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)
2.78% more ownership
Funds ownership: 75.29% [Q1] → 78.07% (+2.78%) [Q2]
5% less first-time investments, than exits
New positions opened: 146 | Existing positions closed: 154
3% less funds holding
Funds holding: 1,706 [Q1] → 1,650 (-56) [Q2]
5% less capital invested
Capital invested by funds: $43.9B [Q1] → $41.6B (-$2.3B) [Q2]
5% less funds holding in top 10
Funds holding in top 10: 19 [Q1] → 18 (-1) [Q2]
11% less repeat investments, than reductions
Existing positions increased: 582 | Existing positions reduced: 655
13% less call options, than puts
Call options by funds: $1.02B | Put options by funds: $1.17B
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Citigroup Ariel Rosa | 19%upside $275 | Buy Maintained | 18 Aug 2025 |
Truist Securities Lucas Servera | 19%upside $275 | Buy Reiterated | 25 Jun 2025 |
B of A Securities Ken Hoexter | 6%upside $245 | Buy Maintained | 25 Jun 2025 |
Raymond James Patrick Tyler Brown | 13%upside $260 | Outperform Maintained | 25 Jun 2025 |
JP Morgan Brian Ossenbeck | 25%upside $290 | Overweight Maintained | 25 Jun 2025 |
Financial journalist opinion
Based on 18 articles about FDX published over the past 30 days
