UPS at a glance
United Parcel Service (UPS, SEC CIK 1090727) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), United Parcel Service (UPS) reported revenue of $88.7 billion (down 2.6% from FY2024) and net income of $5.6 billion. Diluted EPS was $6.56.
- As of June 30, 2026, 55 institutional investment managers tracked by SignalX reported holding United Parcel Service (UPS) shares worth $28.4 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $88.7B
- −2.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 55 funds
- $28.4B · +0 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $88.7B, down 2.6% YoY ($91.1B in 2024) reflecting customer volume cuts and Coyote divestiture
- Operating margin 8.9% vs 9.3% in 2024, operating profit $7.9B down 7.1%, net income $5.6B down 3.6%
- Best segment: International Package with volume and revenue growth amid trade lane shifts; Worst: U.S. Domestic Package with 8.6% volume decline and 1.4% revenue drop to $59.5B
- Returned $6.4B cash to shareholders: $1.0B share repurchases, $5.4B dividends; $3.5B cost savings in 2025 from network initiatives; ongoing capex not detailed
- 2026 outlook expects $3B cost savings from network reconfiguration, continued volume declines from largest customer, and margin pressure from international trade policies
Business Overview
- Core business model: Global package delivery and supply chain management services
- No new products, services, or segments introduced or emphasized in current filing
- No strategic shifts or changed competitive positioning detailed this year
- Proxy Statement incorporation for insider trading, executive compensation, ownership, and governance policies emphasized
- Filing mainly references related disclosures by incorporation; lacks direct operational or financial details this year
Risk Factors
- Legal risk from contingent liabilities in employment and governmental claims, with no material losses recorded for 2025 but possible unpredictable judicial outcomes
- Macroeconomic exposure in Global Freight Forwarding unit with goodwill $877M at risk; 100 bps higher discount rate or 10% cash flow reduction could trigger impairment
- Operational supply chain vulnerability in Mail Innovations cost increases due to lost vendor contract; mitigated by new USPS final-mile delivery agreement starting 2026
- Market disruption from volatile purchased transportation rates impacting small package delivery segment’s Mail Innovations unit
- Financial risk from self-insurance reserves at $3.1B; 5% adverse change in claim frequency/severity could increase expenses by $300M annually
AI summary of the UPS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $22.834B, up $1.613B or 7.6% YoY
- Operating margin 4.1% vs 8.6% YoY; operating profit $930M, down 49.0%
- Best segment International Package revenue $5.044B, up 12.5% YoY
- U.S. Domestic Package revenue $14.930B, up 6.0%; margin 0.1% vs 6.5%
- $2.7B dividends paid in first half; $1.2B 2026 program benefits, targeting approximately $3B full-year benefits
Risk Factors
- No new or changed risks identifiable from the supplied text
- Share-repurchase authorization: $1.3 billion remaining as of June 30, 2026
AI summary of the UPS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing contains only UPS’s authorized signature and certification
- No substantive Regulation FD disclosure or investor-impacting information provided
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Kate Gutmann retires from International, Healthcare and Supply Chain leadership September 1, 2026; transition continues through March 31, 2027
- Wilfredo Ramos appointed Chief International, Healthcare and Supply Chain Solutions Officer after 20-plus years at UPS
Item EX-99.1: Item EX-99.1
- Kate Gutmann retires September 1, 2026 after nearly 37 years; strategic advisor through March 2027
- Wilfredo Ramos succeeds Gutmann across International, Healthcare and Supply Chain Solutions
Item 8.01: Other Events
- $325.105M floating-rate senior notes issued, due 2076
- Net proceeds earmarked for general corporate purposes
Item 8.01: Other Events
- $1B issuance of 4.850% senior notes due 2031, creating long-term debt obligations
- $200M allocated to UPS Retirement Plan Trust and $250M to Master Trust for pension funding
AI summaries of UPS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UPS
Don't miss the next UPS filing
- Alerts as it files. A push when UPS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UPS, by share count.
- Ask anything. An AI agent that reads every UPS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cesarone Nando | A | Sep 1, 2026 | 58,446 | - |
| Subramanian Bala | A | Sep 1, 2026 | 29,223 | - |
| Ramos Wilfredo | A | Sep 1, 2026 | 5,413 | - |
| Gutmann Kathleen M. | M | May 15, 2026 | 3,551.581 | - |
| Gutmann Kathleen M. | M | May 15, 2026 | 3,551.581 | - |
| Gutmann Kathleen M. | F | May 15, 2026 | 1,582 | $100.78 |
| Brothers Norman M. Jr | F | May 15, 2026 | 1,116 | $100.78 |
| Ford Darrell L | F | May 15, 2026 | 969 | $100.78 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $91.1B | $88.7B |
| Operating Income | - | $8.5B | $7.9B |
| Net Income | $6.7B | $5.8B | $5.6B |
| Op. Margin | - | 9.3% | 8.9% |
| Net Margin | - | 6.3% | 6.3% |
| Balance Sheet | |||
| Total Assets | $70.9B | $70.1B | $73.1B |
| Equity | - | $16.7B | $16.2B |
| ROE | - | 34.6% | 34.3% |
| Per Share | |||
| EPS | $7.80 | $6.75 | $6.56 |
| Cash Flow | |||
| Operating CF | - | $10.1B | $8.4B |
| CapEx | $5.2B | $3.9B | $3.7B |
Source: XBRL data in United Parcel Service (UPS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UPS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 55 | $28.44B |
| Q1 2026 | 55 | $25.19B |
| Q4 2025 | 54 | $26.02B |
| Q3 2025 | 54 | $21.81B |
| Q2 2025 | 55 | $26.33B |
| Q1 2025 | 53 | $23.00B |
| Q4 2024 | 53 | $20.72B |
| Q3 2024 | 50 | $11.81B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 429 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UPS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - |
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UPS SEC filings: frequently asked questions
Which institutions hold UPS stock?
As of June 30, 2026, the largest United Parcel Service (UPS) holders among the 13F filers tracked by SignalX were BlackRock ($5.9 billion), Vanguard Capital Management LLC ($5.2 billion), State Street Corp ($3.6 billion), FMR LLC (Fidelity) ($3.5 billion), Vanguard Portfolio Management LLC ($1.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UPS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), United Parcel Service (UPS) reported revenue of $88.7 billion (down 2.6% from FY2024) and net income of $5.6 billion. Diluted EPS was $6.56. The figures come from the XBRL data in the 10-K.
What are the main risks in UPS's latest 10-K?
In the 10-K filed February 17, 2026, United Parcel Service (UPS) flagged: Legal risk from contingent liabilities in employment and governmental claims, with no material losses recorded for 2025 but possible unpredictable judicial outcomes. Macroeconomic exposure in Global Freight Forwarding unit with goodwill $877M at risk; 100 bps higher discount rate or 10% cash flow reduction could trigger impairment. (AI summary of the Risk Factors section.)
What did UPS report in its latest 8-K?
United Parcel Service (UPS) filed an 8-K on August 31, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Filing contains only UPS’s authorized signature and certification.
What are the latest UPS SEC filings?
United Parcel Service (UPS) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on September 3, 2026.
What is UPS's SEC CIK number?
United Parcel Service (UPS)'s SEC Central Index Key (CIK) is 1090727. EDGAR lists every UPS filing under that number.
Ask anything about UPS
The research agent reads UPS's filings, financials, insider trades and 13F holders, then answers with sources.