PNC Financial Services Group Inc. Has $90.49 Million Position in United Parcel Service, Inc. $UPS

PNC Financial Services Group Inc. trimmed its holdings in United Parcel Service, Inc. (NYSE:UPS) by 4.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,083,331 shares of the transportation company’s stock after selling 51,912 shares during the quarter. PNC Financial Services Group Inc. owned about 0.13% of United Parcel Service worth $90,491,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the business. CFS Investment Advisory Services LLC boosted its holdings in shares of United Parcel Service by 2.6% during the 3rd quarter. CFS Investment Advisory Services LLC now owns 4,268 shares of the transportation company’s stock worth $372,000 after buying an additional 108 shares in the last quarter. Center for Financial Planning Inc. lifted its position in shares of United Parcel Service by 4.6% during the 3rd quarter. Center for Financial Planning Inc. now owns 2,558 shares of the transportation company’s stock valued at $214,000 after acquiring an additional 112 shares during the period. Wealth Advisory Solutions LLC boosted its stake in United Parcel Service by 2.3% during the third quarter. Wealth Advisory Solutions LLC now owns 5,163 shares of the transportation company’s stock worth $431,000 after acquiring an additional 118 shares in the last quarter. Westside Investment Management Inc. grew its holdings in United Parcel Service by 14.8% in the second quarter. Westside Investment Management Inc. now owns 960 shares of the transportation company’s stock worth $97,000 after purchasing an additional 124 shares during the period. Finally, Country Trust Bank increased its stake in United Parcel Service by 4.8% in the second quarter. Country Trust Bank now owns 2,747 shares of the transportation company’s stock valued at $277,000 after purchasing an additional 125 shares in the last quarter. Institutional investors own 60.26% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Citigroup cut their price objective on shares of United Parcel Service from $126.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Evercore increased their price target on United Parcel Service from $94.00 to $113.00 and gave the stock an “in-line” rating in a report on Wednesday, January 21st. Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective for the company in a research note on Friday, January 9th. Wells Fargo & Company upped their target price on United Parcel Service from $96.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 28th. Finally, Stifel Nicolaus increased their target price on United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, United Parcel Service presently has a consensus rating of “Hold” and an average target price of $113.67.

United Parcel Service News Roundup

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

• Positive Sentiment: Last quarter UPS reported better-than-expected results (EPS and revenue beat), which underpins investor confidence in earnings power and supports the rally. MarketBeat: UPS profile
• Positive Sentiment: Options market activity shows large, bullish bets (“whales” positioning), suggesting speculative or hedged interest that can amplify upside momentum. This Is What Whales Are Betting On United Parcel Service
• Neutral Sentiment: Industry trend toward warehouse automation (UPS among adopters) is a multi-year cost and efficiency positive but raises near-term capex and labor-transition risks — investors will watch execution and ROI. How packaging and logistics companies are automating their warehouses
• Neutral Sentiment: Zacks issued a string of mixed estimate revisions (some quarters raised, others cut); the net effect is uncertainty on near-term quarters while longer-term estimates were nudged slightly. Investors should focus on guidance and cadence of margin recovery. MarketBeat: Zacks revisions summary
• Negative Sentiment: UPS’s plan to cut about 30,000 jobs has hit a legal roadblock amid strategic shifts (including Amazon-related contract dynamics), creating uncertainty on cost-savings timing and potential litigation or bargaining costs. UPS’ plan to cut 30,000 jobs hits legal roadblock amid Amazon pivot
• Negative Sentiment: New union litigation and a dispute tied to Temu highlight rising labor and contract risks that could pressure costs, service levels and margins if escalations continue. UPS Union Lawsuit And Temu Dispute Test Labor And Contract Story
• Negative Sentiment: An AmericanBankingNews piece flags a pessimistic near-term Q1 outlook from Zacks, reflecting analyst cuts to early-2026 quarters — a downside catalyst if results or guidance miss. Zacks Research Has Pessimistic Outlook of UPS Q1 Earnings

United Parcel Service Trading Up 0.9%

Shares of United Parcel Service stock opened at $119.15 on Monday. The company has a market capitalization of $101.09 billion, a P/E ratio of 18.16, a price-to-earnings-growth ratio of 1.89 and a beta of 1.10. The stock has a fifty day simple moving average of $106.03 and a 200 day simple moving average of $94.78. United Parcel Service, Inc. has a 12-month low of $82.00 and a 12-month high of $123.70. The company has a current ratio of 1.22, a quick ratio of 1.30 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS) last posted its quarterly earnings data on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.20 by $0.18. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm had revenue of $24.48 billion for the quarter, compared to the consensus estimate of $23.91 billion. During the same period in the previous year, the firm earned $2.75 EPS. The business’s revenue for the quarter was down 3.2% compared to the same quarter last year. On average, sell-side analysts anticipate that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Tuesday, February 17th will be paid a $1.64 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a yield of 5.5%. United Parcel Service’s dividend payout ratio (DPR) is 100.00%.

Insider Buying and Selling

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction 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 document filed with the SEC, which is available through the SEC website. Company insiders own 0.13% of the company’s stock.

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.