Legacy Advisors 13F: Exits United Parcel Service (UPS) Stake
Key Points
- Legacy Advisors closed out its position in United Parcel Service, Inc. (UPS) by selling all 5,385 shares.
- Other large holders like Victory Capital Management Inc. held 14,251,075 shares worth about $1,404,015,861 while Traphagen Investment Advisors also exited its position.
- United Parcel Service, Inc. (UPS) trades with a trailing P/E ratio of 18.1 and offers a dividend yield of 6.73%.
Since the filing, $UPS is up 1.6% to date (from the $97.46 close on Oct 19, 2026).
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Legacy Advisors sold out of its entire 5,385-share stake in United Parcel Service, Inc. (UPS), exiting the position completely. The complete exit was disclosed in a Form 13F filing with the U.S. Securities and Exchange Commission on October 19, 2026. Shares of United Parcel Service, Inc. (UPS) closed at $97.46 on the filing date.## What Changed in Legacy Advisors's UPS Position
Legacy Advisors held 5,385 shares of United Parcel Service, Inc. (UPS) prior to the filing. During the period, the firm sold all of those shares, reducing its stake by 5,385 shares to zero. This 100.0% reduction represents a complete exit from the stock.
Other Institutional Activity in United Parcel Service
Other large holders adjusted their positions around the same time. Traphagen Investment Advisors sold its entire position, cutting 3,472 shares to end with 0 shares valued at $0. Meanwhile, Victory Capital Management Inc. held 14,251,075 shares worth about $1,404,015,861 after adding 3,209,721 shares, representing a 29.1% increase.
United Parcel Service, Inc. Stock Up 1.1%
United Parcel Service, Inc. (UPS) shares recently traded around $98.52 on October 21, 2026, which is up about 1.1% from the filing-date close of $97.46. The stock has traded between a 52-week low of $86.30 and a high of $122.41.
Recent Earnings
United Parcel Service, Inc. (UPS) reported trailing-twelve-month revenue of $89,929,983,360 and earnings of $5.38 per share. The company posted a return on equity of 29.6% and a net profit margin of 5.1%. The next earnings report is scheduled for October 27, 2026.
Dividend
United Parcel Service, Inc. (UPS) pays an annual dividend rate of $6.56 per share, giving it a dividend yield of 6.73%. The company's dividend payout ratio stands at 121.9%.
Insider Buying and Selling at United Parcel Service, Inc.
Insiders have been active in United Parcel Service, Inc. (UPS) stock over past quarters. Director William R. Johnson bought 5,000 shares on July 31, 2025, at $86.50 per share for a total value of $432,477. Chief Executive Officer Carol B. Tome purchased 11,682 shares on August 1, 2025, at $85.67 per share worth $1,000,816. Director Christiana Smith Shi picked up 500 shares on August 22, 2025, at $88.17 per share valued at $44,084. Later, officer Norman Michael Brothers Jr. sold 25,014 shares on January 28, 2026, valued at $2,655,195.
Analysts Set New Price Targets
Wall Street firms have updated their outlooks on United Parcel Service, Inc. (UPS). On July 29, 2026, Stifel maintained its Buy rating while lifting its price target from $114.00 to $115.00. Susquehanna maintained a Neutral rating on July 29, 2026, raising its target from $118.00 to $120.00. Stephens & Co. maintained an Overweight rating on July 29, 2026, lowering its target from $135.00 to $130.00. Citigroup maintained a Buy rating on October 7, 2026, cutting its target from $132.00 to $122.00. Truist Securities also maintained a Buy rating on October 7, 2026, lowering its target from $130.00 to $115.00. Overall, the stock has a consensus buy rating and a mean price target of $114.27 across 26 analyst opinions.
About United Parcel Service
United Parcel Service, Inc. (UPS) is an Atlanta-based package delivery and logistics provider operating domestic and international shipping services. The company connects global commerce through ground and air freight networks, serving commercial and residential customers.
Bottom Line
Investors are keeping an eye on United Parcel Service, Inc. (UPS) ahead of its upcoming earnings report on October 27, 2026. Institutional shifts like this exit by Legacy Advisors highlight how portfolio managers adjust their holdings across major logistics names.
Source: Legacy Advisors's 13F filing on $UPS (Oct 19, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts