PNC Financial Services Group Inc. Reduces Stake in United Parcel Service, Inc. $UPS

PNC Financial Services Group Inc. lowered its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 4.6% in the 3rd quarter, HoldingsChannel reports. The firm owned 1,083,331 shares of the transportation company’s stock after selling 51,912 shares during the quarter. PNC Financial Services Group Inc.’s holdings in United Parcel Service were worth $90,491,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of UPS. Evelyn Partners Investment Management Europe Ltd grew its holdings in United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after purchasing an additional 131 shares during the period. Mid American Wealth Advisory Group Inc. bought a new stake in United Parcel Service in the 2nd quarter valued at about $26,000. Salzhauer Michael purchased a new stake in United Parcel Service during the third quarter valued at about $31,000. Physician Wealth Advisors Inc. boosted its position in United Parcel Service by 76.5% during the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after purchasing an additional 163 shares during the period. Finally, FNY Investment Advisers LLC purchased a new position in shares of United Parcel Service in the second quarter worth about $34,000. Institutional investors own 60.26% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on UPS. HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research note on Wednesday, January 28th. Susquehanna increased their target price on United Parcel Service from $105.00 to $115.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Oppenheimer lifted their price target on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Wells Fargo & Company increased their price objective on United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Finally, TD Cowen raised their target price on United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $113.67.

United Parcel Service News Summary

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

• Positive Sentiment: Last quarter UPS reported better-than-expected results (EPS and revenue beat), which underpins investor confidence in earnings power and supports the rally. MarketBeat: UPS profile
• Positive Sentiment: Options market activity shows large, bullish bets (“whales” positioning), suggesting speculative or hedged interest that can amplify upside momentum. This Is What Whales Are Betting On United Parcel Service
• Neutral Sentiment: Industry trend toward warehouse automation (UPS among adopters) is a multi-year cost and efficiency positive but raises near-term capex and labor-transition risks — investors will watch execution and ROI. How packaging and logistics companies are automating their warehouses
• Neutral Sentiment: Zacks issued a string of mixed estimate revisions (some quarters raised, others cut); the net effect is uncertainty on near-term quarters while longer-term estimates were nudged slightly. Investors should focus on guidance and cadence of margin recovery. MarketBeat: Zacks revisions summary
• Negative Sentiment: UPS’s plan to cut about 30,000 jobs has hit a legal roadblock amid strategic shifts (including Amazon-related contract dynamics), creating uncertainty on cost-savings timing and potential litigation or bargaining costs. UPS’ plan to cut 30,000 jobs hits legal roadblock amid Amazon pivot
• Negative Sentiment: New union litigation and a dispute tied to Temu highlight rising labor and contract risks that could pressure costs, service levels and margins if escalations continue. UPS Union Lawsuit And Temu Dispute Test Labor And Contract Story
• Negative Sentiment: An AmericanBankingNews piece flags a pessimistic near-term Q1 outlook from Zacks, reflecting analyst cuts to early-2026 quarters — a downside catalyst if results or guidance miss. Zacks Research Has Pessimistic Outlook of UPS Q1 Earnings

United Parcel Service Price Performance

NYSE:UPS opened at $119.15 on Monday. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $123.70. The stock has a fifty day moving average of $106.03 and a 200 day moving average of $94.78. 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 firm has a market capitalization of $101.09 billion, a price-to-earnings ratio of 18.16, a P/E/G ratio of 1.89 and a beta of 1.10.

United Parcel Service (NYSE:UPS) last issued its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The firm had revenue of $24.48 billion during the quarter, compared to the consensus estimate of $23.91 billion. During the same quarter last year, the company posted $2.75 EPS. The company’s revenue for the quarter was down 3.2% on a year-over-year basis. On average, research analysts expect that United Parcel Service, Inc. will post 7.95 EPS for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Stockholders of record on Tuesday, February 17th will be issued a dividend of $1.64 per share. This represents a $6.56 dividend on an annualized basis and a dividend yield of 5.5%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s payout ratio is currently 100.00%.

Insider Buying and Selling

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction dated Wednesday, January 28th. The stock was 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 Securities & Exchange Commission, which is accessible through the SEC website. 0.13% of the stock is currently owned by corporate insiders.

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.