United Parcel Service, Inc. $UPS Shares Purchased by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. raised its stake in shares of United Parcel Service, Inc. (NYSE:UPS) by 29.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 144,377 shares of the transportation company’s stock after purchasing an additional 33,095 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in United Parcel Service were worth $13,491,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Markowski Investments acquired a new stake in United Parcel Service during the 2nd quarter worth about $30,000. Allied Private Wealth LLC purchased a new stake in United Parcel Service during the 2nd quarter valued at about $34,000. Legacy Wealth Managment LLC ID grew its stake in United Parcel Service by 48.6% during the 1st quarter. Legacy Wealth Managment LLC ID now owns 309 shares of the transportation company’s stock valued at $30,000 after purchasing an additional 101 shares during the last quarter. Community Financial Services Group LLC increased its holdings in shares of United Parcel Service by 170.1% in the second quarter. Community Financial Services Group LLC now owns 370 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 233 shares during the period. Finally, Grove Bank & Trust increased its holdings in shares of United Parcel Service by 49.8% in the second quarter. Grove Bank & Trust now owns 379 shares of the transportation company’s stock valued at $41,000 after purchasing an additional 126 shares during the period. Hedge funds and other institutional investors own 60.26% of the company’s stock.

United Parcel Service Stock Up 6.1%

Shares of UPS opened at $106.43 on Wednesday. The business’s 50-day moving average is $98.92 and its two-hundred day moving average is $104.64. United Parcel Service, Inc. has a fifty-two week low of $90.84 and a fifty-two week high of $122.41.

United Parcel Service (NYSE:UPS) last released its quarterly earnings data on Tuesday, October 27th. The transportation company reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.62 by $0.07. The company had revenue of $22.90 billion for the quarter, compared to analysts’ expectations of $22.27 billion. The business’s quarterly revenue was up 6.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.74 EPS. On average, analysts anticipate that United Parcel Service, Inc. will post 7.19 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 3rd. Investors of record on Monday, August 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 of this dividend was Monday, August 17th.

Key United Parcel Service News

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

• Positive Sentiment: Q3 results exceeded expectations: Revenue rose 6.9% year over year to approximately $22.9 billion, while adjusted earnings per share reached $1.69, above the roughly $1.62–$1.63 analyst consensus. Adjusted operating profit was $2.1 billion. UPS beats quarterly expectations, raises full-year guidance again
• Positive Sentiment: Full-year guidance was raised again: UPS now expects about $92.6 billion in 2026 revenue and $8.75 billion in operating profit. Adjusted full-year EPS guidance increased to $7.28 from $7.22, above the $7.19 analyst estimate. UPS expects $92.6B 2026 revenue as it raises operating profit outlook to $8.75B
• Positive Sentiment: Improving mix is supporting margins: Higher-paying international air shipments, premium healthcare logistics and data-center construction helped offset the planned reduction in lower-margin Amazon deliveries. Management said holiday revenue and profit should improve even with slightly lower package volume. UPS raises annual forecasts as higher-paying shipments boost margin
• Positive Sentiment: Cash generation and pricing provide additional support: Free cash flow reportedly increased 53.8%, and UPS plans a 5.9% average rate increase effective December 21, which could help offset cost pressures. United Parcel Service Q3 Earnings Beat on Pricing, 2026 Outlook Raised
• Neutral Sentiment: Reported earnings included impairment charges: GAAP diluted EPS was $1.37, below the $1.69 adjusted figure, reflecting goodwill and asset impairment charges. The charges reduce reported profitability but appear largely separate from the improved operating outlook. UPS Reports Goodwill and Asset Impairment Charges

Wall Street Analyst Weigh In

UPS has been the subject of a number of research reports. Wall Street Zen downgraded United Parcel Service from a “buy” rating to a “hold” rating in a report on Saturday, September 19th. Citigroup cut their price target on shares of United Parcel Service from $132.00 to $122.00 and set a “buy” rating on the stock in a report on Wednesday, October 7th. Citizens Jmp assumed coverage on shares of United Parcel Service in a report on Wednesday, July 15th. They issued a “market perform” rating on the stock. BNP Paribas Exane reduced their price target on shares of United Parcel Service from $90.00 to $85.00 and set an “underperform” rating for the company in a research report on Wednesday, September 30th. Finally, Oppenheimer lifted their price objective on shares of United Parcel Service from $115.00 to $117.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, United Parcel Service presently has a consensus rating of “Hold” and an average target price of $115.70.

United Parcel Service Company Profile

United Parcel Service, Inc (NYSE: UPS) is a global package delivery and logistics company. Its services include the transportation and delivery of packages and freight, time-definite express delivery, supply chain management, customs brokerage, and logistics consulting. UPS serves businesses and consumers through ground, air, and international delivery networks.

The company operates across the United States and in international markets throughout Europe, Asia-Pacific, Latin America, Canada, and other regions.