KCM Investment Advisors LLC Has $5.71 Million Stock Position in United Parcel Service, Inc. $UPS

by · The Cerbat Gem

KCM Investment Advisors LLC lowered its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 36.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,593 shares of the transportation company’s stock after selling 32,238 shares during the quarter. KCM Investment Advisors LLC’s holdings in United Parcel Service were worth $5,712,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Equity Investment Corp boosted its holdings in shares of United Parcel Service by 16.8% during the second quarter. Equity Investment Corp now owns 1,130,550 shares of the transportation company’s stock worth $114,118,000 after purchasing an additional 162,364 shares during the period. Founders Capital Management LLC increased its stake in United Parcel Service by 8.3% in the 2nd quarter. Founders Capital Management LLC now owns 111,405 shares of the transportation company’s stock valued at $11,245,000 after buying an additional 8,579 shares during the period. Gallacher Capital Management LLC purchased a new stake in United Parcel Service in the 1st quarter worth approximately $620,000. Fullcircle Wealth LLC lifted its position in United Parcel Service by 3.7% in the 2nd quarter. Fullcircle Wealth LLC now owns 92,182 shares of the transportation company’s stock worth $9,305,000 after buying an additional 3,259 shares in the last quarter. Finally, Capital CS Group LLC boosted its stake in shares of United Parcel Service by 3.6% during the 2nd quarter. Capital CS Group LLC now owns 235,090 shares of the transportation company’s stock valued at $23,730,000 after buying an additional 8,070 shares during the period. Hedge funds and other institutional investors own 60.26% of the company’s stock.

Insider Activity

In other news, Director Christiana Smith Shi bought 500 shares of the stock in a transaction that occurred on Friday, August 22nd. The shares were acquired at an average cost of $88.17 per share, for a total transaction of $44,085.00. Following the purchase, the director owned 500 shares of the company’s stock, valued at $44,085. This represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the stock. Bank of America dropped their price target on shares of United Parcel Service from $83.00 to $81.00 and set an “underperform” rating on the stock in a research note on Friday, September 26th. Weiss Ratings restated a “sell (d+)” rating on shares of United Parcel Service in a research note on Wednesday, October 8th. Evercore ISI cut their price target on United Parcel Service from $103.00 to $97.00 and set an “in-line” rating for the company in a research note on Wednesday, July 30th. Barclays reduced their price target on United Parcel Service from $90.00 to $80.00 and set an “underweight” rating for the company in a report on Thursday, July 31st. Finally, Wells Fargo & Company increased their price objective on United Parcel Service from $91.00 to $96.00 and gave the stock an “equal weight” rating in a report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, sixteen have given a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, United Parcel Service currently has a consensus rating of “Hold” and an average target price of $110.00.

Read Our Latest Analysis on UPS

United Parcel Service Stock Performance

UPS opened at $95.98 on Friday. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.32 and a current ratio of 1.30. The company has a market cap of $81.35 billion, a PE ratio of 14.84, a price-to-earnings-growth ratio of 2.29 and a beta of 1.11. The stock has a 50-day moving average of $86.94 and a 200-day moving average of $92.99. United Parcel Service, Inc. has a 52-week low of $82.00 and a 52-week high of $138.67.

United Parcel Service (NYSE:UPS – Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The transportation company reported $1.74 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $21.42 billion for the quarter, compared to the consensus estimate of $20.94 billion. During the same period last year, the business earned $1.76 EPS. The firm’s revenue was down 3.7% compared to the same quarter last year. United Parcel Service has set its Q4 2025 guidance at EPS. As a group, equities research analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 4th. Stockholders of record on Monday, November 17th will be paid a $1.64 dividend. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.8%. The ex-dividend date is Monday, November 17th. United Parcel Service’s payout ratio is presently 101.39%.

About United Parcel Service

(Free Report)

United Parcel Service, Inc, a package delivery company, provides transportation and delivery, distribution, contract logistics, ocean freight, airfreight, customs brokerage, and insurance services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of express letters, documents, small packages, and palletized freight through air and ground services in the United States.

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