UPS raises full-year guidance after 6.7% revenue growth and healthcare surge.
UPS United Parcel Service, Inc. Class B
XNYS
105.51
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
UPS
$105.51
—
Key stats
$105.51
- 52-Week Range
- $90.84 – $122.41
- YTD
- +4.44%
- IV Rank (30D)
- 28.25
- Straddle Price
- $7.35
- P/C Vol Ratio
- 0.13
- Market Cap
- $85.4B
- Open
- $101.54
- Day Range
- $99.61 – $106.58
- Volume
- 10,934,946
- Prev Close
- $100.32
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.96% |
| Beta vs SPY | 0.91 |
| Cost of Equity (CAPM) | 9.51% (VRP-adj) |
| WACC | 8.68% |
| Volatility Risk Premium | +18.1pp (IV − HV30) |
| Effective Tax Rate | 22.1% |
| Rev. Growth (YoY, DCF input) | +6.6% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.07 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $5.5B |
| Return on Equity (TTM) | 30.3% |
| Book / Price | 17.7% |
| Gross Margin (TTM) | 86.2% |
| FCF Margin (TTM) | 6.1% |
| Debt / Equity | 1.58 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +4.9% (reverse-DCF on current price) |
| SMA 50 | $98.85 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $96.06 |
| Bollinger Width / SMA20 | 12.4% (drives anchor stability) |
| Net Debt | $19.2B |
| Market Cap | $85B |
Peers used for multiples: CSX, DAL, EXPD, FDX, NSC, ODFL, RTX, UNP
60-Day Conviction
96%
20-Day Fair Value
≈ by Nov 25, 2026
$109.42
α +3.1%
rank 43%
conviction
98%
40-Day Fair Value
≈ by Dec 24, 2026
$111.16
α +4.8%
rank 28%
conviction
98%
60-Day Fair Value
≈ by Jan 22, 2027
$111.81
α +5.4%
rank 37%
conviction
96%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $113.52 | 17% | |
| DDM (Gordon) | $152.59 | 14% | |
| Peer P/E | $154.63 | 8% | median 27.0× · 8 peers |
| Peer EV/EBITDA | $182.99 | 8% | median 15.7× · 8 peers |
| Peer P/B | $97.46 | 2% | median 5.5× · 8 peers |
| Peer P/S | $474.51 | 5% | median 4.2× · 8 peers |
| Market Anchor (SMA50) | $98.85 | 30% | stability 88% (BB-width) |
| Options Expected (B-L 30d) | $100.07 | 17% | 41 strikes · skew -0.92 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- TRUCKING & COURIER SERVICES (NO AIR) (4210) · industry map
- Exchange
- XNYS
- Market Cap
- $85.4B
- Employees
- 460,000
- List Date
- 1999-11-10
- CIK
- 0001090727
- Headquarters
- Atlanta, GA
- Homepage
- https://www.ups.com
As the world's largest parcel delivery company, UPS manages a massive fleet of more than 500 planes and 100,000 vehicles, along with many hundreds of sorting facilities, to deliver an average of about 22 million packages per day to residences and businesses across the globe. UPS' domestic US package operations generate around 65% of total revenue, while international package makes up 20%. Air and ocean freight forwarding and contract logistics make up the remainder.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -5.37% | -5.29% | 5.68% | -10.38% | -7.78% | 5.15% | -3.00% |
| Feb | 1.00% | -8.79% | -1.35% | 4.11% | 6.95% | 5.16% | 1.18% |
| Mar | 5.28% | 4.32% | 5.96% | 0.38% | -7.77% | -14.02% | -0.97% |
| Apr | 19.02% | -12.90% | -7.18% | -0.09% | -12.78% | 11.12% | -0.47% |
| May | 1.13% | 2.06% | -8.34% | -4.79% | 3.11% | -0.82% | -1.28% |
| Jun | -2.49% | 1.28% | 6.80% | -1.13% | 3.68% | -1.39% | 1.12% |
| Jul | -8.97% | 5.35% | 1.83% | -4.10% | -17.53% | -4.88% | -4.72% |
| Aug | 1.92% | -0.42% | -8.68% | -1.55% | 3.48% | -2.47% | -1.29% |
| Sep | -7.28% | -17.84% | -7.22% | 6.93% | -1.99% | -8.98% | -6.06% |
| Oct | 17.62% | 2.87% | -8.92% | 0.59% | 14.27% | 12.99%* | 6.57% |
| Nov | -5.94% | 13.34% | 8.45% | 1.25% | 1.81% | -- | 3.78% |
| Dec | 10.40% | -8.60% | 1.50% | -5.91% | 4.17% | -- | 0.31% |
| Total | 24.08% | -25.48% | -13.18% | -14.78% | -14.02% | -1.42% | -7.47% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $96.67
SMA 50: $98.93
SMA 200: $104.59
Current: $106.09
EMA 12: $99.57
EMA 26: $98.35
MACD: 1.2215 | Signal: 1.2282
BEARISH
ADX (14): 35.40
TREND
+DI: 36.11
−DI: 9.87
Momentum Oscillators
RSI (14): 72.53
OVERBOUGHT
Stoch %K: 89.79
Stoch %D: 90.68
Williams %R: -3.40
Volume & Volatility
BB Upper: $103.77
BB Lower: $89.57
OVERBOUGHT
OBV: -68,826,985
Vol SMA 20: 4,874,871
Vol ROC: 251.51%
ATR: $2.43
True Range: $6.97
HV 20: 24.1%
HV 30: 30.7%
HV 60: 26.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-29T00:00:00 – 2026-10-27T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Technical indicators suggest a consolidating market with no clear trend
- Recent news headlines are generally positive, but don't significantly impact the stock price
- Beta analysis indicates moderate risk relative to the market
Primary Risks:
- Volatility regime remains moderate, but could shift higher if news sentiment turns negative
- Options market signals a potential move of $5.33 by expiration, which may not materialize
Investment Thesis: UPS is trading within a consolidating range, with no clear trend emerging. While recent news headlines are positive, the stock price has not reacted significantly. The moderate volatility and beta analysis suggest a relatively stable environment.
