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United Parcel Service, Inc. (UPS)

  • Thu, Jun. 18, 10:09 AM
    • UPS (UPS +0.9%) announces it will build a new healthcare distribution facility in the Netherlands to help it meet growing demand in the region.
    • The complex in Roermond is expected to be completed in January of 2016.
    • The location is strategic with UPS having an air hub at the nearby Cologne/Bonn airport in Germany.
    • UPS' specialized healthcare business has been growing rapidly.
    | Thu, Jun. 18, 10:09 AM | Comment!
  • Wed, Jun. 17, 10:15 AM
    • Global freight and delivery stocks trade lower after FedEx was a touch light with Q1 revenue and issued cautious guidance for Q2.
    • A strong U.S. dollar and narrowing fuel surcharges have been drags on the international part of the sector.
    • Decliners: Air T (NYSE:AIR) -1.0%, PostNL (OTCPK:PNLYY) -1.75%, Deutsche Post (OTCPK:DPSGY) -1.0%, UPS (NYSE:UPS) -0.4%, Air Transport Services Group (NASDAQ:ATSG) -0.4%.
    • Previously: Operating margin falls for FedEx in FQ4
    | Wed, Jun. 17, 10:15 AM | Comment!
  • Tue, Jun. 16, 11:35 AM
    • Amazon (AMZN +0.4%) is reported to be developing an app to crowdsource the delivery of packages to non-employees for a fee.
    • Details on timing and how the packages would be stored with retailers haven't been worked out yet by the company.
    • Due to Amazon's scale, the service would have to be large to add significant cost savings.
    • Shares of FedEx (FDX -0.3%) and UPS (UPS) both turned lower on a volume spike off the news before recovering as investors digested the likelihood of the initiative cutting into their business.
    | Tue, Jun. 16, 11:35 AM | 25 Comments
  • Mon, Jun. 15, 2:25 PM
    • UPS Capital acquires logistics provider Parcel Pro for an undisclosed amount.
    • The company says the acquisition will add value for customers looking to ship high value jewelry, watches, and collectibles.
    • UPS Capital is a subsidiary of UPS (UPS).
    | Mon, Jun. 15, 2:25 PM | 1 Comment
  • Mon, Jun. 1, 9:11 AM
    • Shares of UPS (NYSE:UPS) are higher in early trading after a favorable writeup in Barron's provides a lift.
    • It's noted UPS improved its yield per package in Q1 and trades below its typical premium over the S&P P/E ratio.
    • The potential for UPS to grow margins with its online business as it works out some growing pains and the +3% yield also make UPS look attractive to the Barron's crew.
    • UPS +1.30% to $100.52.
    | Mon, Jun. 1, 9:11 AM | 3 Comments
  • Thu, May 21, 9:30 AM
    • Alongside Goldman's list of 50 stocks appearing most as top holdings at hedge funds is its list of the 50 top shorts.
    • New additions this quarter: Baxter Intl (NYSE:BAX), UPS, Marriott (NASDAQ:MAR), NextEra (NYSE:NEE), Ford (NYSE:F), National Oilwell Varco (NYSE:NOV), McDonald's (NYSE:MCD), M&T Bank (NYSE:MTB), CenturyLink (NYSE:CTL), Amgen (NASDAQ:AMGN), Pioneer Natural (NYSE:PXD), Duke Energy (NYSE:DUK), Seagate (NASDAQ:STX), AbbVie (NYSE:ABBV), Cisco (NASDAQ:CSCO).
    • The full list (in order of $ value of short interest): AT&T (NYSE:T), Disney (NYSE:DIS), IBM, Verizon (NYSE:VZ), Intel (NASDAQ:INTC), Kinder Morgan (NYSE:KMI), Exxon (NYSE:XOM), Pfizer (NYSE:PFE), J&J (NYSE:JNJ), Deere (NYSE:DE), Caterpillar (NYSE:CAT), Exelon (NYSE:EXC), GE, Boeing (NYSE:BA), Halliburton (NYSE:HAL), Fox (NASDAQ:FOXA), Comcast (NASDAQ:CMCSA), UTX, Regeneron (NASDAQ:REGN), Merck (NYSE:MRK), (NYSE:CRM), AbbVie (ABBV), Conoco (NYSE:COP), Wal-Mart (NYSE:WMT), Eli Lilly (NYSE:LLY), Celgene (NASDAQ:CELG), Schlumberger (NYSE:SLB), AutoZone (NYSE:AZO), Wells Fargo (NYSE:WFC), Emerson (NYSE:EMR), McDonald's (MCD), Reynolds (NYSE:RAI), Target (NYSE:TGT), Accenture (NYSE:ACN), Coca-Cola (NYSE:KO).
    | Thu, May 21, 9:30 AM | 76 Comments
  • Thu, May 7, 5:22 PM
    • United Parcel Service (NYSE:UPS) declares $0.73/share quarterly dividend, in line with previous.
