Mitsubishi UFJ Trust & Banking Corp Decreases Holdings in Coupang, Inc. $CPNG

Mitsubishi UFJ Trust & Banking Corp trimmed its holdings in shares of Coupang, Inc. (NYSE:CPNG) by 11.4% during the third quarter, HoldingsChannel reports. The firm owned 1,664,936 shares of the company’s stock after selling 213,646 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Coupang were worth $53,611,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently added to or reduced their stakes in CPNG. WBH Advisory Inc. bought a new stake in Coupang in the third quarter worth about $207,000. Aubrey Capital Management Ltd bought a new position in shares of Coupang during the 3rd quarter valued at approximately $15,134,000. Fiducient Advisors LLC grew its position in shares of Coupang by 265.7% during the 3rd quarter. Fiducient Advisors LLC now owns 58,271 shares of the company’s stock valued at $1,876,000 after acquiring an additional 42,336 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH increased its stake in shares of Coupang by 2.3% during the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 786,321 shares of the company’s stock worth $25,320,000 after purchasing an additional 17,627 shares during the last quarter. Finally, Dynasty Wealth Management LLC purchased a new stake in shares of Coupang during the 3rd quarter worth approximately $403,000. Institutional investors own 83.72% of the company’s stock.

Coupang Price Performance

Coupang stock opened at $19.98 on Friday. The firm has a market capitalization of $36.49 billion, a P/E ratio of 95.12 and a beta of 1.20. Coupang, Inc. has a one year low of $19.02 and a one year high of $34.08. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.06 and a quick ratio of 0.82. The business has a fifty day moving average price of $24.31 and a 200-day moving average price of $28.37.

Coupang (NYSE:CPNG) last issued its quarterly earnings data on Tuesday, November 4th. The company reported $0.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.04 by $0.01. Coupang had a return on equity of 6.95% and a net margin of 1.16%.The business had revenue of $9.27 billion for the quarter, compared to analysts’ expectations of $9.13 billion. During the same quarter in the prior year, the firm posted $0.06 EPS. The firm’s quarterly revenue was up 17.8% on a year-over-year basis. As a group, equities research analysts forecast that Coupang, Inc. will post 0.17 EPS for the current year.

Insider Activity

In related news, VP Pranam Kolari sold 11,653 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $31.98, for a total transaction of $372,662.94. Following the sale, the vice president owned 147,023 shares of the company’s stock, valued at approximately $4,701,795.54. This represents a 7.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO Jonathan D. Lee sold 2,679 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $23.62, for a total transaction of $63,277.98. Following the completion of the sale, the chief accounting officer owned 122,096 shares in the company, valued at $2,883,907.52. This represents a 2.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 12.78% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have weighed in on CPNG. Morgan Stanley reissued an “overweight” rating on shares of Coupang in a report on Monday, January 5th. Zacks Research raised Coupang from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Bank of America lifted their price objective on Coupang from $36.00 to $38.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Mizuho boosted their price objective on Coupang from $30.00 to $32.00 and gave the company a “neutral” rating in a research note on Thursday, November 6th. Finally, Deutsche Bank Aktiengesellschaft raised shares of Coupang from a “hold” rating to a “buy” rating and set a $25.00 price objective on the stock in a report on Friday, January 16th. Five analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $32.57.

More Coupang News

Here are the key news stories impacting Coupang this week:

• Positive Sentiment: Analyst upgrade — Deutsche Bank upgraded CPNG to a “Buy” with a $25 price target, citing recovery potential after the data‑breach-related weakness; that increases visible upside from current levels. Coupang, Inc. (CPNG) Upgraded to Buy
• Positive Sentiment: U.S. investor legal action vs. South Korea — major U.S. investors (Greenoaks, Altimeter) filed suits seeking relief from what they call discriminatory Korean government actions toward Coupang; a favorable outcome could reduce geopolitical/regulatory risk for the company. Greenoaks Takes Legal Action
• Neutral Sentiment: Requests for U.S. investigation — large shareholders have asked the U.S. government to probe South Korea’s handling of Coupang’s data breach; this raises the possibility of policy or trade responses but outcomes and timing are uncertain. Coupang investors seek US probe
• Negative Sentiment: Surge of securities‑class action notices — multiple plaintiff firms (Berger Montague, Hagens Berman, Rosen, Levi & Korsinsky, Bernstein Liebhard, others) have filed or are soliciting lead‑plaintiff candidates in suits tied to purchases during May–Dec 2025; active litigation increases legal costs, management distraction and potential settlement risk. Berger Montague investor alert
• Negative Sentiment: Data breach and alleged disclosure delays — plaintiff firms and Hagens Berman highlight a reported 33.7M‑account breach and question the company’s timing/accuracy of disclosures; that remains the core driver of the legal and regulatory pressure. Hagens Berman on data breach
• Negative Sentiment: Lead‑plaintiff deadline — many notices remind investors the deadline to apply to lead the class is February 17, 2026; the concentration of filings and solicitations can amplify short‑term volatility and selling pressure. Hagens Berman investor alert

Coupang Company Profile

Coupang, listed on the New York Stock Exchange under the ticker CPNG, is a South Korean e-commerce company headquartered in Seoul. Founded in 2010 by Bom Kim, the company grew rapidly by combining an online marketplace with a large direct-retail business model. Coupang completed a primary listing in the United States in 2021, and it has become one of South Korea’s leading online retailers by focusing on convenience, speed and a wide product assortment across consumer categories.

The company operates a vertically integrated e-commerce platform that includes a customer-facing marketplace and an extensive logistics and fulfillment network.