FedEx Corporation (FDX)

In June 2025, FedEx stock dropped after the company suspended its annual outlook and provided light guidance for the current quarter due to uncertainties surrounding U.S. trade policies and a decline in demand from industrial customers. On September 18th, FedEx announced quarterly earnings of $3.83 EPS, surpassing the consensus estimate of $3.71, with revenue for the quarter at $22.20 billion, exceeding analysts' expectations and representing a 3.1% increase compared to the same quarter last year. FedEx declared a quarterly dividend of $1.45 per share, paid on October 1st, 2025, to investors of record on September 8th. Insider selling activity was reported in July, with directors selling shares.

Demand for FedEx Corp.'s products and services exhibits seasonality, with increases during the holiday shipping season. FedEx implements "Demand Surcharges" from October through January and adjusts them dynamically based on shipping volumes. FedEx has also suspended money-back guarantees for most peak-season deliveries and has expanded its ground operations to six and seven days a week during peak holiday seasons to meet e-commerce demand.

FedEx Corp. is a global leader in transportation, e-commerce, and business services, primarily operating in the transportation sector and the air freight & logistics industry, offering services such as express transportation, small-package ground delivery, and LTL freight services. Its services include domestic and international shipping for packages and freight, supply chain solutions, logistics, warehousing, and management. FedEx also provides in-store services through FedEx Office, offering printing, copying, business services, technical support, IT, communications, billing, collection services, customs brokerage, and global ocean and air freight forwarding.

FedEx Corp. has a global presence, serving over 220 countries and territories, with operations in the U.S. and internationally, including North America, South and Central America, Asia-Pacific, the Middle East, and Europe.

FedEx Corp. has maintained a strong brand reputation, being recognized as one of Fortune magazine's "World's Most Admired Companies" for the 25th consecutive year. In the report released on January 29, 2025, FedEx secured the No. 20 position overall and remained the highest-ranked delivery service. This recognition highlights the company's commitment to excellence, innovation, and global impact.

FedEx Corp. is predominantly owned by institutional shareholders, who hold approximately 77.96% of the company's stock, insiders own about 9.51%, and retail investors account for 12.53% of the ownership. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Dodge & Cox, Primecap Management Co, State Street Corp, Capital International Investors, Geode Capital Management LLC, Franklin Resources Inc, and Invesco Ltd. Frederick W. Smith is the largest individual shareholder, owning 19.95 million shares, representing 8.46% of the company.