Oppenheimer Asset Management Inc. Reduces Stock Position in United Parcel Service, Inc. $UPS

Key Points

• Oppenheimer Asset Management reduced its stake in UPS by 13.2% in Q4, selling 36,236 shares and leaving it with 237,543 shares worth about $23.56 million.
• UPS posted Q1 EPS of $1.07 (above estimates) but revenue was down 1.4% year‑over‑year and management held full‑year guidance, prompting margin/volume concerns and a mixed investor reaction; the Street consensus rating is Hold with a $112.08 target.
• Management is pushing diversification into healthcare/drug delivery as a higher‑margin growth avenue while simultaneously rationalizing the network (27 more parcel center closures, 51 total this year) and agreeing to remit tariff refunds, moves that trim costs but signal weaker domestic volumes.

Oppenheimer Asset Management Inc. lessened its position in shares of United Parcel Service, Inc. (NYSE:UPS - Free Report) by 13.2% during the 4th quarter, according to the company in its most recent 13F filing with the 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 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Torren Management LLC purchased a new stake in United Parcel Service during the 4th quarter valued at about $29,000. Physician Wealth Advisors Inc. grew its stake in United Parcel Service by 76.5% during the 3rd 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. Activest Wealth Management grew its stake in United Parcel Service by 144.3% during the 4th 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. Avion Wealth grew its stake in United Parcel Service by 284.1% during the 3rd 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. Finally, Optima Capital LLC purchased a new stake in United Parcel Service during the 4th quarter valued at about $44,000. Hedge funds and other institutional investors own 60.26% of the company's stock.

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

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Stifel Nicolaus upped their target price on United Parcel Service from $112.00 to $116.00 and gave the stock a "buy" rating in a research note on Wednesday, January 28th. HSBC upgraded United Parcel Service from a "hold" rating to a "buy" rating in a research note on Wednesday, January 28th. Wolfe Research restated a "peer perform" rating on shares of United Parcel Service in a research note on Thursday, January 8th. Deutsche Bank Aktiengesellschaft upped their target price on United Parcel Service from $88.00 to $106.00 and gave the stock a "hold" rating in a research note on Wednesday, January 28th. Finally, Weiss Ratings upgraded United Parcel Service from a "hold (c-)" rating to a "hold (c)" rating in a research note on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus target price of $112.08.

United Parcel Service Stock Performance

NYSE UPS opened at $108.93 on Friday. The stock has a market capitalization of $92.49 billion, a price-to-earnings ratio of 17.63, a PEG ratio of 1.70 and a beta of 1.12. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The company has a current ratio of 1.21, a quick ratio of 1.22 and a debt-to-equity ratio of 1.50. The stock has a 50-day moving average of $103.46 and a 200 day moving average of $101.66.

United Parcel Service (NYSE:UPS - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The transportation company reported $1.07 earnings per share for the quarter, topping analysts' consensus estimates of $1.02 by $0.05. The company had revenue of $21.20 billion during the quarter, compared to analysts' expectations of $20.99 billion. United Parcel Service had a return on equity of 35.95% and a net margin of 5.94%.United Parcel Service's quarterly revenue was down 1.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.49 EPS. Sell-side analysts anticipate that United Parcel Service, Inc. will post 7.09 EPS for the current fiscal year.

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.

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