est. revisions: -4.4%
Factor Model (net -2.7)

Factor Model

net -2.7 6.1 / 10
Est. Revisions
-0.3
Insider Activity
+0.0
Momentum
-0.7
Analyst Rev.
-1.0
Narrative Gap
+0.0

UPS expands Asia air hubs amid last insider buys

Watch: Watch UPS's next earnings for impacts of capacity expansions and competitive pressures from retailer-led delivery networks.

UPS is boosting air cargo capacity with a new Hong Kong hub quadruple its current size, handling 1.1 million tons annually and sorting 15,000 packages per hour by 2028. Its Incheon airport facility quadruples space and nearly quintuples parcel processing, enabling faster Asia-Pacific to Seoul deliveries by one day. The company also plans a new hub at Clark Airport in 2026. Meanwhile, UPS faces rising e-commerce competition from retailers building delivery networks.

The Asian hub expansions enhance UPS's logistics footprint and speed, a crucial move as e-commerce disrupts traditional parcel delivery channels, signaling strategic adaptation to maintain market share.

Evidence

1h ago Commentary: FedEx and UPS need to move up the e-commerce food chain yahoo-finance
9h ago UPS projects to boost capacity at 3 Asia air hubs yahoo-finance
3d ago Insider buy by SHI CHRISTIANA SMITH (UPS): $44,084
3d ago Insider buy by TOME CAROL B. (UPS): $1,000,816
3d ago Insider buy by JOHNSON WILLIAM R (UPS): $432,477
3d ago Insider buy by JOHNSON WILLIAM R (UPS): $643,034
4d ago Don't Panic Over UPS: These 2 Mega-Cap Stocks Are the Real Opportunity yahoo-finance
16d ago UPS CFO issues stark warning to dividend investors yahoo-finance
7 older signals
19d ago Shipping costs surge as fuel prices hit near-record highs
36d ago Is Today's Drop in UPS Stock a Buying Opportunity?
37d ago UPS’ future is less e-commerce, more SMB, B2B and healthcare
42d ago New UPS revenue helps Cargojet overcome loss of China e-commerce volume
42d ago New UPS revenue helps Cargojet overcome loss of China e-commerce volume
42d ago Middle east conflict shakes markets: Airline stocks fall while oil and defense shares surge - The Economic Times
45d ago Middle east conflict shakes markets: Airline stocks fall while oil and defense shares surge - The Economic Times
Fundamentals & Data ▾
United Parcel Service, Inc. Industrials · Integrated Freight & Logistics
Mkt Cap
$86B
P/E
15.5 fwd 12.8
Beta
1.10
Div Yield
645.00%
52w Range
$82.00 - $122.41
Short Interest
17.6M 2.35%
Days to Cover
2.3 +7%
Technicals downtrend
from 52w Hi
0.0%
1w return
+3.1%
Insiders
buying 4B / 2S
EPS Estimate
$1.07 -4.4% 30d 0up / 5dn
Est. Dispersion
26% 24 analysts
Analyst Target
$113 $75 - $135
Options P/C
0.25
Insider Cluster
strong buy 3B / 1S (officer)
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw, Bridgewater, Two Sigma
Financials
Revenue
$24.5B -3% YoY
FCF
$2.6B
Gross Margin
21%
Op Margin
10%
Momentum: accelerating
Top Holders
Citadel $840M
Renaissance $139M
D.E. Shaw $71M
Bridgewater $4M
Two Sigma $3M
Recent Filings & Data
insider trade 6
net selling · $3,670,204 sold · $2,120,411 bought
4 insiders · 6 transactions (30d)
Recent transactions
BROTHERS NORMAN MICHAEL JR. · sell · $2,655,195
SHI CHRISTIANA SMITH · buy · $44,084
TOME CAROL B. · buy · $1,000,816
JOHNSON WILLIAM R · buy · $432,477
BROTHERS NORMAN MICHAEL JR. · sell · $1,015,009
JOHNSON WILLIAM R · buy · $643,034
15 signals · latest 1h ago

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