Core Insights - United Parcel Service, Inc. (UPS) is valued at a market cap of $72.9 billion and operates in package delivery, logistics, and supply-chain management [1] - UPS is set to announce its fiscal Q3 earnings for 2025 on October 28, 2023, with analysts expecting a profit of $1.33 per share, a decrease of 24.4% from the previous year [2] Financial Performance - For fiscal 2025, UPS is projected to report a profit of $6.50 per share, down 15.8% from $7.72 in fiscal 2024, but is expected to rebound to $7.36 in fiscal 2026, reflecting a year-over-year growth of 13.2% [3] - In Q2, UPS reported revenue of $21.2 billion, exceeding consensus estimates by 1.8%, but its adjusted EPS of $1.55 fell short of expectations by a slight margin [5] Stock Performance - UPS shares have declined by 34.5% over the past 52 weeks, underperforming the S&P 500 Index's increase of 17.9% and the Industrial Select Sector SPDR Fund's return of 14.1% [4] - Following the mixed Q2 earnings results and the withholding of its full-year outlook, UPS experienced a 10.6% drop in stock price [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for UPS, with 13 recommending "Strong Buy," 1 "Moderate Buy," 13 "Hold," 1 "Moderate Sell," and 2 "Strong Sell" [6] - The mean price target for UPS is $102.07, indicating an 18.7% potential upside from current levels [6]

Group 1 - United Parcel Service, Inc. (UPS) is recognized as one of the 10 highest dividend-paying stocks in the S&P 500, with a current quarterly payout of $1.64 and a yield of 7.84% as of September 27th [1][4]. - UPS is the world's largest package delivery company, providing services in over 220 countries and territories, and is a leader in supply chain solutions [2]. - The company is focusing on higher-margin business by shifting away from low-margin volumes, which includes strategic network realignment, automation investments, and expansion in healthcare logistics [3]. Group 2 - UPS has a strong track record of increasing dividends, having raised its dividend for 23 consecutive years [4].

Core Viewpoint - Drexel Morgan & Co. has significantly increased its investment in United Parcel Service (UPS) by purchasing 100,000 shares, reflecting a bullish outlook on the company's future performance and dividend sustainability [2][3][8]. Investment Activity - The investment firm acquired 100,000 shares of UPS, with an estimated transaction value of approximately $9.86 million based on the average share price in Q2 2025 [2][3]. - Following this transaction, Drexel Morgan's total stake in UPS increased to 309,765 shares, valued at $27.08 million as of August 12, 2025 [2][3]. - UPS now constitutes 4.8% of Drexel Morgan's 13F reportable assets, which total $563.16 million as of the same date [3][4]. Company Performance - As of August 12, 2025, UPS shares were priced at $87.43, reflecting a decline of 29.4% over the past year, underperforming the S&P 500 by 47.2 percentage points [4]. - UPS has a market capitalization of $73.94 billion and reported revenue of $90.17 billion with a net income of $5.73 billion for the trailing twelve months (TTM) [5]. - The company offers a dividend yield of 7.48% as of August 12, 2025, with a forward P/E ratio of 11.91 [4][5]. Business Overview - UPS operates as a global leader in integrated freight and logistics, providing package delivery, transportation, logistics, and supply chain solutions across approximately 200 countries and territories [5][7]. - The company serves a diverse customer base, including individuals, small businesses, and large enterprises, with a focus on time-definite package delivery services and value-added logistics solutions [6][7]. Strategic Insights - Drexel Morgan's acquisition of UPS shares indicates a preference for large-capitalization, dividend-paying stocks, which aligns with its investment strategy [8]. - UPS's management has committed to significant capital allocation, including $1 billion for stock buybacks and $5.5 billion for dividends in 2025, amidst a challenging trading environment [9][10].