California State Teachers Retirement System Sells 22,875 Shares of United Parcel Service, Inc. $UPS

California State Teachers Retirement System cut its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 2.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 857,105 shares of the transportation company’s stock after selling 22,875 shares during the quarter. California State Teachers Retirement System’s holdings in United Parcel Service were worth $84,322,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Potomac Fund Management Inc. ADV lifted its stake in shares of United Parcel Service by 0.8% in the fourth quarter. Potomac Fund Management Inc. ADV now owns 11,324 shares of the transportation company’s stock worth $1,123,000 after acquiring an additional 90 shares during the period. Westbourne Investments Inc. increased its position in United Parcel Service by 1.2% during the 4th 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 period. Ipsen Advisor Group LLC raised its holdings in United Parcel Service by 1.7% during the 4th quarter. Ipsen Advisor Group LLC now owns 5,670 shares of the transportation company’s stock worth $562,000 after purchasing an additional 95 shares during the last quarter. Webster Bank N. A. raised its holdings in United Parcel Service by 16.7% during the 4th quarter. Webster Bank N. A. now owns 698 shares of the transportation company’s stock worth $69,000 after purchasing an additional 100 shares during the last quarter. Finally, Peoples Financial Services CORP. raised its holdings in United Parcel Service by 2.5% during the 4th quarter. Peoples Financial Services CORP. now owns 4,030 shares of the transportation company’s stock worth $400,000 after purchasing an additional 100 shares during the last quarter. Institutional investors own 60.26% of the company’s stock.

United Parcel Service Price Performance

UPS opened at $104.58 on Thursday. United Parcel Service, Inc. has a 1 year low of $82.00 and a 1 year high of $122.41. The company has a debt-to-equity ratio of 1.58, a current ratio of 1.18 and a quick ratio of 1.21. The company has a market capitalization of $88.89 billion, a price-to-earnings ratio of 19.44, a P/E/G ratio of 1.68 and a beta of 1.05. The firm’s fifty day moving average price is $108.92 and its two-hundred day moving average price is $106.70.

United Parcel Service (NYSE:UPS) last posted its earnings results on Tuesday, July 28th. The transportation company reported $1.76 EPS for the quarter, topping the consensus estimate of $1.65 by $0.11. The firm had revenue of $22.83 billion for the quarter, compared to analysts’ expectations of $21.86 billion. United Parcel Service had a net margin of 5.08% and a return on equity of 37.50%. The company’s quarterly revenue was up 7.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.55 EPS. United Parcel Service has set its FY 2026 guidance at 7.220-7.220 EPS. As a group, analysts anticipate that United Parcel Service, Inc. will post 7.11 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 4th. Shareholders of record on Monday, May 18th were given a $1.64 dividend. The ex-dividend date of this dividend was Monday, May 18th. This represents a $6.56 annualized dividend and a yield of 6.3%. United Parcel Service’s payout ratio is currently 121.93%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on UPS. UBS Group upped their price objective on shares of United Parcel Service from $123.00 to $124.00 and gave the company a “buy” rating in a research note on Wednesday. Weiss Ratings upgraded shares of United Parcel Service from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, July 10th. Susquehanna upped their target price on United Parcel Service from $118.00 to $120.00 and gave the company a “neutral” rating in a research report on Wednesday. Citigroup raised their price target on shares of United Parcel Service from $127.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Finally, Oppenheimer boosted their price objective on United Parcel Service from $115.00 to $117.00 and gave the company an “outperform” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, United Parcel Service currently has an average rating of “Hold” and an average target price of $115.33.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Second-quarter results exceeded expectations. UPS reported revenue of approximately $22.8 billion, up 7.6% year over year, and adjusted EPS of $1.76 versus the $1.65–$1.66 consensus. Growth in pricing, premium services and network efficiency helped offset lower package volumes. UPS beats earnings expectations, raises full-year guidance
• Positive Sentiment: UPS raised its full-year outlook. The company now expects 2026 revenue of about $91.2 billion and EPS of $7.22, above consensus estimates of roughly $90.0 billion and $7.12. Management said the planned reduction of lower-margin Amazon shipments is complete, creating a foundation for second-half margin expansion. UPS Q2 Earnings Call Highlights Network Reset and Higher Outlook
• Positive Sentiment: Several analysts increased their targets. UBS raised its target to $124 and Stifel to $115, both maintaining buy ratings. Oppenheimer lifted its target to $117 with an outperform rating, while BMO and Susquehanna also raised targets. Stephens reduced its target to $130 but retained an overweight rating.
• Neutral Sentiment: Valuation may appeal to long-term investors. Commentary highlights that UPS has recovered over the past year but remains well below its three-year-ago level, with some valuation measures suggesting the market may be underpricing its cash-flow and earnings potential. Is United Parcel Service Stock A Bargain Before Earnings?
• Negative Sentiment: Profitability remains the key investor concern. GAAP EPS was only $0.71, versus $1.76 adjusted, after $891 million in after-tax transformation charges. Consolidated operating profit also fell sharply, while international operating profit and near-term domestic expectations weakened. Investors remain skeptical that higher-margin growth can fully offset the loss of Amazon volume.
• Negative Sentiment: Competitive pressure is increasing. Retailers are diversifying away from the traditional UPS-FedEx-USPS delivery network as customers demand faster and often free shipping, potentially pressuring UPS volumes, pricing and margins. Carrier diversification unravels the last-mile delivery duopoly

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.