Recent News Sentiment Impact:
- Recent headlines have been predominantly positive, but have not driven significant moves in the stock price
- Neutral sentiment prevails, with no major catalysts on the horizon
Technical Analysis
Trend Direction: Consolidation (Short-term), Neutral (Medium-term)
Support/Resistance Levels: Upper: $118.40, Middle: $108.77, Lower: $99.14
Momentum Signals:
- RSI: 42.94 (neutral)
- MACD: Bearish crossover (-1.57 / -0.51 / -1.06)
- Bollinger Bands: Neutral signal
Volume Analysis: Volume SMA 20: 5312616.45, On-Balance Volume (OBV): -64174115.05, Volume Rate of Change: -48.90%
News & Sentiment Analysis
Recent Headlines Summary:
- Trump Tariff Refunds Just Topped $100 Billion, and These Companies Are Receiving Some of the Largest Checks (POSITIVE)
- 2 Magnificent Industrial Stocks Down 40% to Buy and Hold Forever (POSITIVE)
- Is United Parcel Service (UPS) the Best Dividend Stock in the Industrial Sector? (POSITIVE)
- WareMatch Partners With ShipPlug to Unlock Shipping Savings For 3PL Operators (NEUTRAL)
- Is UPS Stock an Excellent Dividend Stock to Buy? (POSITIVE)
- Why UPS Is Betting $48 Million on Temperature-Controlled Logistics Growth (POSITIVE)
Sentiment Assessment: POSITIVE
Catalyst Identification:
- No major catalysts identified, but earnings date could be a potential driver
Market Narrative: The recent news headlines are generally positive, but have not driven significant moves in the stock price. The market narrative remains neutral, with no clear trend emerging.
Risk & Volatility Assessment
Risk Metrics:
- Beta: 0.82 (vs SPY)
- Alpha: 0.06
- Correlation: 0.35
- Stock Volatility: 0.30
- Interpretation: Moderate volatility - stock generally follows market
Options Market Signals: IV Rank: 7.6% (Low), Current IV: 35.8%, Expected Move: $5.33 (28 DTE), Put/Call Volume Ratio: 0.33 (Bullish sentiment)
Downside Protection: Support levels are in place, with the lower band at $99.14 serving as a potential floor.
Market Context & Positioning
Sector Performance: Industrial sector is performing relatively well, with UPS tracking market movements
Institutional Activity: Volume patterns suggest institutional interest, but no clear trend or direction
Correlation Analysis: R-squared interpretation suggests a moderate correlation between the stock and the broader market
Relative Valuation: Position within trading range; no clear over- or under-valuation
Key Levels & Action Items
Critical Price Levels:
- Support: $99.14
- Resistance: $118.40
Breakout/Breakdown Levels:
- Breakout above $118.40 could trigger a significant move
- Breakdown below $99.14 could indicate a more bearish scenario
Time-Sensitive Catalysts: Earnings date is the next potential driver
Risk Management: Stop-loss levels and position sizing considerations depend on individual risk tolerance
Generated
News
All UPS news →
United Parcel Service Inc. boosted its financial guidance for the year, suggesting the courier expects to benefit from high prices and resilient demand through the holiday season. Carol Tomé intends to lead United Parcel Service Inc. for another two years or more to negotiate…
United Parcel Service raises its sales outlook saying it expects a strong holiday shipping season. The courier raised prices, but demand was still high for the quarter. Earnings and revenue in the third quarter both beat Wall Street estimates. Bloomberg's Matt Griffin reports.…
Find insight on United Parcel Service, Porsche and more in the latest Market Talks covering Auto and Transport.
