Comerica Bank Reduces Holdings in United Parcel Service, Inc. $UPS

Key Points

• Comerica Bank reduced its stake in United Parcel Service by 16.4% in Q4, selling 29,453 shares and ending the period with 149,704 shares worth approximately $14.85 million.
• UPS beat Q1 revenue and adjusted EPS estimates and reiterated full‑year revenue guidance, but reported year‑over‑year declines in net income and revenue, cited weak U.S. package volumes, and flagged near‑term risks including about $5 billion in tariff refunds and fuel‑price volatility.
• Analyst sentiment is mixed: the consensus rating is Hold with an average price target of $113.03, though several firms have recently raised targets and a minority still rate the stock Buy/Strong Buy.

Comerica Bank lessened its position in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 16.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 149,704 shares of the transportation company's stock after selling 29,453 shares during the period. Comerica Bank's holdings in United Parcel Service were worth $14,849,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Salzhauer Michael purchased a new position in shares of United Parcel Service during the 3rd quarter valued at $31,000. Physician Wealth Advisors Inc. lifted its position in shares of United Parcel Service by 76.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company's stock valued at $31,000 after buying an additional 163 shares during the last quarter. Avion Wealth lifted its position in shares of United Parcel Service by 284.1% during the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company's stock valued at $36,000 after buying an additional 321 shares during the last quarter. Winch Advisory Services LLC lifted its position in shares of United Parcel Service by 37.3% during the 3rd quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company's stock valued at $38,000 after buying an additional 124 shares during the last quarter. Finally, WPG Advisers LLC lifted its position in shares of United Parcel Service by 47.7% during the 3rd quarter. WPG Advisers LLC now owns 486 shares of the transportation company's stock valued at $41,000 after buying an additional 157 shares during the last quarter. Hedge funds and other institutional investors own 60.26% of the company's stock.

More United Parcel Service News

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

• Positive Sentiment: Q1 beat and guidance hold — UPS topped revenue and adjusted EPS estimates and reiterated FY revenue guidance (~$89.7B), which supports the view that restructuring is beginning to stabilize results. UPS Releases 1Q 2026 Earnings
• Positive Sentiment: Strategic pivot away from Amazon aimed at higher‑margin business — management says scaling down the Amazon partnership is part of a transition toward more profitable, value‑based volume and expects a return to growth as that shift takes hold. UPS predicts return to growth after scaling down Amazon partnership: CFO explains
• Neutral Sentiment: One‑time items and transformation costs are modest — Q1 included small after‑tax transformation charges (~$42M) and management is steering the transition, so some near‑term noise is expected but not a large recurring drag. Earnings Call Transcript
• Negative Sentiment: Profit and revenue down year‑over‑year — despite beating estimates, Q1 net income and consolidated revenue declined vs. prior year, which keeps investor focus on near‑term earnings pressure. UPS Q1 2026 earnings beat estimates as profit falls
• Negative Sentiment: Weak U.S. package volumes & cautious tone — U.S. volumes remain soft and management’s cautious commentary on demand growth contributed to investor selling despite the beats. UPS shares fall after quarterly profit beats estimates, US volumes still weak
• Negative Sentiment: Macroeconomic/fuel risks and tariff refunds — UPS flagged a potential hit to demand from fuel‑price spikes tied to the Iran conflict and disclosed ~$5B in tariff refunds that will be returned to customers when funds arrive, both of which cloud near‑term outlook and margins. UPS Flags $5B in Tariff Refunds, Holds Outlook Despite Fuel Volatility

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. JPMorgan Chase & Co. upped their price target on United Parcel Service from $99.00 to $107.00 and gave the company a "neutral" rating in a research report on Wednesday, January 28th. Stephens upped their price target on United Parcel Service from $113.00 to $115.00 and gave the company an "equal weight" rating in a research report on Wednesday, January 28th. Wells Fargo & Company upped their price target on United Parcel Service from $96.00 to $110.00 and gave the company an "equal weight" rating in a research report on Wednesday, January 28th. TD Cowen increased their price objective on United Parcel Service from $101.00 to $115.00 and gave the stock a "hold" rating in a report on Wednesday, January 28th. Finally, Truist Financial increased their price objective on United Parcel Service from $120.00 to $130.00 and gave the stock a "buy" rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, United Parcel Service presently has a consensus rating of "Hold" and a consensus price target of $113.03.

United Parcel Service Stock Performance

Shares of UPS opened at $103.62 on Wednesday. The stock's 50-day simple moving average is $103.78 and its 200 day simple moving average is $101.58. The stock has a market capitalization of $87.98 billion, a price-to-earnings ratio of 15.80, a price-to-earnings-growth ratio of 1.71 and a beta of 1.12. The company has a debt-to-equity ratio of 1.45, a quick ratio of 1.22 and a current ratio of 1.22. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $122.41.

United Parcel Service (NYSE:UPS - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.11 by ($0.04). The company had revenue of $21.20 billion for the quarter, compared to analysts' expectations of $21.05 billion. United Parcel Service had a return on equity of 38.30% and a net margin of 6.28%.The business's revenue for the quarter was down 1.4% on a year-over-year basis. During the same period last year, the company posted $1.49 EPS. Research analysts forecast that United Parcel Service, Inc. will post 7.06 EPS for the current fiscal year.

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.

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