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UPUPS

United Parcel Service, Inc.

$UPS·$87B·Integrated Freight & Logistics·Industrials
$102.30-1.2%YTD+9.9%1Y+21.1%
Price updated 2d ago·X counts updated 1d ago
UPUPS
$UPSUnited Parcel Service, Inc.
$102.30-1.16%981 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $UPS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

981X posts · last 7 days
Aug 20Sep 5
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $UPS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data24 posts analyzed · as of 2026-09-05

$UPS here is Upscreener, a BNB Chain project trending on GeckoTerminal and CoinGecko main pages after coordinated 14-day shill campaigns, not United Parcel Service. Bulls target a $1M market-cap floor via DEXTools Nitro Boost visibility; a separate 'long-term value play' thread references UPS the equity in a watchlist without color.

Read what X is saying about $UPS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UPS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyStalledAI verdict · as of 2026-09-06

The move has stalled — likely just drifts unless something new shows up.

UPS is a shrinking parcel giant paying a fat dividend on shakier ground — X chatter under this ticker is a BNB memecoin.

UPS is the world's largest package-delivery network, in the middle of losing Amazon volume and re-pricing the ground and air business around a smaller, higher-margin customer mix. The 6%+ dividend yield is the reason people still hold it.

  • The mechanics look cheap only if the base holds: 18x TTM PE for a business with revenue flat-to-declining (Q1 down 1.6% YoY on a 6% top-line decline post-Amazon), consensus FY26 EPS of $7.20 is well below the pre-Amazon peak, and the newly issued 50-year floating-rate SOFR-linked note tells you the cost of capital just got structurally more expensive.
  • The dividend is the actual story: at ~6% yield the payout is well-covered by FCF today (5% FCF yield), but rising leverage (1.6x debt/equity), the extra float-rate note, and Kate Gutmann's retirement (with Wilfredo Ramos stepping in as International/Healthcare/Supply Chain chief) put more of the burden on operational execution.

The stock keeps drifting sideways until margins clear the Amazon-volume trough — an Oct 27 print showing operating margin expanding and healthcare/international segments growing above 5% restarts the move; a soft margin quarter or a hint the dividend gets rebased is what turns the drift into a real drawdown.

Differs from X sentimentThe X sample here is Upscreener, a BNB Chain memecoin trending on DEXTools — targeting a $1M cap via coordinated shill campaigns, not UPS the delivery company. The one thread mentioning UPS equity has no meaningful color, so the sentiment doesn't transfer.

What to watch: The Oct 27 Q3 print — operating margin expansion in US Domestic and any concrete Healthcare/Supply Chain revenue commentary decide the direction; a soft margin print or a payout-ratio comment re-opens the dividend-safety question.

On the calendar: 2026-10-27 — Q3 earnings

ticker confusion ups upscreeneramazon volume losshigh dividend at risk

Read the AI verdict on $UPS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global package delivery and supply chain logistics company handling over 25 million parcels daily.

Industry overviewAI analysisGenerated by AI from underlying data

Where Integrated Freight & Logistics sits in its cycle right now — and what that implies for $UPS.

Integrated Freight & Logistics · Industrials

Intermodal volumes track industrial production and e-commerce shipment trends; pricing/yield management following post-COVID normalization is the margin driver. Rail network efficiency and fuel cost are the cost structure variables.

What this means for $UPS

Partial — insurance earnings follow combined ratio and investment income dynamics, partially correlated to industry macro; United Parcel Service, Inc.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+17.4%YTD
+19.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
33.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$1.76$1.65+6.7%
Q1 2026Apr 28, 2026$1.07$1.04+2.9%
Q4 2025Jan 27, 2026$2.38$2.20+8.2%
Q3 2025Oct 28, 2025$1.74$1.29+34.9%
Next earningsTue, Oct 27·consensus EPS $1.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$21.2B-1.6%15.8%6.0%$1.02$1.2B
Q4 FY25$24.5B-3.0%20.8%10.5%$2.11$2.6B
Q3 FY25$21.4B-3.6%16.3%8.4%$1.55$1.5B
Q2 FY25$21.2B-2.5%17.8%8.6%$1.51$-775.0M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$91.5B$91.1B – $92.5B$7.19$7.11 – $7.2519
FY27$95.0B$92.5B – $97.2B$8.03$7.16 – $8.4119
FY28$98.2B$89.3B – $103.3B$8.67$7.17 – $9.4913
FY29$102.3B$98.7B – $104.9B$10.17$9.71 – $10.5011
FY30$108.8B$104.9B – $111.5B$12.08$11.53 – $12.476

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.50%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 746.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.045-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 37 other (23 awards · 7 exempts · 7 inkinds) in window

See when $UPS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 33
AI summary

Wilfredo Ramos (newly appointed Chief International, Healthcare and Supply Chain Solutions Officer at UPS) filed an initial Form 3 as of September 1, 2026. He directly holds approximately 790 Class A shares (including 784 in a 401k) plus multiple stock option tranches and RSU awards totaling over 6,800 shares underlying derivatives. This is a routine Section 16 disclosure required upon appointment; no open-market transactions occurred.

