Mar. 4 at 9:05 PM
$UP "As of March 4, 2026, United Parcel Service (UPS) stock is down 2.37% to
$110.55. The decline follows a strategic presentation at the Raymond James Institutional Investor Conference today, where the company outlined significant structural shifts and near-term headwinds. The company is in the final stages of a plan to cut its daily volume for Amazon by 2 million pieces, which is expected to impact annual revenue by approximately
$5 billion. UPS is aggressively targeting the healthcare logistics and small-to-medium business (SMB) markets to replace low-margin Amazon volume. The company is on track to achieve
$3.5 billion in cost reductions in 2026 through facility closures and a workforce reduction plan involving up to 30,000 positions. Analysts believe the dividend (currently
$1.64 per share) is on firmer footing for 2026, as projected free cash flow of
$6.5 billion should comfortably cover the expected
$5.4 billion in payouts.
Average Target: Approximately
$113.67." I'm HOLDING