United Parcel Service became a global behemoth by putting smaller companies in a box.
The US defense industry’s use of commercial freight companies is facing scrutiny after a shipment diverted to Hong Kong by United Parcel Service Inc. resulted in potentially sensitive F-35 stealth jet parts falling into the hands of the Chinese government.
Showing 1–10 of 11
Page 1 of 2
Earnings History
11 of 23 under expected move
Avg Expected Move
6.38%
Avg Actual Move
6.15%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-02 | Pre-Market | 7.50% | 2.58% | 0.34x | Within |
| 2021-04-27 | Pre-Market | 4.33% | 10.42% | 2.41x | Exceeded |
| 2021-07-27 | Pre-Market | 5.27% | 6.99% | 1.33x | Exceeded |
| 2021-10-26 | Pre-Market | 5.69% | 6.95% | 1.22x | Exceeded |
| 2022-02-01 | Pre-Market | 6.87% | 14.08% | 2.05x | Exceeded |
| 2022-04-26 | Pre-Market | 9.02% | 3.48% | 0.39x | Within |
| 2022-07-26 | Pre-Market | 6.71% | 3.40% | 0.51x | Within |
| 2022-10-25 | Pre-Market | 7.81% | 0.33% | 0.04x | Within |
| 2023-01-31 | Pre-Market | 6.05% | 4.67% | 0.77x | Within |
| 2023-04-25 | Pre-Market | 4.39% | 9.99% | 2.28x | Exceeded |
| 2023-08-08 | Pre-Market | 5.48% | 0.88% | 0.16x | Within |
| 2023-10-26 | Pre-Market | 5.12% | 5.93% | 1.16x | Exceeded |
| 2024-01-30 | Pre-Market | 6.04% | 8.20% | 1.36x | Exceeded |
| 2024-04-23 | Pre-Market | 5.74% | 2.41% | 0.42x | Within |
| 2024-07-23 | Pre-Market | 5.77% | 12.05% | 2.09x | Exceeded |
| 2024-10-24 | Pre-Market | 6.87% | 5.28% | 0.77x | Within |
| 2025-01-30 | Pre-Market | 6.20% | 14.11% | 2.28x | Exceeded |
| 2025-04-29 | Pre-Market | 7.54% | 0.37% | 0.05x | Within |
| 2025-07-29 | Pre-Market | 7.01% | 10.57% | 1.51x | Exceeded |
| 2025-10-28 | Pre-Market | 7.57% | 8.00% | 1.06x | Exceeded |
| 2026-01-27 | Pre-Market | 6.50% | 0.22% | 0.03x | Within |
| 2026-04-28 | Pre-Market | 6.81% | 3.97% | 0.58x | Within |
| 2026-07-28 | Pre-Market | 6.55% | 6.57% | 1.00x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
UPS Options Activity & IV Rank
UPS IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 28.7%
7-DTE IV: 31.3%
Expected Move: $7.35
7-DTE Move: $4.24
Days to Exp: 31 (2026-11-27)
Options Flow
Call Volume: 1,767
Put Volume: 223
P/C Volume: 0.126
BULLISH
Call OI: 1,041
Put OI: 617
P/C OI: 0.593
Total OI: 1,658
ATM Options Pricing
ATM Call: $3.25
ATM Put: $4.10
Call %: 3.1%
Put %: 3.9%
Chain Summary
Chain Volume: 67,688
Chain OI: 425,534
Last Updated: 10/27/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 93rd percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
93%
vs own history
GEX tilt
+0.63
OI-weighted, today
Vanna tilt
+0.26
δ-sensitivity to IV
Charm tilt
-0.26
δ-decay vs time
? What is this?
