Bank of New York Mellon Corp Sells 100,076 Shares of United Parcel Service, Inc. $UPS

Bank of New York Mellon Corp lowered its stake in United Parcel Service, Inc. (NYSE:UPS) by 2.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,476,090 shares of the transportation company’s stock after selling 100,076 shares during the period. Bank of New York Mellon Corp owned 0.53% of United Parcel Service worth $373,888,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in UPS. Brighton Jones LLC grew its holdings in shares of United Parcel Service by 63.8% during the 4th quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock worth $1,529,000 after acquiring an additional 4,723 shares during the period. Sivia Capital Partners LLC purchased a new stake in United Parcel Service in the second quarter worth $277,000. Trust Co. of Vermont raised its holdings in United Parcel Service by 2.1% in the second quarter. Trust Co. of Vermont now owns 17,952 shares of the transportation company’s stock worth $1,812,000 after purchasing an additional 370 shares in the last quarter. Woodward Diversified Capital LLC purchased a new position in United Parcel Service during the second quarter valued at $209,000. Finally, Cantor Fitzgerald Investment Advisors L.P. boosted its holdings in shares of United Parcel Service by 0.9% during the 2nd quarter. Cantor Fitzgerald Investment Advisors L.P. now owns 168,352 shares of the transportation company’s stock valued at $16,993,000 after buying an additional 1,419 shares in the last quarter. 60.26% of the stock is owned by hedge funds and other institutional investors.

United Parcel Service News Roundup

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

• Positive Sentiment: Q4 beat and stronger 2026 guide — UPS reported EPS and revenue above estimates and guided to higher 2026 revenue, giving fundamental support to the stock. UPS forecasts higher 2026 revenue
• Positive Sentiment: Multiple analyst upgrades and higher price targets — firms including Jefferies, Truist, UBS, Oppenheimer and others raised targets and ratings, signaling expectations for margin recovery and revenue growth. Analyst Coverage roundup
• Positive Sentiment: High yield and shareholder returns — UPS is highlighting a sizable quarterly dividend (annualized yield ~6%) and ongoing buybacks, which attract income‑oriented investors while management reshapes the network. MarketBeat accumulation thesis
• Positive Sentiment: Susquehanna lifts price target — analyst Bascome Majors raised his UPS target to $115 while keeping a Neutral rating, reflecting steadier near‑term parcel demand. Susquehanna Lifts UPS Price Target
• Positive Sentiment: Unusual options activity — heavy call buying after earnings indicates short‑term bullish positioning by some traders. Investors Purchase Large Volume of UPS Call Options
• Neutral Sentiment: Industry operational note — FedEx plans to return MD‑11 freighters to service after the UPS MD‑11 accident, keeping sector safety and regulatory items under watch. FedEx MD‑11 return plan
• Neutral Sentiment: Retirement of specific aircraft fleet tied to Louisville crash — reputational and operational effects are still unfolding and may influence costs or insurance exposure. UPS retires fleet involved in Louisville crash
• Negative Sentiment: Major restructuring — UPS plans to cut up to 30,000 jobs and close 24 facilities while reducing lower‑margin Amazon volumes, a move that reduces cost but raises near‑term execution risk and transition costs. UPS to cut up to 30,000 jobs
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares at roughly $106; while common for individuals, it can amplify negative sentiment. Insider sale SEC filing

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Oppenheimer increased their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday. Deutsche Bank Aktiengesellschaft raised their target price on shares of United Parcel Service from $88.00 to $106.00 and gave the company a “hold” rating in a research note on Wednesday. Hsbc Global Res raised United Parcel Service from a “hold” rating to a “strong-buy” rating in a research report on Wednesday. Sanford C. Bernstein upped their price target on United Parcel Service from $122.00 to $125.00 and gave the stock an “outperform” rating in a research note on Friday, January 9th. Finally, BNP Paribas Exane cut United Parcel Service from a “neutral” rating to an “underperform” rating and set a $85.00 price objective for the company. in a research note on Tuesday, January 13th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, fourteen have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $115.22.

United Parcel Service Stock Performance

UPS stock opened at $105.86 on Friday. The stock’s 50 day simple moving average is $101.53 and its 200 day simple moving average is $93.56. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $123.70. The stock has a market capitalization of $89.81 billion, a PE ratio of 16.14, a price-to-earnings-growth ratio of 2.27 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. The business had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The company’s quarterly revenue was down 3.2% compared to the same quarter last year. During the same quarter last year, the company earned $2.75 EPS. As a group, research analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The business also recently declared 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 6.2%. The ex-dividend date of this dividend is Tuesday, February 17th. United Parcel Service’s dividend payout ratio (DPR) is presently 101.39%.

Insider Activity at United Parcel Service

In other news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction that occurred on Wednesday, January 28th. The shares were sold at an average price of $106.15, for a total value of $2,655,236.10. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.13% of the stock is owned by corporate insiders.

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.