Healthcare of Ontario Pension Plan Trust Fund Sells 460,797 Shares of United Parcel Service, Inc. $UPS

Healthcare of Ontario Pension Plan Trust Fund trimmed its stake in United Parcel Service, Inc. (NYSE:UPS) by 90.8% in the first quarter, HoldingsChannel.com reports. The firm owned 46,416 shares of the transportation company’s stock after selling 460,797 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in United Parcel Service were worth $4,566,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Shrier Wealth Management LLC bought a new position in United Parcel Service during the fourth quarter worth $1,099,000. LFG Wealth Partners LLC bought a new stake in United Parcel Service during the fourth quarter valued at $1,207,000. CWM LLC grew its holdings in United Parcel Service by 49.4% during the 4th quarter. CWM LLC now owns 297,357 shares of the transportation company’s stock worth $29,495,000 after acquiring an additional 98,309 shares during the period. RiverFront Investment Group LLC grew its holdings in United Parcel Service by 937.9% during the 4th quarter. RiverFront Investment Group LLC now owns 245,564 shares of the transportation company’s stock worth $24,358,000 after acquiring an additional 221,905 shares during the period. Finally, Bank of New York Mellon Corp raised its position in shares of United Parcel Service by 1.5% in the 4th quarter. Bank of New York Mellon Corp now owns 4,541,742 shares of the transportation company’s stock worth $450,495,000 after acquiring an additional 65,652 shares in the last quarter. 60.26% of the stock is owned by institutional investors.

United Parcel Service Stock Performance

Shares of United Parcel Service stock opened at $104.58 on Thursday. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $122.41. The company has a quick ratio of 1.21, a current ratio of 1.18 and a debt-to-equity ratio of 1.58. The business has a 50 day moving average price of $108.92 and a 200-day moving average price of $106.70. The company has a market cap of $88.89 billion, a PE ratio of 19.44, a price-to-earnings-growth ratio of 1.68 and a beta of 1.05.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings results on Tuesday, July 28th. The transportation company reported $1.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.65 by $0.11. The business had revenue of $22.83 billion during the quarter, compared to the consensus estimate of $21.86 billion. United Parcel Service had a return on equity of 37.50% and a net margin of 5.08%.United Parcel Service’s revenue was up 7.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.55 earnings per share. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. Equities analysts anticipate that United Parcel Service, Inc. will post 7.11 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were issued a $1.64 dividend. The ex-dividend date was Monday, May 18th. This represents a $6.56 annualized dividend and a dividend yield of 6.3%. United Parcel Service’s dividend payout ratio is currently 121.93%.

United Parcel Service News Roundup

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

• Positive Sentiment: Second-quarter results exceeded expectations. UPS reported revenue of approximately $22.8 billion, up 7.6% year over year, and adjusted EPS of $1.76 versus the $1.65–$1.66 consensus. Growth in pricing, premium services and network efficiency helped offset lower package volumes. UPS beats earnings expectations, raises full-year guidance
• Positive Sentiment: UPS raised its full-year outlook. The company now expects 2026 revenue of about $91.2 billion and EPS of $7.22, above consensus estimates of roughly $90.0 billion and $7.12. Management said the planned reduction of lower-margin Amazon shipments is complete, creating a foundation for second-half margin expansion. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: Several analysts increased their targets. UBS raised its target to $124 and Stifel to $115, both maintaining buy ratings. Oppenheimer lifted its target to $117 with an outperform rating, while BMO and Susquehanna also raised targets. Stephens reduced its target to $130 but retained an overweight rating.
• Neutral Sentiment: Valuation may appeal to long-term investors. Commentary highlights that UPS has recovered over the past year but remains well below its three-year-ago level, with some valuation measures suggesting the market may be underpricing its cash-flow and earnings potential. Is United Parcel Service Stock A Bargain Before Earnings?
• Negative Sentiment: Profitability remains the key investor concern. GAAP EPS was only $0.71, versus $1.76 adjusted, after $891 million in after-tax transformation charges. Consolidated operating profit also fell sharply, while international operating profit and near-term domestic expectations weakened. Investors remain skeptical that higher-margin growth can fully offset the loss of Amazon volume.
• Negative Sentiment: Competitive pressure is increasing. Retailers are diversifying away from the traditional UPS-FedEx-USPS delivery network as customers demand faster and often free shipping, potentially pressuring UPS volumes, pricing and margins. Carrier diversification unravels the last-mile delivery duopoly

Wall Street Analyst Weigh In

UPS has been the topic of a number of recent analyst reports. Wall Street Zen downgraded United Parcel Service from a “buy” rating to a “hold” rating in a research note on Sunday. BMO Capital Markets lifted their target price on United Parcel Service from $110.00 to $115.00 and gave the stock a “market perform” rating in a report on Wednesday. Stephens dropped their price target on United Parcel Service from $135.00 to $130.00 and set an “overweight” rating on the stock in a research note on Wednesday. Evercore cut their price target on United Parcel Service from $115.00 to $113.00 and set an “in-line” rating on the stock in a report on Wednesday, April 22nd. Finally, Oppenheimer raised their price objective on shares of United Parcel Service from $115.00 to $117.00 and gave the stock an “outperform” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $115.33.

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.