· 184 ATM contracts, 169k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
7%
+0.3
pts
EXTREME
as of Oct 27 · ATM 28.7% / Wing 29.0%
30 DTE / 10d
8%
-0.6
pts
EXTREME
as of Oct 27 · ATM 29.8% / Wing 29.2%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)27.9MediumOct 27
IV Rank (30 DTE)28.2MediumOct 27
Straddle Price (30 DTE)$7.35Oct 27
Beta Analysis
Risk Metrics
Beta: 0.7430
Alpha: 12.92%
Correlation: 0.3057
R-Squared: 9.3%
Stock Volatility: 30.9%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own UPS
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $49.9M | #613 of 3716 | +162.8% | 13F | |
| Citadel Hedge fund Ken Griffin | $48.9M | #699 of 6285 | -32.8% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $25.4M | #415 of 4729 | +11.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
UPS Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 849,750,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
63 filers$1.83B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $352.46M | 19.27% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $281.49M | 15.39% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $237.25M | 12.97% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $191.70M | 10.48% | 2026-06-30 |
| 5 | MASTERS CAPITAL MANAGEMENT LLC | $107.50M | 5.88% | 2026-06-30 |
| 6 | D. E. Shaw & Co., Inc. Custodian | $99.16M | 5.42% | 2026-06-30 |
| 7 | Walleye Trading LLC | $77.15M | 4.22% | 2026-06-30 |
| 8 | Wolverine Trading, LLC Custodian | $75.96M | 4.15% | 2025-09-30 |
| 9 | Simplex Trading, LLC Custodian | $55.12M | 3.01% | 2026-06-30 |
| 10 | Point72 Asset Management, L.P. | $49.49M | 2.71% | 2026-06-30 |
| 11 | Royal Bank of Canada Custodian | $32.47M | 1.77% | 2026-06-30 |
| 12 | Qube Research & Technologies Ltd | $26.31M | 1.44% | 2026-06-30 |
| 13 | GROUP ONE TRADING LLC Custodian | $20.40M | 1.12% | 2026-06-30 |
| 14 | CAPITAL FUND MANAGEMENT S.A. | $18.53M | 1.01% | 2026-06-30 |
| 15 | CAPSTONE INVESTMENT ADVISORS, LLC | $15.95M | 0.87% | 2026-06-30 |
| 16 | Eisler Capital Management Ltd. | $15.56M | 0.85% | 2025-09-30 |
| 17 | Balyasny Asset Management L.P. | $14.32M | 0.78% | 2026-06-30 |
| 18 | Millennium Management LLC Custodian | $14.15M | 0.77% | 2026-06-30 |
| 19 | Allianz Asset Management GmbH | $13.71M | 0.75% | 2026-06-30 |
| 20 | Cubist Systematic Strategies, LLC | $13.06M | 0.71% | 2025-09-30 |
| 21 | PEAK6 LLC | $10.87M | 0.59% | 2026-06-30 |
| 22 | BNP Paribas Financial Markets Custodian | $10.11M | 0.55% | 2026-06-30 |
| 23 | Parallax Volatility Advisers, L.P. | $9.20M | 0.50% | 2026-06-30 |
| 24 | HSBC Holdings plc Custodian | $9.01M | 0.49% | 2026-06-30 |
| 25 | Capital Markets Trading UK LLP | $8.30M | 0.45% | 2026-06-30 |
69 filers$1.81B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $285.17M | 15.73% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $202.45M | 11.17% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $194.28M | 10.71% | 2026-06-30 |
| 4 | Goldman Sachs Group Inc Custodian | $164.53M | 9.07% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $138.66M | 7.65% | 2026-06-30 |
| 6 | Walleye Trading LLC | $109.53M | 6.04% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $67.97M | 3.75% | 2025-09-30 |
| 8 | Centiva Capital, LP | $64.02M | 3.53% | 2026-06-30 |
| 9 | D. E. Shaw & Co., Inc. Custodian | $62.73M | 3.46% | 2026-06-30 |
| 10 | BNP Paribas Financial Markets Custodian | $44.46M | 2.45% | 2026-06-30 |
| 11 | Millennium Management LLC Custodian | $36.31M | 2.00% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $33.77M | 1.86% | 2026-06-30 |
| 13 | Point72 Asset Management, L.P. | $32.55M | 1.80% | 2026-06-30 |
| 14 | Capula Management Ltd | $32.41M | 1.79% | 2026-06-30 |
| 15 | JPMorgan Chase & Co Custodian | $28.13M | 1.55% | 2026-06-30 |
| 16 | Qube Research & Technologies Ltd | $23.54M | 1.30% | 2026-06-30 |
| 17 | Twin Tree Management, LP | $23.19M | 1.28% | 2026-06-30 |
| 18 | HSBC Holdings plc Custodian | $22.66M | 1.25% | 2026-06-30 |
