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

Bank of New York Mellon Corp decreased its position in United Parcel Service, Inc. (NYSE:UPS) by 2.2% during the third quarter, Holdings Channel reports. The fund 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’s holdings in United Parcel Service were worth $373,888,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Andra AP fonden boosted its stake in United Parcel Service by 95.9% in the second quarter. Andra AP fonden now owns 332,983 shares of the transportation company’s stock valued at $33,611,000 after acquiring an additional 163,000 shares in the last quarter. BLVD Private Wealth LLC acquired a new stake in shares of United Parcel Service in the 2nd quarter worth $1,479,000. Strategic Planning Inc. purchased a new position in United Parcel Service during the 3rd quarter worth $3,885,000. Avantax Advisory Services Inc. increased its position in United Parcel Service by 14.6% during the 2nd quarter. Avantax Advisory Services Inc. now owns 94,361 shares of the transportation company’s stock valued at $9,525,000 after buying an additional 12,035 shares in the last quarter. Finally, Equity Investment Corp raised its stake in United Parcel Service by 16.8% in the second quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock valued at $114,118,000 after buying an additional 162,364 shares during 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

Insider Transactions at United Parcel Service

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction that occurred on Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.13% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on UPS. BMO Capital Markets upped their price objective on shares of United Parcel Service from $105.00 to $110.00 and gave the company a “market perform” rating in a report on Wednesday. Deutsche Bank Aktiengesellschaft raised their price target on shares of United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a report on Wednesday. Stifel Nicolaus boosted their price objective on shares of United Parcel Service from $112.00 to $116.00 and gave the company a “buy” rating in a report on Wednesday. Wall Street Zen upgraded United Parcel Service from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target for the company in a research report on Friday, January 9th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, United Parcel Service currently has an average rating of “Hold” and an average price target of $115.22.

United Parcel Service Stock Performance

UPS opened at $105.86 on Friday. The firm has a fifty day moving average price of $101.53 and a 200 day moving average price of $93.56. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $123.70. The stock has a market cap of $89.81 billion, a P/E ratio of 16.14, a P/E/G ratio of 2.27 and a beta of 1.11. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30.

United Parcel Service (NYSE:UPS) last released its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share for the quarter, beating analysts’ consensus estimates of $2.20 by $0.18. The company had revenue of $24.50 billion during the quarter, compared to analysts’ expectations of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm’s revenue for the quarter was down 3.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.75 earnings per share. Equities research analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be paid a $1.64 dividend. This represents a $6.56 annualized dividend and a dividend yield of 6.2%. The ex-dividend date is Tuesday, February 17th. United Parcel Service’s payout ratio is currently 101.39%.

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.