New York State Teachers Retirement System Sells 34,083 Shares of United Parcel Service, Inc. $UPS

New York State Teachers Retirement System reduced its holdings in United Parcel Service, Inc. (NYSE:UPS) by 5.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 593,728 shares of the transportation company’s stock after selling 34,083 shares during the period. New York State Teachers Retirement System’s holdings in United Parcel Service were worth $58,892,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UPS. Torren Management LLC acquired a new stake in shares of United Parcel Service in the 4th quarter valued at approximately $29,000. Physician Wealth Advisors Inc. lifted its stake in shares of United Parcel Service by 76.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after buying an additional 163 shares during the last quarter. Avion Wealth boosted its holdings in shares of United Parcel Service by 284.1% during the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after buying an additional 321 shares during the period. Winch Advisory Services LLC grew its stake in United Parcel Service by 37.3% in the 3rd quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock valued at $38,000 after buying an additional 124 shares during the last quarter. Finally, Activest Wealth Management raised its holdings in United Parcel Service by 144.3% in the 4th quarter. Activest Wealth Management now owns 408 shares of the transportation company’s stock valued at $40,000 after acquiring an additional 241 shares during the period. 60.26% of the stock is owned by institutional investors.

United Parcel Service Trading Up 2.2%

Shares of UPS stock opened at $108.93 on Friday. The stock’s fifty day simple moving average is $103.46 and its 200 day simple moving average is $101.66. The company has a quick ratio of 1.22, a current ratio of 1.21 and a debt-to-equity ratio of 1.50. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The firm has a market capitalization of $92.49 billion, a P/E ratio of 17.63, a P/E/G ratio of 1.70 and a beta of 1.12.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.05. The business had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $20.99 billion. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.United Parcel Service’s quarterly revenue was down 1.4% on a year-over-year basis. During the same period in the prior year, the business posted $1.49 earnings per share. As a group, sell-side analysts predict that United Parcel Service, Inc. will post 7.09 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms recently commented on UPS. Sanford C. Bernstein upped their price target on shares of United Parcel Service from $122.00 to $125.00 and gave the company an “outperform” rating in a research note on Friday, January 9th. HSBC upgraded shares of United Parcel Service from a “hold” rating to a “buy” rating in a research report on Wednesday, January 28th. Weiss Ratings upgraded United Parcel Service from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, April 24th. TD Cowen upped their price objective 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, January 28th. Finally, Citigroup raised their target price on shares of United Parcel Service from $118.00 to $127.00 and gave the company a “buy” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, United Parcel Service presently has a consensus rating of “Hold” and a consensus target price of $112.08.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: CEO Carol Tomé highlighted UPS’s growing healthcare/drug-delivery business as a defensive, higher-margin growth avenue that can offset retail volume softness — a diversification narrative investors like. UPS CEO says drug delivery strategy a good antidote to economic uncertainty
• Positive Sentiment: Some analysts and investors are bullish: Citigroup raised its price target (to $127) and coverage shows institutional support and a ~6% yield pitched as a turnaround + income story — supportive for longer-term demand for the stock. Price target update / coverage
• Neutral Sentiment: UPS and FedEx said they will remit tariff refunds back to customers after a Supreme Court ruling; the move reduces political/legal uncertainty but means a large passthrough (reports estimate several billion) rather than a retained benefit for carriers. FedEx and UPS are pledging to give their tariff refunds back to consumers
• Neutral Sentiment: UPS is continuing a network rationalization — announcing 27 additional parcel center closures (51 total this year) to align capacity with lower volumes; this reduces costs but signals weaker domestic volume trends. UPS to close 27 additional parcel facilities in 2026
• Negative Sentiment: Q1 results and guidance were seen as mixed: management referenced margin pressure and held full‑year guidance despite revenue/earnings that some outlets called in‑line or modestly ahead — investors punished the lack of upside to guidance and margins. That uncertainty pressured sentiment after the print. UPS Beats Q1 Estimates But Holds Outlook As Shares Drop 7.2%
• Negative Sentiment: Local delivery and service complaints (e.g., reports that UPS is not bringing packages to customers’ doors in some areas) create reputational/operational risk that could affect customer relationships and volume recovery. UPS Won’t Bring Packages to Their Doors. Some Are Fed Up.
• Negative Sentiment: Some sell‑side nuance: UBS trimmed its price target slightly even while keeping a buy rating, reflecting near‑term uncertainty on margins and volume as UPS reconfigures its network. UBS price target change

About United Parcel Service

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.