| 19 | CAPSTONE INVESTMENT ADVISORS, LLC | $20.55M | 1.13% | 2026-06-30 |
| 20 | Cubist Systematic Strategies, LLC | $18.89M | 1.04% | 2025-09-30 |
| 21 | TUDOR INVESTMENT CORP ET AL | $17.46M | 0.96% | 2026-06-30 |
| 22 | Allianz Asset Management GmbH | $17.38M | 0.96% | 2026-06-30 |
| 23 | UBS Group AG Custodian | $15.25M | 0.84% | 2026-06-30 |
| 24 | GROUP ONE TRADING LLC Custodian | $14.40M | 0.79% | 2026-06-30 |
| 25 | CAPITAL FUND MANAGEMENT S.A. | $13.22M | 0.73% | 2026-06-30 |
UPS Insider Trading (Form 4)
Latest: 2026-09-03Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | Nando Cesarone | Chief Global Operations Off | Grant (A) | +58,446 RSU | — | EDGAR | |
| 2026-09-03 | Wilfredo Ramos | Chief Intl, Healthcare and SCS | Grant (A) | +5,413 RSU | — | EDGAR | |
| 2026-09-03 | Bala Subramanian | Chief Digital & Tech Officer | Grant (A) | +29,223 RSU | — | EDGAR | |
| 2026-05-15 | Norman M. Brothers Jr | Chief Legal & Compliance Off | Mixed | +1,388 | $100.78 | -$112.5K | EDGAR |
| 2026-05-15 | Darrell L Ford | Chief Human Resources Officer | Mixed | +1,205 | $100.78 | -$97.7K | EDGAR |
| 2026-05-15 | Nando Cesarone | President, US Operations | Mixed | +1,969 | $100.78 | -$159.4K | EDGAR |
| 2026-05-15 | Brian M Dykes | Chief Financial Officer | Mixed | +1,739 | $100.78 | -$140.9K | EDGAR |
| 2026-05-15 | Matthew W Guffey | CHF Commercial & Strategy Off | Mixed | +1,478 | $100.78 | -$119.8K | EDGAR |
| 2026-05-15 | Kathleen M. Gutmann | Pres Intl, Healthcare and SCS | Mixed | +1,969 | $100.78 | -$159.4K | EDGAR |
| 2026-05-15 | Bala Subramanian | Chief Digital & Tech Officer | Mixed | +2,059 | $100.78 | -$103.5K | EDGAR |
| 2026-05-08 | Brian M Dykes | Chief Financial Officer | Grant (A) | +12,504 RSU | — | EDGAR | |
| 2026-05-08 | Rodney C Adkins | Director | Grant (A) | +1,948 RSU | — | EDGAR | |
| 2026-05-08 | Kevin P Clark | Director | Grant (A) | +1,948 RSU | — | EDGAR | |
| 2026-05-08 | Wayne M. Hewett | Director | Grant (A) | +1,948 RSU | — | EDGAR | |
| 2026-05-08 | Franck J Moison | Director | Grant (A) | +1,948 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
UPS Insider Holdings
13 insiders · @ $106.09
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Kathleen M. Gutmann | Pres Intl, Healthcare and SCS | 101,025 | $10.72M | -$16.45M | 61 | 2026-05-15 |
| 2 | Nando Cesarone | Chief Global Operations Off | 45,089 | $4.78M | -$14.51M | 43 | 2026-09-03 |
| 3 | Norman M. Brothers Jr | Chief Legal & Compliance Off | 26,221 | $2.78M | -$16.38M | 44 | 2026-05-15 |
| 4 | Carol B Tome | Chief Executive Officer | 24,718 | $2.62M | $1.87M | 36 | 2026-05-08 |
| 5 | Bala Subramanian | Chief Digital & Tech Officer | 24,562 | $2.61M | $0 | 16 | 2026-09-03 |
| 6 | Darrell L Ford | Chief Human Resources Officer | 24,393 | $2.59M | -$934.0K | 21 | 2026-05-15 |
| 7 | Brian M Dykes | Chief Financial Officer | 15,970 | $1.69M | $0 | 8 | 2026-05-15 |
| 8 | William R Johnson | Director | 10,160 | $1.08M | $1.08M | 22 | 2026-05-08 |
| 9 | Matthew W Guffey | CHF Commercial & Strategy Off | 8,580 | $910.3K | $0 | 13 | 2026-05-15 |
| 10 | Eva C Boratto | Director | 1,400 | $148.5K | $199.2K | 8 | 2026-05-08 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
UPS Board & Officers
As of SEC filings through Sep 3, 2026Directors 11
- Carol B Tome · on file since 2006
- William R Johnson · since Feb 11, 2009
- Rodney C Adkins · since Jun 28, 2013
- Franck J Moison · since Feb 8, 2017
- Christiana Smith Shi · since Feb 8, 2018
- Angela Hwang · since Jul 13, 2020
- Wayne M. Hewett · since Sep 10, 2020
- Kathleen E Johnson · since Nov 3, 2020
- Russell Stokes · since Nov 3, 2020
- Kevin P Clark · since Mar 3, 2025
- John G Morikis · since Jun 2, 2025
Officers 9
- Carol B Tome · Chief Executive Officer · listed since Jun 2020
- Nando Cesarone · President, US Operations · listed since Jan 2021
- Brian M Dykes · Chief Financial Officer · listed since May 2025
- Darrell L Ford · Chief Human Resources Officer · since Jan 1, 2021
