FedEx Corporation (FDX)

In the past six months, FedEx's stock has seen notable activity. On December 18, 2025, FedEx reported its Q2 2026 earnings, with an adjusted EPS of $4.82 and revenue of $23.5 billion. This positive earnings report led to a 1.74% increase in the stock price during aftermarket trading. The company also raised its full-year adjusted EPS guidance to $17.80-$19.00 and projected consolidated revenue growth of 5-6% for fiscal year 2026. As of January 13, 2026, the stock was trading at $309.66. Over the last six months, the stock price has increased by 31.18%. FedEx also had an ex-dividend date on December 15, 2025, with payment on January 6, 2026.

FedEx experiences significant demand seasonality, particularly during the holiday shipping season. During these periods, the company implements "Demand Surcharges" to manage increased capacity needs and rising operating costs. For the 2025 peak season, these surcharges were effective from September 29, 2025, through January 18, 2026. The company anticipated a more volatile and earlier start to holiday shopping in 2025. Historically, residential delivery volumes surge during the holiday period.

FedEx Corp. is a global leader in transportation, e-commerce, and business services. FedEx Express offers global express transportation, providing rapid, reliable, time-definite delivery for packages and freight both domestically and internationally. FedEx Ground delivers cost-effective, time-definite ground package services for businesses and residences. FedEx Freight provides less-than-truckload (LTL) freight services across North America. FedEx Services supports other FedEx companies with sales, marketing, information technology, communications, and customer service. FedEx Logistics offers integrated logistics solutions, including air and ocean cargo transportation, specialty transportation, customs brokerage, trade management, warehousing, fulfillment, and returns. FedEx Office provides copying, digital printing, packing, and shipping services, as well as office supplies. FedEx Dataworks focuses on leveraging the company's extensive data assets to provide analytics and insights.

FedEx has an extensive global network, serving over 220 countries and territories. The company's operations are primarily divided into U.S. and International regions. While its headquarters are in Memphis, Tennessee, Federal Express maintains regional headquarters in Hoofddorp, The Netherlands; Hong Kong, China; Toronto, Ontario; and Miami, Florida. The U.S. market accounts for a significant portion of its net sales, specifically 71.6%. FedEx operates a vast infrastructure, including over 698 aircraft, more than 200,000 motorized vehicles, and 5,000 facilities worldwide. Its primary air hub is located at Memphis International Airport.

FedEx maintains a strong brand reputation, consistently recognized for its outstanding service, reliability, and speed. For the 25th consecutive year, FedEx was ranked among Fortune magazine's "World's Most Admired Companies," securing the No. 20 position overall. The company also holds the distinction of being the highest-ranked delivery service on this list. FedEx actively promotes its brand through various sponsorships, such as the UEFA Champions League, the FedExCup on the PGA Tour, and NASCAR.

FedEx's ownership structure is primarily composed of institutional investors, who hold approximately 64.79% to 84.47% of the company's shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Dodge & Cox, Primecap Management Co/ca/, State Street Corp, Geode Capital Management, LLC, Franklin Resources Inc., Capital International Investors, and Invesco Ltd.. Individual owners, or insiders, hold around 0.53% to 9.55% of the stock. Frederick W. Smith, the company's founder, is the largest individual shareholder, owning 19.95 million shares, which represents 8.49% of the company. Retail investors hold approximately 12.77% to 42.02% of the shares.