8-KOfficer or director changeAug 318-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

UPS announced that Kate Gutmann (EVP, International, Healthcare and Supply Chain Solutions) will retire effective September 1, 2026, with Wilfredo Ramos appointed as her successor. To manage the transition, UPS is entering into retention agreements with Nando Cesarone (new EVP, Chief Global Operations Officer), who will receive a $6.0 million RSU retention award, and Bala Subramanian (EVP, Chief Digital and Technology Officer), who will receive a $3.0 million RSU retention award. This is a material leadership reorganization with significant retention costs, signaling UPS is actively managing executive stability during a period of operational restructuring.

424B5Prospectus supplement (offering)Aug 14424B5
AI summary

United Parcel Service, Inc. issued $325,105,000 of Floating Rate Senior Notes due September 1, 2076, carrying an interest rate equal to Compounded SOFR minus 0.350% per year, paid quarterly. UPS has a call option beginning September 1, 2056; holders may require repayment on specified dates starting September 1, 2027 through 2073 at defined repayment prices. Joint book-runners include J.P. Morgan, Morgan Stanley, RBC Capital Markets, and UBS. This 50-year floating-rate instrument at below-SOFR pricing is structurally unusual, suggesting UPS is issuing extremely long-dated paper likely for duration or tax purposes.

424B5Prospectus supplement (offering)Aug 12424B5
AI summary

United Parcel Service, Inc. (UPS) filed a preliminary 424B5 prospectus supplement for an offering of Floating Rate Senior Notes due September 1, 2076. The notes will bear interest at Compounded SOFR minus 0.350% per year, paid quarterly beginning December 1, 2026. UPS has the option to call all or a portion of the notes beginning September 1, 2056, while holders may require repayment on specified dates between September 2027 and September 2073. No established trading market exists for the notes and UPS does not intend to list them on any exchange. Investors should note that this is a very long-duration instrument with floating-rate exposure, most relevant to institutions managing pension or insurance liabilities.

424B5Prospectus supplement (offering)Aug 11424B5
AI summary

United Parcel Service, Inc. (UPS) filed a 424B5 prospectus supplement to offer $1,000,000,000 of 4.850% Senior Notes due August 15, 2031, priced at 99.969% of par with a 0.350% underwriting discount. Unusually, UPS will not retain all cash proceeds: $200 million principal will be contributed to the UPS Retirement Plan Trust and $250 million to a Master Trust funding three defined benefit pension plans, meaning net public proceeds are approximately $548 million. The unsecured, unsubordinated notes pay interest semi-annually on February 15 and August 15 each year beginning February 2027, and will not be listed on any exchange. For investors, this deal signals UPS is using debt markets to partially fund pension obligations — a balance-sheet choice that increases long-term leverage while avoiding equity dilution.

424B5Prospectus supplement (offering)Aug 10424B5
AI summary

United Parcel Service (UPS) filed a preliminary 424B5 prospectus supplement for an offering of senior unsecured notes, with specific dollar amount and interest rate left blank pending final pricing. A portion of the notes (up to 20% of principal) will be contributed to the UPS Retirement Plan Trust and up to 25% to the Master Trust covering three defined benefit pension plans, with no underwriting discount or cash proceeds received for those portions. The notes will rank equally with other UPS unsecured debt. This debt issuance signals UPS is funding pension obligations and general corporate purposes through the bond market, a routine capital management move for an investment-grade issuer.

8-KOfficer or director changeJun 158-K — Item 5.02: Officer or director change
AI summary

United Parcel Service, Inc. (UPS) filed an 8-K Item 5.02 on June 15, 2026 reporting a departure, election, or appointment of a director or officer. Body unavailable — excerpt cuts off before the specific personnel change details are disclosed.

8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change
AI summary

United Parcel Service, Inc. disclosed that board director Kevin M. Warsh resigned from the UPS Board on May 13, 2026, effective upon his Senate confirmation as Chairman of the Federal Reserve Board of Governors — a departure that was pre-disclosed in February 2026. His resignation was not related to any disagreement with UPS operations, policies, or practices. Routine board departure with zero surprise element, as the triggering event was publicly known.

+ 15 other (3 proxys · 2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

3 Dividend Stocks With Big Yields—and Even Bigger Warning Signs247wallst.com·2d agoUnited Parcel Service (UPS) Dips More Than Broader Market: What You Should Knowzacks.com·2d agoThis Under-the-Radar Dividend Stock Yields 6.2%. Is It a Buy?fool.com·6d ago5 Top Goldman Sachs Stock Picks Pay Big Dividends (One Yields Over 6%)247wallst.com·6d agoIs UPS Stock an Undervalued Dividend Stock That Passive Income Investors Should Buy Right Now?fool.com·6d ago

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