- Norman M. Brothers Jr · Chief Legal & Compliance Off · listed since Jan 2021
- Bala Subramanian · Chief Digital & Tech Officer · since Jul 18, 2022
- Wilfredo Ramos · Chief Intl, Healthcare and SCS · since Sep 1, 2026
- Kathleen M. Gutmann · Pres Intl, Healthcare and SCS · listed since Mar 2022
- Matthew W Guffey · CHF Commercial & Strategy Off · since Jan 1, 2024
Changes in the last 10 years (41)
| Sep 1, 2026 | Wilfredo Ramos became Chief Intl, Healthcare and SCS |
| Jun 13, 2026 | The company announced the departure of Eva C Boratto from the board in an SEC filing |
| May 13, 2026 | The company announced the departure of Kevin M Warsh from the board in an SEC filing |
| Jun 2, 2025 | John G Morikis became a director |
| May 13, 2025 | Brian M Dykes listed as Chief Financial Officer (previously EVP & Chief Financial Officer) in SEC filings |
| Mar 3, 2025 | Kevin P Clark became a director |
| Jul 9, 2024 | Brian M Dykes became EVP & Chief Financial Officer |
| May 6, 2024 | The company announced the departure of Brian Newman as Chief Financial Officer in an SEC filing |
| Jan 1, 2024 | Matthew W Guffey became CHF Commercial & Strategy Off |
| Jul 18, 2022 | Bala Subramanian became Chief Digital & Tech Officer |
| Mar 25, 2022 | Kathleen M. Gutmann listed as Pres Intl, Healthcare and SCS (previously Chief Sales & Solutions Off) in SEC filings |
| Mar 1, 2022 | The company announced the departure of Juan R. Perez as Chief Info. & Engineering Off. in an SEC filing |
| Jan 29, 2021 | Scott A. Price listed as President, UPS International (previously Chief Strat. & Transform. Off.) in SEC filings |
| Jan 29, 2021 | Norman M. Brothers Jr listed as Chief Legal & Compliance Off (previously SVP, General Counsel & Sec) in SEC filings |
| Jan 29, 2021 | Nando Cesarone listed as President, US Operations (previously President, UPS International) in SEC filings |
| Jan 29, 2021 | Laura J Lane listed as CHF Crp Aff, Com & Sustain Off (previously Chief Corp Affairs & Comms Off) in SEC filings |
| Jan 29, 2021 | Charlene A Thomas listed as CHF Diversity, Equity & In Off (previously Chief Human Resources Officer) in SEC filings |
| Jan 1, 2021 | Darrell L Ford became Chief Human Resources Officer |
| Nov 3, 2020 | Russell Stokes became a director |
| Nov 3, 2020 | Kathleen E Johnson became a director |
| Sep 10, 2020 | Wayne M. Hewett became a director |
| Sep 10, 2020 | Eva C Boratto became a director |
| Jul 28, 2020 | Laura J Lane became Chief Corp Affairs & Comms Off |
| Jul 13, 2020 | Angela Hwang became a director |
| Jun 2, 2020 | Carol B Tome first listed as Chief Executive Officer in an SEC filing |
| Jan 24, 2020 | Richard N. Peretz listed as SVP (previously Chief Financial Officer) in SEC filings |
| Jan 3, 2020 | James J. Barber reported in an SEC filing no longer being Chief Operating Officer |
| Sep 16, 2019 | Brian Newman became Chief Financial Officer |
| Jul 1, 2019 | Charlene A Thomas became Chief Human Resources Officer |
| Jan 25, 2019 | Scott A. Price listed as Chief Strat. & Transform. Off. (previously Chief Transformation Officer) in SEC filings |
| Jan 25, 2019 | Norman M. Brothers Jr listed as SVP, General Counsel & Sec (previously Sr VP, Gen Counsel & Sec) in SEC filings |
| Jan 25, 2019 | Kathleen M. Gutmann listed as Chief Sales & Solutions Off (previously SVP, Sales & Solutions) in SEC filings |
| Jan 15, 2019 | Philippe R Gilbert became Pres, Supply Chain Solutions |
| Jun 1, 2018 | Kevin M Warren became Chief Marketing Officer |
| May 1, 2018 | George Willis became President, US Operations |
| Mar 16, 2018 | James J. Barber listed as Chief Operating Officer (previously President, UPS International) in SEC filings |
| Mar 5, 2018 | Nando Cesarone became President, UPS International |
| Feb 8, 2018 | Christiana Smith Shi became a director |
| Jan 26, 2018 | Juan R. Perez listed as Chief Info. & Engineering Off. (previously Chief Information Officer) in SEC filings |
| Dec 11, 2017 | Scott A. Price became Chief Transformation Officer |
