Oppenheimer Asset Management Inc. lowered its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 13.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 237,543 shares of the transportation company’s stock after selling 36,236 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in United Parcel Service were worth $23,562,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. Torren Management LLC acquired a new stake in shares of United Parcel Service in the fourth quarter valued at approximately $29,000. Physician Wealth Advisors Inc. increased its holdings in shares of United Parcel Service by 76.5% in the third quarter. Physician Wealth Advisors Inc. now owns 376 shares of the transportation company’s stock valued at $31,000 after purchasing an additional 163 shares during the last quarter. Avion Wealth increased its holdings in shares of United Parcel Service by 284.1% in the third quarter. Avion Wealth now owns 434 shares of the transportation company’s stock valued at $36,000 after purchasing an additional 321 shares during the last quarter. Winch Advisory Services LLC increased its holdings in shares of United Parcel Service by 37.3% in the third quarter. Winch Advisory Services LLC now owns 456 shares of the transportation company’s stock valued at $38,000 after purchasing an additional 124 shares during the last quarter. Finally, Activest Wealth Management increased its holdings in shares of United Parcel Service by 144.3% in the fourth quarter. Activest Wealth Management now owns 408 shares of the transportation company’s stock valued at $40,000 after purchasing an additional 241 shares during the last quarter. Institutional investors and hedge funds own 60.26% of the company’s stock.
Analyst Upgrades and Downgrades
Several research firms recently commented on UPS. Oppenheimer increased their price target on United Parcel Service from $107.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Stephens increased their price target on United Parcel Service from $113.00 to $115.00 and gave the company an “equal weight” rating in a report on Wednesday, January 28th. Susquehanna increased their price target on United Parcel Service from $116.00 to $118.00 and gave the company a “neutral” rating in a report on Wednesday. Weiss Ratings raised United Parcel Service from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, April 24th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on United Parcel Service from $88.00 to $106.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, United Parcel Service currently has a consensus rating of “Hold” and an average price target of $112.08.
United Parcel Service Trading Up 2.2%
UPS opened at $108.93 on Friday. United Parcel Service, Inc. has a 52 week low of $82.00 and a 52 week high of $122.41. The business has a fifty day simple moving average of $103.46 and a 200-day simple moving average of $101.66. The firm has a market cap of $92.49 billion, a P/E ratio of 17.63, a P/E/G ratio of 1.70 and a beta of 1.12. The company has a quick ratio of 1.22, a current ratio of 1.21 and a debt-to-equity ratio of 1.50.
United Parcel Service (NYSE:UPS – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The transportation company reported $1.07 EPS for the quarter, topping the consensus estimate of $1.02 by $0.05. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.The business had revenue of $21.20 billion during the quarter, compared to analyst estimates of $20.99 billion. During the same period last year, the business posted $1.49 earnings per share. The company’s quarterly revenue was down 1.4% on a year-over-year basis. On average, equities analysts expect that United Parcel Service, Inc. will post 7.09 earnings per share for the current year.
Trending Headlines about United Parcel Service
Here are the key news stories impacting United Parcel Service this week:
- Positive Sentiment: CEO Carol Tomé highlighted UPS’s growing healthcare/drug-delivery business as a defensive, higher-margin growth avenue that can offset retail volume softness — a diversification narrative investors like. UPS CEO says drug delivery strategy a good antidote to economic uncertainty
- Positive Sentiment: Some analysts and investors are bullish: Citigroup raised its price target (to $127) and coverage shows institutional support and a ~6% yield pitched as a turnaround + income story — supportive for longer-term demand for the stock. Price target update / coverage
- Neutral Sentiment: UPS and FedEx said they will remit tariff refunds back to customers after a Supreme Court ruling; the move reduces political/legal uncertainty but means a large passthrough (reports estimate several billion) rather than a retained benefit for carriers. FedEx and UPS are pledging to give their tariff refunds back to consumers
- Neutral Sentiment: UPS is continuing a network rationalization — announcing 27 additional parcel center closures (51 total this year) to align capacity with lower volumes; this reduces costs but signals weaker domestic volume trends. UPS to close 27 additional parcel facilities in 2026
- Negative Sentiment: Q1 results and guidance were seen as mixed: management referenced margin pressure and held full?year guidance despite revenue/earnings that some outlets called in?line or modestly ahead — investors punished the lack of upside to guidance and margins. That uncertainty pressured sentiment after the print. UPS Beats Q1 Estimates But Holds Outlook As Shares Drop 7.2%
- Negative Sentiment: Local delivery and service complaints (e.g., reports that UPS is not bringing packages to customers’ doors in some areas) create reputational/operational risk that could affect customer relationships and volume recovery. UPS Won’t Bring Packages to Their Doors. Some Are Fed Up.
- Negative Sentiment: Some sell?side nuance: UBS trimmed its price target slightly even while keeping a buy rating, reflecting near?term uncertainty on margins and volume as UPS reconfigures its network. UBS price target change
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.
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