New York State Teachers Retirement System Sells 34,083 Shares of United Parcel Service, Inc. $UPS

Key Points

• New York State Teachers Retirement System trimmed its UPS holding by 5.4% (selling 34,083 shares), leaving 593,728 shares worth about $58.9 million, amid overall institutional ownership of 60.26%.
• UPS beat Q1 EPS estimates ($1.07 vs. $1.02) but revenue fell 1.4% year‑over‑year and management held full‑year guidance, with margin pressure that weighed on the stock.
• Analyst views are mixed but leaning constructive—several firms raised ratings and targets (Citigroup to $127), yet the consensus remains a “Hold” with a $112.08 price target as UPS pushes into higher‑margin healthcare delivery while cutting parcel centers to align capacity.

New York State Teachers Retirement System lessened its holdings in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 5.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 593,728 shares of the transportation company's stock after selling 34,083 shares during the period. New York State Teachers Retirement System owned 0.07% of United Parcel Service worth $58,892,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in UPS. Westbourne Investments Inc. increased its holdings in United Parcel Service by 1.2% in the fourth quarter. Westbourne Investments Inc. now owns 7,876 shares of the transportation company's stock valued at $781,000 after purchasing an additional 91 shares during the last quarter. Webster Bank N. A. lifted its stake in United Parcel Service by 16.7% in the fourth quarter. Webster Bank N. A. now owns 698 shares of the transportation company's stock valued at $69,000 after buying an additional 100 shares during the period. Peoples Financial Services CORP. boosted its holdings in United Parcel Service by 2.5% during the fourth quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company's stock worth $400,000 after buying an additional 100 shares during the last quarter. Argyle Capital Management LLC grew its position in shares of United Parcel Service by 0.4% during the 4th quarter. Argyle Capital Management LLC now owns 27,505 shares of the transportation company's stock worth $2,728,000 after buying an additional 100 shares during the period. Finally, Spurstone Advisory Services LLC grew its position in shares of United Parcel Service by 2.7% during the 4th quarter. Spurstone Advisory Services LLC now owns 3,742 shares of the transportation company's stock worth $371,000 after buying an additional 100 shares during the period. 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: CEO Carol Tomé highlighted UPS’s growing healthcare/drug-delivery business as a defensive, higher-margin growth avenue that can offset retail volume softness — a diversification narrative investors like. UPS CEO says drug delivery strategy a good antidote to economic uncertainty
• Positive Sentiment: Some analysts and investors are bullish: Citigroup raised its price target (to $127) and coverage shows institutional support and a ~6% yield pitched as a turnaround + income story — supportive for longer-term demand for the stock. Price target update / coverage
• Neutral Sentiment: UPS and FedEx said they will remit tariff refunds back to customers after a Supreme Court ruling; the move reduces political/legal uncertainty but means a large passthrough (reports estimate several billion) rather than a retained benefit for carriers. FedEx and UPS are pledging to give their tariff refunds back to consumers
• Neutral Sentiment: UPS is continuing a network rationalization — announcing 27 additional parcel center closures (51 total this year) to align capacity with lower volumes; this reduces costs but signals weaker domestic volume trends. UPS to close 27 additional parcel facilities in 2026
• Negative Sentiment: Q1 results and guidance were seen as mixed: management referenced margin pressure and held full‑year guidance despite revenue/earnings that some outlets called in‑line or modestly ahead — investors punished the lack of upside to guidance and margins. That uncertainty pressured sentiment after the print. UPS Beats Q1 Estimates But Holds Outlook As Shares Drop 7.2%
• Negative Sentiment: Local delivery and service complaints (e.g., reports that UPS is not bringing packages to customers’ doors in some areas) create reputational/operational risk that could affect customer relationships and volume recovery. UPS Won’t Bring Packages to Their Doors. Some Are Fed Up.
• Negative Sentiment: Some sell‑side nuance: UBS trimmed its price target slightly even while keeping a buy rating, reflecting near‑term uncertainty on margins and volume as UPS reconfigures its network. UBS price target change

Wall Street Analyst Weigh In

Several research firms recently weighed in on UPS. HSBC raised shares of United Parcel Service from a "hold" rating to a "buy" rating in a research note on Wednesday, January 28th. Citigroup lifted their price target on shares of United Parcel Service from $118.00 to $127.00 and gave the stock a "buy" rating in a research report on Wednesday. Oppenheimer boosted their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the company an "outperform" rating in a report on Wednesday, January 28th. TD Cowen upped their price objective on shares of United Parcel Service from $101.00 to $115.00 and gave the company a "hold" rating in a research report on Wednesday, January 28th. Finally, Weiss Ratings raised United Parcel Service from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and a consensus price target of $112.08.

United Parcel Service Stock Performance

Shares of UPS stock opened at $108.93 on Friday. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.22 and a current ratio of 1.21. The company has a market capitalization of $92.49 billion, a P/E ratio of 17.63, a price-to-earnings-growth ratio of 1.70 and a beta of 1.12. The company's 50 day moving average price is $103.46 and its two-hundred day moving average price is $101.66. 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 released its quarterly earnings results on Tuesday, April 28th. The transportation company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.05. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The company had revenue of $21.20 billion during the quarter, compared to analysts' expectations of $20.99 billion. During the same quarter in the prior year, the company earned $1.49 earnings per share. The business's quarterly revenue was down 1.4% compared to the same quarter last year. On average, analysts expect that United Parcel Service, Inc. will post 7.09 earnings per share 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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