United Parcel Service, Inc. $UPS Shares Sold by M&T Bank Corp

M&T Bank Corp trimmed its stake in United Parcel Service, Inc. (NYSE:UPS) by 4.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 128,551 shares of the transportation company’s stock after selling 5,326 shares during the period. M&T Bank Corp’s holdings in United Parcel Service were worth $12,750,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Shrier Wealth Management LLC acquired a new position in shares of United Parcel Service in the 4th quarter worth $1,099,000. Victory Capital Management Inc. grew its position in United Parcel Service by 10.5% during the 3rd quarter. Victory Capital Management Inc. now owns 7,991,490 shares of the transportation company’s stock worth $667,109,000 after purchasing an additional 761,217 shares in the last quarter. Jaffetilchin Investment Partners LLC grew its position in United Parcel Service by 192.7% during the 4th quarter. Jaffetilchin Investment Partners LLC now owns 19,734 shares of the transportation company’s stock worth $1,957,000 after purchasing an additional 12,993 shares in the last quarter. Integrity Advisory Solutions LLC purchased a new position in United Parcel Service during the 3rd quarter worth approximately $6,868,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its position in United Parcel Service by 5.1% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,470,790 shares of the transportation company’s stock worth $122,855,000 after purchasing an additional 71,764 shares in the last quarter. 60.26% of the stock is currently owned by institutional investors and hedge funds.

United Parcel Service Stock Performance

UPS opened at $98.05 on Wednesday. The company has a market cap of $83.25 billion, a PE ratio of 15.87, a price-to-earnings-growth ratio of 1.53 and a beta of 1.06. The stock has a 50-day moving average of $103.08 and a 200-day moving average of $102.02. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $122.41. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.22 and a current ratio of 1.21.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, April 28th. The transportation company reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.05. The company 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%.The firm’s revenue was down 1.4% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.49 EPS. As a group, equities research analysts forecast that United Parcel Service, Inc. will post 7.1 earnings per share for the current fiscal year.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: UPS expanded the Happy Returns “Return Bar” network to 10,000 locations, strengthening its end-to-end e‑commerce reverse‑logistics capability and fraud controls — a differentiation that can increase retailer stickiness and protect parcel volumes and yields over time. Does UPS’s (UPS) Reverse Logistics Push Quietly Redefine Its Long-Term E‑commerce Moat?
• Positive Sentiment: UPS reaffirmed full‑year 2026 revenue guidance (~$89.7B) after reporting Q1 results that beat EPS estimates — this supports near‑term cash flow expectations and the dividend story that many income investors rely on. Does UPS’s (UPS) Reverse Logistics Push Quietly Redefine Its Long-Term E‑commerce Moat?
• Neutral Sentiment: Analyst price targets have largely converged, leaving modeled fair value around ~$113 — a small net change that suggests consensus views are stabilizing even as opinions diverge on upside vs. downside risk. How The Narrative On United Parcel Service (UPS) Is Shifting As Analyst Targets Converge
• Negative Sentiment: Amazon launched “Amazon Supply Chain Services” (ASCS), opening its massive logistics network to outside customers — a direct, strategic threat to UPS that triggered a sector selloff and remains the primary near‑term bearish catalyst. Watch for pricing pressure, share‑loss in enterprise/freight contracts, and margin compression. UPS, FedEx stocks sink after Amazon expands logistics network to other businesses Amazon Weaponizes Logistics, Triggering Sector-Wide Selloff

Wall Street Analyst Weigh In

Several equities analysts have weighed in on UPS shares. Wolfe Research reiterated a “peer perform” rating on shares of United Parcel Service in a research report on Thursday, January 8th. Bank of America upgraded shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a research report on Friday, January 9th. Stifel Nicolaus lifted their price objective on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Wells Fargo & Company lifted their price objective on shares of United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. Finally, Susquehanna lifted their price objective on shares of United Parcel Service from $116.00 to $118.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $112.08.

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.