KLCM Advisors Inc. Boosts Stock Holdings in United Parcel Service, Inc. $UPS

Key Points

• KLCM Advisors increased its stake in UPS by 42.8% in Q3 to 208,088 shares (worth $17.38M), making UPS 1.7% of its holdings and its 10th largest position.
• UPS beat quarterly EPS estimates ($2.38 vs. $2.20) on $24.48B in revenue (down 3.2% YoY) and pays a quarterly dividend of $1.64 (6.5% yield) with a payout ratio of 100%.
• Market sentiment is mixed-to-negative after an ~11% short-term pullback and FedEx briefly overtaking UPS in market cap; analysts’ consensus is a Hold with an average price target of $113.67.

KLCM Advisors Inc. increased its stake in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 42.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 208,088 shares of the transportation company's stock after purchasing an additional 62,348 shares during the period. United Parcel Service makes up 1.7% of KLCM Advisors Inc.'s holdings, making the stock its 10th largest position. KLCM Advisors Inc.'s holdings in United Parcel Service were worth $17,382,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Evelyn Partners Investment Management Europe Ltd boosted its position in shares of United Parcel Service by 110.1% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 250 shares of the transportation company's stock worth $25,000 after buying an additional 131 shares during the period. Salzhauer Michael bought a new stake in United Parcel Service in the 3rd quarter valued at approximately $31,000. Physician Wealth Advisors Inc. boosted its position 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 worth $31,000 after acquiring an additional 163 shares during the last quarter. Twin Peaks Wealth Advisors LLC acquired a new position in United Parcel Service during the 2nd quarter worth approximately $34,000. Finally, Avion Wealth grew its stake in shares of United Parcel Service by 284.1% during the 3rd quarter. Avion Wealth now owns 434 shares of the transportation company's stock worth $36,000 after acquiring an additional 321 shares in the last quarter. Institutional investors and hedge funds own 60.26% of the company's stock.

United Parcel Service Price Performance

Shares of UPS opened at $100.77 on Thursday. The company has a market cap of $85.56 billion, a price-to-earnings ratio of 15.36, a PEG ratio of 1.59 and a beta of 1.08. United Parcel Service, Inc. has a 1-year low of $82.00 and a 1-year high of $122.41. The company's fifty day simple moving average is $110.15 and its 200 day simple moving average is $97.81. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.45.

United Parcel Service (NYSE:UPS - Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The transportation company reported $2.38 EPS for the quarter, beating analysts' consensus estimates of $2.20 by $0.18. United Parcel Service had a net margin of 6.28% and a return on equity of 38.30%. The firm had revenue of $24.48 billion during the quarter, compared to analysts' expectations of $23.91 billion. During the same quarter last year, the company posted $2.75 earnings per share. The company's revenue for the quarter was down 3.2% compared to the same quarter last year. On average, research analysts forecast that United Parcel Service, Inc. will post 7.95 earnings per share for the current fiscal year.

United Parcel Service Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 5th. Investors of record on Tuesday, February 17th were paid a $1.64 dividend. This represents a $6.56 annualized dividend and a yield of 6.5%. The ex-dividend date was Tuesday, February 17th. United Parcel Service's dividend payout ratio (DPR) is 100.00%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on UPS. UBS Group lifted their price objective on shares of United Parcel Service from $116.00 to $125.00 and gave the company a "buy" rating in a report on Wednesday, January 28th. Oppenheimer lifted their price target on shares of United Parcel Service from $107.00 to $115.00 and gave the company an "outperform" rating in a research note on Wednesday, January 28th. BNP Paribas Exane cut shares of United Parcel Service from a "neutral" rating to an "underperform" rating and set a $85.00 price target on the stock. in a research report on Tuesday, January 13th. BMO Capital Markets increased their price objective on shares of United Parcel Service from $105.00 to $110.00 and gave the stock a "market perform" rating in a research note on Wednesday, January 28th. Finally, TD Cowen raised their price objective on United Parcel Service from $101.00 to $115.00 and gave the company a "hold" rating in a report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fourteen have issued a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $113.67.

Insider Transactions at United Parcel Service

In related news, insider Norman M. Brothers, Jr. sold 25,014 shares of United Parcel Service stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $106.15, for a total transaction of $2,655,236.10. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.13% of the company's stock.

United Parcel Service News Roundup

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

• Positive Sentiment: UPS is actively shifting toward higher-margin B2B opportunities to offset reduced Amazon volume; that strategic pivot could stabilize revenue mix over time. UPS Leaning into B2B Opportunity Amid Amazon Reduction
• Neutral Sentiment: Debate over UPS’s capital‑heavy network: scale and infrastructure remain a competitive advantage, but rising energy and AI-driven costs could make the asset base a longer-term liability to margins. Is UPS’s (UPS) Capital-Heavy Network an Edge or Liability as Energy and AI Costs Shift?
• Neutral Sentiment: Longer-term performance context on parcel carriers vs. the market; useful background for investors but less immediate impact on near-term price action. Investing $1,000 in FedEx or UPS a Decade Ago Would Have Garnered How Much?
• Negative Sentiment: Coverage highlights that Amazon’s exit/reset of its UPS relationship is prompting fresh scrutiny of UPS’s valuation and whether the dividend is sustainable if volume and margins deteriorate. UPS Reset After Amazon Exit Puts Valuation And Dividend Under Scrutiny
• Negative Sentiment: BofA cut its price target (to $112) after UPS’s CFO signaled a softer Q1 outlook, signaling analyst caution and likely contributing to selling pressure. BofA Trims UPS Target as Analyst Flags Weaker Q1 Outlook
• Negative Sentiment: Market-cap shift: FedEx has overtaken UPS for market value for the first time — a symbolic blow to investor confidence in UPS’s near-term leadership. FedEx tops UPS in market value for the first time
• Negative Sentiment: Recent market commentary and analyses are asking how far UPS shares can fall given network reconfiguration risks, Amazon volume shifts and margin pressure — reinforcing downside sentiment. How Low Can UPS Stock Go?
• Negative Sentiment: Short-term price weakness: coverage noting an ~11% pullback over the past week signals momentum-driven selling that can amplify volatility. UPS Falls 11% — And FedEx Just Stole Its Crown

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.

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