    • Forward yield 2.93%
    • Payable June 3; for shareholders of record May 18; ex-div May 14.
    | Thu, May 7, 5:22 PM | 3 Comments
  • Tue, May 5, 9:16 AM
    • Clean Energy Fuels (NASDAQ:CLNE+5.4% premarket after UPS agrees to purchase renewable natural gas for its delivery vehicle fleet from the company.
    • UPS fueling stations in Sacramento, Fresno and Los Angeles will utilize CLNE's Redeem RNG for refueling tractors and delivery vehicles in UPS' fleet beginning this month; the companies estimate that the three stations will provide ~1.5M gallon equivalents per year of RNG fuel to nearly 400 UPS CNG vehicles in California.
    • CLNE says the UPS move "sends a clear message that RNG is a viable, cost-effective alternative to traditional diesel."
    | Tue, May 5, 9:16 AM | 24 Comments
  • Wed, Apr. 29, 9:52 AM
    | Wed, Apr. 29, 9:52 AM | 2 Comments
  • Tue, Apr. 28, 8:27 AM
    | Tue, Apr. 28, 8:27 AM | Comment!
  • Tue, Apr. 28, 7:56 AM
    • UPS (NYSE:UPS) increased operating profit 11% to $1.7B in Q1 as pricing action and expense control helped to offset F/X challenges in Europe.
    • Total shipment volume was up 2.8%.
    • Volume in the U.S. Domestic segment rose 2.4% and revenue per package increased 1.3%.
    • Total international package revenue was off 5% even with volume up 2.8%.
    • Guidance: UPS backs previous guidance for 2015 EPS of $5.05-$5.30 vs. $5.15 consensus.
    • Previously: United Parcel Service beats by $0.03, misses on revenue
    • UPS +1.61% premarket to $98.98.
    | Tue, Apr. 28, 7:56 AM | Comment!
  • Tue, Apr. 28, 7:37 AM
    • United Parcel Service (NYSE:UPS): Q1 EPS of $1.12 beats by $0.03.
    • Revenue of $13.98B (+1.5% Y/Y) misses by $290M.
    • Shares +1.1% PM.
    • Press Release
    | Tue, Apr. 28, 7:37 AM | 2 Comments
  • Mon, Apr. 27, 7:44 AM
    • In his "We Are Full of Bull" note this morning, Morgan Stanley's Adam Parker says the economy will accelerate in Q2 and Q3, bringing stocks along for the ride. If investors are gun-shy thanks to record levels for the averages, Parker suggests looking for names with decent long-term earnings forecasts trading at a discount to the market.
    • The ten largest U.S. stocks trading at a discount, but with above-average expected growth rates: Apple (NASDAQ:AAPL), Citigroup (NYSE:C), Gilead (NASDAQ:GILD), Union Pacific (NYSE:UNP), Actavis (NYSE:ACT), Twenty-First Century Fox (NASDAQ:FOXA), Time Warner (NYSE:TWX), Ford (NYSE:F), BlackRock (NYSE:BLK).
    • Conversely, one might want to avoid those stocks selling for substantial premiums. The ten largest stocks trading at a premium to the market while growing at a below-average rate: Exxon (NYSE:XOM), Procter & Gamble (NYSE:PG), Chevron (NYSE:CVX), Coca-Cola (NYSE:KO), Pepsico (NYSE:PEP), Schlumberger (NYSE:SLB), MMM, McDonald's (NYSE:MCD), UPS, Nike (NYSE:NKE).
    • Source: Bloomberg
    | Mon, Apr. 27, 7:44 AM | 53 Comments
  • Mon, Apr. 13, 2:42 AM
    • Looking to expand its package delivery network, UPS (NYSE:UPS) is planning to invest €1B in Europe, German magazine Wirtschaftswoche reports.
    • The news follows FedEx's €4.4B offer last week for Dutch package-delivery company TNT Express. UPS tried to acquire TNT in 2013, but the EU ruled out the €7B bid due to antitrust concerns.
    | Mon, Apr. 13, 2:42 AM | 1 Comment
  • Tue, Apr. 7, 11:15 AM
    | Tue, Apr. 7, 11:15 AM | Comment!
  • Tue, Apr. 7, 3:24 AM
    • FedEx(NYSE:FDX) has agreed to acquire struggling TNT Express (OTCPK:TNTEF) for €4.4B ($4.8B) in a deal that will give the U.S. company access to the Dutch package-delivery firm's European road network. In return, the latter's customers should benefit from FedEx's global distribution platform.
    • FedEx is offering €8 a share, or a premium of 33% over TNT's close of €6 in Amsterdam on Thursday last week. PostNL (OTCPK:PNLYY), TNT's biggest shareholder, has agreed to sell its 14.7% holding.
    • FedEx hopes to succeed where United Parcel Service (NYSE:UPS) failed two years ago, when the EU moved to block a bid of almost €7B due to antitrust concerns. However, unlike FedEx, UPS already had a significant European presence when it tried to acquire TNT. (PR)
    | Tue, Apr. 7, 3:24 AM | 7 Comments
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Company Description
United Parcel Service Inc (UPS) is a package delivery organization less-than-truckload industry & provider of supply chain management solutions. It operates in three segments; U.S. Domestic Package, International Package and Supply Chain & Freight.