Positive
Neutral
Negative
Sentiment 3-Months
Positive
Neutral 30.7%
Negative

Neutral
Seeking Alpha
2 days ago
Longleaf Partners Global Fund Q1 2026 Portfolio Review
During the quarter Longleaf Partners Global Fund had no new purchases and exited four holdings: Bio-Rad, Louis Hachette, Louisiana-Pacific and Walt Disney. Glanbia's shares held up well in a difficult market environment, though the stock continues to trade at undemanding multiples relative to global food and beverage staples peers. Delivery Hero reported largely inline FY25 results with FCF delivery stronger than our and street expectations.
Longleaf Partners Global Fund Q1 2026 Portfolio Review
Negative
CNBC Television
2 days ago
FedEx CEO: We are seeing the impact from tariffs
FedEx CEO Raj Subramaniam explains the impact tariffs have had on the company at CNBC's Invest In America Forum on Wednesday. #InvestInAmericaForum
FedEx CEO: We are seeing the impact from tariffs
Neutral
Seeking Alpha
2 days ago
Longleaf Partners Fund Q1 2026 Contributors And Detractors
During the quarter, we had no new purchases and exited three holdings: Louisiana-Pacific, PayPal and Walt Disney. CNH, a leading global agriculture and construction equipment manufacturer, was a contributor for the quarter. Life-sciences company Avantor detracted for the quarter.
Longleaf Partners Fund Q1 2026 Contributors And Detractors
Positive
24/7 Wall Street
3 days ago
Larry Fink Told Jim Cramer Oil Could Be Cut in Half — Here Are 5 Stocks That Would Explode Higher
On the April 14 episode of Mad Money, BlackRock CEO Larry Fink told Jim Cramer something critical: oil could be cut in half if the Iran war resolves favorably.
Larry Fink Told Jim Cramer Oil Could Be Cut in Half — Here Are 5 Stocks That Would Explode Higher
Neutral
Proactive Investors
4 days ago
FedEx CFO departure raises timing questions but UBS says strategy intact
FedEx Corp (NYSE:FDX, XETRA:FDX) is facing an “optically tough” leadership transition as its chief financial officer steps down ahead of a planned freight spin-off, but UBS said the move is consistent with the company's financial strategy and maintained a positive view on the stock. CFO John Dietrich will step down effective June 1, capping a three-year tenure that followed his previous role as CEO of Atlas Air Worldwide Holdings, the company announced.
FedEx CFO departure raises timing questions but UBS says strategy intact
Neutral
Reuters
5 days ago
FedEx CFO John Dietrich to step down
FedEx said on Monday Chief Financial ​Officer John Dietrich would step down, ‌effective June 1, after the parcel firm completes the spinoff of FedEx Freight into a publicly traded company.
FedEx CFO John Dietrich to step down
Neutral
Business Wire
5 days ago
FedEx Chief Financial Officer John W. Dietrich to Step Down June 1
MEMPHIS, Tenn.--(BUSINESS WIRE)--FedEx Corp. (NYSE: FDX) today announced that John Dietrich will step down as executive vice president and chief financial officer on June 1 upon successful completion of the spin-off of FedEx Freight into a new publicly traded company. He will remain with the company until July 31. Claude Russ, FedEx enterprise vice president, Finance will serve as interim CFO, effective June 1, as the company conducts a comprehensive internal and external search for a successor.
FedEx Chief Financial Officer John W. Dietrich to Step Down June 1
Positive
Zacks Investment Research
9 days ago
Here's Why FedEx (FDX) is a Strong Momentum Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Here's Why FedEx (FDX) is a Strong Momentum Stock
Positive
Reuters
10 days ago
FedEx reaches tentative wage deal with pilots after years of talks
FedEx and a union representing more than 5,000 of its pilots ​reached a tentative deal on Wednesday, paving ‌the way for wages increases after years of negotiations.
FedEx reaches tentative wage deal with pilots after years of talks
Neutral
Seeking Alpha
10 days ago
FedEx Corporation (FDX) Analyst/Investor Day Transcript
FedEx Corporation (FDX) Analyst/Investor Day Transcript
FedEx Corporation (FDX) Analyst/Investor Day Transcript