Mitsubishi UFJ Trust & Banking Corp Sells 213,646 Shares of Coupang, Inc. $CPNG

Mitsubishi UFJ Trust & Banking Corp decreased its holdings in shares of Coupang, Inc. (NYSE:CPNG) by 11.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,664,936 shares of the company’s stock after selling 213,646 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned 0.09% of Coupang worth $53,611,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in CPNG. Massachusetts Financial Services Co. MA grew its holdings in Coupang by 2.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 11,215,142 shares of the company’s stock worth $361,128,000 after purchasing an additional 318,115 shares during the period. TRB Advisors LP bought a new position in shares of Coupang during the 3rd quarter worth about $1,863,000. Oak Thistle LLC bought a new position in shares of Coupang during the 3rd quarter worth about $2,983,000. Ninety One UK Ltd grew its stake in shares of Coupang by 6.5% in the 3rd quarter. Ninety One UK Ltd now owns 4,104,525 shares of the company’s stock valued at $132,166,000 after buying an additional 249,551 shares during the period. Finally, Marex Group plc bought a new stake in Coupang in the 2nd quarter valued at about $1,544,000. Institutional investors and hedge funds own 83.72% of the company’s stock.

Key Headlines Impacting Coupang

Here are the key news stories impacting Coupang this week:

• Positive Sentiment: Analyst upgrade — Deutsche Bank upgraded CPNG to a “Buy” with a $25 price target, citing recovery potential after the data‑breach-related weakness; that increases visible upside from current levels. Coupang, Inc. (CPNG) Upgraded to Buy
• Positive Sentiment: U.S. investor legal action vs. South Korea — major U.S. investors (Greenoaks, Altimeter) filed suits seeking relief from what they call discriminatory Korean government actions toward Coupang; a favorable outcome could reduce geopolitical/regulatory risk for the company. Greenoaks Takes Legal Action
• Neutral Sentiment: Requests for U.S. investigation — large shareholders have asked the U.S. government to probe South Korea’s handling of Coupang’s data breach; this raises the possibility of policy or trade responses but outcomes and timing are uncertain. Coupang investors seek US probe
• Negative Sentiment: Surge of securities‑class action notices — multiple plaintiff firms (Berger Montague, Hagens Berman, Rosen, Levi & Korsinsky, Bernstein Liebhard, others) have filed or are soliciting lead‑plaintiff candidates in suits tied to purchases during May–Dec 2025; active litigation increases legal costs, management distraction and potential settlement risk. Berger Montague investor alert
• Negative Sentiment: Data breach and alleged disclosure delays — plaintiff firms and Hagens Berman highlight a reported 33.7M‑account breach and question the company’s timing/accuracy of disclosures; that remains the core driver of the legal and regulatory pressure. Hagens Berman on data breach
• Negative Sentiment: Lead‑plaintiff deadline — many notices remind investors the deadline to apply to lead the class is February 17, 2026; the concentration of filings and solicitations can amplify short‑term volatility and selling pressure. Hagens Berman investor alert

Coupang Trading Up 0.1%

Shares of Coupang stock opened at $19.98 on Friday. The stock has a fifty day simple moving average of $24.31 and a 200 day simple moving average of $28.37. Coupang, Inc. has a 12-month low of $19.02 and a 12-month high of $34.08. The company has a market capitalization of $36.49 billion, a P/E ratio of 95.12 and a beta of 1.20. The company has a current ratio of 1.06, a quick ratio of 0.82 and a debt-to-equity ratio of 0.13.

Coupang (NYSE:CPNG) last issued its quarterly earnings data on Tuesday, November 4th. The company reported $0.05 earnings per share for the quarter, beating the consensus estimate of $0.04 by $0.01. Coupang had a return on equity of 6.95% and a net margin of 1.16%.The business had revenue of $9.27 billion for the quarter, compared to analysts’ expectations of $9.13 billion. During the same period last year, the business earned $0.06 EPS. The business’s revenue was up 17.8% on a year-over-year basis. On average, sell-side analysts anticipate that Coupang, Inc. will post 0.17 earnings per share for the current fiscal year.

Insider Transactions at Coupang

In related news, CAO Jonathan D. Lee sold 2,679 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $23.62, for a total transaction of $63,277.98. Following the transaction, the chief accounting officer directly owned 122,096 shares in the company, valued at approximately $2,883,907.52. The trade was a 2.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Pranam Kolari sold 11,653 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $31.98, for a total transaction of $372,662.94. Following the completion of the sale, the vice president directly owned 147,023 shares of the company’s stock, valued at $4,701,795.54. The trade was a 7.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 12.78% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

CPNG has been the topic of several recent research reports. Zacks Research upgraded Coupang from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Morgan Stanley reaffirmed an “overweight” rating on shares of Coupang in a research report on Monday, January 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Coupang in a research report on Wednesday. Mizuho upped their price objective on shares of Coupang from $30.00 to $32.00 and gave the stock a “neutral” rating in a report on Thursday, November 6th. Finally, Barclays raised their price objective on shares of Coupang from $36.00 to $40.00 and gave the company an “overweight” rating in a research note on Tuesday, November 11th. Five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $32.57.

About Coupang

Coupang, listed on the New York Stock Exchange under the ticker CPNG, is a South Korean e-commerce company headquartered in Seoul. Founded in 2010 by Bom Kim, the company grew rapidly by combining an online marketplace with a large direct-retail business model. Coupang completed a primary listing in the United States in 2021, and it has become one of South Korea’s leading online retailers by focusing on convenience, speed and a wide product assortment across consumer categories.

The company operates a vertically integrated e-commerce platform that includes a customer-facing marketplace and an extensive logistics and fulfillment network.