UPS: Dividend Panic Looks Overdone [Seeking Alpha]
United Parcel Service, Inc. (UPS)
Last united parcel service, inc. earnings: 4/28 07:00 am
Check Earnings Report
US:NYSE Investor Relations:
investors.ups.com
Company Research
Source: Seeking Alpha
UPS is not losing market share to competitors as rapidly as previously feared, with some unit economics showing improvement. Strategic focus on higher-margin healthcare logistics and SMB/DAP, plus repricing and moving away from low-margin volume, should offset Amazon and e-commerce headwinds. A dividend discount model suggests a fair value of ~$119 per share, indicating that a significant 23% upside remains even after the recent rally. The market's panicked reaction to negative headlines was overblown, creating a solid "buy" opportunity, as the company's turnaround strategy proves effective. leekris/iStock Editorial via Getty Images Intro & Thesis On UPS Since September 3rd, 2025, when I started covering United Parcel Service, Inc. ( UPS ), the stock has been up 12.53%, beating the market by ~3x, as you can see above. It's now reversing More on my IG service Hold On! Can't find the equity research you've been looking for? Now you can get access to the latest and hig
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UPS
News
- UPS (UPS) Valuation Check After Earnings Beat From Cost Cuts and Network Overhaul [Yahoo! Finance]Yahoo! Finance
- Factbox-Amazon's growing clout in US shipping market [Yahoo! Finance]Yahoo! Finance
- Amazon may be looking at ending its longtime partnership with USPS [Seeking Alpha]Seeking Alpha
- Get gifts on time. See holiday shipping deadlines USPS, FedEx, UPS. [USA TODAY]USA TODAY
- N.J. congressman unveils Porch Pirates Act to combat holiday shopping thefts [CBS News]CBS News
UPS
Earnings
- 10/28/25 - Beat
UPS
Sec Filings
- 11/17/25 - Form 25-NSE
- 11/7/25 - Form 4
- 11/5/25 - Form 10-Q
- UPS's page on the SEC website