| Feb 8, 2017 | Franck J Moison became a director |
Not reported recently (19)
- Laura J Lane · Last reported as CHF Crp Aff, Com & Sustain Off in an SEC filing dated Aug 9, 2024
- Michael J Burns · Last reported as a director in an SEC filing dated May 3, 2024
- Kevin M Warren · Last reported as Chief Marketing Officer in an SEC filing dated Nov 15, 2023
- Charlene A Thomas · Last reported as CHF Diversity, Equity & In Off in an SEC filing dated Aug 26, 2022
- Ann M Livermore · Last reported as a director in an SEC filing dated May 9, 2022
- Philippe R Gilbert · Last reported as Pres, Supply Chain Solutions in an SEC filing dated Mar 25, 2022
- Scott A. Price · Last reported as President, UPS International in an SEC filing dated Feb 22, 2022
- David P Abney · Last reported as a director in an SEC filing dated Aug 28, 2020
- Rudy Markham · Last reported as a director in an SEC filing dated May 15, 2020
- Clark T. Randt Jr. · Last reported as a director in an SEC filing dated May 15, 2020
- John T Stankey · Last reported as a director in an SEC filing dated May 15, 2020
- George Willis · Last reported as President, US Operations in an SEC filing dated May 15, 2020
- Richard N. Peretz · Last reported as SVP in an SEC filing dated Feb 21, 2020
- Teri P McClure · Last reported as CHRO & SVP, Labor Relations in an SEC filing dated Feb 27, 2019
- Candace B Kendle · Last reported as a director in an SEC filing dated May 11, 2018
- Alan Gershenhorn · Last reported as EVP, Chief Commercial Officer in an SEC filing dated Mar 16, 2018
- Myron A Gray · Last reported as President, US Operations in an SEC filing dated Mar 16, 2018
- Mark R. Wallace · Last reported as SVP, Eng & Sustainability in an SEC filing dated Jan 26, 2018
- Teresa M. Finley · Last reported as Chief Mktng & Bus Serv Officer in an SEC filing dated Mar 15, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
UPS Proposed Insider Sales (Form 144)
Latest: 2026-05-15
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | KEVIN MAXWELL WARSH | Former Director | 30,550 | $3.02M | 2026-05-15 | J.P. Morgan Securities LLC | — | EDGAR |
| 2026-01-28 | Brothers Norman M. Jr | Officer | 25,014 | $2.66M | 2026-01-28 | Rockefeller Financial LLC | — | EDGAR |
| 2025-02-28 | Lane Laura J | Former Officer | 660 | $78.3K | 2025-02-28 | Merrill Lynch | — | EDGAR |
| 2024-11-25 | Brothers Norman M. Jr | Officer | 7,325 | $1.02M | 2024-11-25 | Merrill Lynch | — | EDGAR |
| 2023-08-17 | Nando Cesarone | Officer | 22,825 | $3.92M | 2023-08-16 | UBS Financial Services Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-13
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-13 | 0001628280-26-034597 | EDGAR |
| 2026-05-11 | 0001628280-26-033522 | EDGAR |
| 2026-04-28 | 0001628280-26-027717 | EDGAR |
| 2026-02-06 | 0001628280-26-006089 | EDGAR |
| 2026-01-27 | 0001628280-26-003510 | EDGAR |
| 2025-10-28 | 0001628280-25-046550 | EDGAR |
| 2025-09-18 | 0001090727-25-000067 | EDGAR |
| 2025-07-29 | 0001090727-25-000061 | EDGAR |
| 2025-06-02 | 0001090727-25-000054 | EDGAR |
| 2025-05-20 | 0001104659-25-050984 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-17 | 0001628280-26-008432 | EDGAR |
| 2025-02-18 | 0001090727-25-000019 | EDGAR |
| 2024-02-20 | 0001090727-24-000008 | EDGAR |
| 2023-02-21 | 0001090727-23-000006 | EDGAR |
| 2022-02-22 | 0001090727-22-000007 | EDGAR |
| 2021-02-22 | 0001090727-21-000013 | EDGAR |
| 2020-02-20 | 0001090727-20-000005 | EDGAR |
| 2019-02-21 | 0001090727-19-000006 | EDGAR |
| 2018-02-21 | 0001090727-18-000009 | EDGAR |
| 2017-02-21 | 0001090727-17-000011 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-06 | 0001628280-26-031154 | EDGAR |
| 2025-11-05 | 0001628280-25-049661 | EDGAR |
| 2025-08-06 | 0001090727-25-000064 | EDGAR |
| 2025-05-07 | 0001090727-25-000049 | EDGAR |
| 2024-11-06 | 0001090727-24-000064 | EDGAR |
| 2024-08-07 | 0001090727-24-000045 | EDGAR |
| 2024-05-03 | 0001090727-24-000028 | EDGAR |
