United Parcel Service, Inc. $UPS Shares Sold by New York State Common Retirement Fund

New York State Common Retirement Fund cut its stake in United Parcel Service, Inc. (NYSE:UPS) by 5.7% during the 3rd quarter, HoldingsChannel reports. The fund owned 799,732 shares of the transportation company’s stock after selling 48,600 shares during the period. New York State Common Retirement Fund’s holdings in United Parcel Service were worth $66,802,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. increased its holdings in shares of United Parcel Service by 1.2% in the 2nd quarter. Vanguard Group Inc. now owns 66,905,138 shares of the transportation company’s stock valued at $6,753,405,000 after acquiring an additional 768,912 shares during the last quarter. State Street Corp boosted its holdings in shares of United Parcel Service by 1.5% during the second quarter. State Street Corp now owns 30,774,530 shares of the transportation company’s stock valued at $3,106,381,000 after acquiring an additional 444,384 shares during the period. Charles Schwab Investment Management Inc. increased its holdings in shares of United Parcel Service by 3.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 25,792,139 shares of the transportation company’s stock worth $2,603,459,000 after acquiring an additional 746,667 shares during the period. Geode Capital Management LLC increased its position in United Parcel Service by 4.8% in the 2nd quarter. Geode Capital Management LLC now owns 16,623,834 shares of the transportation company’s stock valued at $1,675,733,000 after acquiring an additional 762,407 shares during the period. Finally, Norges Bank bought a new position in shares of United Parcel Service in the second quarter valued at approximately $851,842,000. Institutional investors own 60.26% of the company’s stock.

Insider Activity

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.13% of the company’s stock.

Key United Parcel Service News

Here are the key news stories impacting United Parcel Service this week:

• Positive Sentiment: Q4 beat and stronger 2026 guide — UPS reported EPS and revenue above estimates and guided to higher 2026 revenue, giving fundamental support to the stock. UPS forecasts higher 2026 revenue
• Positive Sentiment: Multiple analyst upgrades and higher price targets — firms including Jefferies, Truist, UBS, Oppenheimer and others raised targets and ratings, signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: High yield and shareholder returns — UPS is highlighting a sizable quarterly dividend (annualized yield ~6%) and ongoing buybacks, which attract income‑oriented investors while management reshapes the network. MarketBeat accumulation thesis
• Positive Sentiment: Susquehanna lifts price target — analyst Bascome Majors raised his UPS target to $115 while keeping a Neutral rating, reflecting steadier near‑term parcel demand. Susquehanna Lifts UPS Price Target
• Positive Sentiment: Unusual options activity — heavy call buying after earnings indicates short‑term bullish positioning by some traders. Investors Purchase Large Volume of UPS Call Options
• Neutral Sentiment: Industry operational note — FedEx plans to return MD‑11 freighters to service after the UPS MD‑11 accident, keeping sector safety and regulatory items under watch. FedEx MD‑11 return plan
• Neutral Sentiment: Retirement of specific aircraft fleet tied to Louisville crash — reputational and operational effects are still unfolding and may influence costs or insurance exposure. UPS retires fleet involved in Louisville crash
• Negative Sentiment: Major restructuring — UPS plans to cut up to 30,000 jobs and close 24 facilities while reducing lower‑margin Amazon volumes, a move that reduces cost but raises near‑term execution risk and transition costs. UPS to cut up to 30,000 jobs
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares at roughly $106; while common for individuals, it can amplify negative sentiment. Insider sale SEC filing

United Parcel Service Stock Up 2.1%

Shares of NYSE:UPS opened at $105.86 on Friday. The company has a market capitalization of $89.81 billion, a PE ratio of 16.14, a PEG ratio of 2.27 and a beta of 1.11. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $123.70. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.30 and a current ratio of 1.22. The company has a 50 day moving average price of $101.53 and a two-hundred day moving average price of $93.56.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating the consensus estimate of $2.20 by $0.18. The business had revenue of $24.50 billion for the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm’s revenue was down 3.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.75 EPS. Analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.2%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 100.00%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Stifel Nicolaus increased their price objective on United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a research report on Wednesday. TD Cowen increased their price target on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research report on Wednesday. BNP Paribas Exane cut shares of United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 target price for the company. in a research note on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a report on Wednesday. Finally, Truist Financial boosted their price objective on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have assigned a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $115.22.

United Parcel Service Profile

United Parcel Service (NYSE: UPS) is a global package delivery and supply chain management company that provides a broad range of transportation, logistics and e-commerce services. Its core business centers on small-package delivery and last-mile distribution for business and individual customers, supported by a network of ground transportation, air cargo operations (UPS Airlines) and sorting facilities. In addition to parcel delivery, UPS offers freight transportation, contract logistics, warehousing, customs brokerage and reverse-logistics solutions designed to support domestic and international commerce.

The company traces its roots to 1907 when it began as a small messenger service in the United States and later evolved into the United Parcel Service.