UPS

Bruce Berkowitz's Fairholme Capital disclosed in its Q2 2026 13F filing that 18,182,367 shares of St.

A package crossing into the United States used to depend on a person to review it, classify and catch any errors, slowing the process with days-long delays at the border. Sorting more packages faster is a warehouse problem.

Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.

UPS is targeting about $3 billion in 2026 network savings as stronger pricing, higher cash flow and cost cuts support margins despite weaker package volumes.

Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure.

UPS remains a compelling value and income play, offering a 6.3% yield and trading at a forward P/E of 14.5. A strategic shift away from low-margin Amazon volume has improved operating margin, with Q2 2026 revenue up 7.6% and profit up 12% YoY. Automation and healthcare logistics expansion are driving higher margins, with 68.5% of U.S. volume now automated and healthcare revenue exceeding $3 billion for two quarters.

ATLANTA--(BUSINESS WIRE)---- $ups #dividend--UPS (NYSE: UPS) today announced its regular quarterly dividend of $1.64 per share on all outstanding Class A and Class B shares. The dividend is payable September 3, 2026, to shareowners of record on August 17, 2026. Commitment to the dividend is one of UPS's core principles and a hallmark of the company's financial strength. UPS has either maintained or increased its dividend each year since going public in 1999. About UPS UPS (NYSE: UPS) is one of the world's largest.

Many investors share the quality of being curious. That lends itself to viewing the world in a particular way and making connections that others can overlook.

ATLANTA--(BUSINESS WIRE)---- $UPS #smb--UPS is putting more power directly into the hands of SMB customers with a series of shipping enhancements, including new pickup management tools, faster label creation and expanded mobile capabilities. These updates give customers better visibility and control over their shipping. Specifically, the company is rolling out: A new online dashboard to manage pickups with real-time status updates Faster shipment creation and a customizable experience on ups.com A refreshed.

UPS raises its 2026 outlook after completing its Amazon volume reset, as pricing and premium growth support second-half margin expansion.