Obermeyer Wealth Partners Acquires New Shares in United Parcel Service, Inc. $UPS

Obermeyer Wealth Partners bought a new stake in shares of United Parcel Service, Inc. (NYSE:UPS) in the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 155,408 shares of the transportation company’s stock, valued at approximately $12,981,000.

A number of other hedge funds also recently made changes to their positions in the business. Evelyn Partners Investment Management Europe Ltd increased its stake in United Parcel Service by 110.1% during the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company’s stock valued at $25,000 after buying an additional 131 shares during the period. Mid American Wealth Advisory Group Inc. acquired a new stake in United Parcel Service in the second quarter worth approximately $26,000. Salzhauer Michael bought a new position in United Parcel Service during the 3rd quarter valued at $31,000. RMG Wealth Management LLC bought a new stake in shares of United Parcel Service in the 2nd quarter worth $34,000. Finally, FNY Investment Advisers LLC acquired a new stake in shares of United Parcel Service in the second quarter valued at $34,000. Institutional investors own 60.26% of the company’s stock.

United Parcel Service Trading Down 1.3%

NYSE UPS opened at $106.62 on Wednesday. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 1.50. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $136.99. The firm’s fifty day simple moving average is $98.40 and its 200-day simple moving average is $93.07. The company has a market capitalization of $90.46 billion, a PE ratio of 16.48, a price-to-earnings-growth ratio of 2.35 and a beta of 1.11.

United Parcel Service (NYSE:UPS) last issued its earnings results on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, topping the consensus estimate of $1.31 by $0.43. United Parcel Service had a return on equity of 40.07% and a net margin of 6.15%.The company had revenue of $21.42 billion for the quarter, compared to analyst estimates of $20.94 billion. During the same period in the prior year, the firm posted $1.76 EPS. The business’s revenue was down 3.7% compared to the same quarter last year. As a group, 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 business also recently announced a quarterly dividend, which was paid on Thursday, December 4th. Shareholders of record on Monday, November 17th were issued a dividend of $1.64 per share. This represents a $6.56 annualized dividend and a yield of 6.2%. The ex-dividend date was Monday, November 17th. United Parcel Service’s dividend payout ratio (DPR) is 101.39%.

Key Stories Impacting United Parcel Service

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

• Positive Sentiment: Bernstein raised its price target to $125 and kept an Outperform rating, citing expected margin improvement — a bullish analyst signal that supports upside. Bernstein Lifts UPS Price Target
• Positive Sentiment: Bank of America upgraded UPS (reported coverage) and other outlets noted a $125 price target raise — additional analyst support that could offset bearish views. UPS Upgraded at Bank of America Price Target Raised to $125.00
• Neutral Sentiment: UPS set its Q4 2025 earnings release and investor webcast for Jan. 27 — a near-term catalyst that could move the stock depending on guidance and margin details. UPS To Release Fourth-Quarter 2025 Results On Tuesday, January 27, 2026
• Neutral Sentiment: JPMorgan nudged its price target modestly to $99 while keeping a Neutral rating — a small, mixed vote of confidence that still implies limited near-term upside. JPMorgan Raises UPS Price Target to $99
• Neutral Sentiment: Coverage pieces (Zacks/MSN) highlight the sector opportunity and note UPS recently ended a six-session winning streak — useful context but not a direct fundamental change. Why Investors Need to Take Advantage of These 2 Transportation Stocks Now United Parcel Service shares snap six consecutive sessions of gains
• Negative Sentiment: BNP Paribas Exane downgraded UPS from Neutral to Underperform with an $85 price target — a substantial bearish revision that signals downside risk and may pressure the stock.
• Negative Sentiment: Reports say UPS will eliminate ~68,000 jobs and close 73 facilities — described as the largest purge in company history. That large-scale restructuring raises near-term execution and cost-risk concerns even if aimed at long-term efficiency. UPS eliminates 68,000 jobs and shuts down 73 facilities

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Truist Financial upped their price target on shares of United Parcel Service from $100.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Citigroup raised their target price on shares of United Parcel Service from $120.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Bank of America raised United Parcel Service from an “underperform” rating to a “neutral” rating and set a $114.00 price target on the stock in a report on Friday, January 9th. BMO Capital Markets reissued a “market perform” rating and set a $96.00 price objective (down from $125.00) on shares of United Parcel Service in a research note on Friday, September 19th. Finally, Wells Fargo & Company upped their target price on United Parcel Service from $91.00 to $96.00 and gave the company an “equal weight” rating in a report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, sixteen have given a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $111.42.

United Parcel Service Company 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.