FedEx (FDX)

• Market cap: $53.4B
• 1 day: 0.32%
• 5 days: -0.33%
• 1 month: -0.54%
• 3 months: 1.43%
• 6 months: -7.85%
• Year to date: -17.42%
• 1 year: -24.04%
• 5 years: -6.71%
• 10 years: 55.88%
• Sector: Industrials
• Industry: Integrated Freight & Logistics

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

• Low target: $235
• Avg. target: $273
• High target: $320

13 analyst ratings

• positive: 9 69%
• neutral: 4 31%
• negative: 0 0%

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