FedEx
About: FedEx pioneered overnight delivery in 1973 and remains the world's largest express package provider. In fiscal 2025, the firm's Federal Express segment—which houses the core package delivery operations—made up 86% of total revenue, with 10% coming from FedEx Freight, its asset-based less-than-truckload shipping segment. The remainder came from other services, including FedEx Office, which provides document production/shipping, and FedEx Logistics, which provides global forwarding. FedEx acquired Dutch parcel delivery firm TNT Express in 2016, boosting its presence across Europe. TNT was previously the fourth-largest global parcel delivery provider.
Employees: 880,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1.47% more ownership
Funds ownership: 75.29% [Q1] → 76.76% (+1.47%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 19 [Q1] → 19 (+0) [Q2]
5% less capital invested
Capital invested by funds: $43.9B [Q1] → $41.8B (-$2.17B) [Q2]
5% less first-time investments, than exits
New positions opened: 148 | Existing positions closed: 156
2% less funds holding
Funds holding: 1,706 [Q1] → 1,664 (-42) [Q2]
12% less repeat investments, than reductions
Existing positions increased: 585 | Existing positions reduced: 662
18% less call options, than puts
Call options by funds: $1.29B | Put options by funds: $1.58B
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
Evercore ISI Group
Jonathan Chappell
|
$243
|
In-Line
Downgraded
|
17 Sep 2025 |
Bernstein
David Vernon
|
$247
|
Market Perform
Maintained
|
16 Sep 2025 |
B of A Securities
Ken Hoexter
|
$240
|
Neutral
Downgraded
|
11 Sep 2025 |
JP Morgan
Brian Ossenbeck
|
$285
|
Overweight
Maintained
|
5 Sep 2025 |
UBS
Thomas Wadewitz
|
$293
|
Buy
Maintained
|
28 Aug 2025 |
Citigroup
Ariel Rosa
|
$275
|
Buy
Maintained
|
18 Aug 2025 |
Truist Securities
Lucas Servera
|
$275
|
Buy
Reiterated
|
25 Jun 2025 |
Raymond James
Patrick Tyler Brown
|
$260
|
Outperform
Maintained
|
25 Jun 2025 |
TD Cowen
Jason Seidl
|
$269
|
Buy
Maintained
|
25 Jun 2025 |
Stifel
J. Bruce Chan
|
$315
|
Buy
Maintained
|
25 Jun 2025 |
Susquehanna
Bascome Majors
|
$295
|
Positive
Maintained
|
25 Jun 2025 |
Barclays
Brandon Oglenski
|
$320
|
Overweight
Maintained
|
25 Jun 2025 |
Wells Fargo
Christian Wetherbee
|
$235
|
Equal-Weight
Maintained
|
25 Jun 2025 |
Financial journalist opinion
Based on 30 articles about FDX published over the past 30 days