Healthcare of Ontario Pension Plan Trust Fund Has $4.57 Million Stock Holdings in United Parcel Service, Inc. $UPS

Healthcare of Ontario Pension Plan Trust Fund decreased its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 90.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). 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.

Other hedge funds and other institutional investors also recently modified their holdings of the company. University of Texas Texas AM Investment Management Co. bought a new position in United Parcel Service during the fourth quarter worth about $25,000. IFC & Insurance Marketing Inc. bought a new stake in United Parcel Service in the 4th quarter valued at about $25,000. Coston McIsaac & Partners boosted its holdings in United Parcel Service by 77.8% in the 4th quarter. Coston McIsaac & Partners now owns 272 shares of the transportation company’s stock valued at $27,000 after purchasing an additional 119 shares during the period. Torren Management LLC acquired a new position in shares of United Parcel Service during the 4th quarter worth approximately $29,000. Finally, Kemnay Advisory Services Inc. acquired a new position in shares of United Parcel Service during the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the stock. Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, July 10th. Citizens Jmp began coverage on United Parcel Service in a research note on Wednesday, July 15th. They set a “market perform” rating on the stock. Wall Street Zen cut United Parcel Service from a “buy” rating to a “hold” rating in a report on Sunday. BMO Capital Markets upped their target price on United Parcel Service from $110.00 to $115.00 and gave the company a “market perform” rating in a research report on Wednesday. Finally, Evercore reduced their target price 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. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, United Parcel Service presently has an average rating of “Hold” and an average target price of $115.33.

United Parcel Service Price Performance

UPS stock opened at $104.58 on Thursday. The stock has a market cap of $88.89 billion, a price-to-earnings ratio of 19.44, a P/E/G ratio of 1.68 and a beta of 1.05. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.18 and a quick ratio of 1.21. The company has a 50 day simple moving average of $108.92 and a 200 day simple moving average of $106.70. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41.

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

United Parcel Service Announces Dividend

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

Key Stories Impacting United Parcel Service

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

United Parcel Service Company 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.