| 2023-11-01 | 0001090727-23-000054 | EDGAR |
| 2023-08-08 | 0001090727-23-000038 | EDGAR |
| 2023-05-03 | 0001090727-23-000025 | EDGAR |
ETF Holders
351 ETFs hold UPS
25 shown · $11.32B total exposure · 0.17% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.10% | $2.2B | — | 2026-09-30 |
| 2 | SCHD Schwab U.S. Dividend Equity ETF | Nport | 1.98% | $1.9B | — | 2026-05-31 |
| 3 | VOO Vanguard S&P 500 ETF | Vanguard | 0.11% | $1.8B | — | 2026-09-30 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.11% | $999.4M | $885.1B | 2026-10-26 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.11% | $919.1M | $810.0B | 2026-10-26 |
| 6 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.27% | $666.8M | — | 2026-09-30 |
| 7 | XLI State Street® Industrial Select Sector SPDR® ETF | SPDR (State Street) | 1.42% | $432.7M | $30.5B | 2026-10-26 |
| 8 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.30% | $283.9M | — | 2026-09-30 |
| 9 | FDL First Trust Morningstar Dividend Leaders Index Fund | First Trust | 3.06% | $252.5M | $8.2B | 2026-10-23 |
| 10 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.11% | $208.3M | $183.4B | 2026-10-26 |
| 11 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.20% | $198.5M | — | 2026-10-26 |
| 12 | AVLV Avantis U.S. Large Cap Value ETF | Avantis | 0.74% | $165.8M | $22.4B | 2026-10-26 |
| 13 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.20% | $164.3M | $83.0B | 2026-10-26 |
| 14 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.25% | $125.0M | $50.6B | 2026-10-26 |
| 15 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.10% | $97.5M | $97.1B | 2026-10-26 |
| 16 | SPYV State Street® SPDR® Portfolio S&P 500® Value ETF | SPDR (State Street) | 0.25% | $95.6M | $38.7B | 2026-10-26 |
| 17 | FNDX Schwab Fundamental U.S. Large Company ETF | Nport | 0.35% | $90.4M | — | 2026-05-31 |
| 18 | IYT iShares U.S. Transportation ETF | iShares (BlackRock) | 4.59% | $90.3M | $2.0B | 2026-10-26 |
| 19 | VIS Vanguard Industrials ETF | Vanguard | 1.05% | $89.8M | — | 2026-09-30 |
| 20 | VLUE iShares MSCI USA Value Factor ETF | iShares (BlackRock) | 0.97% | $89.3M | $9.3B | 2026-10-26 |
| 21 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.10% | $86.1M | — | 2026-10-26 |
| 22 | SPYD State Street® SPDR® Portfolio S&P 500® High Dividend ETF | SPDR (State Street) | 1.12% | $84.1M | $7.5B | 2026-10-26 |
| 23 | SCHX Schwab U.S. Large-Cap ETF | Nport | 0.12% | $83.8M | — | 2026-05-31 |
| 24 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 0.11% | $82.5M | — | 2026-09-30 |
| 25 | IUSV iShares Core S&P U.S. Value ETF | iShares (BlackRock) | 0.23% | $66.5M | $28.4B | 2026-10-26 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
19.72
TTM Diluted EPS
$5.38
TTM Revenue
$89.93B
TTM Net Income
$4.57B
TTM Op. Cash Flow
$8.87B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $22.83B | $604.00M | $0.71 | $859.00M |
| Q1 '26 | 2026-03-31 | $21.20B | $864.00M | $1.02 | $2.22B |
| Q4 '25 | 2025-12-31 | $24.48B | $1.79B | $2.10 | $3.30B |
| Q3 '25 | 2025-09-30 | $21.41B | $1.31B | $1.55 | $2.48B |
| Q2 '25 | 2025-06-30 | $21.22B | $1.28B | $1.51 | $348.00M |
| Q1 '25 | 2025-03-31 | $21.55B | $1.19B | $1.40 | $2.32B |
| Q4 '24 | 2024-12-31 | $25.30B | $1.72B | $2.01 | $3.31B |
| Q3 '24 | 2024-09-30 | $22.25B | $1.54B | $1.80 | $1.50B |
| Q2 '24 | 2024-06-30 | $21.82B | $1.41B | $1.65 | $1.99B |
| Q1 '24 | 2024-03-31 | $21.71B | $1.11B | $1.30 | $3.32B |
| Q4 '23 | 2023-12-31 | $24.92B | $1.60B | $1.88 | $2.41B |
| Q3 '23 | 2023-09-30 | $21.06B | $1.13B | $1.31 | $2.23B |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
19.72
P/B
5.97
P/S
1.00
EV/EBITDA
10.47
EV/Sales
1.22
ROE
30.3%
ROA
6.4%
Div Yield
6.34%
FCF Yield
9.84%
Debt/Equity
1.58
Current Ratio
—
Market Cap
$90.15B
as of 2026-10-27
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
28.35M
SI % of Float
3.78%
Days to Cover
5.03
Short Vol Ratio
57.3%
Free Float
749.35M
Float %
100.0%
Short interest 2026-09-30 • Short volume 2026-10-27 • Float 2026-08-14