Truist Financial Corp Cuts Stock Holdings in United Parcel Service, Inc. $UPS

Truist Financial Corp decreased its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 11.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 282,405 shares of the transportation company’s stock after selling 37,038 shares during the period. Truist Financial Corp’s holdings in United Parcel Service were worth $28,012,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Torren Management LLC purchased a new stake in United Parcel Service in the fourth quarter worth approximately $29,000. Physician Wealth Advisors Inc. boosted its holdings in United Parcel Service by 76.5% in the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock worth $31,000 after purchasing an additional 163 shares during the last quarter. Avion Wealth boosted its holdings in United Parcel Service by 284.1% in the third quarter. Avion Wealth now owns 434 shares of the transportation company’s stock worth $36,000 after purchasing an additional 321 shares during the last quarter. Winch Advisory Services LLC boosted its holdings in United Parcel Service by 37.3% in the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock worth $38,000 after purchasing an additional 124 shares during the last quarter. Finally, Activest Wealth Management boosted its holdings in United Parcel Service by 144.3% in the fourth quarter. Activest Wealth Management now owns 408 shares of the transportation company’s stock worth $40,000 after purchasing an additional 241 shares during the last quarter. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Analyst Upgrades and Downgrades

UPS has been the topic of several research reports. UBS Group dropped their target price on shares of United Parcel Service from $125.00 to $123.00 and set a “buy” rating on the stock in a report on Wednesday, April 29th. TD Cowen raised their target price on shares of United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a report on Wednesday, January 28th. Stifel Nicolaus raised their target price on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Wolfe Research restated a “peer perform” rating on shares of United Parcel Service in a report on Thursday, January 8th. Finally, Truist Financial raised their target price on shares of United Parcel Service from $120.00 to $130.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $112.08.

Trending Headlines about 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

United Parcel Service Stock Up 1.8%

Shares of UPS stock opened at $98.05 on Wednesday. The company has a market capitalization of $83.25 billion, a price-to-earnings ratio of 15.87, a PEG ratio of 1.53 and a beta of 1.06. United Parcel Service, Inc. has a one year low of $82.00 and a one year high of $122.41. The company’s fifty day moving average price is $103.08 and its 200-day moving average price is $102.02. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.21 and a quick ratio of 1.22.

United Parcel Service (NYSE:UPS) last announced its quarterly earnings data on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, beating the consensus estimate of $1.02 by $0.05. The firm had revenue of $21.20 billion for the quarter, compared to the consensus estimate of $20.99 billion. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The company’s revenue was down 1.4% on a year-over-year basis. During the same period last year, the firm earned $1.49 EPS. Sell-side analysts expect that United Parcel Service, Inc. will post 7.1 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.