United Parcel Service, Inc. $UPS Shares Sold by KCM Investment Advisors LLC

15 Jun 2026, 08:02 by Danessa Lincoln · The Markets Daily

KCM Investment Advisors LLC decreased its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 34.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,779 shares of the transportation company’s stock after selling 9,300 shares during the period. KCM Investment Advisors LLC’s holdings in United Parcel Service were worth $1,764,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in UPS. Brighton Jones LLC lifted its stake in shares of United Parcel Service by 63.8% in the fourth quarter. Brighton Jones LLC now owns 12,126 shares of the transportation company’s stock valued at $1,529,000 after purchasing an additional 4,723 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of United Parcel Service in the second quarter valued at about $277,000. SVB Wealth LLC acquired a new stake in shares of United Parcel Service in the second quarter valued at about $848,000. Treasurer of the State of North Carolina lifted its stake in shares of United Parcel Service by 2.7% in the second quarter. Treasurer of the State of North Carolina now owns 342,866 shares of the transportation company’s stock valued at $34,609,000 after purchasing an additional 9,124 shares during the period. Finally, Ieq Capital LLC lifted its stake in shares of United Parcel Service by 154.5% in the second quarter. Ieq Capital LLC now owns 104,819 shares of the transportation company’s stock valued at $10,580,000 after purchasing an additional 63,629 shares during the period. Institutional investors and hedge funds own 60.26% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have weighed in on the stock. Citigroup raised their target price on shares of United Parcel Service from $118.00 to $127.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Weiss Ratings downgraded shares of United Parcel Service from a “hold (c)” rating to a “sell (d+)” rating in a report on Friday, May 8th. Evercore dropped their target price on shares of United Parcel Service from $115.00 to $113.00 and set an “in-line” rating for the company in a report on Wednesday, April 22nd. UBS Group dropped their target price on shares of United Parcel Service from $125.00 to $123.00 and set a “buy” rating for the company in a report on Wednesday, April 29th. Finally, Susquehanna raised their target price on shares of United Parcel Service from $116.00 to $118.00 and gave the company a “neutral” rating in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $111.50.

Check Out Our Latest Stock Analysis on United Parcel Service

United Parcel Service Stock Performance

NYSE:UPS opened at $107.96 on Monday. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 1.50. The firm has a 50-day moving average price of $103.23 and a two-hundred day moving average price of $104.13. United Parcel Service, Inc. has a twelve month low of $82.00 and a twelve month high of $122.41. The company has a market capitalization of $91.76 billion, a P/E ratio of 17.47, a price-to-earnings-growth ratio of 1.72 and a beta of 1.05.

United Parcel Service (NYSE:UPS – Get Free Report) last posted its earnings results on Tuesday, April 28th. The transportation company reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.05. United Parcel Service had a net margin of 5.94% and a return on equity of 35.95%. The firm had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $20.99 billion. During the same period last year, the firm posted $1.49 EPS. The firm’s revenue for the quarter was down 1.4% on a year-over-year basis. As a group, research analysts expect that United Parcel Service, Inc. will post 7.1 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, June 4th. Stockholders of record on Monday, May 18th were issued a dividend of $1.64 per share. The ex-dividend date was Monday, May 18th. This represents a $6.56 dividend on an annualized basis and a dividend yield of 6.1%. United Parcel Service’s payout ratio is 106.15%.

Key United Parcel Service News

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

Positive Sentiment: UPS shares have been boosted by a broader bullish take on the stock after the Fed’s rate-cut pivot, with some investors viewing UPS as an attractive cyclical income play with a high dividend yield. A Dramatic Fed Pivot Just Unlocked a New Era of Growth for UPS
Positive Sentiment: UPS-owned Roadie announced a same-day delivery partnership with Omaha Steaks ahead of Father’s Day, highlighting growth in its last-mile and same-day delivery services. From Cart to Cookout: Omaha Steaks and Roadie Power Same-Day Delivery for Father’s Day
Neutral Sentiment: UPS was also the subject of valuation and stock-performance commentary, with some analysts questioning whether the recent pullback created a better long-term entry point rather than pointing to a new fundamental problem. Is It Time To Reconsider UPS (NYSE:UPS) After Recent Share Price Weakness?
Neutral Sentiment: UPS met its deadline for retrofitting delivery vans with air conditioning, easing one labor-related pressure point after Teamsters scrutiny, though the issue also underscores ongoing union oversight. UPS meets deadline for retrofitting delivery vans with air conditioning
Negative Sentiment: Separate UK news about a parcel delivery firm “evaluating options” for a depot closure and 3,000 jobs at risk adds to concerns about softness or restructuring pressures in the parcel-delivery industry, which could weigh on sentiment toward UPS. Massive parcel delivery firm could shut UK depot as it ‘evaluates options’ – with 3,000 jobs at risk
Negative Sentiment: Some market commentary still frames UPS as a large-cap stock with limited growth runway, and recent coverage has also highlighted weakness in the shares over the past week. 3 Large-Cap Stocks That Concern Us

About United Parcel Service

(Free Report)

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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