High-Dividend Value Stocks Strike Back… UPS Market Cap Surges by 6 Trillion Won in a Day

In New York trading, United Parcel Service Inc. (UPS) closed at $108.65, up 5.22% from the prior session. Over the course of the day, its market capitalization rose by about $4.47 billion (roughly ₩6.3 trillion) as trading volume surged to 2.74 million shares—well above its average—reflecting heightened buying interest. UPS’s total market value now stands at approximately $81.1 billion (around ₩113.6 trillion).

In its first quarter of fiscal 2026, UPS outperformed consensus earnings estimates, but short-term transition expenses weighed on margins, keeping its share price in an undervalued range. At the same time, its dividend yield exceeding 6% has drawn strong demand from value and income-focused investors. The company also reached a tentative agreement on a three-year contract extension with its aircraft maintenance technicians and has reopened negotiations with its drivers’ union over retirement and career-transition programs, bolstering expectations that medium- to long-term labor risks will ease.

UPS is America’s premier package and logistics provider, operating a delivery network that spans more than 220 countries and territories. In 2023, it generated about $90.96 billion in revenue (approximately ₩127.3 trillion). The company is actively working to reduce its reliance on Amazon-sourced volumes and expand higher-margin business lines such as healthcare logistics. Observers view the outcome of collective bargaining with the powerful Teamsters union as a critical determinant of UPS’s future profitability and stock performance.