UPS(US:UPS) Seeking Alpha·2026-01-18 09:00Core Viewpoint - The investment thesis on United Parcel Service (UPS) is centered around its strategic transformation and the support of a solid dividend, indicating a value buy opportunity despite challenges in timing entry points [1]. Group 1: Company Analysis - UPS is undergoing a strategic transformation aimed at enhancing its value proposition in the market [1]. - The company offers a decent dividend cushion, which adds to its attractiveness as a value investment [1]. Group 2: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1]. - The analyst previously held a Vice President position at Barclays, leading teams in model validation and stress testing, which contributes to a deep expertise in both fundamental and technical analysis [1]. - The research is co-authored with a partner, combining strengths to deliver high-quality, data-driven insights with a focus on macroeconomic trends and corporate earnings [1].