Truist Financial Corp Sells 82,761 Shares of United Parcel Service, Inc. $UPS

Truist Financial Corp lowered its holdings in shares of United Parcel Service, Inc. (NYSE:UPS) by 20.6% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 319,443 shares of the transportation company’s stock after selling 82,761 shares during the period. Truist Financial Corp’s holdings in United Parcel Service were worth $26,683,000 as of its most recent filing with the SEC.

Several other large investors have also bought and sold shares of the business. Norges Bank acquired a new stake in shares of United Parcel Service in the 2nd quarter valued at approximately $851,842,000. Laurel Wealth Advisors LLC boosted its position in United Parcel Service by 11,517.3% in the second quarter. Laurel Wealth Advisors LLC now owns 2,503,413 shares of the transportation company’s stock valued at $252,695,000 after buying an additional 2,481,864 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of United Parcel Service by 78.7% during the second quarter. Arrowstreet Capital Limited Partnership now owns 4,086,862 shares of the transportation company’s stock worth $412,528,000 after buying an additional 1,799,882 shares during the last quarter. Invesco Ltd. increased its holdings in shares of United Parcel Service by 45.4% during the second quarter. Invesco Ltd. now owns 5,730,804 shares of the transportation company’s stock worth $578,467,000 after buying an additional 1,789,467 shares in the last quarter. Finally, AQR Capital Management LLC lifted its stake in shares of United Parcel Service by 94.8% in the 2nd quarter. AQR Capital Management LLC now owns 2,300,081 shares of the transportation company’s stock valued at $231,388,000 after acquiring an additional 1,119,372 shares during the last quarter. 60.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other United Parcel Service news, insider Norman M. Brothers, Jr. sold 25,014 shares of the stock in a transaction dated 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 filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.13% of the company’s stock.

United Parcel Service Stock Performance

Shares of UPS stock opened at $106.14 on Friday. The stock has a market capitalization of $90.05 billion, a PE ratio of 16.18, a PEG ratio of 1.66 and a beta of 1.11. The business’s 50 day simple moving average is $101.76 and its 200 day simple moving average is $93.60. The company has a debt-to-equity ratio of 1.45, a current ratio of 1.22 and a quick ratio of 1.30. United Parcel Service, Inc. has a one year low of $82.00 and a one year high of $123.70.

United Parcel Service (NYSE:UPS) last released its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.20 by $0.18. The firm had revenue of $24.50 billion during the quarter, compared to analyst estimates of $23.91 billion. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The company’s revenue was down 3.2% compared to the same quarter last year. During the same quarter last year, the business earned $2.75 EPS. As a group, research analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Tuesday, February 17th will be issued a $1.64 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $6.56 annualized dividend and a yield of 6.2%. United Parcel Service’s payout ratio is presently 100.00%.

Trending Headlines about United Parcel Service

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

• Positive Sentiment: Q4 beat and raised 2026 revenue guide — UPS reported adjusted EPS and revenue above estimates and guided to higher 2026 revenue, which underpins the recent bullish momentum. UPS forecasts higher 2026 revenue
• Positive Sentiment: Analyst bullishness and price‑target lifts — multiple shops (BMO, Truist, Susquehanna, TD Cowen and others) raised targets or upgraded coverage, signaling expectations for margin recovery and revenue growth. BMO raises UPS price target
• Positive Sentiment: Shareholder returns and options flow — UPS confirmed a meaningful quarterly dividend (high yield) and unusual heavy call buying after earnings, which supports short‑term bullish positioning and income investor interest. Call option activity
• Neutral Sentiment: Institutional activity mixed — some funds increased stakes in Q4 while overall analyst coverage remains diversified (many holds alongside buys), leaving consensus near “hold” with varied targets. MarketBeat UPS overview
• Neutral Sentiment: Sector operational note — UPS retired planes tied to the Louisville accident; FedEx/peers’ fleet moves keep regulatory and safety risks in focus for the airline segment of the business. UPS retires fleet after crash
• Negative Sentiment: Large workforce cuts and Amazon pullback — UPS announced plans to cut up to ~30,000 jobs, close ~24 facilities and scale back lower‑margin Amazon volumes, which creates restructuring costs, execution risk and near‑term margin pressure. UPS to cut jobs, scale back Amazon
• Negative Sentiment: Insider selling — director Norman M. Brothers Jr. sold ~25,000 shares near the current price, a visible sale that can amplify caution among investors even if non‑strategic. Insider sale SEC filing

Analysts Set New Price Targets

A number of brokerages recently weighed in on UPS. JPMorgan Chase & Co. boosted their price objective on United Parcel Service from $99.00 to $107.00 and gave the stock a “neutral” rating in a research report on Wednesday. TD Cowen boosted their price target on United Parcel Service from $101.00 to $115.00 and gave the stock a “hold” rating in a report on Wednesday. Bank of America upgraded shares of United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price objective for the company in a report on Friday, January 9th. Stifel Nicolaus lifted their target price on shares of United Parcel Service from $112.00 to $116.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Stephens upped their price target on shares of United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, United Parcel Service has a consensus rating of “Hold” and a consensus price target of $113.67.

United Parcel Service 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.