The Manufacturers Life Insurance Company Has $64.90 Million Position in United Parcel Service, Inc. $UPS

The Manufacturers Life Insurance Company cut its holdings in United Parcel Service, Inc. (NYSE:UPS) by 3.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 659,723 shares of the transportation company’s stock after selling 23,743 shares during the period. The Manufacturers Life Insurance Company’s holdings in United Parcel Service were worth $64,904,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in UPS. Norges Bank acquired a new stake in United Parcel Service in the 4th quarter valued at approximately $902,446,000. Victory Capital Management Inc. increased its position in United Parcel Service by 72.9% in the 4th quarter. Victory Capital Management Inc. now owns 13,818,314 shares of the transportation company’s stock worth $1,370,639,000 after buying an additional 5,826,824 shares during the period. AQR Capital Management LLC lifted its holdings in shares of United Parcel Service by 175.7% during the fourth quarter. AQR Capital Management LLC now owns 5,200,135 shares of the transportation company’s stock worth $515,801,000 after buying an additional 3,314,166 shares during the last quarter. Pacer Advisors Inc. lifted its holdings in shares of United Parcel Service by 507.8% during the fourth quarter. Pacer Advisors Inc. now owns 3,244,234 shares of the transportation company’s stock worth $321,796,000 after buying an additional 2,710,470 shares during the last quarter. Finally, Manning & Napier Advisors LLC bought a new stake in shares of United Parcel Service in the fourth quarter valued at approximately $181,951,000. Institutional investors and hedge funds own 60.26% of the company’s stock.

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 Stock Down 0.9%

Shares of UPS 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 quick ratio of 1.21, a current ratio of 1.18 and a debt-to-equity ratio of 1.58. United Parcel Service, Inc. has a 12 month low of $82.00 and a 12 month high of $122.41. The company has a 50-day moving average price of $108.92 and a two-hundred day moving average price of $106.70.

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

United Parcel Service Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, May 18th were paid a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.3%. The ex-dividend date was Monday, May 18th. United Parcel Service’s dividend payout ratio is currently 121.93%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. UBS Group boosted their target price on shares of United Parcel Service from $123.00 to $124.00 and gave the stock a “buy” rating in a research report on Wednesday. Stifel Nicolaus increased their price target on shares of United Parcel Service from $114.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday. Sanford C. Bernstein raised their price target on shares of United Parcel Service from $130.00 to $133.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 21st. Citizens Jmp began coverage on shares of United Parcel Service in a report on Wednesday, July 15th. They set a “market perform” rating on the stock. Finally, Wall Street Zen lowered shares of United Parcel Service from a “buy” rating to a “hold” rating in a research report on Sunday. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $115.33.

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.